DEFINED FINANCIAL PLANNING LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 19K | $3.50M |
 | TEF | 18K | $91.98K |
 | AAPL | 13K | $3.24M |
 | SHEN | 11K | $150.89K |
 | WBD | 10K | $180.37K |
 | EXC | 6K | $290.63K |
 | MSFT | 6K | $3.10M |
 | AMZN | 6K | $1.27M |
 | GOOGL | 4K | $1.08M |
 | KO | 4K | $278.89K |
 | CSCO | 4K | $275.69K |
 | AVGO | 3K | $1.13M |
 | WMT | 3K | $282.46K |
 | XOM | 3K | $297.02K |
 | PG | 2K | $364.07K |
 | GOOG | 2K | $585.67K |
 | JNJ | 2K | $365.34K |
 | MCD | 2K | $506.96K |
 | LRCX | 2K | $241.89K |
 | JPM | 2K | $461.52K |
NVIDIA Corporation
NVDA
Shares Held
19K
Value
$3.50M
Telefónica, S.A.
TEF
Shares Held
18K
Value
$91.98K
Apple Inc.
AAPL
Shares Held
13K
Value
$3.24M
Shenandoah Telecommunications Company
SHEN
Shares Held
11K
Value
$150.89K
Warner Bros. Discovery, Inc.
WBD
Shares Held
10K
Value
$180.37K
Exelon Corporation
EXC
Shares Held
6K
Value
$290.63K
Microsoft Corporation
MSFT
Shares Held
6K
Value
$3.10M
Amazon.com, Inc.
AMZN
Shares Held
6K
Value
$1.27M
Alphabet Inc.
GOOGL
Shares Held
4K
Value
$1.08M
The Coca-Cola Company
KO
Shares Held
4K
Value
$278.89K
Cisco Systems, Inc.
CSCO
Shares Held
4K
Value
$275.69K
Broadcom Inc.
AVGO
Shares Held
3K
Value
$1.13M
Walmart Inc.
WMT
Shares Held
3K
Value
$282.46K
Exxon Mobil Corporation
XOM
Shares Held
3K
Value
$297.02K
The Procter & Gamble Company
PG
Shares Held
2K
Value
$364.07K
Alphabet Inc.
GOOG
Shares Held
2K
Value
$585.67K
Johnson & Johnson
JNJ
Shares Held
2K
Value
$365.34K
McDonald's Corporation
MCD
Shares Held
2K
Value
$506.96K
Lam Research Corporation
LRCX
Shares Held
2K
Value
$241.89K
JPMorgan Chase & Co.
JPM
Shares Held
2K
Value
$461.52K