Stock Taper 
INVESTMENT PLANNING ADVISORS, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 W. R. Berkley Corporation | WRB | 18.4K | $1.3M |
 The Southern Company | SO | 10.12K | $968.84K |
 Walmart Inc. | WMT | 9.57K | $1.08M |
 Apple Inc. | AAPL | 6.81K | $1.97M |
 NVIDIA Corporation | NVDA | 6.24K | $1.25M |
 Exxon Mobil Corporation | XOM | 4.64K | $635.03K |
 Dominion Energy, Inc. | D | 4.5K | $307.25K |
 Amazon.com, Inc. | AMZN | 4.16K | $991.53K |
 Alphabet Inc. | GOOGL | 3.81K | $1.36M |
 JPMorgan Chase & Co. | JPM | 3.74K | $1.23M |
 The Coca-Cola Company | KO | 3.56K | $289.19K |
 Microsoft Corporation | MSFT | 2.88K | $1.08M |
 Berkshire Hathaway Inc. | BRK-B | 2.87K | $1.44M |
 United Parcel Service, Inc. | UPS | 2.69K | $288.61K |
 Oracle Corporation | ORCL | 2.33K | $341.63K |
 Intercontinental Exchange, Inc. | ICE | 2.12K | $261.25K |
 The Procter & Gamble Company | PG | 2.04K | $298.53K |
 Johnson & Johnson | JNJ | 1.9K | $483.15K |
 PepsiCo, Inc. | PEP | 1.86K | $251.4K |
 Chevron Corporation | CVX | 1.74K | $289.04K |