Stock Taper

FINANCIAL PLANNING & INFORMATION SERVICES, INC.

Latest 13F filing data - Q3 2024

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
WEC Energy Group, Inc.WEC81.11K$7.8M
The Procter & Gamble CompanyPG30K$5.2M
NextEra Energy, Inc.NEE11.4K$963.39K
Apple Inc.AAPL11.38K$2.65M
Associated Banc-CorpASB10.13K$218.3K
Walmart Inc.WMT9.63K$777.38K
Bank First CorporationBFC7.35K$666.37K
Exxon Mobil CorporationXOM3.8K$445.9K
Jefferies Financial Group Inc.JEF3.7K$227.92K
Alphabet Inc.GOOGL3.06K$508.16K
Fastenal CompanyFAST2.93K$208.97K
Microsoft CorporationMSFT2.61K$1.12M
NVIDIA CorporationNVDA2.59K$314.77K
JPMorgan Chase & Co.JPM2.55K$537.45K
Kimberly-Clark CorporationKMB2.54K$361.24K
The Sherwin-Williams CompanySHW2.04K$778.23K
Johnson & JohnsonJNJ2.04K$329.95K
Tesla, Inc.TSLA2.01K$526.92K
PepsiCo, Inc.PEP1.84K$312.21K
Amazon.com, Inc.AMZN1.83K$340.98K