Stock Taper

VERTEX PLANNING PARTNERS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Altria Group, Inc.MO3.92K$281.94K
Exxon Mobil CorporationXOM4.28K$585.02K
Amgen Inc.AMGN5K$613.79K
NVIDIA CorporationNVDA5.54K$1.11M
Amazon.com, Inc.AMZN5.93K$1.41M
CME Group Inc.CME6.79K$1.5M
Main Street Capital CorporationMAIN8.58K$445.29K
Verizon Communications Inc.VZ10.34K$437.84K
Parsons CorporationPSN11.27K$590.43K
Abbott LaboratoriesABT11.73K$1.06M
AT&T Inc.T13.19K$273.07K
BP p.l.c.BP14.58K$538.84K
AbbVie Inc.ABBV24.97K$6.28M
Bank of MontrealBMO27.96K$4.94M
Apple Inc.AAPL93.98K$27.19M