Stock Taper 
ULLMANN WEALTH PARTNERS GROUP, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Xcel Energy Inc. | XEL | 2.96K | $237.53K |
 Tesla, Inc. | TSLA | 3.04K | $1.28M |
 Berkshire Hathaway Inc. | BRK-B | 3.1K | $1.55M |
 General Motors Company | GM | 3.12K | $240.49K |
 Rocket Lab USA, Inc. | RKLB | 3.16K | $320.96K |
 Oracle Corporation | ORCL | 3.32K | $487.1K |
 KLA Corporation | KLAC | 3.39K | $1.02M |
 Wells Fargo & Company | WFC | 3.43K | $283.66K |
 Chevron Corporation | CVX | 3.62K | $599.14K |
 Marriott International, Inc. | MAR | 4.73K | $1.75M |
 Netflix, Inc. | NFLX | 4.9K | $349.81K |
 Blackstone Inc. | BX | 4.91K | $577.42K |
 Merck & Co., Inc. | MRK | 4.98K | $640.14K |
 Alphabet Inc. | GOOG | 5.22K | $1.84M |
 Broadcom Inc. | AVGO | 5.24K | $1.98M |
 Advanced Micro Devices, Inc. | AMD | 5.26K | $3.06M |
 Royal Gold, Inc. | RGLD | 5.47K | $1.09M |
 Nucor Corporation | NUE | 5.51K | $1.23M |
 First Merchants Corporation | FRME | 5.6K | $244.75K |
 Movado Group, Inc. | MOV | 5.73K | $225.09K |