Stock Taper

PEAK RETIREMENT PLANNING, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
United Parcel Service, Inc.UPS3.1K$333.83K
Walmart Inc.WMT3.13K$355.05K
The Southern CompanySO3.78K$362.11K
NextEra Energy, Inc.NEE3.88K$340.31K
GE AerospaceGE3.94K$1.47M
Alphabet Inc.GOOG4.01K$1.42M
The Coca-Cola CompanyKO4.04K$328.33K
Abbott LaboratoriesABT4.49K$406.93K
Bank of America CorporationBAC4.51K$256.87K
United Bankshares, Inc.UBSI4.56K$209.14K
Eli Lilly and CompanyLLY5.06K$6.06M
National Fuel Gas CompanyNFG5.06K$390.88K
Berkshire Hathaway Inc.BRK-B5.28K$2.64M
Micron Technology, Inc.MU5.95K$6.87M
CSX CorporationCSX6.18K$293.74K
Wells Fargo & CompanyWFC6.31K$521.71K
Hims & Hers Health, Inc.HIMS7.6K$263.56K
AppLovin CorporationAPP8.25K$4.25M
United Therapeutics CorporationUTHR8.39K$4.55M
Meta Platforms, Inc.META8.59K$4.84M