Stock Taper

CENTER FOR FINANCIAL PLANNING, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Alta Equipment Group Inc.ALTG7.04K$45.58K
Chipotle Mexican Grill, Inc.CMG7.14K$242.83K
3M CompanyMMM7.41K$1.2M
Manulife Financial CorporationMFC7.49K$303.44K
General Mills, Inc.GIS8.5K$295.8K
Cisco Systems, Inc.CSCO9.6K$1.13M
Ondas Holdings Inc.ONDS9.6K$79.13K
Broadcom Inc.AVGO9.98K$3.77M
NVIDIA CorporationNVDA10.02K$2.01M
Salesforce, Inc.CRM10.05K$1.57M
Omnicom Group Inc.OMC10.23K$745.42K
Merck & Co., Inc.MRK11.43K$1.47M
AT&T Inc.T11.76K$243.35K
Walmart Inc.WMT11.81K$1.34M
Verizon Communications Inc.VZ12.19K$515.95K
Chevron CorporationCVX12.26K$2.03M
PepsiCo, Inc.PEP13.3K$1.8M
Pfizer Inc.PFE13.54K$326.15K
Trump Media & Technology Group Corp.DJT14.8K$114.59K
Exxon Mobil CorporationXOM14.9K$2.04M