Dark
Light
System
Institutional Investment Manager
WEALTHPLAN PARTNERS, LLC
WEALTHPLAN PARTNERS, LLC (CIK: 0001639943). Institutional holdings reported to the SEC.

Institutional Holdings (2016Q2)
Original 13F HR (0001580642-16-010110) filed in 2016.08.08
#
Name
Shares
Value ($)
%
Options
Notes
201 SANCHEZ ENERGY CORP COM 265 2 0.00%
202 POWERSHARES ETF TRUST 37 2 0.00%
203 SCHWAB U.S. SMALL-CAP ETF 34 2 0.00%
204 CATCHMARK TIMBER TR INC 204 2 0.00%
205 VERTEX PHARMACEUTICALS INC 27 2 0.00%
206 ULTA BEAUTY INC 9 2 0.00%
207 SEAGATE TECHNOLOGY PLC 100 2 0.00%
208 RAYONIER ADVANCED MATLS INC COM 136 2 0.00%
209 ISHARES MSCI MALAYSI ETF 263 2 0.00%
210 WHITEWAVE FOODS CO 33 2 0.00%
211 DELTA AIRLINES INC DEL 1,200 2 0.00% Call
212 BARCLAYS BANK PLC 80 2 0.00%
213 VANGUARD BD INDEX FDS 20 2 0.00%
214 VANGUARD MORTG-BACK SEC ETF 30 2 0.00%
215 BROOKFIELD BUSINESS PARTNERS 88 2 0.00%
216 NEW SR INVEST GRP INC COM 179 2 0.00%
217 SENSATA TECHNOLOGIES HLDG NV 60 2 0.00%
218 FREEPORT-MCMORAN INC 300 3 0.00%
219 ISHARES TR 20 3 0.00%
220 INVENSENSE INC 490 3 0.00%
221 FLEETCOR TECHNOLOGIES INC 18 3 0.00%
222 LIFELOCK ORD 212 3 0.00%
223 APPROACH RESOURCES INC 1,255 3 0.00%
224 ISHARES 124 3 0.00%
225 ISHARES INC 46 3 0.00%
226 ISHARES INC 157 3 0.00%
227 WENDYS CO 300 3 0.00%
228 HP INC 205 3 0.00%
229 PPG INDS INC 31 3 0.00%
230 WADDELL & REED FINL INC 200 3 0.00%
231 ENERGOUS CORP 195 3 0.00%
232 UDR INC 68 3 0.00%
233 CROWN CASTLE INTL CORP NEW 31 3 0.00%
234 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 36 3 0.00%
235 AERCAP HOLDINGS NV 93 3 0.00%
236 MOTOROLA SOLUTIONS INC 53 3 0.00%
237 EATON VANCE MUN BD FD II 200 3 0.00%
238 FITBIT INC 210 3 0.00%
239 GOLDCORP INC NEW 150 3 0.00%
240 CIGNA CORPORATION 24 3 0.00%
241 CHEMOURS CO 306 3 0.00%
242 SHERWIN WILLIAMS CO 10 3 0.00%
243 ISHARES TR 25 3 0.00%
244 UNITED STATES OIL FUND LP 2,000 3 0.00% Call
245 ULTIMATE SOFTWARE GROUP INCORPORATED 15 3 0.00%
246 IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN 129 3 0.00%
247 IDEXX LAB 27 3 0.00%
248 AMERIGAS PARTNERS L P 66 3 0.00%
249 STARWOOD HOTELS & RESORTS WORLDWIDE INC COM 38 3 0.00%
250 COMPASS MINERALS INTL INC 35 3 0.00%
Page 5 of 70