Stock Taper

LIFEPLAN FINANCIAL, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Expedia Group, Inc.EXPE3.78K$967.99K
NVIDIA CorporationNVDA3.82K$764.14K
American International Group, Inc.AIG3.88K$288.79K
S&P Global Inc.SPGI3.89K$1.58M
Airbnb, Inc.ABNB4.26K$610.03K
Teradyne, Inc.TER4.51K$2.18M
Advanced Micro Devices, Inc.AMD4.58K$2.66M
Zoetis Inc.ZTS4.66K$334.87K
Target CorporationTGT4.89K$638.94K
Hasbro, Inc.HAS5.21K$430.38K
The Coca-Cola CompanyKO5.23K$425.2K
Autodesk, Inc.ADSK5.4K$1.05M
Gilead Sciences, Inc.GILD5.4K$682.11K
BorgWarner Inc.BWA5.4K$358.46K
Microsoft CorporationMSFT6.51K$2.43M
Exxon Mobil CorporationXOM6.63K$906.18K
Palo Alto Networks, Inc.PANW6.66K$2.27M
Danaher CorporationDHR6.68K$1.27M
Citigroup Inc.C6.69K$936.61K
American Tower CorporationAMT6.71K$1.1M