Stock Taper 
PROSPERITY PLANNING, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Newell Brands Inc. | NWL | 129.78K | $796.83K |
 CBRE Group, Inc. | CBRE | 38.5K | $5.19M |
 Realty Income Corporation | O | 28.77K | $1.78M |
 Apple Inc. | AAPL | 11.66K | $3.37M |
 Bank of America Corporation | BAC | 4.96K | $282.39K |
 Freeport-McMoRan Inc. | FCX | 4.52K | $284.33K |
 Berkshire Hathaway Inc. | BRK-B | 4.07K | $2.03M |
 Walmart Inc. | WMT | 1.95K | $221.31K |
 Yum! Brands, Inc. | YUM | 1.27K | $203.82K |
 Amazon.com, Inc. | AMZN | 1.02K | $243.82K |
 Lowe's Companies, Inc. | LOW | 995 | $219.39K |
 Alphabet Inc. | GOOGL | 838 | $299.48K |
 IDEXX Laboratories, Inc. | IDXX | 700 | $368.51K |
 Eli Lilly and Company | LLY | 508 | $609.31K |
 Applied Materials, Inc. | AMAT | 389 | $281.25K |