Stock Taper 
SPECTRUM PLANNING & ADVISORY SERVICES INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 GE Vernova Inc. | GEV | 188 | $221.45K |
 Eli Lilly and Company | LLY | 235 | $281.82K |
 Caterpillar Inc. | CAT | 338 | $359.69K |
 Costco Wholesale Corporation | COST | 408 | $382.02K |
 The Goldman Sachs Group, Inc. | GS | 522 | $527.5K |
 Amgen Inc. | AMGN | 558 | $202.21K |
 The Travelers Companies, Inc. | TRV | 636 | $209.87K |
 The Sherwin-Williams Company | SHW | 667 | $229.79K |
 Marriott International, Inc. | MAR | 671 | $248.67K |
 American Express Company | AXP | 754 | $254.94K |
 GE Aerospace | GE | 763 | $285.33K |
 McDonald's Corporation | MCD | 773 | $208.84K |
 International Business Machines Corporation | IBM | 773 | $217.38K |
 Meta Platforms, Inc. | META | 784 | $441.36K |
 The Home Depot, Inc. | HD | 784 | $276.38K |
 JPMorgan Chase & Co. | JPM | 789 | $258.4K |
 Alphabet Inc. | GOOGL | 814 | $290.83K |
 UnitedHealth Group Incorporated | UNH | 904 | $375.71K |
 Alphabet Inc. | GOOG | 1.08K | $380.47K |
 Tesla, Inc. | TSLA | 1.17K | $492.94K |