Michael A. Dubis Financial Planning, LLC Last Quarter Change: USA Stocks, Unchanged

Michael A. Dubis Financial Planning, LLC quarter change: USA Stocks, Unchanged

In share positions in stocks (listed in the US), from the quarter ended 2024-12-31 to 2025-03-31, Michael A. Dubis Financial Planning, LLC opened 1 positions, added to 1, reduced 0, sold out of 3 and left 7 unchanged. The largest increase in value was AAPL (+$2,181,520); the largest decrease was MSFT (-$213).

AAPL: Country of operation United States; Class COM; Shares 2024-12-31 9,832; Shares 2025-03-31 9,832.
LMT: Country of operation United States; Class COM; Shares 2024-12-31 2,000; Shares 2025-03-31 2,000.
TRV: Country of operation United States; Class COM; Shares 2024-12-31 2,222; Shares 2025-03-31 2,222.
WFC: Country of operation United States; Class COM; Shares 2024-12-31 6,492; Shares 2025-03-31 6,492.

Two Form 13F-HR filings compared (SEC CIK 2052271): 2024-12-31 (filed 2025-02-12) and 2025-03-31 (filed 2025-04-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Country of operation	Class	Shares 2024-12-31	Shares 2025-03-31	Value 2024-12-31	Value 2025-03-31	Value change
AAPL APPLE INC	United States	COM	9,832	9,832	$2,462	$2,183,982	+$2,181,520
LMT LOCKHEED MARTIN CORP	United States	COM	2,000	2,000	$972	$893,420	+$892,448
TRV TRAVELERS COMPANIES INC	United States	COM	2,222	2,222	$535	$587,660	+$587,125
WFC WELLS FARGO CO NEW	United States	COM	6,492	6,492	$456	$466,077	+$465,621
MMM 3M CO	United States	COM	1,868	1,868	$241	$274,312	+$274,071
USB US BANCORP DEL	United States	COM NEW	5,909	5,909	$283	$249,466	+$249,183
TGT TARGET CORP	United States	COM	2,000	2,000	$270	$208,681	+$208,411

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