Stock Taper

WEALTHPLAN PARTNERS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Apple Inc.AAPL137.25K$39.71M
Berkshire Hathaway Inc.BRK-B63.16K$31.6M
NVIDIA CorporationNVDA53.38K$10.68M
Amazon.com, Inc.AMZN40.22K$9.59M
AT&T Inc.T23.53K$487.1K
Verizon Communications Inc.VZ22.6K$956.79K
Exxon Mobil CorporationXOM21.59K$2.95M
Main Street Capital CorporationMAIN20.33K$1.05M
Walmart Inc.WMT20.09K$2.27M
Union Pacific CorporationUNP19.92K$5.42M
JPMorgan Chase & Co.JPM17.28K$5.66M
Realty Income CorporationO16.03K$993.07K
FS Credit Opportunities Corp.FSCO15.99K$79.79K
The Coca-Cola CompanyKO15.78K$1.28M
Microsoft CorporationMSFT15.34K$5.72M
Altria Group, Inc.MO14.63K$1.05M
Alphabet Inc.GOOGL13.62K$4.87M
Chevron CorporationCVX13.36K$2.21M
Bank of America CorporationBAC12.87K$733.26K
AGNC Investment Corp.AGNC12.85K$140.03K