Stock Taper 
DEFINED FINANCIAL PLANNING LLC
Latest 13F filing data - Q3 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Costco Wholesale Corporation | COST | 231 | $211.32K |
 Netflix, Inc. | NFLX | 280 | $339.99K |
 Mastercard Incorporated | MA | 405 | $233.46K |
 Caterpillar Inc. | CAT | 420 | $210.89K |
 Berkshire Hathaway Inc. | BRK-B | 566 | $282.91K |
 Eli Lilly and Company | LLY | 570 | $482.06K |
 Automatic Data Processing, Inc. | ADP | 766 | $222.68K |
 American Express Company | AXP | 793 | $256.79K |
 Arthur J. Gallagher & Co. | AJG | 800 | $245.55K |
 Meta Platforms, Inc. | META | 817 | $586.48K |
 Visa Inc. | V | 839 | $294.79K |
 Oracle Corporation | ORCL | 872 | $251.69K |
 Tesla, Inc. | TSLA | 1.01K | $441.76K |
 Eaton Corporation plc | ETN | 1.02K | $382.73K |
 AbbVie Inc. | ABBV | 1.06K | $244.88K |
 International Business Machines Corporation | IBM | 1.51K | $437.37K |
 The TJX Companies, Inc. | TJX | 1.51K | $212.61K |
 JPMorgan Chase & Co. | JPM | 1.52K | $461.52K |
 Lam Research Corporation | LRCX | 1.7K | $241.89K |
 McDonald's Corporation | MCD | 1.72K | $506.96K |