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David Peterson

@Wealthplan Investment Management, Llc

Latest period2024 - Q3ReportedManaged Assets$987.549MTotal holdings247
Assets growth rate49.41%Assets growth rate (2-Q avg)25.13%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealthplan Investment Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 247 positions.

Assets under management

The assets under management (AUM) of Wealthplan Investment Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 987.549M in assets, with a quarterly growth rate of 49.41% and a 2-quarter average growth rate of 25.13%. The portfolio is managed by David Peterson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CMGChipotle Mexican Grill Inc
Recent Activity
New Position
0.13%
$1.194M
20,717 shares@ $57.63 avg price
IWNIshares Tr
Recent Activity
New Position
0.12%
$1.147M
6,873 shares@ $166.83 avg price
HIMSHims & Hers Health Inc
Recent Activity
New Position
0.11%
$1.042M
56,562 shares@ $18.42 avg price
NOBLProshares Tr
Recent Activity
New Position
0.1%
$915,297
8,573 shares@ $106.77 avg price
VIGVanguard Specialized Funds
Recent Activity
New Position
0.09%
$844,685
4,265 shares@ $198.06 avg price
PRFInvesco Exchange Traded Fd T
Recent Activity
New Position
0.08%
$764,454
18,815 shares@ $40.64 avg price
REETIshares Tr
Recent Activity
New Position
0.08%
$695,301
26,051 shares@ $26.69 avg price
VRTVertiv Holdings Co
Recent Activity
New Position
0.07%
$644,524
6,478 shares@ $99.5 avg price
VRTXVertex Pharmaceuticals Inc
Recent Activity
New Position
0.07%
$635,299
1,366 shares@ $465.08 avg price
SPTMSpdr Ser Tr
Recent Activity
New Position
0.07%
$635,153
9,066 shares@ $70.06 avg price