Investments & Financial Planning, LLC
Top Portfolio Positions
9 positions ·
$9,419,608 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
24,807 | $4,326,340 | 45.93% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
5,582 | $2,075,108 | 22.03% | |
| MSFT |
Microsoft Corp
Technology
|
1,810 | $670,007 | 7.11% | |
| SYBT |
Stock Yards Bancorp, Inc.
Financial Services
|
9,982 | $661,706 | 7.02% | |
| AAPL |
Apple Inc.
Technology
|
2,374 | $602,497 | 6.40% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
2,073 | $431,743 | 4.58% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
2,511 | $235,983 | 2.51% | |
| BA |
Boeing Co
Industrials
|
1,056 | $210,175 | 2.23% | |
| ASML |
Asml Holding NV
Technology
|
156 | $206,049 | 2.19% |
Portfolio Trend
17 quarters · across all stocks
Holdings in SYBT
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $661,706 | 9,982 | Shares | Sole | 2026-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||