XY PLANNING NETWORK, INC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 36K | $6.66M |
 | AAPL | 26K | $6.95M |
 | CME | 11K | $3.03M |
 | MO | 10K | $588.37K |
 | WMT | 8K | $911.54K |
 | AMZN | 7K | $1.71M |
 | DUK | 6K | $737.62K |
 | GOOG | 6K | $1.83M |
 | XOM | 5K | $558.29K |
 | FITB | 4K | $208.96K |
 | AVGO | 4K | $1.51M |
 | GOOGL | 4K | $1.35M |
 | PG | 4K | $533.83K |
 | KO | 4K | $246.99K |
 | MSFT | 3K | $1.47M |
 | PM | 3K | $469.87K |
 | JPM | 3K | $861.49K |
 | BRK-B | 2K | $1.24M |
 | JNJ | 2K | $507.14K |
 | NFLX | 2K | $209.27K |
NVIDIA Corporation
NVDA
Shares Held
36K
Value
$6.66M
Apple Inc.
AAPL
Shares Held
26K
Value
$6.95M
CME Group Inc.
CME
Shares Held
11K
Value
$3.03M
Altria Group, Inc.
MO
Shares Held
10K
Value
$588.37K
Walmart Inc.
WMT
Shares Held
8K
Value
$911.54K
Amazon.com, Inc.
AMZN
Shares Held
7K
Value
$1.71M
Duke Energy Corporation
DUK
Shares Held
6K
Value
$737.62K
Alphabet Inc.
GOOG
Shares Held
6K
Value
$1.83M
Exxon Mobil Corporation
XOM
Shares Held
5K
Value
$558.29K
Fifth Third Bancorp
FITB
Shares Held
4K
Value
$208.96K
Broadcom Inc.
AVGO
Shares Held
4K
Value
$1.51M
Alphabet Inc.
GOOGL
Shares Held
4K
Value
$1.35M
The Procter & Gamble Company
PG
Shares Held
4K
Value
$533.83K
The Coca-Cola Company
KO
Shares Held
4K
Value
$246.99K
Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.47M
Philip Morris International Inc.
PM
Shares Held
3K
Value
$469.87K
JPMorgan Chase & Co.
JPM
Shares Held
3K
Value
$861.49K
Berkshire Hathaway Inc.
BRK-B
Shares Held
2K
Value
$1.24M
Johnson & Johnson
JNJ
Shares Held
2K
Value
$507.14K
Netflix, Inc.
NFLX
Shares Held
2K
Value
$209.27K