Stock Taper

BERGANKDV WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2023

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Aflac IncorporatedAFL16.19K$1.13M
Celanese CorporationCE17.74K$2.05M
Duke Energy CorporationDUK18.11K$1.63M
Donaldson Company, Inc.DCI19K$1.19M
Fortinet, Inc.FTNT19.01K$1.44M
Ingersoll Rand Inc.IR19.49K$1.27M
Royal Bank of CanadaRY20.44K$1.95M
TC Energy CorporationTRP21.06K$851.08K
Trane Technologies plcTT22.19K$4.24M
Exxon Mobil CorporationXOM22.56K$2.42M
AT&T Inc.T22.75K$362.89K
Dominion Energy, Inc.D22.83K$1.18M
Hasbro, Inc.HAS24.41K$1.58M
Visa Inc.V24.71K$5.87M
UnitedHealth Group IncorporatedUNH24.81K$11.92M
Automatic Data Processing, Inc.ADP25.21K$5.54M
Realty Income CorporationO25.32K$1.51M
Alphabet Inc.GOOG25.8K$3.12M
Walmart Inc.WMT26.7K$4.2M
Stanley Black & Decker, Inc.SWK27.1K$2.54M