Avoid Fraud, Get The Facts, And Find The Best
Legal Name: WEALTHPLAN PARTNERS, INC.
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 19, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
ISHARES TR (46429B697)
|
433,087 |
$27,410k |
|
FIRST TR EXCH TRADED FD III (33739P103)
|
599,940 |
$24,370k |
|
JPMORGAN CHASE & CO (46625H100)
|
89,790 |
$9,818k |
|
PIMCO ETF TR (72201R833)
|
79,545 |
$8,084k |
|
SELECT SECTOR SPDR (81369Y803)
|
85,626 |
$6,799k |
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
129,247 |
$6,780k |
|
Alphabet Inc (02079K107)
|
5,639 |
$6,751k |
|
C H Robinson Worldwide (12541W209)
|
77,607 |
$6,568k |
|
Archer-Daniels-Midland Co (039483102)
|
166,088 |
$6,271k |
|
EMERSON ELEC CO (291011104)
|
99,758 |
$5,905k |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
19,770 |
$5,818k |
|
CINCINNATI FINL CORP (172062101)
|
51,311 |
$5,681k |
|
WISDOMTREE TR (97717X511)
|
95,334 |
$4,982k |
|
COSTCO WHSL CORP (22160K105)
|
17,372 |
$4,799k |
|
SPDR SERIES TRUST (78464A508)
|
151,564 |
$4,695k |
|
CASEYS GEN STORES INC (147528103)
|
27,649 |
$4,606k |
|
ALTRIA GROUP INC (02209S103)
|
97,287 |
$4,551k |
|
FIRST TR EXCHANGE TRADED FD (33739Q408)
|
72,140 |
$4,337k |
|
UNION PAC CORP (907818108)
|
25,129 |
$4,241k |
|
3M CO (88579Y101)
|
24,930 |
$4,110k |
|
MICROSOFT CORP (594918104)
|
27,337 |
$3,789k |
|
Amazon.com Inc (023135106)
|
1,903 |
$3,472k |
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
22,956 |
$3,425k |
|
CONSTELLATION BRANDS (21036P108)
|
17,415 |
$3,423k |
|
Boeing Co/The (097023105)
|
7,121 |
$2,370k |
|
UNDER ARMOUR INC (904311206)
|
117,129 |
$2,088k |
|
ISHARES TR CORE US AGGBD ET (464287226)
|
13,488 |
$1,523k |
|
WALMART INC COM (931142103)
|
12,715 |
$1,366k |
|
AMGEN INC (031162100)
|
5,394 |
$1,112k |
|
INNOVATOR ETFS TR (45782C797)
|
41,755 |
$1,042k |
|
JPMORGAN DISCIPLINED HIGH YIELD ETF (46641Q878)
|
18,806 |
$960k |
|
MCDONALDS CORP (580135101)
|
4,279 |
$940k |
|
BP PLC (055622104)
|
25,160 |
$936k |
|
INVESCO EXCHNG TRADED FD TR (46138E446)
|
31,791 |
$819k |
|
DISNEY WALT CO (254687106)
|
5,976 |
$819k |
|
Chevron Corp (166764100)
|
6,496 |
$795k |
|
WISDOMTREE TR (97717W604)
|
30,286 |
$787k |
|
CISCO SYSTEMS INC (17275R102)
|
14,139 |
$745k |
|
HOME DEPOT INC (437076102)
|
3,507 |
$731k |
|
ISHARES TR (464288257)
|
9,123 |
$659k |
|
DIAGEO P L C (25243Q205)
|
3,857 |
$632k |
|
STARBUCKS CORP (855244109)
|
6,246 |
$604k |
|
DOVER CORP (260003108)
|
6,507 |
$594k |
|
INVESCO EXCHNG TRADED FD TR (46138G870)
|
23,506 |
$592k |
|
Berkshire Hathaway, Inc. (084670702)
|
2,901 |
$577k |
|
SCHWAB STRATEGIC TR (808524706)
|
22,611 |
$558k |
|
ISHARES TR CORE S&P TTL STK (464287150)
|
8,167 |
$542k |
|
MERCK & CO INC (58933Y105)
|
6,005 |
$517k |
|
Bristol-Myers Squibb Co (110122108)
|
8,659 |
$403k |
|
General Motors Co (37045V100)
|
9,921 |
$387k |
|
MARKEL CORP (570535104)
|
327 |
$375k |
|
MONDELEZ INTL INC (609207105)
|
5,773 |
$315k |
|
FIRST TR EXCHANGE TRADED FD (33738R506)
|
9,765 |
$299k |
|
Invesco FTSE RAFI US 1000 Port (46137V613)
|
2,492 |
$286k |
|
VANGUARD WHITEHALL FDS INC (921946406)
|
3,244 |
$280k |
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
2,242 |
$259k |
|
ISHARES TR (464287457)
|
2,990 |
$254k |
|
KINDER MORGAN INC (49456B101)
|
11,485 |
$236k |
|
SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF (78468R804)
|
2,111 |
$233k |
|
ISHARES FLT (46429B655)
|
4,323 |
$220k |
|
AGNC INVT CORP (00123Q104)
|
12,728 |
$213k |
|
GREEN PLAINS PARTNERS LP (393221106)
|
13,553 |
$178k |
|
SPDR Inv't Grade Floating Rate (78468R200)
|
5,400 |
$166k |
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
3,553 |
$143k |
|
ISHARES TR CORE DIV GRWTH (46434V621)
|
2,737 |
$104k |
|
VANGUARD SCOTTSDALE FDS (92206C771)
|
1,909 |
$101k |
|
TWITTER INC (90184LAB8)
|
95,000 |
$95k |
|
UNITEDHEALTH GRP INC (91324P102)
|
250 |
$62k |
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
427 |
$47k |
|
ISHARES (464288885)
|
558 |
$44k |
|
NEXTERA ENERGY INC (65339F101)
|
200 |
$43k |
|
FORD MOTOR CO (345370860)
|
3,800 |
$35k |
|
ISHARES (464287234)
|
656 |
$26k |
|
US BANCORP DEL (902973304)
|
143 |
$8k |
|
ABBOTT LABS (002824100)
|
52 |
$5k |
|
Nucor Corp (670346105)
|
81 |
$4k |
|
LAMB WESTON HLDGS (513272104)
|
63 |
$4k |
|
CULLEN FROST BANKERS (229899109)
|
34 |
$3k |
|
BUCKLE INC (118440106)
|
185 |
$3k |
|
ISHARES (464287168)
|
25 |
$2k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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