Michael A. Dubis Financial Planning, LLC current holdings: USA Stocks
Michael A. Dubis Financial Planning, LLC reported $0.01 billion in share positions in stocks (listed in the US), 9 positions, in its Form 13F for the quarter ended 2025-03-31; the largest are AAPL, LMT, TRV.
- AAPL: Country of operation United States; Class COM; Shares 9,832; Value $2,183,982.
- LMT: Country of operation United States; Class COM; Shares 2,000; Value $893,420.
- TRV: Country of operation United States; Class COM; Shares 2,222; Value $587,660.
- WFC: Country of operation United States; Class COM; Shares 6,492; Value $466,077.
Form 13F-HR as filed (SEC CIK 2052271): quarter ended 2025-03-31, filed 2025-04-15. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2025-03-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
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