Stock Taper 
PLANNING ALTERNATIVES LTD /ADV
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Gilead Sciences, Inc. | GILD | 1.61K | $203.79K |
 Johnson Controls International plc | JCI | 1.71K | $250K |
 The Home Depot, Inc. | HD | 1.76K | $621.07K |
 Caterpillar Inc. | CAT | 1.8K | $1.91M |
 Illinois Tool Works Inc. | ITW | 1.81K | $489.01K |
 Morgan Stanley | MS | 1.84K | $384.43K |
 Arista Networks, Inc. | ANET | 1.87K | $318.36K |
 Blackstone Inc. | BX | 1.91K | $224.28K |
 The TJX Companies, Inc. | TJX | 2.02K | $305.27K |
 Morningstar, Inc. | MORN | 2.14K | $333.57K |
 Texas Instruments Incorporated | TXN | 2.21K | $657.44K |
 Chevron Corporation | CVX | 2.37K | $393.13K |
 Palantir Technologies Inc. | PLTR | 2.4K | $280.48K |
 Tesla, Inc. | TSLA | 2.59K | $1.09M |
 Visa Inc. | V | 2.66K | $913.65K |
 The Coca-Cola Company | KO | 2.72K | $221.14K |
 AbbVie Inc. | ABBV | 2.88K | $724.47K |
 Citigroup Inc. | C | 3.41K | $477.68K |
 Berkshire Hathaway Inc. | BRK-B | 3.42K | $1.71M |
 Merck & Co., Inc. | MRK | 3.43K | $440.5K |