WealthPlan Investment Management, LLC
Source: SEC Form 13F · as of Mar 2026WealthPlan Investment Management, LLC holds 19 biotech & pharma companies tracked by BioSniper, totaling $74.9M in value as of Mar 2026 (SEC Form 13F).
Companies held
19
Total value held
$74.9M
| Company | Shares | Value |
|---|---|---|
| JNJJOHNSON & JOHNSON | 59,970 | $14.7M |
| ABBVAbbVie Inc. | 55,150 | $12.0M |
| LLYELI LILLY & Co | 10,667 | $9.8M |
| AZNASTRAZENECA PLC | 40,405 | $8.0M |
| UNHUnitedHealth Group Incorporated Common Stock (DE) | 21,798 | $5.9M |
| AMGNAMGEN INC | 16,530 | $5.8M |
| MRKMerck & Co., Inc. | 34,993 | $4.2M |
| ABTABBOTT LABORATORIES | 34,098 | $3.5M |
| GILDGILEAD SCIENCES, INC. | 19,692 | $2.7M |
| PFEPFIZER INC | 66,894 | $1.9M |
| CATXPerspective Therapeutics, Inc. | 404,071 | $1.7M |
| NVSNovartis AG | 9,594 | $1.5M |
| PMPhilip Morris International Inc | 5,840 | $966K |
| ZLABZai Lab Ltd | 36,761 | $691K |
| BMYBRISTOL MYERS SQUIBB CO | 10,495 | $637K |
| GMOptec International, Inc. | 4,711 | $351K |
| AXSMAxsome Therapeutics, Inc. | 1,705 | $288K |
| OSCROscar Health Inc. | 23,614 | $271K |
| IBRXImmunityBio, Inc. | 14,650 | $112K |
13F holdings reflect long positions in U.S.-listed securities as reported to the SEC. Values are point-in-time for the most recent reported quarter.