Stock Taper

SPARTAN PLANNING & WEALTH MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
RTX CorporationRTX2.23K$422.8K
Morgan StanleyMS2.3K$480.04K
Starbucks CorporationSBUX2.31K$236.11K
NextEra Energy, Inc.NEE2.32K$203.68K
CVS Health Corp.CVS2.34K$242.52K
Lam Research CorporationLRCX2.39K$1.03M
The Southern CompanySO2.44K$233.36K
Chevron CorporationCVX2.51K$415.91K
QUALCOMM IncorporatedQCOM2.54K$470.1K
AbbVie Inc.ABBV2.63K$661.82K
Advanced Micro Devices, Inc.AMD2.73K$1.59M
Tesla, Inc.TSLA3.24K$1.36M
Altria Group, Inc.MO3.32K$238.88K
Citigroup Inc.C3.33K$465.33K
Philip Morris International Inc.PM3.6K$651.6K
Corteva, Inc.CTVA4.07K$344.69K
JPMorgan Chase & Co.JPM4.2K$1.38M
Merck & Co., Inc.MRK4.85K$623.67K
Johnson & JohnsonJNJ5.21K$1.32M
Exxon Mobil CorporationXOM5.27K$720.5K