Stock Taper

WEALTHPLAN INVESTMENT MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
AstraZeneca PLCAZN42.6K$8.08M
Oracle CorporationORCL45.84K$6.72M
AbbVie Inc.ABBV47.64K$11.99M
Berkshire Hathaway Inc.BRK-B48.6K$24.32M
AST SpaceMobile, Inc.ASTS49.22K$4.37M
Realty Income CorporationO50.51K$3.13M
Palantir Technologies Inc.PLTR52.41K$6.11M
Johnson & JohnsonJNJ55.33K$14.05M
Netflix, Inc.NFLX56.17K$4.01M
Pfizer Inc.PFE66.57K$1.6M
Halliburton CompanyHAL68.23K$2.32M
Chevron CorporationCVX72.17K$11.96M
Alphabet Inc.GOOG80.45K$28.43M
The Coca-Cola CompanyKO81.5K$6.62M
Rigetti Computing, Inc.RGTI84.09K$1.62M
Amazon.com, Inc.AMZN86.35K$20.58M
Alphabet Inc.GOOGL88.86K$31.76M
Microsoft CorporationMSFT90.64K$33.81M
AT&T Inc.T92.34K$1.91M
Intel Corp.INTC102.07K$14.25M