Stock Taper 
MONTZ HARCUS WEALTH MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Caterpillar Inc. | CAT | 1.86K | $1.98M |
 Entergy Corporation | ETR | 1.88K | $215.33K |
 Citigroup Inc. | C | 2.13K | $298.25K |
 Delta Air Lines, Inc. | DAL | 2.17K | $203.75K |
 Palantir Technologies Inc. | PLTR | 2.2K | $257.02K |
 3M Company | MMM | 2.24K | $363.21K |
 Morgan Stanley | MS | 2.28K | $476.83K |
 Rio Tinto Group | RIO | 2.3K | $218.34K |
 Wells Fargo & Company | WFC | 2.44K | $201.29K |
 Tesla, Inc. | TSLA | 2.45K | $1.03M |
 Broadcom Inc. | AVGO | 2.49K | $940.71K |
 Cisco Systems, Inc. | CSCO | 2.79K | $328.27K |
 AbbVie Inc. | ABBV | 2.94K | $739.15K |
 International Business Machines Corporation | IBM | 3.1K | $870.57K |
 Merck & Co., Inc. | MRK | 3.19K | $410.07K |
 The Boeing Company | BA | 3.3K | $713.65K |
 Berkshire Hathaway Inc. | BRK-B | 3.48K | $1.74M |
 Chevron Corporation | CVX | 3.5K | $580.41K |
 Alphabet Inc. | GOOG | 4.09K | $1.44M |
 Netflix, Inc. | NFLX | 4.53K | $323.73K |