Titelia

Holdings of WealthPLAN Partners, LLC

194 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 36.1 % of the equity sleeve

Sector breakdown

  • Technology 14.4 %
  • Financials 9.8 %
  • Funds 6.4 %
  • Consumer discretionary 4.6 %
  • Industrials 4.3 %
  • Consumer staples 4.1 %
  • Health care 3.9 %
  • Communication 3.6 %
  • Materials 1.4 %
  • Energy 0.9 %
  • Real estate 0.5 %
  • Utilities 0.2 %
  • Unattributed 46.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.9 %
  • TW 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US193463.1M $99.89 %
2TW1495.8K $0.11 %

Positions

RankCompanySharesValueWeight
101JPMorgan Small & Mid Cap Enhanced Equity ETF 16,2801.1M $
102Lowe's Cos Inc 4,5881.1M $
103Coca-Cola Co/The 14,1901.1M $
104Palantir Technologies Inc 7,3261.1M $
105Altria Group, Inc. 14,884982.2K $
106NIKE Inc 18,246963.7K $
107Blackstone Inc 7,883906.5K $
108Innovator U.S. Equity Power Bu 19,499899.5K $
109PGIM ETF Trust 20,602855.2K $
110Constellation Brands Inc 5,590838.5K $
111NextEra Energy Inc 8,861823K $
112WisdomTree Trust 18,349797.3K $
113Schwab Strategic Trust 26,639776K $
114Schwab U.S. Large-Cap ETF 30,141772.8K $
115iShares Select Dividend ETF 5,097771.7K $
116Innovator U.S. Equity Buffer E 16,021769K $
117Applied Materials Inc 2,223759.8K $
118Eli Lilly & Co 800736.2K $
119Merck & Co Inc 5,954716.2K $
120McDonald's Corp. 2,289711.4K $
121Abbott Laboratories 6,621679.8K $
122Cheniere Energy Inc 2,286648.8K $
123First Trust Health Care AlphaDEX Fund 5,864643.7K $
124Innovator U.S. Equity Power Bu 16,141642.4K $
125AT&T Inc 22,152642.2K $
126First Trust Exchange-Traded Fund VIII 16,307631.2K $
127WisdomTree Trust 13,583618.6K $
128UnitedHealth Group Inc 2,216599.6K $
129Oracle Corp 4,000588.5K $
130Simplify MBS ETF 11,789583.1K $
131Bank of America Corp 11,905580.4K $
132State Street SPDR S&P 500 ETF Trust 887577K $
133Charles Schwab Corp/The 6,115574.7K $
134General Electric Co 2,019572.9K $
135Schwab Fundamental U.S. Large Company ETF 20,429568.9K $
136Innovator U.S. Equity Power Bu 12,024552.7K $
137Intel Corp 12,307543.1K $
138Procter & Gamble Co/The 3,752542K $
139Simplify Exchange Traded Funds 26,425537.7K $
140S&P Global Inc 1,253533K $
141Public Storage 1,886510.9K $
142Micron Technology Inc 1,472497.4K $
143Taiwan Semiconductor Manufacturing Co Ltd 1,467495.8K $
144GE Vernova Inc 563491.7K $
145US Bancorp 9,382488K $
146Schwab International Equity ETF 19,299477.7K $
147Innovator U.S. Equity Buffer E 9,458463.3K $
148Netflix Inc 4,810462.5K $
149SPDR Gold MiniShares Trust 4,860450.5K $
150SUNOCO LP 6,878446.9K $
151Advanced Micro Devices Inc 2,091425.4K $
152State Street SPDR S&P MidCap 400 ETF Trust 683421.2K $
153A O Smith Corp 6,364419.7K $
154T-Mobile US Inc 1,922403.6K $
155RTX Corp 2,039393.3K $
156ProShares Trust 3,275347.2K $
157DBX ETF Trust 9,469342.4K $
158Norfolk Southern Corp 1,193342.4K $
159Rockwell Automation Inc 953342K $
160Cisco Systems, Inc. 4,346337.2K $
161Veralto Corp 3,807336.6K $
162ConocoPhillips 2,527333.6K $
163Boeing Co/The 1,669332.1K $
164Lam Research Corp 1,542329.5K $
165First Trust Value Line Dividen 6,838321.6K $
166Innovator U.S. Equity Power Bu 7,517321.1K $
167Roper Technologies Inc 902319.2K $
168KLA Corp 214315.1K $
169American Express Co 1,025310.1K $
170Schwab Fundamental International Equity Etf 6,279307.2K $
171Omnicom Group Inc 4,029303.4K $
172SELECT SECTOR SPDR TRUST (THE) 2,168288.2K $
173Adobe Inc 1,164282.9K $
174Synopsys Inc 712282.3K $
175Ishares Gold Trust 3,091272.5K $
176J P Morgan Exchange Traded Fund Trust 4,706261.3K $
177First Trust Rising Dividend Achievers ETF 3,816260.6K $
178VanEck J. P. Morgan EM Local Currency Bond ETF 10,286258.3K $
179Gilead Sciences Inc 1,851258K $
180Vanguard S&P 500 ETF 413247K $
181Lululemon Athletica Inc 1,568240.1K $
182Innovator U.S. Equity Buffer E 4,451237.4K $
183JPMorgan Income ETF 5,082234.1K $
184Intuitive Surgical Inc 504232.3K $
185WP Carey Inc 3,347227.5K $
186Select Sector Spdr Trust 3,599220.5K $
187Crowdstrike Holdings Inc 554216.3K $
188Hormel Foods Corp 9,355211.9K $
189FS Credit Opportunities Corp 36,032183.8K $
190FS Specialty Lending Fund 13,395167.6K $
191FQF TR 11,049154.2K $
192DoubleLine Income Solutions Fund 12,175131.9K $
193AGNC Investment Corp 12,798128.4K $
194Stereotaxis Inc 13,66525.1K $