Stock Taper 
LIBERTY WEALTH MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Netflix, Inc. | NFLX | 5.14K | $494.25K |
 International Business Machines Corporation | IBM | 5.09K | $1.23M |
 JPMorgan Chase & Co. | JPM | 4.96K | $1.46M |
 Abbott Laboratories | ABT | 4.86K | $499.01K |
 Meta Platforms, Inc. | META | 4.54K | $2.6M |
 Bristol-Myers Squibb Company | BMY | 4.29K | $259.95K |
 Automatic Data Processing, Inc. | ADP | 4.21K | $894.67K |
 HCA Healthcare, Inc. | HCA | 3.83K | $1.81M |
 RTX Corporation | RTX | 3.73K | $719.31K |
 PepsiCo, Inc. | PEP | 3.73K | $578.49K |
 Starbucks Corporation | SBUX | 3.62K | $323.89K |
 Visa Inc. | V | 3.6K | $1.09M |
 Merck & Co., Inc. | MRK | 3.39K | $407.14K |
 Vertiv Holdings Co | VRT | 3.19K | $799.92K |
 The Kroger Co. | KR | 3.14K | $227.17K |
 NextEra Energy, Inc. | NEE | 3.07K | $284.92K |
 Amgen Inc. | AMGN | 2.91K | $1.02M |
 WEC Energy Group, Inc. | WEC | 2.69K | $311.24K |
 Johnson & Johnson | JNJ | 2.62K | $639.4K |
 eBay Inc. | EBAY | 2.57K | $233.59K |