PARTNERS IN FINANCIAL PLANNING
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NKSH | 21K | $718.58K |
 | CSX | 16K | $573.33K |
 | TFC | 15K | $728.70K |
 | CARE | 13K | $252.87K |
 | XOM | 13K | $1.52M |
 | UDR | 12K | $453.66K |
 | EW | 12K | $987.54K |
 | NSC | 9K | $2.71M |
 | PFE | 9K | $214.25K |
 | NKE | 8K | $508.14K |
 | CVX | 8K | $1.16M |
 | STLD | 7K | $1.18M |
 | AAPL | 7K | $1.78M |
 | WMT | 6K | $699.10K |
 | AUB | 6K | $220.22K |
 | AMZN | 6K | $1.36M |
 | CVS | 6K | $467.27K |
 | FERG | 5K | $1.12M |
 | PM | 4K | $652.19K |
 | WMB | 4K | $243.15K |
National Bankshares, Inc.
NKSH
Shares Held
21K
Value
$718.58K
CSX Corporation
CSX
Shares Held
16K
Value
$573.33K
Truist Financial Corporation
TFC
Shares Held
15K
Value
$728.70K
Carter Bankshares, Inc.
CARE
Shares Held
13K
Value
$252.87K
Exxon Mobil Corporation
XOM
Shares Held
13K
Value
$1.52M
UDR, Inc.
UDR
Shares Held
12K
Value
$453.66K
Edwards Lifesciences Corporation
EW
Shares Held
12K
Value
$987.54K
Norfolk Southern Corporation
NSC
Shares Held
9K
Value
$2.71M
Pfizer Inc.
PFE
Shares Held
9K
Value
$214.25K
NIKE, Inc.
NKE
Shares Held
8K
Value
$508.14K
Chevron Corporation
CVX
Shares Held
8K
Value
$1.16M
Steel Dynamics, Inc.
STLD
Shares Held
7K
Value
$1.18M
Apple Inc.
AAPL
Shares Held
7K
Value
$1.78M
Walmart Inc.
WMT
Shares Held
6K
Value
$699.10K
Atlantic Union Bankshares Corporation
AUB
Shares Held
6K
Value
$220.22K
Amazon.com, Inc.
AMZN
Shares Held
6K
Value
$1.36M
CVS Health Corporation
CVS
Shares Held
6K
Value
$467.27K
Ferguson plc
FERG
Shares Held
5K
Value
$1.12M
Philip Morris International Inc.
PM
Shares Held
4K
Value
$652.19K
The Williams Companies, Inc.
WMB
Shares Held
4K
Value
$243.15K