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  Name: WealthPlan Investment Management LLC
  City: Omaha
  State: NE
  Zip: 68154
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $655,455,000
  Total Value Change : $31,146,000
  Securities Held Change : -9
   
All Securities Held : 181
  New Positions : 16
  Closed Positions : 25
  Increased Positions : 75
  Unchanged Positions : 19
  Decreased Positions : 71

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Holdings Found : 15     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (HIGH)1 Year Chart         HIGH Simplify Enhanced Income Etf 2 New $0.00 $16,077,000 658,900 2.45% 16,077,000 658,900 7.321    N/A
   (BRO)1 Year Chart         BRO Brown & Brown Inc 25 New $89.11 $9,270,000 105,895 1.41% 9,270,000 105,895 0.037    Insurance Brokers
   (GDEC)1 Year Chart         GDEC Ft Vest Us Equity Moderate ... 39 New $0.00 $6,898,000 218,581 1.05% 6,898,000 218,581 2.429    N/A
   (FJAN)1 Year Chart         FJAN Ft Cboe Vest Us Equity Buff... 45 New $0.00 $5,624,000 133,979 0.86% 5,624,000 133,979 1.489    N/A
   (FEBT)1 Year Chart         FEBT Allianzim Us Large Cap Buff... 47 New $0.00 $5,560,000 179,888 0.85% 5,560,000 179,888 1.999    N/A
   (FEBW)1 Year Chart         FEBW Allianzim Us Large Cap Buff... 59 New $0.00 $4,135,000 142,787 0.63% 4,135,000 142,787 7.034    N/A
   (GBTC)1 Year Chart         GBTC Grayscale Bitcoin 69 New $0.00 $2,209,000 34,969 0.34% 2,209,000 34,969 0.007    N/A
   (AOS)1 Year Chart         AOS AO Smith Corp 78 New $86.07 $1,645,000 18,391 0.25% 1,645,000 18,391 0.014    Electronic Equipment
   (NJAN)1 Year Chart         NJAN Innovator Nasdaq-100 Power ... 134 New $0.00 $375,000 8,607 0.06% 375,000 8,607 0.096    N/A
   (MRK)1 Year Chart         MRK Merck & Co Inc 143 New $131.20 $356,000 2,701 0.05% 356,000 2,701 0.002    Drug Manufacturers - ...
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 149 New $160.43 $325,000 1,800 0.05% 325,000 1,800 0    Semiconductor- Broad...
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc 154 New $201.76 $289,000 1,705 0.04% 289,000 1,705 0    Communication Equipment
   (PCAR)1 Year Chart         PCAR Paccar Inc 171 New $106.11 $216,000 1,743 0.03% 216,000 1,743 0    Trucks & Other Vehicles
   (WM)1 Year Chart         WM Waste Management Inc 173 New $209.49 $213,000 1,000 0.03% 213,000 1,000 0.001    Waste Management
   (BSX)1 Year Chart         BSX Boston Scientific Corp 175 New $74.38 $204,000 2,983 0.03% 204,000 2,983 0    Medical Instruments &...
      15 Records Found
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