Stock Taper

LITMAN GREGORY WEALTH MANAGEMENT LLC

Latest 13F filing data - Q4 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Dell Technologies Inc.DELL500$62.94K
SS&C Technologies Holdings, Inc.SSNC500$43.71K
Shell plcSHEL500$36.74K
Pool CorporationPOOL500$114.38K
The Boeing CompanyBA500$108.56K
Oklo Inc.OKLO500$35.88K
Union Pacific CorporationUNP500$115.66K
NIKE, Inc.NKE504$32.11K
Phillips 66PSX524$67.62K
American Express CompanyAXP525$194.22K
Emerson Electric Co.EMR532$70.61K
Analog Devices, Inc.ADI539$146.18K
Wells Fargo & CompanyWFC555$51.73K
Chevron CorporationCVX564$85.96K
Palo Alto Networks, Inc.PANW600$110.52K
Paychex, Inc.PAYX651$73.03K
Lowe's Companies, Inc.LOW658$158.68K
KKR & Co. Inc.KKR694$88.47K
Pacira BioSciences, Inc.PCRX750$19.41K
Philip Morris International Inc.PM763$122.39K