FALCON WEALTH PLANNING
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WLDN | 3K | $305.25K |
 | PNC | 3K | $574.46K |
 | ORCL | 3K | $799.65K |
 | WM | 3K | $623.09K |
 | PG | 3K | $432.84K |
 | ABBV | 3K | $646.37K |
 | CTAS | 3K | $543.12K |
 | CVX | 3K | $404.85K |
 | C | 3K | $254.04K |
 | PLTR | 2K | $437.44K |
 | BA | 2K | $480.81K |
 | ABT | 2K | $298.29K |
 | V | 2K | $665.84K |
 | MCD | 2K | $558.65K |
 | AMD | 2K | $294.58K |
 | ROST | 2K | $269.12K |
 | WDC | 2K | $211.79K |
 | UNH | 1K | $460.63K |
 | ADBE | 1K | $450.58K |
 | MS | 1K | $200.75K |
Willdan Group, Inc.
WLDN
Shares Held
3K
Value
$305.25K
The PNC Financial Services Group, Inc.
PNC
Shares Held
3K
Value
$574.46K
Oracle Corporation
ORCL
Shares Held
3K
Value
$799.65K
Waste Management, Inc.
WM
Shares Held
3K
Value
$623.09K
The Procter & Gamble Company
PG
Shares Held
3K
Value
$432.84K
AbbVie Inc.
ABBV
Shares Held
3K
Value
$646.37K
Cintas Corporation
CTAS
Shares Held
3K
Value
$543.12K
Chevron Corporation
CVX
Shares Held
3K
Value
$404.85K
Citigroup Inc.
C
Shares Held
3K
Value
$254.04K
Palantir Technologies Inc.
PLTR
Shares Held
2K
Value
$437.44K
The Boeing Company
BA
Shares Held
2K
Value
$480.81K
Abbott Laboratories
ABT
Shares Held
2K
Value
$298.29K
Visa Inc.
V
Shares Held
2K
Value
$665.84K
McDonald's Corporation
MCD
Shares Held
2K
Value
$558.65K
Advanced Micro Devices, Inc.
AMD
Shares Held
2K
Value
$294.58K
Ross Stores, Inc.
ROST
Shares Held
2K
Value
$269.12K
Western Digital Corporation
WDC
Shares Held
2K
Value
$211.79K
UnitedHealth Group Incorporated
UNH
Shares Held
1K
Value
$460.63K
Adobe Inc.
ADBE
Shares Held
1K
Value
$450.58K
Morgan Stanley
MS
Shares Held
1K
Value
$200.75K