Stock Taper

RETIREMENT PLANNING GROUP, LLC / NY

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Microsoft CorporationMSFT3.29K$1.23M
Abbott LaboratoriesABT3.26K$296.07K
GE Vernova Inc.GEV3.01K$3.53M
Welltower Inc.WELL2.48K$561.98K
JPMorgan Chase & Co.JPM2.38K$780.82K
Chevron CorporationCVX2.34K$387.76K
Starbucks CorporationSBUX2.31K$236.42K
Lam Research CorporationLRCX2.23K$964.86K
Palantir Technologies Inc.PLTR2.08K$242.45K
Marathon Petroleum CorporationMPC2.04K$521.82K
Space Exploration Technologies Corp.SPCX1.75K$299.69K
Philip Morris International Inc.PM1.66K$302.67K
The Procter & Gamble CompanyPG1.5K$219.21K
UnitedHealth Group IncorporatedUNH1.36K$564.71K
International Business Machines CorporationIBM1.33K$374.19K
Visa Inc.V1.24K$424.5K
Nucor CorporationNUE1.18K$262.61K
Johnson & JohnsonJNJ996$252.98K
Deere & CompanyDE902$573.61K
Elevance Health Inc.ELV892$344.85K