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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
AAPLApple Inc
Recent Activity
Increased 32.65%
8.43%
$83.154M
356,886 shares@ $233.0 avg price
VTIVanguard Index Fds
Recent Activity
Increased 293.45%
3.29%
$32.409M
114,454 shares@ $283.16 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 44.26%
2.48%
$24.436M
53,092 shares@ $460.26 avg price
SCHFSchwab Strategic Tr
Recent Activity
New Position
2.08%
$20.482M
498,096 shares@ $41.12 avg price
SPABSpdr Ser Tr
Recent Activity
New Position
1.77%
$17.449M
667,526 shares@ $26.14 avg price
GOOGAlphabet Inc
Recent Activity
Increased 26.94%
1.76%
$17.332M
103,666 shares@ $167.2 avg price
DGROIshares Tr
Recent Activity
Increased 172.38%
1.72%
$16.903M
269,628 shares@ $62.7 avg price
WMTWalmart Inc
Recent Activity
Increased 12.35%
1.71%
$16.872M
208,937 shares@ $80.75 avg price
IEMGIshares Inc
Recent Activity
New Position
1.64%
$16.166M
281,596 shares@ $57.41 avg price
IVEIshares Tr
Recent Activity
New Position
1.63%
$16.078M
81,544 shares@ $197.17 avg price