Larry Mathis Financial Planning, LLC
Top Portfolio Positions
125 positions ·
$60,817,456 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
9,895 | $1,725,688 | 2.84% | |
| XOM |
Exxon Mobil Corp
Energy
|
9,363 | $1,588,526 | 2.61% | |
| JNJ |
Johnson & Johnson
Healthcare
|
6,424 | $1,570,282 | 2.58% | |
| MSFT |
Microsoft Corp
Technology
|
4,121 | $1,525,470 | 2.51% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
4,835 | $1,502,669 | 2.47% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
4,427 | $1,302,246 | 2.14% | |
| CAT |
Caterpillar Inc
Industrials
|
1,762 | $1,248,306 | 2.05% | |
| GLD |
Spdr Gold Trust
|
2,828 | $1,216,860 | 2.00% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
22,977 | $1,120,128 | 1.84% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
8,914 | $1,107,831 | 1.82% |
Portfolio Trend
Holdings in ATLO
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $238,261 | 8,443 | Shares | Sole | 2026-04-22 | |
| No 13F history on record for this holder in this stock. | ||||||