Stock Taper

PRIVATE WEALTH ASSET MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Marsh & McLennan Companies, Inc.MRSH1.96K$326.67K
O'Reilly Automotive, Inc.ORLY1.97K$180.96K
AC AVALONBAY COMMUNITIES INC COM USD0.01AVB1.99K$375.49K
United Fire Group, Inc.UFCS2K$104.88K
Celsius Holdings, Inc.CELH2K$58.56K
Jefferies Financial Group Inc.JEF2.04K$101.96K
Genuine Parts CompanyGPC2.04K$240.91K
Mastercard IncorporatedMA2.05K$1.05M
AGCO CorporationAGCO2.11K$252.69K
GE AerospaceGE2.13K$794.92K
HE HELIX ENERGY SOLUTIONS GROUP INCHLX2.13K$18.66K
Intercontinental Exchange, Inc.ICE2.16K$266.41K
Texas Instruments IncorporatedTXN2.21K$660.23K
Diageo plcDEO2.34K$188.01K
Analog Devices, Inc.ADI2.38K$943.52K
Super Micro Computer, Inc.SMCI2.4K$70.39K
Annaly Capital Management, Inc.NLY2.4K$53.66K
The Boeing CompanyBA2.41K$520.83K
American Tower CorporationAMT2.42K$396.17K
Eversource EnergyES2.46K$177.64K