Stock Taper

BERGANKDV WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2023

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Automatic Data Processing, Inc.ADP25.21K$5.54M
UnitedHealth Group IncorporatedUNH24.81K$11.92M
Visa Inc.V24.71K$5.87M
Hasbro, Inc.HAS24.41K$1.58M
Dominion Energy, Inc.D22.83K$1.18M
AT&T Inc.T22.75K$362.89K
Exxon Mobil CorporationXOM22.56K$2.42M
Trane Technologies plcTT22.19K$4.24M
TC Energy CorporationTRP21.06K$851.08K
Royal Bank of CanadaRY20.44K$1.95M
Ingersoll Rand Inc.IR19.49K$1.27M
Fortinet, Inc.FTNT19.01K$1.44M
Donaldson Company, Inc.DCI19K$1.19M
Duke Energy CorporationDUK18.11K$1.63M
Celanese CorporationCE17.74K$2.05M
Aflac IncorporatedAFL16.19K$1.13M
Xcel Energy Inc.XEL14.68K$912.54K
PepsiCo, Inc.PEP14.53K$2.69M
UFP Industries, Inc.UFPI14.31K$1.39M
AbbVie Inc.ABBV13.69K$1.84M