Stock Taper 
WILLOW CREEK WEALTH MANAGEMENT INC.
Latest 13F filing data - Q3 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Broadcom Inc. | AVGO | 1.16K | $383.69K |
 International Business Machines Corporation | IBM | 1.3K | $366.24K |
 3M Company | MMM | 1.33K | $206.39K |
 Cintas Corporation | CTAS | 1.52K | $311.17K |
 Danaher Corporation | DHR | 1.65K | $327.53K |
 The TJX Companies, Inc. | TJX | 1.68K | $242.54K |
 GE Aerospace | GE | 1.88K | $564.64K |
 The Progressive Corporation | PGR | 1.89K | $466K |
 Intercontinental Exchange, Inc. | ICE | 2.07K | $348.08K |
 Texas Instruments Incorporated | TXN | 2.15K | $394.29K |
 Morgan Stanley | MS | 2.16K | $342.88K |
 Honeywell International Inc. | HON | 2.33K | $489.83K |
 Amazon.com, Inc. | AMZN | 2.39K | $524.77K |
 Starbucks Corporation | SBUX | 2.54K | $215.05K |
 PepsiCo, Inc. | PEP | 2.57K | $361.26K |
 Exxon Mobil Corporation | XOM | 2.79K | $314.02K |
 JPMorgan Chase & Co. | JPM | 3.46K | $1.09M |
 Intuit Inc. | INTU | 3.59K | $2.45M |
 NextEra Energy, Inc. | NEE | 3.93K | $296.86K |
 Merck & Co., Inc. | MRK | 4.08K | $342.35K |