Stock Taper 
MONTZ HARCUS WEALTH MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 International Business Machines Corporation | IBM | 3.1K | $870.57K |
 AbbVie Inc. | ABBV | 2.94K | $739.15K |
 Cisco Systems, Inc. | CSCO | 2.79K | $328.27K |
 Broadcom Inc. | AVGO | 2.49K | $940.71K |
 Tesla, Inc. | TSLA | 2.45K | $1.03M |
 Wells Fargo & Company | WFC | 2.44K | $201.29K |
 Rio Tinto Group | RIO | 2.3K | $218.34K |
 Morgan Stanley | MS | 2.28K | $476.83K |
 3M Company | MMM | 2.24K | $363.21K |
 Palantir Technologies Inc. | PLTR | 2.2K | $257.02K |
 Delta Air Lines, Inc. | DAL | 2.17K | $203.75K |
 Citigroup Inc. | C | 2.13K | $298.25K |
 Entergy Corporation | ETR | 1.88K | $215.33K |
 Caterpillar Inc. | CAT | 1.86K | $1.98M |
 Palo Alto Networks, Inc. | PANW | 1.79K | $611.45K |
 Philip Morris International Inc. | PM | 1.71K | $309.48K |
 McDonald's Corporation | MCD | 1.71K | $461.3K |
 The Home Depot, Inc. | HD | 1.69K | $594.34K |
 Johnson & Johnson | JNJ | 1.65K | $419.85K |
 RTX Corporation | RTX | 1.64K | $311.26K |