WealthPLAN Partners, LLC
Top Portfolio Positions
113 positions ·
$252,447,136 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
156,423 | $39,698,593 | 15.73% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
66,603 | $31,916,157 | 12.64% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
19,422 | $11,209,989 | 4.44% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
49,760 | $10,363,515 | 4.11% | |
| NVDA |
Nvidia Corp
Technology
|
58,871 | $10,267,102 | 4.07% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
7,976 | $7,947,525 | 3.15% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
18,962 | $5,577,861 | 2.21% | |
| MSFT |
Microsoft Corp
Technology
|
14,035 | $5,195,335 | 2.06% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
40,210 | $4,997,298 | 1.98% | |
| UNP |
Union Pacific Corp
Industrials
|
20,217 | $4,905,048 | 1.94% |
Portfolio Trend
23 quarters · across all stocks
Holdings in STXS
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,143 | 13,665 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $29,129 | 12,665 | Shares | Sole | 2026-02-12 | |
| No 13F history on record for this holder in this stock. | ||||||