WRENNE FINANCIAL PLANNING LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 15K | $3.85M |
 | MSFT | 2K | $838.46K |
 | GOOG | 2K | $556.76K |
 | AVGO | 2K | $570.13K |
 | XOM | 2K | $305.54K |
 | AMZN | 1K | $283.69K |
 | AJG | 1K | $250.15K |
 | JPM | 1K | $331.22K |
 | ABBV | 930 | $202.35K |
 | CAT | 485 | $343.40K |
Apple Inc.
AAPL
Shares Held
15K
Value
$3.85M
Microsoft Corporation
MSFT
Shares Held
2K
Value
$838.46K
Alphabet Inc.
GOOG
Shares Held
2K
Value
$556.76K
Broadcom Inc.
AVGO
Shares Held
2K
Value
$570.13K
Exxon Mobil Corporation
XOM
Shares Held
2K
Value
$305.54K
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$283.69K
Arthur J. Gallagher & Co.
AJG
Shares Held
1K
Value
$250.15K
JPMorgan Chase & Co.
JPM
Shares Held
1K
Value
$331.22K
AbbVie Inc.
ABBV
Shares Held
930
Value
$202.35K
Caterpillar Inc.
CAT
Shares Held
485
Value
$343.40K