WRENNE FINANCIAL PLANNING LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 16K | $4.11M |
 | MSFT | 2K | $1.23M |
 | GOOG | 2K | $471.48K |
 | AVGO | 2K | $608.37K |
 | XOM | 2K | $203.05K |
 | ARES | 1K | $231.76K |
 | AMZN | 1K | $297.11K |
 | JPM | 1K | $365.58K |
 | AJG | 1K | $357.75K |
 | ABBV | 930 | $215.42K |
 | V | 617 | $210.63K |
 | CAT | 484 | $231.28K |
Apple Inc.
AAPL
Shares Held
16K
Value
$4.11M
Microsoft Corporation
MSFT
Shares Held
2K
Value
$1.23M
Alphabet Inc.
GOOG
Shares Held
2K
Value
$471.48K
Broadcom Inc.
AVGO
Shares Held
2K
Value
$608.37K
Exxon Mobil Corporation
XOM
Shares Held
2K
Value
$203.05K
Ares Management Corporation
ARES
Shares Held
1K
Value
$231.76K
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$297.11K
JPMorgan Chase & Co.
JPM
Shares Held
1K
Value
$365.58K
Arthur J. Gallagher & Co.
AJG
Shares Held
1K
Value
$357.75K
AbbVie Inc.
ABBV
Shares Held
930
Value
$215.42K
Visa Inc.
V
Shares Held
617
Value
$210.63K
Caterpillar Inc.
CAT
Shares Held
484
Value
$231.28K