FINANCIAL PLANNING & INFORMATION SERVICES, INC.
Latest 13F filing data - Q3 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WEC | 81K | $7.80M |
 | PG | 30K | $5.20M |
 | NEE | 11K | $963.39K |
 | AAPL | 11K | $2.65M |
 | ASB | 10K | $218.30K |
 | WMT | 10K | $777.38K |
 | BFC | 7K | $666.37K |
 | XOM | 4K | $445.90K |
 | JEF | 4K | $227.92K |
 | GOOGL | 3K | $508.16K |
 | FAST | 3K | $208.97K |
 | MSFT | 3K | $1.12M |
 | NVDA | 3K | $314.77K |
 | JPM | 3K | $537.45K |
 | KMB | 3K | $361.24K |
 | SHW | 2K | $778.23K |
 | JNJ | 2K | $329.95K |
 | TSLA | 2K | $526.92K |
 | PEP | 2K | $312.21K |
 | AMZN | 2K | $340.98K |
WEC Energy Group, Inc.
WEC
Shares Held
81K
Value
$7.80M
The Procter & Gamble Company
PG
Shares Held
30K
Value
$5.20M
NextEra Energy, Inc.
NEE
Shares Held
11K
Value
$963.39K
Apple Inc.
AAPL
Shares Held
11K
Value
$2.65M
Associated Banc-Corp
ASB
Shares Held
10K
Value
$218.30K
Walmart Inc.
WMT
Shares Held
10K
Value
$777.38K
Bank First Corporation
BFC
Shares Held
7K
Value
$666.37K
Exxon Mobil Corporation
XOM
Shares Held
4K
Value
$445.90K
Jefferies Financial Group Inc.
JEF
Shares Held
4K
Value
$227.92K
Alphabet Inc.
GOOGL
Shares Held
3K
Value
$508.16K
Fastenal Company
FAST
Shares Held
3K
Value
$208.97K
Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.12M
NVIDIA Corporation
NVDA
Shares Held
3K
Value
$314.77K
JPMorgan Chase & Co.
JPM
Shares Held
3K
Value
$537.45K
Kimberly-Clark Corporation
KMB
Shares Held
3K
Value
$361.24K
The Sherwin-Williams Company
SHW
Shares Held
2K
Value
$778.23K
Johnson & Johnson
JNJ
Shares Held
2K
Value
$329.95K
Tesla, Inc.
TSLA
Shares Held
2K
Value
$526.92K
PepsiCo, Inc.
PEP
Shares Held
2K
Value
$312.21K
Amazon.com, Inc.
AMZN
Shares Held
2K
Value
$340.98K