ESG PLANNING
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 105K | $19.63M |
 | MRK | 43K | $3.62M |
 | AAPL | 32K | $8.27M |
 | AMZN | 29K | $6.33M |
 | GOOGL | 28K | $6.86M |
 | BMY | 14K | $614.77K |
 | V | 6K | $2.02M |
 | MSFT | 5K | $2.84M |
 | CRWD | 5K | $2.44M |
 | HON | 5K | $953.81K |
 | DHR | 4K | $818.35K |
 | UNP | 4K | $847.28K |
 | LOW | 4K | $882.49K |
 | MA | 4K | $1.99M |
 | APP | 3K | $2.49M |
 | META | 3K | $2.14M |
 | QCOM | 2K | $381.40K |
 | TMO | 2K | $1.11M |
 | EQIX | 2K | $1.68M |
 | ORCL | 2K | $450.73K |
NVIDIA Corporation
NVDA
Shares Held
105K
Value
$19.63M
Merck & Co., Inc.
MRK
Shares Held
43K
Value
$3.62M
Apple Inc.
AAPL
Shares Held
32K
Value
$8.27M
Amazon.com, Inc.
AMZN
Shares Held
29K
Value
$6.33M
Alphabet Inc.
GOOGL
Shares Held
28K
Value
$6.86M
Bristol-Myers Squibb Company
BMY
Shares Held
14K
Value
$614.77K
Visa Inc.
V
Shares Held
6K
Value
$2.02M
Microsoft Corporation
MSFT
Shares Held
5K
Value
$2.84M
CrowdStrike Holdings, Inc.
CRWD
Shares Held
5K
Value
$2.44M
Honeywell International Inc.
HON
Shares Held
5K
Value
$953.81K
Danaher Corporation
DHR
Shares Held
4K
Value
$818.35K
Union Pacific Corporation
UNP
Shares Held
4K
Value
$847.28K
Lowe's Companies, Inc.
LOW
Shares Held
4K
Value
$882.49K
Mastercard Incorporated
MA
Shares Held
4K
Value
$1.99M
AppLovin Corporation
APP
Shares Held
3K
Value
$2.49M
Meta Platforms, Inc.
META
Shares Held
3K
Value
$2.14M
QUALCOMM Incorporated
QCOM
Shares Held
2K
Value
$381.40K
Thermo Fisher Scientific Inc.
TMO
Shares Held
2K
Value
$1.11M
Equinix, Inc.
EQIX
Shares Held
2K
Value
$1.68M
Oracle Corporation
ORCL
Shares Held
2K
Value
$450.73K