Stock Taper

WEALTHPLAN PARTNERS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
W. P. Carey Inc.WPC3.35K$239.37K
McKesson CorporationMCK3.18K$2.4M
Applied Materials, Inc.AMAT2.72K$1.97M
UnitedHealth Group IncorporatedUNH2.59K$1.08M
QUALCOMM IncorporatedQCOM2.56K$473.66K
ConocoPhillipsCOP2.53K$262.71K
Gilead Sciences, Inc.GILD2.4K$303.28K
T-Mobile US, Inc.TMUS2.4K$402.09K
Advanced Micro Devices, Inc.AMD2.4K$1.39M
McDonald's CorporationMCD2.39K$646.33K
Dover CorporationDOV2.33K$523.33K
Amgen Inc.AMGN2.32K$839.61K
KLA CorporationKLAC2.22K$668.89K
GE AerospaceGE2.19K$817.9K
Deere & CompanyDE2.02K$1.28M
Public StoragePSA1.89K$600.4K
Caterpillar Inc.CAT1.87K$1.99M
Intel Corp.INTC1.81K$253.15K
Marvell Technology, Inc.MRVL1.78K$530.54K
Mastercard IncorporatedMA1.78K$913.61K