WALLER FINANCIAL PLANNING GROUP, INC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GAM | 20K | $1.15M |
 | AAPL | 19K | $5.12M |
 | UPS | 14K | $1.35M |
 | PPG | 13K | $1.31M |
 | PG | 7K | $1.01M |
 | AMZN | 6K | $1.46M |
 | NFLX | 6K | $551.40K |
 | NVDA | 6K | $1.08M |
 | XOM | 4K | $426.12K |
 | KO | 3K | $227.91K |
 | MMC | 3K | $603.89K |
 | WMT | 3K | $299.77K |
 | JPM | 3K | $864.92K |
 | WFC | 3K | $249.20K |
 | C | 2K | $277.72K |
 | PM | 2K | $376.94K |
 | MSFT | 1K | $695.23K |
 | INTU | 1K | $842.71K |
 | AVGO | 953 | $329.83K |
 | TSLA | 919 | $413.29K |
General American Investors Company, Inc.
GAM
Shares Held
20K
Value
$1.15M
Apple Inc.
AAPL
Shares Held
19K
Value
$5.12M
United Parcel Service, Inc.
UPS
Shares Held
14K
Value
$1.35M
PPG Industries, Inc.
PPG
Shares Held
13K
Value
$1.31M
The Procter & Gamble Company
PG
Shares Held
7K
Value
$1.01M
Amazon.com, Inc.
AMZN
Shares Held
6K
Value
$1.46M
Netflix, Inc.
NFLX
Shares Held
6K
Value
$551.40K
NVIDIA Corporation
NVDA
Shares Held
6K
Value
$1.08M
Exxon Mobil Corporation
XOM
Shares Held
4K
Value
$426.12K
The Coca-Cola Company
KO
Shares Held
3K
Value
$227.91K
Marsh & McLennan Companies, Inc.
MMC
Shares Held
3K
Value
$603.89K
Walmart Inc.
WMT
Shares Held
3K
Value
$299.77K
JPMorgan Chase & Co.
JPM
Shares Held
3K
Value
$864.92K
Wells Fargo & Company
WFC
Shares Held
3K
Value
$249.20K
Citigroup Inc.
C
Shares Held
2K
Value
$277.72K
Philip Morris International Inc.
PM
Shares Held
2K
Value
$376.94K
Microsoft Corporation
MSFT
Shares Held
1K
Value
$695.23K
Intuit Inc.
INTU
Shares Held
1K
Value
$842.71K
Broadcom Inc.
AVGO
Shares Held
953
Value
$329.83K
Tesla, Inc.
TSLA
Shares Held
919
Value
$413.29K