RETIREMENT PLANNING GROUP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 181K | $46.06M |
 | WMT | 113K | $11.62M |
 | MSFT | 57K | $29.28M |
 | WTTR | 54K | $577.99K |
 | NVDA | 54K | $10.04M |
 | AMZN | 50K | $11.05M |
 | COST | 50K | $46.17M |
 | SEI | 37K | $1.49M |
 | XOM | 35K | $3.99M |
 | PM | 34K | $5.46M |
 | FHB | 29K | $722.77K |
 | VZ | 28K | $1.24M |
 | ALTO | 24K | $25.92K |
 | SO | 24K | $2.23M |
 | EVRG | 23K | $1.74M |
 | PG | 22K | $3.37M |
 | KO | 22K | $1.45M |
 | PEP | 21K | $2.95M |
 | CSCO | 21K | $1.42M |
 | DUK | 21K | $2.56M |
Apple Inc.
AAPL
Shares Held
181K
Value
$46.06M
Walmart Inc.
WMT
Shares Held
113K
Value
$11.62M
Microsoft Corporation
MSFT
Shares Held
57K
Value
$29.28M
Select Water Solutions, Inc.
WTTR
Shares Held
54K
Value
$577.99K
NVIDIA Corporation
NVDA
Shares Held
54K
Value
$10.04M
Amazon.com, Inc.
AMZN
Shares Held
50K
Value
$11.05M
Costco Wholesale Corporation
COST
Shares Held
50K
Value
$46.17M
Solaris Energy Infrastructure, Inc.
SEI
Shares Held
37K
Value
$1.49M
Exxon Mobil Corporation
XOM
Shares Held
35K
Value
$3.99M
Philip Morris International Inc.
PM
Shares Held
34K
Value
$5.46M
First Hawaiian, Inc.
FHB
Shares Held
29K
Value
$722.77K
Verizon Communications Inc.
VZ
Shares Held
28K
Value
$1.24M
Alto Ingredients, Inc.
ALTO
Shares Held
24K
Value
$25.92K
The Southern Company
SO
Shares Held
24K
Value
$2.23M
Evergy, Inc.
EVRG
Shares Held
23K
Value
$1.74M
The Procter & Gamble Company
PG
Shares Held
22K
Value
$3.37M
The Coca-Cola Company
KO
Shares Held
22K
Value
$1.45M
PepsiCo, Inc.
PEP
Shares Held
21K
Value
$2.95M
Cisco Systems, Inc.
CSCO
Shares Held
21K
Value
$1.42M
Duke Energy Corporation
DUK
Shares Held
21K
Value
$2.56M