Stock Taper

PROSPERITY PLANNING, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Applied Materials, Inc.AMAT389$281.25K
Eli Lilly and CompanyLLY508$609.31K
IDEXX Laboratories, Inc.IDXX700$368.51K
Alphabet Inc.GOOGL838$299.48K
Lowe's Companies, Inc.LOW995$219.39K
Amazon.com, Inc.AMZN1.02K$243.82K
Yum! Brands, Inc.YUM1.27K$203.82K
Walmart Inc.WMT1.95K$221.31K
Berkshire Hathaway Inc.BRK-B4.07K$2.03M
Freeport-McMoRan Inc.FCX4.52K$284.33K
Bank of America CorporationBAC4.96K$282.39K
Apple Inc.AAPL11.66K$3.37M
Realty Income CorporationO28.77K$1.78M
CBRE Group, Inc.CBRE38.5K$5.19M
Newell Brands Inc.NWL129.78K$796.83K