WealthPlan Investment Management, LLC
Top Portfolio Positions
195 positions ·
$740,741,035 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
422,306 | $107,177,039 | 14.47% |
| NVDA |
Nvidia Corp
Technology
|
275,706 | $48,083,126 | 6.49% |
| MSFT |
Microsoft Corp
Technology
|
81,091 | $30,017,455 | 4.05% |
| GOOGL |
Alphabet Inc.
Communication Services
|
92,913 | $26,718,062 | 3.61% |
| META |
Meta Platforms, Inc.
Communication Services
|
41,954 | $24,003,141 | 3.24% |
| WMT |
Walmart Inc.
Consumer Defensive
|
147,746 | $18,361,872 | 2.48% |
| XOM |
Exxon Mobil Corp
Energy
|
105,133 | $17,836,864 | 2.41% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
80,859 | $16,840,503 | 2.27% |
| CVX |
Chevron Corp
Energy
|
78,379 | $16,216,615 | 2.19% |
| CASY |
Caseys General Stores Inc
Consumer Cyclical
|
21,242 | $15,461,202 | 2.09% |
Portfolio Trend
Holdings in BITW
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $643,099 | 14,417 | Shares | Sole | 2026-04-29 | |
| No quarters match your search. | ||||||