Stock Taper

DEFINED FINANCIAL PLANNING LLC

Latest 13F filing data - Q3 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
NVIDIA CorporationNVDA18.5K$3.5M
Apple Inc.AAPL12.55K$3.24M
Shenandoah Telecommunications CompanySHEN10.96K$150.89K
Warner Bros. Discovery, Inc.WBD10.08K$180.37K
Exelon CorporationEXC6.23K$290.63K
Microsoft CorporationMSFT5.91K$3.1M
Amazon.com, Inc.AMZN5.64K$1.27M
Alphabet Inc.GOOGL4.42K$1.08M
The Coca-Cola CompanyKO4.22K$278.89K
Cisco Systems, Inc.CSCO3.92K$275.69K
Broadcom Inc.AVGO3.26K$1.13M
Walmart Inc.WMT2.75K$282.46K
Exxon Mobil CorporationXOM2.6K$297.02K
The Procter & Gamble CompanyPG2.42K$364.07K
Alphabet Inc.GOOG2.39K$585.67K
Johnson & JohnsonJNJ1.93K$365.34K
McDonald's CorporationMCD1.72K$506.96K
Lam Research CorporationLRCX1.7K$241.89K
JPMorgan Chase & Co.JPM1.52K$461.52K
International Business Machines CorporationIBM1.51K$437.37K