Stock Taper

FINANCIAL LIFE PLANNERS

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Salesforce, Inc.CRM596$93.42K
Freeport-McMoRan Inc.FCX582$36.6K
The Williams Companies, Inc.WMB578$42.96K
American Airlines Group Inc.AAL572$10.34K
Nano-X Imaging Ltd.NNOX534$620
U.S. BancorpUSB525$31.72K
Banner CorporationBANR500$33.25K
ImmunityBio, Inc.IBRX500$4.38K
The Hartford Insurance Group, Inc.HIG499$66.18K
Unilever PLCUL450$27.06K
GE Vernova Inc.GEV443$520.11K
ConocoPhillipsCOP418$43.43K
GoPro, Inc.GPRO400$312
VICI Properties Inc.VICI396$10.51K
Sturm, Ruger & Company, Inc.RGR374$14.17K
Altria Group, Inc.MO370$26.64K
The Boeing CompanyBA367$79.44K
Barrick Mining CorporationB364$13.37K
The Travelers Companies, Inc.TRV361$119.19K
Capital One Financial CorporationCOF360$72.19K