Stock Taper

INVESTMENT PLANNING ADVISORS, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
QUALCOMM IncorporatedQCOM1.74K$321.49K
Tesla, Inc.TSLA1.64K$690.45K
The Progressive CorporationPGR1.46K$319.64K
American Tower CorporationAMT1.41K$229.86K
Visa Inc.V1.37K$470.44K
Constellation Energy CorporationCEG1.34K$333.2K
Palo Alto Networks, Inc.PANW1.31K$445.4K
The Home Depot, Inc.HD1.27K$449.23K
McDonald's CorporationMCD1.22K$329.09K
Linde plcLIN1.21K$629.63K
Taiwan Semiconductor Manufacturing Company LimitedTSM998$476.62K
International Business Machines CorporationIBM857$241.07K
Chubb LimitedCB721$245.68K
CrowdStrike Holdings, Inc.CRWD526$401.33K
Mastercard IncorporatedMA526$270.13K
Costco Wholesale CorporationCOST523$489.72K
Caterpillar Inc.CAT428$455.37K