PARTNERS IN FINANCIAL PLANNING
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NKSH | 21K | $630.92K |
 | CSX | 16K | $561.63K |
 | TFC | 15K | $677.02K |
 | CARE | 15K | $282.36K |
 | XOM | 13K | $1.49M |
 | UDR | 12K | $460.83K |
 | EW | 12K | $900.89K |
 | NSC | 9K | $2.82M |
 | PFE | 9K | $219.24K |
 | NKE | 8K | $556.16K |
 | CVX | 8K | $1.19M |
 | STLD | 7K | $971.83K |
 | AAPL | 7K | $1.66M |
 | WMT | 6K | $642.17K |
 | AUB | 6K | $219.69K |
 | AMZN | 6K | $1.29M |
 | CVS | 6K | $443.90K |
 | FERG | 5K | $1.11M |
 | PM | 4K | $659.50K |
 | WMB | 4K | $256.25K |
National Bankshares, Inc.
NKSH
Shares Held
21K
Value
$630.92K
CSX Corporation
CSX
Shares Held
16K
Value
$561.63K
Truist Financial Corporation
TFC
Shares Held
15K
Value
$677.02K
Carter Bankshares, Inc.
CARE
Shares Held
15K
Value
$282.36K
Exxon Mobil Corporation
XOM
Shares Held
13K
Value
$1.49M
UDR, Inc.
UDR
Shares Held
12K
Value
$460.83K
Edwards Lifesciences Corporation
EW
Shares Held
12K
Value
$900.89K
Norfolk Southern Corporation
NSC
Shares Held
9K
Value
$2.82M
Pfizer Inc.
PFE
Shares Held
9K
Value
$219.24K
NIKE, Inc.
NKE
Shares Held
8K
Value
$556.16K
Chevron Corporation
CVX
Shares Held
8K
Value
$1.19M
Steel Dynamics, Inc.
STLD
Shares Held
7K
Value
$971.83K
Apple Inc.
AAPL
Shares Held
7K
Value
$1.66M
Walmart Inc.
WMT
Shares Held
6K
Value
$642.17K
Atlantic Union Bankshares Corporation
AUB
Shares Held
6K
Value
$219.69K
Amazon.com, Inc.
AMZN
Shares Held
6K
Value
$1.29M
CVS Health Corporation
CVS
Shares Held
6K
Value
$443.90K
Ferguson plc
FERG
Shares Held
5K
Value
$1.11M
Philip Morris International Inc.
PM
Shares Held
4K
Value
$659.50K
The Williams Companies, Inc.
WMB
Shares Held
4K
Value
$256.25K