ESSENTIAL PLANNING, LLC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HYPR | 42K | $61.48K |
 | T | 12K | $332.31K |
 | LLY | 10K | $7.42M |
 | WMT | 9K | $911.88K |
 | AAPL | 7K | $1.76M |
 | MSFT | 5K | $2.36M |
 | GOOGL | 4K | $879.42K |
 | BRK-B | 3K | $1.73M |
 | WFC | 3K | $217.60K |
 | AMZN | 2K | $440.52K |
 | ANET | 2K | $291.42K |
 | LOW | 2K | $460.65K |
 | NVDA | 2K | $337.53K |
 | HON | 2K | $372.16K |
 | WDAY | 2K | $421.04K |
 | RTX | 2K | $288.82K |
 | JPM | 1K | $430.88K |
 | TT | 738 | $311.41K |
 | AVGO | 682 | $225.00K |
 | GS | 500 | $398.18K |
Hyperfine, Inc.
HYPR
Shares Held
42K
Value
$61.48K
AT&T Inc.
T
Shares Held
12K
Value
$332.31K
Eli Lilly and Company
LLY
Shares Held
10K
Value
$7.42M
Walmart Inc.
WMT
Shares Held
9K
Value
$911.88K
Apple Inc.
AAPL
Shares Held
7K
Value
$1.76M
Microsoft Corporation
MSFT
Shares Held
5K
Value
$2.36M
Alphabet Inc.
GOOGL
Shares Held
4K
Value
$879.42K
Berkshire Hathaway Inc.
BRK-B
Shares Held
3K
Value
$1.73M
Wells Fargo & Company
WFC
Shares Held
3K
Value
$217.60K
Amazon.com, Inc.
AMZN
Shares Held
2K
Value
$440.52K
Arista Networks, Inc.
ANET
Shares Held
2K
Value
$291.42K
Lowe's Companies, Inc.
LOW
Shares Held
2K
Value
$460.65K
NVIDIA Corporation
NVDA
Shares Held
2K
Value
$337.53K
Honeywell International Inc.
HON
Shares Held
2K
Value
$372.16K
Workday, Inc.
WDAY
Shares Held
2K
Value
$421.04K
RTX Corporation
RTX
Shares Held
2K
Value
$288.82K
JPMorgan Chase & Co.
JPM
Shares Held
1K
Value
$430.88K
Trane Technologies plc
TT
Shares Held
738
Value
$311.41K
Broadcom Inc.
AVGO
Shares Held
682
Value
$225.00K
The Goldman Sachs Group, Inc.
GS
Shares Held
500
Value
$398.18K