HOLISTIC PLANNING, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PFE | 50K | $1.27M |
 | WMT | 24K | $2.49M |
 | AAPL | 23K | $5.96M |
 | AMZN | 23K | $4.97M |
 | ONB | 20K | $444.74K |
 | XOM | 18K | $2.07M |
 | ET | 18K | $310.90K |
 | NVDA | 18K | $3.37M |
 | PG | 18K | $2.76M |
 | VZ | 17K | $768.75K |
 | RF | 17K | $455.62K |
 | MSFT | 14K | $7.38M |
 | ENB | 14K | $710.58K |
 | EPD | 14K | $436.40K |
 | GOOGL | 13K | $3.26M |
 | F | 12K | $147.45K |
 | CVX | 12K | $1.82M |
 | WFC | 9K | $791.98K |
 | T | 9K | $261.76K |
 | MPC | 9K | $1.65M |
Pfizer Inc.
PFE
Shares Held
50K
Value
$1.27M
Walmart Inc.
WMT
Shares Held
24K
Value
$2.49M
Apple Inc.
AAPL
Shares Held
23K
Value
$5.96M
Amazon.com, Inc.
AMZN
Shares Held
23K
Value
$4.97M
Old National Bancorp
ONB
Shares Held
20K
Value
$444.74K
Exxon Mobil Corporation
XOM
Shares Held
18K
Value
$2.07M
Energy Transfer LP
ET
Shares Held
18K
Value
$310.90K
NVIDIA Corporation
NVDA
Shares Held
18K
Value
$3.37M
The Procter & Gamble Company
PG
Shares Held
18K
Value
$2.76M
Verizon Communications Inc.
VZ
Shares Held
17K
Value
$768.75K
Regions Financial Corporation
RF
Shares Held
17K
Value
$455.62K
Microsoft Corporation
MSFT
Shares Held
14K
Value
$7.38M
Enbridge Inc.
ENB
Shares Held
14K
Value
$710.58K
Enterprise Products Partners L.P.
EPD
Shares Held
14K
Value
$436.40K
Alphabet Inc.
GOOGL
Shares Held
13K
Value
$3.26M
Ford Motor Company
F
Shares Held
12K
Value
$147.45K
Chevron Corporation
CVX
Shares Held
12K
Value
$1.82M
Wells Fargo & Company
WFC
Shares Held
9K
Value
$791.98K
AT&T Inc.
T
Shares Held
9K
Value
$261.76K
Marathon Petroleum Corporation
MPC
Shares Held
9K
Value
$1.65M