PLANNING CENTER, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UBFO | 36K | $336.11K |
 | AAPL | 34K | $8.72M |
 | DE | 15K | $6.71M |
 | AMZN | 8K | $1.69M |
 | REVG | 7K | $396.69K |
 | BRK-B | 7K | $3.41M |
 | NVDA | 6K | $1.17M |
 | PG | 6K | $958.60K |
 | WMT | 6K | $620.22K |
 | KO | 5K | $358.06K |
 | MSFT | 4K | $2.21M |
 | XEL | 4K | $306.87K |
 | JPM | 4K | $1.16M |
 | SBUX | 3K | $286.24K |
 | HD | 3K | $1.30M |
 | ORCL | 3K | $740.42K |
 | JNJ | 3K | $476.53K |
 | WEC | 2K | $272.95K |
 | GOOG | 2K | $458.25K |
 | RTX | 2K | $310.73K |
United Security Bancshares
UBFO
Shares Held
36K
Value
$336.11K
Apple Inc.
AAPL
Shares Held
34K
Value
$8.72M
Deere & Company
DE
Shares Held
15K
Value
$6.71M
Amazon.com, Inc.
AMZN
Shares Held
8K
Value
$1.69M
REV Group, Inc.
REVG
Shares Held
7K
Value
$396.69K
Berkshire Hathaway Inc.
BRK-B
Shares Held
7K
Value
$3.41M
NVIDIA Corporation
NVDA
Shares Held
6K
Value
$1.17M
The Procter & Gamble Company
PG
Shares Held
6K
Value
$958.60K
Walmart Inc.
WMT
Shares Held
6K
Value
$620.22K
The Coca-Cola Company
KO
Shares Held
5K
Value
$358.06K
Microsoft Corporation
MSFT
Shares Held
4K
Value
$2.21M
Xcel Energy Inc.
XEL
Shares Held
4K
Value
$306.87K
JPMorgan Chase & Co.
JPM
Shares Held
4K
Value
$1.16M
Starbucks Corporation
SBUX
Shares Held
3K
Value
$286.24K
The Home Depot, Inc.
HD
Shares Held
3K
Value
$1.30M
Oracle Corporation
ORCL
Shares Held
3K
Value
$740.42K
Johnson & Johnson
JNJ
Shares Held
3K
Value
$476.53K
WEC Energy Group, Inc.
WEC
Shares Held
2K
Value
$272.95K
Alphabet Inc.
GOOG
Shares Held
2K
Value
$458.25K
RTX Corporation
RTX
Shares Held
2K
Value
$310.73K