Stock Taper 
VERTEX PLANNING PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Apple Inc. | AAPL | 93.98K | $27.19M |
 Bank of Montreal | BMO | 27.96K | $4.94M |
 AbbVie Inc. | ABBV | 24.97K | $6.28M |
 BP p.l.c. | BP | 14.58K | $538.84K |
 AT&T Inc. | T | 13.19K | $273.07K |
 Abbott Laboratories | ABT | 11.73K | $1.06M |
 Parsons Corporation | PSN | 11.27K | $590.43K |
 Verizon Communications Inc. | VZ | 10.34K | $437.84K |
 Main Street Capital Corporation | MAIN | 8.58K | $445.29K |
 CME Group Inc. | CME | 6.79K | $1.5M |
 Amazon.com, Inc. | AMZN | 5.93K | $1.41M |
 NVIDIA Corporation | NVDA | 5.54K | $1.11M |
 Amgen Inc. | AMGN | 5K | $613.79K |
 Exxon Mobil Corporation | XOM | 4.28K | $585.02K |
 Altria Group, Inc. | MO | 3.92K | $281.94K |
 Alphabet Inc. | GOOGL | 3.43K | $1.23M |
 NextEra Energy, Inc. | NEE | 3.4K | $298.07K |
 JPMorgan Chase & Co. | JPM | 3.25K | $1.06M |
 Alphabet Inc. | GOOG | 3.24K | $1.15M |
 Cisco Systems, Inc. | CSCO | 3.11K | $364.83K |