WEALTHPLAN INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 382K | $103.90M |
 | NVDA | 207K | $38.56M |
 | VZ | 162K | $6.62M |
 | WMT | 146K | $16.30M |
 | RR | 133K | $430.11K |
 | VOYG | 114K | $2.99M |
 | XOM | 97K | $11.71M |
 | FSCO | 96K | $602.18K |
 | O | 93K | $5.25M |
 | GOOG | 91K | $28.64M |
 | TSN | 89K | $5.23M |
 | CVX | 86K | $13.16M |
 | AZN | 86K | $7.91M |
 | MSM | 76K | $6.42M |
 | INTC | 72K | $2.65M |
 | GGG | 69K | $5.65M |
 | AMZN | 69K | $15.87M |
 | PFE | 66K | $1.64M |
 | GOOGL | 66K | $20.53M |
 | T | 63K | $1.57M |
Apple Inc.
AAPL
Shares Held
382K
Value
$103.90M
NVIDIA Corporation
NVDA
Shares Held
207K
Value
$38.56M
Verizon Communications Inc.
VZ
Shares Held
162K
Value
$6.62M
Walmart Inc.
WMT
Shares Held
146K
Value
$16.30M
Richtech Robotics Inc. Class B Common Stock
RR
Shares Held
133K
Value
$430.11K
Voyager Technologies, Inc.
VOYG
Shares Held
114K
Value
$2.99M
Exxon Mobil Corporation
XOM
Shares Held
97K
Value
$11.71M
FS Credit Opportunities Corp.
FSCO
Shares Held
96K
Value
$602.18K
Realty Income Corporation
O
Shares Held
93K
Value
$5.25M
Alphabet Inc.
GOOG
Shares Held
91K
Value
$28.64M
Tyson Foods, Inc.
TSN
Shares Held
89K
Value
$5.23M
Chevron Corporation
CVX
Shares Held
86K
Value
$13.16M
AstraZeneca PLC
AZN
Shares Held
86K
Value
$7.91M
MSC Industrial Direct Co., Inc.
MSM
Shares Held
76K
Value
$6.42M
Intel Corporation
INTC
Shares Held
72K
Value
$2.65M
Graco Inc.
GGG
Shares Held
69K
Value
$5.65M
Amazon.com, Inc.
AMZN
Shares Held
69K
Value
$15.87M
Pfizer Inc.
PFE
Shares Held
66K
Value
$1.64M
Alphabet Inc.
GOOGL
Shares Held
66K
Value
$20.53M
AT&T Inc.
T
Shares Held
63K
Value
$1.57M