Holdings
Forbes Financial Planning, Inc.
As of Jun 30, 2026, Forbes Financial Planning, Inc. reported 10 positions worth US$9.44M. Largest: Apple Inc, Microsoft Corp. and Philip Morris International Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 19,797 | US$5.73M | +3 | Jun 30, 2026 |
| Microsoft Corp. | 1,948 | US$727K | −12 | Jun 30, 2026 |
| Philip Morris International Inc | 3,461 | US$626K | no change | Jun 30, 2026 |
| Amazon.com, Inc. | 2,801 | US$568K | −99 | Jun 30, 2026 |
| Amphenol Corporation | 2,700 | US$476K | +400 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 939 | US$336K | −8 | Jun 30, 2026 |
| Visa Inc. | 904 | US$310K | no change | Jun 30, 2026 |
| Amgen Inc. | 341 | US$232K | −300 | Jun 30, 2026 |
| Southern Company (the) | 2,404 | US$230K | no change | Jun 30, 2026 |
| Energy Transfer Lp | 10,700 | US$205K | new | Jun 30, 2026 |