Chief Compliance Officer

0001929986-24-000001.txt : 20240105 0001929986-24-000001.hdr.sgml : 20240105 20240105135754 ACCESSION NUMBER: 0001929986-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240105 DATE AS OF CHANGE: 20240105 EFFECTIVENESS DATE: 20240105 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WealthPlan Investment Management, LLC CENTRAL INDEX KEY: 0001929986 ORGANIZATION NAME: IRS NUMBER: 854122522 STATE OF INCORPORATION: NE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22654 FILM NUMBER: 24515593 BUSINESS ADDRESS: STREET 1: 101 S 108TH AVE STREET 2: 3RD FLOOR CITY: OMAHA STATE: NE ZIP: 68154 BUSINESS PHONE: 4026910200 MAIL ADDRESS: STREET 1: 101 S 108TH AVE STREET 2: 3RD FLOOR CITY: OMAHA STATE: NE ZIP: 68154 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001929986 XXXXXXXX 12-31-2023 12-31-2023 WealthPlan Investment Management, LLC

101 S 108TH AVE 3RD FLOOR OMAHA NE 68154

13F HOLDINGS REPORT 028-22654 000311364 801-120004 N Kevin Zemann Chief Compliance Officer 4026307234 Kevin Zemann Omaha NE 01-05-2024 0 203 624313622 false INFORMATION TABLE 2 13FWPIM1223.xml Q4 WPIM 13F ABBOTT LABS COM 002824100 10322407 93780 SH SOLE 0 0 0 93780 ABBVIE INC COM 00287Y109 10809792 69754 SH SOLE 0 0 0 69754 ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 375475 19021 SH SOLE 0 0 0 19021 ACUSHNET HLDGS CORP COM 005098108 976024 15451 SH SOLE 0 0 0 15451 ADOBE INC COM 00724F101 2422793 4061 SH SOLE 0 0 0 4061 AGNC INVT CORP COM 00123Q104 103819 10583 SH SOLE 0 0 0 10583 AIM ETF PRODUCTS TRUST U S LRGCP 6M APR 00888H877 1359379 47081 SH SOLE 0 0 0 47081 AIM ETF PRODUCTS TRUST US LRGCP B10 DEC 00888H836 1611787 56305 SH SOLE 0 0 0 56305 AIR PRODS & CHEMS INC COM 009158106 7843002 28645 SH SOLE 0 0 0 28645 ALBEMARLE CORP COM 012653101 5559534 38480 SH SOLE 0 0 0 38480 ALPHABET INC CAP STK CL C 02079K107 11076393 78595 SH SOLE 0 0 0 78595 ALPHABET INC CAP STK CL A 02079K305 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