Stock Taper 
HOLISTIC FINANCIAL PARTNERS
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Comcast Corporation | CMCSA | 21.58K | $529.76K |
 Eli Lilly and Company | LLY | 19.36K | $23.22M |
 Warner Bros. Discovery, Inc. | WBD | 15.08K | $402.11K |
 AT&T Inc. | T | 14.95K | $309.49K |
 NVIDIA Corporation | NVDA | 13.72K | $2.75M |
 JPMorgan Chase & Co. | JPM | 12.9K | $4.22M |
 Jbs N.V. | JBS | 11.73K | $138.98K |
 Haleon plc | HLN | 11.24K | $104.85K |
 Apple Inc. | AAPL | 11.12K | $3.22M |
 Lloyds Banking Group plc | LYG | 10.87K | $63.4K |
 Lincoln National Corporation | LNC | 9.63K | $340.42K |
 Amazon.com, Inc. | AMZN | 8.35K | $1.99M |
 Sirius XM Holdings Inc. | SIRI | 7.94K | $234.64K |
 Exxon Mobil Corporation | XOM | 6.76K | $924.36K |
 The Coca-Cola Company | KO | 5.98K | $485.75K |
 NiSource Inc | NI | 5.79K | $275.55K |
 RTX Corporation | RTX | 5.58K | $1.06M |
 Broadcom Inc. | AVGO | 5.44K | $2.06M |
 The Williams Companies, Inc. | WMB | 5.16K | $383.74K |
 Carrier Global Corporation | CARR | 4.79K | $351.35K |