LAKESHORE FINANCIAL PLANNING, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MDLZ | 4K | $269.86K |
 | SRE | 4K | $354.55K |
 | AFL | 3K | $364.87K |
 | KR | 3K | $210.80K |
 | DTM | 3K | $324.85K |
 | PG | 3K | $434.02K |
 | AMZN | 3K | $603.38K |
 | WMT | 3K | $272.80K |
 | MCD | 2K | $739.97K |
 | KMB | 2K | $295.18K |
 | CINF | 2K | $368.06K |
 | DIS | 2K | $250.10K |
 | JNJ | 2K | $393.97K |
 | XOM | 2K | $233.95K |
 | ORCL | 2K | $566.24K |
 | WM | 2K | $435.07K |
 | CVX | 2K | $284.18K |
 | HD | 2K | $710.17K |
 | PM | 2K | $250.92K |
 | PEP | 1K | $207.61K |
Mondelez International, Inc.
MDLZ
Shares Held
4K
Value
$269.86K
Sempra
SRE
Shares Held
4K
Value
$354.55K
Aflac Incorporated
AFL
Shares Held
3K
Value
$364.87K
The Kroger Co.
KR
Shares Held
3K
Value
$210.80K
DT Midstream, Inc.
DTM
Shares Held
3K
Value
$324.85K
The Procter & Gamble Company
PG
Shares Held
3K
Value
$434.02K
Amazon.com, Inc.
AMZN
Shares Held
3K
Value
$603.38K
Walmart Inc.
WMT
Shares Held
3K
Value
$272.80K
McDonald's Corporation
MCD
Shares Held
2K
Value
$739.97K
Kimberly-Clark Corporation
KMB
Shares Held
2K
Value
$295.18K
Cincinnati Financial Corporation
CINF
Shares Held
2K
Value
$368.06K
The Walt Disney Company
DIS
Shares Held
2K
Value
$250.10K
Johnson & Johnson
JNJ
Shares Held
2K
Value
$393.97K
Exxon Mobil Corporation
XOM
Shares Held
2K
Value
$233.95K
Oracle Corporation
ORCL
Shares Held
2K
Value
$566.24K
Waste Management, Inc.
WM
Shares Held
2K
Value
$435.07K
Chevron Corporation
CVX
Shares Held
2K
Value
$284.18K
The Home Depot, Inc.
HD
Shares Held
2K
Value
$710.17K
Philip Morris International Inc.
PM
Shares Held
2K
Value
$250.92K
PepsiCo, Inc.
PEP
Shares Held
1K
Value
$207.61K