Stock Taper 
PLANNING ALTERNATIVES LTD /ADV
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Fifth Third Bancorp | FITB | 4.27K | $240.93K |
 JPMorgan Chase & Co. | JPM | 4.24K | $1.39M |
 U.S. Bancorp | USB | 4.17K | $252.17K |
 Exxon Mobil Corporation | XOM | 4.15K | $566.86K |
 The Procter & Gamble Company | PG | 3.78K | $553.96K |
 International Business Machines Corporation | IBM | 3.59K | $1.01M |
 Johnson & Johnson | JNJ | 3.51K | $892.38K |
 Merck & Co., Inc. | MRK | 3.43K | $440.5K |
 Berkshire Hathaway Inc. | BRK-B | 3.42K | $1.71M |
 Citigroup Inc. | C | 3.41K | $477.68K |
 AbbVie Inc. | ABBV | 2.88K | $724.47K |
 The Coca-Cola Company | KO | 2.72K | $221.14K |
 Visa Inc. | V | 2.66K | $913.65K |
 Tesla, Inc. | TSLA | 2.59K | $1.09M |
 Palantir Technologies Inc. | PLTR | 2.4K | $280.48K |
 Chevron Corporation | CVX | 2.37K | $393.13K |
 Texas Instruments Incorporated | TXN | 2.21K | $657.44K |
 Morningstar, Inc. | MORN | 2.14K | $333.57K |
 The TJX Companies, Inc. | TJX | 2.02K | $305.27K |
 Blackstone Inc. | BX | 1.91K | $224.28K |