Stock Taper 
PERSONAL CFO SOLUTIONS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Becton, Dickinson and Company | BDX | 2.26K | $342.33K |
 DaVita Inc. | DVA | 2.27K | $505.03K |
 SAP SE | SAP | 2.27K | $350.61K |
 Waste Management, Inc. | WM | 2.3K | $513.43K |
 IRadimed Corporation | IRMD | 2.31K | $220.86K |
 Ecolab Inc. | ECL | 2.32K | $649.25K |
 Morningstar, Inc. | MORN | 2.35K | $365.9K |
 Iron Mountain Incorporated | IRM | 2.36K | $300.14K |
 Universal Display Corporation | OLED | 2.37K | $205.46K |
 TE Connectivity plc | TEL | 2.4K | $484.23K |
 Intuit Inc. | INTU | 2.4K | $627.58K |
 Biogen Inc. | BIIB | 2.42K | $522K |
 The Goldman Sachs Group, Inc. | GS | 2.42K | $2.45M |
 Spotify Technology S.A. | SPOT | 2.47K | $1.13M |
 SEI Investments Company | SEIC | 2.47K | $216.81K |
 Howmet Aerospace Inc. | HWM | 2.48K | $665.32K |
 Micron Technology, Inc. | MU | 2.48K | $2.86M |
 Vistra Corp. | VST | 2.52K | $399.27K |
 Anheuser-Busch InBev SA/NV | BUD | 2.53K | $208.56K |
 UFP Industries, Inc. | UFPI | 2.54K | $230.46K |