WALLER FINANCIAL PLANNING GROUP, INC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GAM | 20K | $1.14M |
 | AAPL | 19K | $4.80M |
 | UPS | 14K | $1.35M |
 | PG | 7K | $1.03M |
 | AMZN | 6K | $1.27M |
 | NFLX | 6K | $548.44K |
 | NVDA | 5K | $932.20K |
 | XOM | 4K | $600.77K |
 | KO | 3K | $247.92K |
 | WMT | 3K | $334.57K |
 | JPM | 3K | $789.92K |
 | WFC | 3K | $212.86K |
 | PM | 2K | $388.55K |
 | MSFT | 2K | $667.46K |
 | DUK | 2K | $203.22K |
 | INTU | 1K | $550.07K |
 | AVGO | 953 | $294.96K |
 | TSLA | 924 | $343.50K |
 | GOOG | 883 | $253.19K |
 | SYK | 736 | $241.70K |
General American Investors Company, Inc.
GAM
Shares Held
20K
Value
$1.14M
Apple Inc.
AAPL
Shares Held
19K
Value
$4.80M
United Parcel Service, Inc.
UPS
Shares Held
14K
Value
$1.35M
The Procter & Gamble Company
PG
Shares Held
7K
Value
$1.03M
Amazon.com, Inc.
AMZN
Shares Held
6K
Value
$1.27M
Netflix, Inc.
NFLX
Shares Held
6K
Value
$548.44K
NVIDIA Corporation
NVDA
Shares Held
5K
Value
$932.20K
Exxon Mobil Corporation
XOM
Shares Held
4K
Value
$600.77K
The Coca-Cola Company
KO
Shares Held
3K
Value
$247.92K
Walmart Inc.
WMT
Shares Held
3K
Value
$334.57K
JPMorgan Chase & Co.
JPM
Shares Held
3K
Value
$789.92K
Wells Fargo & Company
WFC
Shares Held
3K
Value
$212.86K
Philip Morris International Inc.
PM
Shares Held
2K
Value
$388.55K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$667.46K
Duke Energy Corporation
DUK
Shares Held
2K
Value
$203.22K
Intuit Inc.
INTU
Shares Held
1K
Value
$550.07K
Broadcom Inc.
AVGO
Shares Held
953
Value
$294.96K
Tesla, Inc.
TSLA
Shares Held
924
Value
$343.50K
Alphabet Inc.
GOOG
Shares Held
883
Value
$253.19K
Stryker Corporation
SYK
Shares Held
736
Value
$241.70K