Holdings
Larry Mathis Financial Planning, LLC
As of Jun 30, 2026, Larry Mathis Financial Planning, LLC reported 107 positions worth US$58.1M. Largest: Nvidia Corporation, Unitedhealth Group Incorporated and Jp Morgan Chase & Co. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 8,851 | US$1.77M | −1,044 | Jun 30, 2026 |
| Unitedhealth Group Incorporated | 3,615 | US$1.5M | +2,578 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 4,403 | US$1.44M | −24 | Jun 30, 2026 |
| Abbvie Inc. | 5,695 | US$1.43M | new | Jun 30, 2026 |
| Microsoft Corp. | 3,746 | US$1.4M | −375 | Jun 30, 2026 |
| Mcdonald's Corporation | 4,835 | US$1.31M | no change | Jun 30, 2026 |
| Bank Of America Corporation | 22,663 | US$1.29M | −314 | Jun 30, 2026 |
| Dell Technologies Inc. | 2,792 | US$1.2M | new | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 2,446 | US$1.17M | −722 | Jun 30, 2026 |
| Merck & Company, Inc. | 9,013 | US$1.16M | +210 | Jun 30, 2026 |