Stock Taper

DEFINED WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Taiwan Semiconductor Manufacturing Company LimitedTSM1.4K$670.03K
Autodesk, Inc.ADSK1.43K$277.44K
Seagate Technology Holdings plcSTX1.79K$1.73M
Deere & CompanyDE1.9K$1.2M
Visa Inc.V1.91K$654.96K
AbbVie Inc.ABBV1.97K$496.23K
Air Products and Chemicals, Inc.APD1.98K$580.2K
The Travelers Companies, Inc.TRV2.02K$666.51K
The Procter & Gamble CompanyPG2.18K$320.26K
The Home Depot, Inc.HD2.19K$771.66K
American Tower CorporationAMT2.32K$380.14K
Johnson Controls International plcJCI2.35K$342.77K
Berkshire Hathaway Inc.BRK-B2.36K$1.18M
Texas Instruments IncorporatedTXN2.54K$755.91K
The Progressive CorporationPGR2.54K$555.3K
Howmet Aerospace Inc.HWM2.84K$763.29K
Motorola Solutions, Inc.MSI2.85K$1.18M
WEC Energy Group, Inc.WEC2.99K$348.91K
Marsh & McLennan Companies, Inc.MRSH3.08K$512.51K
Johnson & JohnsonJNJ3.33K$845.47K