Stock Taper 
HB WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Kayne Anderson BDC, Inc. | KBDC | 280.19K | $3.79M |
 Unity Software Inc. | U | 274.55K | $7.85M |
 Broadcom Inc. | AVGO | 270.85K | $102.31M |
 The Procter & Gamble Company | PG | 268.42K | $39.36M |
 JPMorgan Chase & Co. | JPM | 259.19K | $84.84M |
 U.S. Bancorp | USB | 252.38K | $15.24M |
 Merck & Co., Inc. | MRK | 242.18K | $31.12M |
 Intel Corp. | INTC | 229.84K | $32.09M |
 Netflix, Inc. | NFLX | 227.07K | $16.21M |
 Comcast Corporation | CMCSA | 225.04K | $5.52M |
 NextEra Energy, Inc. | NEE | 224.77K | $19.73M |
 Energy Transfer LP | ET | 215.5K | $4.12M |
 The Southern Company | SO | 210.1K | $20.11M |
 Verizon Communications Inc. | VZ | 208.63K | $8.83M |
 Oracle Corporation | ORCL | 197.82K | $28.99M |
 Visa Inc. | V | 197.13K | $67.63M |
 Chevron Corporation | CVX | 192.69K | $31.94M |
 Abbott Laboratories | ABT | 182.06K | $16.52M |
 Berkshire Hathaway Inc. | BRK-B | 180.56K | $90.35M |
 Delta Air Lines, Inc. | DAL | 179.93K | $16.85M |