
PROFESSIONAL PLANNING
Latest 13F filing data - Q3 2021
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | AAPL | 184K | $26.10M |
![]() | MSFT | 45K | $12.70M |
![]() | V | 39K | $8.72M |
![]() | MA | 25K | $8.71M |
![]() | SBUX | 24K | $2.60M |
![]() | FFIN | 23K | $1.05M |
![]() | HBNC | 23K | $413.00K |
![]() | DIS | 22K | $3.76M |
![]() | NVDA | 21K | $4.35M |
![]() | PFE | 15K | $632.00K |
![]() | NLY | 14K | $121.00K |
![]() | JPM | 13K | $2.11M |
![]() | HD | 13K | $4.22M |
![]() | COST | 11K | $4.94M |
![]() | META | 11K | $3.67M |
![]() | ABT | 10K | $1.17M |
![]() | WMT | 10K | $1.34M |
![]() | MRNA | 10K | $3.67M |
![]() | AMD | 9K | $888.00K |
![]() | ABM | 8K | $365.00K |

Apple Inc.
AAPL
Shares Held
184K
Value
$26.10M

Microsoft Corporation
MSFT
Shares Held
45K
Value
$12.70M

Visa Inc.
V
Shares Held
39K
Value
$8.72M

Mastercard Incorporated
MA
Shares Held
25K
Value
$8.71M

Starbucks Corporation
SBUX
Shares Held
24K
Value
$2.60M

First Financial Bankshares, Inc.
FFIN
Shares Held
23K
Value
$1.05M

Horizon Bancorp, Inc.
HBNC
Shares Held
23K
Value
$413.00K

The Walt Disney Company
DIS
Shares Held
22K
Value
$3.76M

NVIDIA Corporation
NVDA
Shares Held
21K
Value
$4.35M

Pfizer Inc.
PFE
Shares Held
15K
Value
$632.00K

Annaly Capital Management, Inc.
NLY
Shares Held
14K
Value
$121.00K

JPMorgan Chase & Co.
JPM
Shares Held
13K
Value
$2.11M

The Home Depot, Inc.
HD
Shares Held
13K
Value
$4.22M

Costco Wholesale Corporation
COST
Shares Held
11K
Value
$4.94M

Meta Platforms, Inc.
META
Shares Held
11K
Value
$3.67M

Abbott Laboratories
ABT
Shares Held
10K
Value
$1.17M

Walmart Inc.
WMT
Shares Held
10K
Value
$1.34M

Moderna, Inc.
MRNA
Shares Held
10K
Value
$3.67M

Advanced Micro Devices, Inc.
AMD
Shares Held
9K
Value
$888.00K

ABM Industries Incorporated
ABM
Shares Held
8K
Value
$365.00K
