Stock Taper 
DEFINED WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Oracle Corporation | ORCL | 4.21K | $617.71K |
 Microsoft Corporation | MSFT | 4.14K | $1.54M |
 Microchip Technology Incorporated | MCHP | 3.87K | $352.67K |
 CVS Health Corp. | CVS | 3.62K | $374.49K |
 RTX Corporation | RTX | 3.54K | $670.88K |
 American Express Company | AXP | 3.46K | $1.17M |
 UnitedHealth Group Incorporated | UNH | 3.44K | $1.43M |
 Johnson & Johnson | JNJ | 3.33K | $845.47K |
 Marsh & McLennan Companies, Inc. | MRSH | 3.08K | $512.51K |
 WEC Energy Group, Inc. | WEC | 2.99K | $348.91K |
 Motorola Solutions, Inc. | MSI | 2.85K | $1.18M |
 Howmet Aerospace Inc. | HWM | 2.84K | $763.29K |
 The Progressive Corporation | PGR | 2.54K | $555.3K |
 Texas Instruments Incorporated | TXN | 2.54K | $755.91K |
 Berkshire Hathaway Inc. | BRK-B | 2.36K | $1.18M |
 Johnson Controls International plc | JCI | 2.35K | $342.77K |
 American Tower Corporation | AMT | 2.32K | $380.14K |
 The Home Depot, Inc. | HD | 2.19K | $771.66K |
 The Procter & Gamble Company | PG | 2.18K | $320.26K |
 The Travelers Companies, Inc. | TRV | 2.02K | $666.51K |