Stock Taper 
LITMAN GREGORY WEALTH MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 American Express Company | AXP | 525 | $194.22K |
 Phillips 66 | PSX | 524 | $67.62K |
 NIKE, Inc. | NKE | 504 | $32.11K |
 Union Pacific Corporation | UNP | 500 | $115.66K |
 Dell Technologies Inc. | DELL | 500 | $62.94K |
 The Walt Disney Company | DIS | 500 | $56.88K |
 SS&C Technologies Holdings, Inc. | SSNC | 500 | $43.71K |
 Pool Corporation | POOL | 500 | $114.38K |
 Oklo Inc. | OKLO | 500 | $35.88K |
 Shell plc | SHEL | 500 | $36.74K |
 The Boeing Company | BA | 500 | $108.56K |
 Ally Financial Inc. | ALLY | 499 | $22.6K |
 Uber Technologies, Inc. | UBER | 485 | $39.63K |
 Novartis AG | NVS | 470 | $64.8K |
 WEC Energy Group, Inc. | WEC | 464 | $48.93K |
 The Magnum Ice Cream Company N.V. | MICC | 460 | $7.29K |
 New Jersey Resources Corporation | NJR | 438 | $20.2K |
 HeartBeam, Inc. | BEAT | 400 | $960 |
 Illinois Tool Works Inc. | ITW | 357 | $87.93K |
 Corning Inc | GLW | 351 | $30.73K |