Stock Taper

LIFEPLAN FINANCIAL, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Expedia Group, Inc.EXPE3.78K$967.99K
General Dynamics CorporationGD3.67K$1.3M
PepsiCo, Inc.PEP3.53K$478.23K
Arista Networks, Inc.ANET3.48K$591.35K
RTX CorporationRTX3.45K$655.14K
Johnson & JohnsonJNJ2.81K$713.91K
T-Mobile US, Inc.TMUS2.72K$455.56K
QUALCOMM IncorporatedQCOM2.65K$489.88K
Ventas, Inc.VTR2.27K$201.66K
Equifax Inc.EFX1.96K$311.57K
McDonald's CorporationMCD1.92K$518.73K
Caterpillar Inc.CAT1.91K$2.03M
Motorola Solutions, Inc.MSI1.69K$702.67K
Automatic Data Processing, Inc.ADP1.55K$347.12K
Intel Corp.INTC1.49K$207.77K
Lam Research CorporationLRCX1.14K$495.73K
Apple Inc.AAPL1.09K$314.53K
Adobe Inc.ADBE1.02K$210.15K
Corning IncGLW988$252.37K
Applied Materials, Inc.AMAT970$701.31K