Stock Taper 
PLANNING DIRECTIONS INC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Apple Inc. | AAPL | 33.86K | $9.8M |
 CorMedix Inc. | CRMD | 20K | $157K |
 AGNC Investment Corp. | AGNC | 17.52K | $190.93K |
 NVIDIA Corporation | NVDA | 10.56K | $2.11M |
 WSFS Financial Corporation | WSFS | 6.54K | $502.08K |
 Walmart Inc. | WMT | 5.92K | $670.18K |
 Amazon.com, Inc. | AMZN | 5.48K | $1.31M |
 Exelon Corporation | EXC | 4.42K | $206.18K |
 Exxon Mobil Corporation | XOM | 4.2K | $573.89K |
 Loar Holdings Inc. | LOAR | 3.57K | $287.94K |
 Coinbase Global, Inc. | COIN | 3.53K | $515.76K |
 NextEra Energy, Inc. | NEE | 3.38K | $296.98K |
 Applied Materials, Inc. | AMAT | 3.26K | $2.36M |
 Microsoft Corporation | MSFT | 3.23K | $1.21M |
 Coherent, Inc. | COHR | 2.9K | $1.14M |
 Dell Technologies Inc. | DELL | 2.4K | $1.04M |
 Palantir Technologies Inc. | PLTR | 2.18K | $254.11K |
 Palo Alto Networks, Inc. | PANW | 2.15K | $733.19K |
 Constellation Energy Corporation | CEG | 2.1K | $522.37K |
 Alphabet Inc. | GOOGL | 1.71K | $609.71K |