Stock Taper

BERGANKDV WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2023

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Becton, Dickinson and CompanyBDX255$67.32K
Lemonade, Inc.LMND255$4.3K
CME Group Inc.CME255$47.25K
Regal Rexnord CorporationRRX250$38.48K
EPR PropertiesEPR250$11.7K
W. P. Carey Inc.WPC250$16.88K
Rockwell Automation, Inc.ROK247$81.38K
Freeport-McMoRan Inc.FCX247$9.88K
Citigroup Inc.C246$11.34K
GE HealthCare Technologies Inc.GEHC242$19.66K
Las Vegas Sands Corp.LVS242$14.04K
AllianceBernstein Holding L.P.AB240$7.72K
JD.com, Inc.JD240$8.19K
DuPont de Nemours, Inc.DD239$17.07K
American Tower CorporationAMT237$45.96K
Gilead Sciences, Inc.GILD235$18.11K
Polaris Inc.PII230$27.81K
Snap-on IncorporatedSNA229$66K
Iron Mountain IncorporatedIRM220$12.51K
UGI CorporationUGI219$5.9K