Stock Taper 
HOLISTIC PLANNING, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Analog Devices, Inc. | ADI | 754 | $299.62K |
 AT&T Inc. | T | 627 | $12.98K |
 American Express Company | AXP | 593 | $200.62K |
 Eaton Corporation plc | ETN | 546 | $232.61K |
 Kinder Morgan, Inc. | KMI | 538 | $17.2K |
 Lockheed Martin Corporation | LMT | 521 | $265.29K |
 UnitedHealth Group Incorporated | UNH | 506 | $210.28K |
 Mastercard Incorporated | MA | 474 | $243.67K |
 Teradyne, Inc. | TER | 430 | $207.85K |
 Micron Technology, Inc. | MU | 416 | $480.5K |
 Applied Materials, Inc. | AMAT | 400 | $289.55K |
 Cummins Inc. | CMI | 352 | $251.05K |
 BlackRock, Inc. | BLK | 325 | $312.87K |
 Parker-Hannifin Corporation | PH | 270 | $264.12K |
 ASML Holding N.V. | ASML | 111 | $221.09K |