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WealthPLAN Partners, LLC

Q1 2024 Holdings

Filed 2024-05-07 | 409 holdings | $965.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Berkshire Hathaway Inc del(BRK/B)CL B NEW084670702$39.6M94,2244.1%
Apple Inc(AAPL)COM037833100$54.7M319,0045.7%
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