WRENNE FINANCIAL PLANNING LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 15K | $4.11M |
 | MSFT | 2K | $1.15M |
 | GOOG | 2K | $609.05K |
 | AVGO | 2K | $637.53K |
 | XOM | 2K | $216.72K |
 | ARES | 1K | $233.63K |
 | AMZN | 1K | $314.18K |
 | JPM | 1K | $373.45K |
 | AJG | 1K | $298.90K |
 | ABBV | 930 | $212.59K |
 | V | 617 | $216.39K |
 | CAT | 484 | $277.68K |
Apple Inc.
AAPL
Shares Held
15K
Value
$4.11M
Microsoft Corporation
MSFT
Shares Held
2K
Value
$1.15M
Alphabet Inc.
GOOG
Shares Held
2K
Value
$609.05K
Broadcom Inc.
AVGO
Shares Held
2K
Value
$637.53K
Exxon Mobil Corporation
XOM
Shares Held
2K
Value
$216.72K
Ares Management Corporation
ARES
Shares Held
1K
Value
$233.63K
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$314.18K
JPMorgan Chase & Co.
JPM
Shares Held
1K
Value
$373.45K
Arthur J. Gallagher & Co.
AJG
Shares Held
1K
Value
$298.90K
AbbVie Inc.
ABBV
Shares Held
930
Value
$212.59K
Visa Inc.
V
Shares Held
617
Value
$216.39K
Caterpillar Inc.
CAT
Shares Held
484
Value
$277.68K