LAKESHORE FINANCIAL PLANNING, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ABBV | 1K | $309.77K |
 | IBM | 1K | $286.76K |
 | NOC | 997 | $607.49K |
 | BRK-B | 867 | $435.88K |
 | EFX | 847 | $217.28K |
 | V | 842 | $287.44K |
 | TSLA | 626 | $278.39K |
 | UNH | 592 | $204.73K |
 | META | 591 | $434.02K |
 | COST | 562 | $520.51K |
 | GS | 435 | $346.41K |
AbbVie Inc.
ABBV
Shares Held
1K
Value
$309.77K
International Business Machines Corporation
IBM
Shares Held
1K
Value
$286.76K
Northrop Grumman Corporation
NOC
Shares Held
997
Value
$607.49K
Berkshire Hathaway Inc.
BRK-B
Shares Held
867
Value
$435.88K
Equifax Inc.
EFX
Shares Held
847
Value
$217.28K
Visa Inc.
V
Shares Held
842
Value
$287.44K
Tesla, Inc.
TSLA
Shares Held
626
Value
$278.39K
UnitedHealth Group Incorporated
UNH
Shares Held
592
Value
$204.73K
Meta Platforms, Inc.
META
Shares Held
591
Value
$434.02K
Costco Wholesale Corporation
COST
Shares Held
562
Value
$520.51K
The Goldman Sachs Group, Inc.
GS
Shares Held
435
Value
$346.41K