Stock Taper

LITMAN GREGORY WEALTH MANAGEMENT LLC

Latest 13F filing data - Q4 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
SentinelOne, Inc.S6.75K$101.25K
Annaly Capital Management, Inc.NLY7.13K$159.31K
Korn FerryKFY7.47K$493.37K
Bristol-Myers Squibb CompanyBMY7.54K$406.71K
American Electric Power Company, Inc.AEP8.35K$962.84K
Verizon Communications Inc.VZ10.74K$437.52K
UnitedHealth Group IncorporatedUNH12.32K$4.07M
S&P Global Inc.SPGI12.74K$6.66M
Chubb LimitedCB12.87K$4.02M
NVIDIA CorporationNVDA13.01K$2.43M
Old Dominion Freight Line, Inc.ODFL14.09K$2.21M
Amazon.com, Inc.AMZN15.63K$3.61M
Zoetis Inc.ZTS17.67K$2.22M
AT&T Inc.T20.16K$500.77K
U.S. BancorpUSB22.9K$1.22M
Motorola Solutions, Inc.MSI27.78K$10.65M
Meta Platforms, Inc.META28.86K$19.05M
CDW CorporationCDW39.12K$5.33M
Microsoft CorporationMSFT39.82K$19.26M
Pfizer Inc.PFE44.4K$1.11M