Stock Taper 
HOLISTIC PLANNING, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Coca-Cola Company | KO | 10.34K | $840.37K |
 Wells Fargo & Company | WFC | 10.19K | $841.68K |
 Cisco Systems, Inc. | CSCO | 9.94K | $1.17M |
 Broadcom Inc. | AVGO | 9.33K | $3.53M |
 Marathon Petroleum Corporation | MPC | 8.54K | $2.18M |
 Aflac Incorporated | AFL | 8.39K | $984.07K |
 JPMorgan Chase & Co. | JPM | 7.77K | $2.54M |
 The Southern Company | SO | 7.75K | $742.12K |
 BP p.l.c. | BP | 7.6K | $280.87K |
 Alphabet Inc. | GOOG | 7.38K | $2.61M |
 Tesla, Inc. | TSLA | 7.23K | $3.04M |
 Tractor Supply Company | TSCO | 6.63K | $209.6K |
 General Motors Company | GM | 6.45K | $497.24K |
 Shell plc | SHEL | 6.37K | $494.19K |
 Duke Energy Corporation | DUK | 6.2K | $784.65K |
 IonQ, Inc. | IONQ | 6.03K | $321K |
 CSX Corporation | CSX | 5.9K | $280.43K |
 Merck & Co., Inc. | MRK | 5.83K | $749.68K |
 Bank of America Corporation | BAC | 5.26K | $299.71K |
 Altria Group, Inc. | MO | 5.05K | $363.55K |