PREPARED RETIREMENT INSTITUTE LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CVX | 0 | $342.00K |
 | GD | 0 | $246.00K |
 | IBM | 0 | $221.00K |
 | JNJ | 0 | $629.00K |
 | LDOS | 0 | $280.00K |
 | MCD | 0 | $276.00K |
 | MSFT | 0 | $2.64M |
 | MSTR | 0 | $2.22M |
 | MS | 0 | $329.00K |
 | WMT | 0 | $288.00K |
 | ABT | 0 | $484.00K |
 | ABBV | 0 | $1.29M |
 | ALL | 0 | $590.00K |
 | GOOGL | 0 | $347.00K |
 | GOOG | 0 | $485.00K |
 | AMZN | 0 | $358.00K |
 | AAPL | 0 | $1.61M |
 | BRK-B | 0 | $293.00K |
 | COF | 0 | $326.00K |
 | CAH | 0 | $309.00K |
Chevron Corporation
CVX
Shares Held
0
Value
$342.00K
General Dynamics Corporation
GD
Shares Held
0
Value
$246.00K
International Business Machines Corporation
IBM
Shares Held
0
Value
$221.00K
Johnson & Johnson
JNJ
Shares Held
0
Value
$629.00K
Leidos Holdings, Inc.
LDOS
Shares Held
0
Value
$280.00K
McDonald's Corporation
MCD
Shares Held
0
Value
$276.00K
Microsoft Corporation
MSFT
Shares Held
0
Value
$2.64M
Strategy Inc
MSTR
Shares Held
0
Value
$2.22M
Morgan Stanley
MS
Shares Held
0
Value
$329.00K
Walmart Inc.
WMT
Shares Held
0
Value
$288.00K
Abbott Laboratories
ABT
Shares Held
0
Value
$484.00K
AbbVie Inc.
ABBV
Shares Held
0
Value
$1.29M
The Allstate Corporation
ALL
Shares Held
0
Value
$590.00K
Alphabet Inc.
GOOGL
Shares Held
0
Value
$347.00K
Alphabet Inc.
GOOG
Shares Held
0
Value
$485.00K
Amazon.com, Inc.
AMZN
Shares Held
0
Value
$358.00K
Apple Inc.
AAPL
Shares Held
0
Value
$1.61M
Berkshire Hathaway Inc.
BRK-B
Shares Held
0
Value
$293.00K
Capital One Financial Corporation
COF
Shares Held
0
Value
$326.00K
Cardinal Health, Inc.
CAH
Shares Held
0
Value
$309.00K