INVESTMENTS & FINANCIAL PLANNING, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 24K | $4.52M |
 | TSLA | 6K | $2.47M |
 | AAPL | 3K | $757.67K |
 | SCHW | 3K | $243.36K |
 | DIS | 2K | $221.07K |
 | AMZN | 2K | $419.16K |
 | BA | 1K | $257.05K |
 | UNH | 642 | $221.75K |
 | MSFT | 633 | $327.72K |
NVIDIA Corporation
NVDA
Shares Held
24K
Value
$4.52M
Tesla, Inc.
TSLA
Shares Held
6K
Value
$2.47M
Apple Inc.
AAPL
Shares Held
3K
Value
$757.67K
The Charles Schwab Corporation
SCHW
Shares Held
3K
Value
$243.36K
The Walt Disney Company
DIS
Shares Held
2K
Value
$221.07K
Amazon.com, Inc.
AMZN
Shares Held
2K
Value
$419.16K
The Boeing Company
BA
Shares Held
1K
Value
$257.05K
UnitedHealth Group Incorporated
UNH
Shares Held
642
Value
$221.75K
Microsoft Corporation
MSFT
Shares Held
633
Value
$327.72K