Stock Taper

STONEBRIDGE FINANCIAL PLANNING GROUP, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Ares Capital CorporationARCC47K$870.85K
NVIDIA CorporationNVDA27.17K$5.44M
Amazon.com, Inc.AMZN24.11K$5.75M
Apple Inc.AAPL11.3K$3.27M
Walmart Inc.WMT9.6K$1.09M
Visa Inc.V7.31K$2.51M
Alphabet Inc.GOOG6.38K$2.25M
RTX CorporationRTX6.38K$1.21M
Exxon Mobil CorporationXOM5.87K$802.97K
Microsoft CorporationMSFT4.84K$1.81M
Netflix, Inc.NFLX3.99K$284.89K
Oracle CorporationORCL3.86K$566.04K
Duke Energy CorporationDUK3.72K$470.62K
Alphabet Inc.GOOGL3.66K$1.31M
Apollo Global Management, Inc.APO3.5K$414.08K
L3Harris Technologies, Inc.LHX3.21K$933.67K
Mastercard IncorporatedMA3.04K$1.56M
Johnson & JohnsonJNJ2.46K$626.06K
The Southern CompanySO2.3K$220.13K
JPMorgan Chase & Co.JPM2.1K$685.76K