Stock Taper 
FINANCIAL LIFE PLANNERS
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Williams Companies, Inc. | WMB | 578 | $42.96K |
 Freeport-McMoRan Inc. | FCX | 582 | $36.6K |
 Salesforce, Inc. | CRM | 596 | $93.42K |
 Novo Nordisk A/S | NVO | 617 | $29.59K |
 The Charles Schwab Corporation | SCHW | 627 | $57.85K |
 Corteva, Inc. | CTVA | 657 | $55.63K |
 Intel Corp. | INTC | 659 | $91.97K |
 Cognyte Software Ltd. | CGNT | 666 | $5.85K |
 Agree Realty Corporation | ADC | 667 | $50.51K |
 CVS Health Corp. | CVS | 668 | $69.08K |
 Cloudflare, Inc. | NET | 670 | $164.34K |
 Public Service Enterprise Group Incorporated | PEG | 676 | $54.89K |
 Otis Worldwide Corporation | OTIS | 708 | $50.67K |
 Caterpillar Inc. | CAT | 747 | $795.9K |
 International Business Machines Corporation | IBM | 754 | $212.09K |
 The TJX Companies, Inc. | TJX | 785 | $118.94K |
 BigBear.ai Holdings, Inc. | BBAI | 819 | $3.01K |
 Advanced Micro Devices, Inc. | AMD | 820 | $476.35K |
 Philip Morris International Inc. | PM | 840 | $151.97K |
 BP p.l.c. | BP | 845 | $31.22K |