ESSENTIAL PLANNING, LLC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HYPR | 42K | $41.52K |
 | T | 11K | $276.38K |
 | LLY | 10K | $10.45M |
 | WMT | 9K | $985.76K |
 | AAPL | 7K | $1.88M |
 | MSFT | 5K | $2.42M |
 | GOOGL | 4K | $1.15M |
 | BRK-B | 3K | $1.73M |
 | KO | 3K | $226.05K |
 | WFC | 3K | $241.95K |
 | AMZN | 2K | $464.66K |
 | ANET | 2K | $262.06K |
 | LOW | 2K | $442.05K |
 | NVDA | 2K | $340.18K |
 | HON | 2K | $344.92K |
 | WDAY | 2K | $375.65K |
 | RTX | 2K | $320.44K |
 | JPM | 1K | $450.78K |
 | COF | 858 | $207.85K |
 | TT | 738 | $287.23K |
Hyperfine, Inc.
HYPR
Shares Held
42K
Value
$41.52K
AT&T Inc.
T
Shares Held
11K
Value
$276.38K
Eli Lilly and Company
LLY
Shares Held
10K
Value
$10.45M
Walmart Inc.
WMT
Shares Held
9K
Value
$985.76K
Apple Inc.
AAPL
Shares Held
7K
Value
$1.88M
Microsoft Corporation
MSFT
Shares Held
5K
Value
$2.42M
Alphabet Inc.
GOOGL
Shares Held
4K
Value
$1.15M
Berkshire Hathaway Inc.
BRK-B
Shares Held
3K
Value
$1.73M
The Coca-Cola Company
KO
Shares Held
3K
Value
$226.05K
Wells Fargo & Company
WFC
Shares Held
3K
Value
$241.95K
Amazon.com, Inc.
AMZN
Shares Held
2K
Value
$464.66K
Arista Networks, Inc.
ANET
Shares Held
2K
Value
$262.06K
Lowe's Companies, Inc.
LOW
Shares Held
2K
Value
$442.05K
NVIDIA Corporation
NVDA
Shares Held
2K
Value
$340.18K
Honeywell International Inc.
HON
Shares Held
2K
Value
$344.92K
Workday, Inc.
WDAY
Shares Held
2K
Value
$375.65K
RTX Corporation
RTX
Shares Held
2K
Value
$320.44K
JPMorgan Chase & Co.
JPM
Shares Held
1K
Value
$450.78K
Capital One Financial Corporation
COF
Shares Held
858
Value
$207.85K
Trane Technologies plc
TT
Shares Held
738
Value
$287.23K