Stock Taper 
ESSENTIAL PLANNING, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Meta Platforms, Inc. | META | 442 | $248.97K |
 The Goldman Sachs Group, Inc. | GS | 500 | $505.69K |
 IDEXX Laboratories, Inc. | IDXX | 559 | $294.28K |
 Broadcom Inc. | AVGO | 593 | $224.01K |
 KLA Corporation | KLAC | 680 | $205.16K |
 Trane Technologies plc | TT | 738 | $362.48K |
 Lam Research Corporation | LRCX | 1.02K | $442K |
 JPMorgan Chase & Co. | JPM | 1.38K | $451.06K |
 RTX Corporation | RTX | 1.81K | $342.57K |
 NVIDIA Corporation | NVDA | 1.89K | $377.98K |
 CVS Health Corp. | CVS | 1.97K | $203.74K |
 Arista Networks, Inc. | ANET | 2K | $339.76K |
 Amazon.com, Inc. | AMZN | 2.08K | $495.05K |
 Wells Fargo & Company | WFC | 2.6K | $214.53K |
 Berkshire Hathaway Inc. | BRK-B | 2.79K | $1.39M |
 Eli Lilly and Company | LLY | 2.85K | $3.42M |
 Alphabet Inc. | GOOGL | 3.73K | $1.33M |
 Microsoft Corporation | MSFT | 4.52K | $1.69M |
 Progress Software Corporation | PRGS | 6.17K | $207.16K |
 Apple Inc. | AAPL | 6.79K | $1.96M |