Stock Taper 
WEALTHPLAN INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 GE Vernova Inc. | GEV | 5.53K | $6.5M |
 Duke Energy Corporation | DUK | 5.58K | $706.44K |
 Lowe's Companies, Inc. | LOW | 5.61K | $1.24M |
 Medtronic plc | MDT | 5.68K | $444.68K |
 Adobe Inc. | ADBE | 5.81K | $1.19M |
 Philip Morris International Inc. | PM | 5.88K | $1.06M |
 Lamb Weston Holdings, Inc. | LW | 5.88K | $253.98K |
 Arm Holdings plc American Depositary Shares | ARM | 6.13K | $2.17M |
 Starbucks Corporation | SBUX | 6.21K | $634.32K |
 Cheniere Energy, Inc. | LNG | 6.73K | $1.61M |
 Air Products and Chemicals, Inc. | APD | 6.91K | $2.03M |
 Abbott Laboratories | ABT | 7.28K | $660.39K |
 Dow Inc. | DOW | 7.46K | $204.1K |
 Vertiv Holdings Co | VRT | 7.85K | $2.63M |
 Edwards Lifesciences Corporation | EW | 7.95K | $719.25K |
 Constellation Brands, Inc. | STZ | 8.06K | $1.12M |
 Altria Group, Inc. | MO | 8.31K | $597.61K |
 Lockheed Martin Corporation | LMT | 8.34K | $4.25M |
 ServiceNow, Inc. | NOW | 8.54K | $847.85K |
 Innodata Inc. | INOD | 8.55K | $646.28K |