Stock Taper

WEALTHPLAN INVESTMENT MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
A. O. Smith CorporationAOS9.44K$592.17K
Palo Alto Networks, Inc.PANW9.31K$3.18M
GE AerospaceGE9.25K$3.46M
Veralto CorporationVLTO9.12K$808.5K
Lam Research CorporationLRCX8.74K$3.79M
Innodata Inc.INOD8.55K$646.28K
ServiceNow, Inc.NOW8.54K$847.85K
Lockheed Martin CorporationLMT8.34K$4.25M
Altria Group, Inc.MO8.31K$597.61K
Constellation Brands, Inc.STZ8.06K$1.12M
Edwards Lifesciences CorporationEW7.95K$719.25K
Vertiv Holdings CoVRT7.85K$2.63M
Dow Inc.DOW7.46K$204.1K
Abbott LaboratoriesABT7.28K$660.39K
Air Products and Chemicals, Inc.APD6.91K$2.03M
Cheniere Energy, Inc.LNG6.73K$1.61M
Starbucks CorporationSBUX6.21K$634.32K
Arm Holdings plc American Depositary SharesARM6.13K$2.17M
Lamb Weston Holdings, Inc.LW5.88K$253.98K
Philip Morris International Inc.PM5.88K$1.06M