Stock Taper

HB WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Netflix, Inc.NFLX227.07K$16.21M
Intel Corp.INTC229.84K$32.09M
Merck & Co., Inc.MRK242.18K$31.12M
U.S. BancorpUSB252.38K$15.24M
JPMorgan Chase & Co.JPM259.19K$84.84M
The Procter & Gamble CompanyPG268.42K$39.36M
Broadcom Inc.AVGO270.85K$102.31M
Unity Software Inc.U274.55K$7.85M
Kayne Anderson BDC, Inc.KBDC280.19K$3.79M
Shopify Inc.SHOP282.01K$32.2M
Johnson & JohnsonJNJ300.71K$76.37M
Warner Bros. Discovery, Inc.WBD313.86K$8.37M
McCormick & Company, IncorporatedMKC333.09K$16.79M
Blue Owl Capital CorporationOBDC335.37K$3.65M
Pfizer Inc.PFE350.35K$8.44M
Alphabet Inc.GOOG358.09K$126.52M
Albemarle CorporationALB382.61K$51.66M
Cisco Systems, Inc.CSCO414.29K$48.66M
Walmart Inc.WMT427.58K$48.43M
Alphabet Inc.GOOGL449.31K$160.57M