Stock Taper

XY PLANNING NETWORK, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Bank of America CorporationBAC3.98K$226.65K
The Procter & Gamble CompanyPG4.09K$599.46K
Alphabet Inc.GOOGL4.51K$1.61M
CrowdStrike Holdings, Inc.CRWD4.56K$3.48M
Fifth Third BancorpFITB4.74K$266.97K
Broadcom Inc.AVGO4.76K$1.8M
The Coca-Cola CompanyKO4.85K$394.17K
Verizon Communications Inc.VZ5.39K$228.39K
Truist Financial CorporationTFC5.73K$285.27K
Johnson & JohnsonJNJ6.23K$1.58M
Wells Fargo & CompanyWFC6.25K$516.65K
Duke Energy CorporationDUK6.91K$874.09K
Microsoft CorporationMSFT7.13K$2.66M
Exxon Mobil CorporationXOM8.05K$1.1M
Alphabet Inc.GOOG8.31K$2.94M
Amazon.com, Inc.AMZN8.44K$2.01M
CME Group Inc.CME9.71K$2.15M
Walmart Inc.WMT11.56K$1.31M
Altria Group, Inc.MO11.61K$835.31K
Apple Inc.AAPL18.61K$5.39M