WealthPLAN Partners, LLC: A Comprehensive Analysis of Q1 2022 vs. Q4 2022 Fund Holdings

WealthPLAN Partners, LLC just released its 13F filing, providing a detailed overview of its Q1 2022 and Q4 2022 holdings. This quarterly report reveals the number of shares held, the value of each holding, and the change percentage compared to the previous quarter. This information is crucial for fund managers, investors, and other stakeholders who are keen on tracking changes in holdings and identifying market trends.

In this article, we will provide a comprehensive analysis of WealthPLAN Partners, LLC's Q1 2022 vs. Q4 2022 fund holdings. We will highlight the top holdings, discuss the significant changes in holdings, and identify the notable trends in the market. So, let's dive in and examine the data.

Top Holdings

WealthPLAN Partners, LLC's top holdings include Apple Inc. (AAPL), Berkshire Hathaway Inc. Del (BRK-B), and Vanguard Index Fds (VTI). These holdings had the most significant value and share volume in Q1 2022 and Q4 2022. Other notable top holdings include Pacer Fds Tr (COWZ), First Tr Exchng Traded FD VI (BUFR), and iShares Tr (DGRO).

Changes in Holdings

The 13F filing reveals several significant changes in holdings. The top holdings with a significant increase in share volume include Pacer Fds Tr (COWZ), WP Carey Inc (WPC), and Nucor Corp (NUE). Pacer Fds Tr (COWZ) had the most significant increase, with a massive 75.1% jump in share volume. WP Carey Inc (WPC) and Nucor Corp (NUE) increased by 34.4% and 29.9%, respectively.

On the other hand, First Tr Exchng Traded FD VI (BUFR), iShares Tr (DGRO), and First Tr Exch Traded FD III (FTLS) experienced the most significant decrease in share volume. First Tr Exchng Traded FD VI (BUFR) had the most significant decrease, with a 27.2% drop in share volume. iShares Tr (DGRO) and First Tr Exch Traded FD III (FTLS) decreased by 18.5% and 17.3%, respectively.

Notable Trends

The 13F filing also reveals notable trends in the market. One significant trend is the increase in share volume of ETFs. For instance, Pacer Fds Tr (COWZ) had a massive 75.1% increase, and iShares Tr (IGRO) had an 81.2% increase in share volume. This suggests that investors are gravitating towards ETFs as a way to diversify their portfolio.

Another trend is the increase in share volume of select technology stocks such as Apple Inc. (AAPL), Microsoft Corp (MSFT), and Texas Instrs Inc (TXN). However, there was a notable decrease in some prominent technology stocks such as Amazon Com Inc (AMZN) and Alphabet Inc (GOOG).

Conclusion

The 13F filing provides essential insights into WealthPLAN Partners, LLC's Q1 2022 and Q4 2022 fund holdings. While there have been some significant changes in holdings, the top holdings have remained relatively stable. Notable trends in the market include an increase in share volume of ETFs and select technology stocks, as well as a decrease in some prominent technology stocks. Fund managers, investors, and other stakeholders can use this information to make informed decisions about their portfolios and identify emerging market trends.