WealthPLAN Partners, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

The third and fourth quarters of 2023 brought several significant changes in the holdings of WealthPLAN Partners, LLC. In this article, we will analyze some of the notable changes in the holdings of the fund during this period.

APPLE INC (AAPL):

In Q3 2023, WealthPLAN Partners held 335,802 shares of AAPL worth $57,492,000. However, by Q4 2023, their stake increased slightly to 336,697 shares with a value of $64,824,000. This represents a 12.8% increase in the value of their holdings.

BERKSHIRE HATHAWAY INC DEL (BRK-B):

WealthPLAN Partners also saw a slight increase in their holdings of BRK-B. In Q3 2023, they held 95,636 shares of the company, valued at $33,501,000. By Q4 2023, their stake rose to 97,571 shares, with a value of $34,799,000. This indicates a 3.9% increase in the value of their holdings.

VANGUARD INDEX FDS (VTI):

WealthPLAN Partners maintained a relatively stable position in VTI throughout the two quarters. They held 139,448 shares of VTI, worth $29,620,000, in Q3 2023. In Q4 2023, their stake increased marginally to 139,606 shares, valued at $33,117,000. This represents an 11.8% increase in the value of their holdings.

PACER FDS TR (COWZ):

The fund also witnessed an increase in their holdings of COWZ in Q4 2023. Their stake rose from 416,911 shares, valued at $20,607,000, in Q3 2023 to 426,371 shares with a value of $22,167,000 in Q4 2023. This marks a 7.6% increase in the value of their holdings.

SCHWAB STRATEGIC TR (SCHF):

WealthPLAN Partners experienced a moderate increase in their holdings of SCHF during this period. In Q3 2023, they held 473,662 shares of SCHF, worth $16,085,000. By Q4 2023, their stake rose to 480,004 shares, valued at $17,740,000. This indicates a 10.3% increase in the value of their holdings.

These are just a few examples of the changes that occurred in the holdings of WealthPLAN Partners, LLC during the third and fourth quarters of 2023. The fund made adjustments to its portfolio, reflecting its strategies and market conditions. It is important to note that this analysis is based on publicly available data and may not capture all the nuances of the fund's activities.

Please note that the information provided in this article is for informational purposes only and should not be considered as financial advice. Investors should conduct further research and consult with a professional advisor before making any investment decisions.