WALLER FINANCIAL PLANNING GROUP, INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 19K | $4.82M |
 | UPS | 14K | $1.14M |
 | PPG | 13K | $1.33M |
 | PG | 7K | $1.07M |
 | AMZN | 6K | $1.38M |
 | NVDA | 6K | $1.06M |
 | XOM | 4K | $453.93K |
 | KO | 3K | $216.20K |
 | MMC | 3K | $652.80K |
 | WMT | 3K | $282.46K |
 | JPM | 3K | $846.36K |
 | WFC | 3K | $224.12K |
 | C | 2K | $245.63K |
 | PM | 2K | $381.17K |
 | MSFT | 1K | $761.55K |
 | INTU | 1K | $868.76K |
 | AVGO | 1K | $399.19K |
 | TSLA | 907 | $403.36K |
 | BRK-B | 806 | $405.21K |
 | SYK | 735 | $271.77K |
Apple Inc.
AAPL
Shares Held
19K
Value
$4.82M
United Parcel Service, Inc.
UPS
Shares Held
14K
Value
$1.14M
PPG Industries, Inc.
PPG
Shares Held
13K
Value
$1.33M
The Procter & Gamble Company
PG
Shares Held
7K
Value
$1.07M
Amazon.com, Inc.
AMZN
Shares Held
6K
Value
$1.38M
NVIDIA Corporation
NVDA
Shares Held
6K
Value
$1.06M
Exxon Mobil Corporation
XOM
Shares Held
4K
Value
$453.93K
The Coca-Cola Company
KO
Shares Held
3K
Value
$216.20K
Marsh & McLennan Companies, Inc.
MMC
Shares Held
3K
Value
$652.80K
Walmart Inc.
WMT
Shares Held
3K
Value
$282.46K
JPMorgan Chase & Co.
JPM
Shares Held
3K
Value
$846.36K
Wells Fargo & Company
WFC
Shares Held
3K
Value
$224.12K
Citigroup Inc.
C
Shares Held
2K
Value
$245.63K
Philip Morris International Inc.
PM
Shares Held
2K
Value
$381.17K
Microsoft Corporation
MSFT
Shares Held
1K
Value
$761.55K
Intuit Inc.
INTU
Shares Held
1K
Value
$868.76K
Broadcom Inc.
AVGO
Shares Held
1K
Value
$399.19K
Tesla, Inc.
TSLA
Shares Held
907
Value
$403.36K
Berkshire Hathaway Inc.
BRK-B
Shares Held
806
Value
$405.21K
Stryker Corporation
SYK
Shares Held
735
Value
$271.77K