MICHAEL A. DUBIS FINANCIAL PLANNING, LLC
Latest 13F filing data - Q1 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 10K | $2.18M |
 | WFC | 6K | $466.08K |
 | USB | 6K | $249.47K |
 | TRV | 2K | $587.66K |
 | LMT | 2K | $893.42K |
 | TGT | 2K | $208.68K |
 | MMM | 2K | $274.31K |
 | CVX | 1K | $238.75K |
 | BRK-B | 414 | $220.49K |
Apple Inc.
AAPL
Shares Held
10K
Value
$2.18M
Wells Fargo & Company
WFC
Shares Held
6K
Value
$466.08K
U.S. Bancorp
USB
Shares Held
6K
Value
$249.47K
The Travelers Companies, Inc.
TRV
Shares Held
2K
Value
$587.66K
Lockheed Martin Corporation
LMT
Shares Held
2K
Value
$893.42K
Target Corporation
TGT
Shares Held
2K
Value
$208.68K
3M Company
MMM
Shares Held
2K
Value
$274.31K
Chevron Corporation
CVX
Shares Held
1K
Value
$238.75K
Berkshire Hathaway Inc.
BRK-B
Shares Held
414
Value
$220.49K