OLIO FINANCIAL PLANNING
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AEG | 84K | $672.35K |
 | LOAN | 69K | $69.11K |
 | GOOD | 29K | $357.90K |
 | AAPL | 8K | $2.11M |
 | TENB | 8K | $218.70K |
 | BAH | 7K | $704.95K |
 | D | 6K | $396.19K |
 | NVDA | 4K | $793.91K |
 | AMZN | 4K | $831.95K |
 | KR | 3K | $231.39K |
 | XOM | 3K | $326.07K |
 | RTX | 2K | $377.66K |
 | JPM | 2K | $660.51K |
 | BRK-B | 2K | $1.02M |
 | GOOG | 2K | $461.86K |
 | NSC | 2K | $494.56K |
 | LDOS | 1K | $275.31K |
 | CSL | 1K | $393.44K |
 | MSFT | 1K | $612.24K |
 | ISRG | 1K | $525.50K |
Aegon Ltd.
AEG
Shares Held
84K
Value
$672.35K
Manhattan Bridge Capital, Inc.
LOAN
Shares Held
69K
Value
$69.11K
Gladstone Commercial Corporation
GOOD
Shares Held
29K
Value
$357.90K
Apple Inc.
AAPL
Shares Held
8K
Value
$2.11M
Tenable Holdings, Inc.
TENB
Shares Held
8K
Value
$218.70K
Booz Allen Hamilton Holding Corporation
BAH
Shares Held
7K
Value
$704.95K
Dominion Energy, Inc.
D
Shares Held
6K
Value
$396.19K
NVIDIA Corporation
NVDA
Shares Held
4K
Value
$793.91K
Amazon.com, Inc.
AMZN
Shares Held
4K
Value
$831.95K
The Kroger Co.
KR
Shares Held
3K
Value
$231.39K
Exxon Mobil Corporation
XOM
Shares Held
3K
Value
$326.07K
RTX Corporation
RTX
Shares Held
2K
Value
$377.66K
JPMorgan Chase & Co.
JPM
Shares Held
2K
Value
$660.51K
Berkshire Hathaway Inc.
BRK-B
Shares Held
2K
Value
$1.02M
Alphabet Inc.
GOOG
Shares Held
2K
Value
$461.86K
Norfolk Southern Corporation
NSC
Shares Held
2K
Value
$494.56K
Leidos Holdings, Inc.
LDOS
Shares Held
1K
Value
$275.31K
Carlisle Companies Incorporated
CSL
Shares Held
1K
Value
$393.44K
Microsoft Corporation
MSFT
Shares Held
1K
Value
$612.24K
Intuitive Surgical, Inc.
ISRG
Shares Held
1K
Value
$525.50K