Stock Taper

DEFINED WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Micron Technology, Inc.MU204$235.47K
Parker-Hannifin CorporationPH271$265.07K
Applied Materials, Inc.AMAT305$220.51K
Mettler-Toledo International Inc.MTD465$594.04K
Eaton Corporation plcETN508$216.47K
Linde plcLIN523$271.41K
McKesson CorporationMCK677$511.54K
CrowdStrike Holdings, Inc.CRWD762$581.51K
KLA CorporationKLAC763$230.21K
ASML Holding N.V.ASML766$1.52M
Martin Marietta Materials, Inc.MLM968$558.25K
Vertex Pharmaceuticals IncorporatedVRTX1K$498.22K
Tesla, Inc.TSLA1.05K$441.21K
The Sherwin-Williams CompanySHW1.06K$364.98K
L3Harris Technologies, Inc.LHX1.1K$319.36K
Honeywell International Inc.HON1.11K$249.43K
Illinois Tool Works Inc.ITW1.24K$335.38K
AstraZeneca PLCAZN1.29K$245.18K
Meta Platforms, Inc.META1.33K$746.93K
XPO Logistics, Inc.XPO1.38K$283.71K