Stock Taper

OPES WEALTH MANAGEMENT LLC

Latest 13F filing data - Q1 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Johnson & JohnsonJNJ5.79K$1.42M
Roku, Inc.ROKU5.56K$525.9K
Caterpillar Inc.CAT4.88K$3.45M
Akamai Technologies, Inc.AKAM4.43K$509.25K
NextEra Energy, Inc.NEE4.24K$393.9K
Okta, Inc.OKTA3.07K$241.8K
Workday, Inc.WDAY3.05K$396.65K
Palantir Technologies Inc.PLTR2.92K$427.28K
Advanced Micro Devices, Inc.AMD2.9K$588.93K
QUALCOMM IncorporatedQCOM2.82K$363.39K
Xcel Energy Inc.XEL2.69K$213.77K
The Clorox CompanyCLX2.67K$276.8K
ServiceNow, Inc.NOW2.58K$269.22K
Philip Morris International Inc.PM2.41K$398.63K
Applied Materials, Inc.AMAT2.32K$793.98K
Walmart Inc.WMT2.2K$273.37K
NXP Semiconductors N.V.NXPI2.14K$421.08K
Meta Platforms, Inc.META1.68K$960.14K
MSCI Inc.MSCI1.6K$862.42K
PepsiCo, Inc.PEP1.51K$234.02K