Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTHPLAN PARTNERS LLC | 07-26-2023 | 06-30-2023 | 2516 | 707,018,427 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Apple Inc | Stock/ETF | 1 | $52,787,457 | 272,143 | 0.01 | 0.01 | -69,571 | -20.36 | 06-30-2023 |
| Berkshire Hathaway Inc Class B | Stock/ETF | 2 | $27,600,881 | 80,941 | 0.00 | 0.00 | -13,455 | -14.25 | 06-30-2023 |
| Vanguard Total Stock Market | Stock/ETF | 3 | $26,943,204 | 122,313 | 0.00 | 0.00 | -16,881 | -12.13 | 06-30-2023 |
| Pacer Fds Tr Us Cash Cows 100 | Stock/ETF | 4 | $17,367,839 | 362,813 | 0.00 | 0.00 | -43,765 | -10.76 | 06-30-2023 |
