Stock Taper 
LODESTONE WEALTH MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Otis Worldwide Corporation | OTIS | 28 | $2K |
 The Travelers Companies, Inc. | TRV | 28 | $9.24K |
 Atmos Energy Corporation | ATO | 28 | $4.79K |
 British American Tobacco p.l.c. | BTI | 29 | $1.79K |
 Vistra Corp. | VST | 29 | $4.62K |
 Invesco Mortgage Capital Inc. | IVR | 30 | $237 |
 Xylem Inc. | XYL | 31 | $3.67K |
 Church & Dwight Co., Inc. | CHD | 31 | $3K |
 Welltower Inc. | WELL | 32 | $7.26K |
 FactSet Research Systems Inc. | FDS | 33 | $7.59K |
 Atlanta Braves Holdings, Inc. | BATRA | 33 | $1.86K |
 NetApp, Inc. | NTAP | 34 | $5.26K |
 10x Genomics, Inc. | TXG | 38 | $1.46K |
 Millrose Properties, Inc. | MRP | 39 | $1.17K |
 NCR Atleos Corporation | NATL | 39 | $1.69K |
 Entergy Corporation | ETR | 40 | $4.59K |
 Twist Bioscience Corporation | TWST | 40 | $4.12K |
 Paychex, Inc. | PAYX | 41 | $4.03K |
 Aon plc | AON | 41 | $13.6K |
 Assurant, Inc. | AIZ | 42 | $11.28K |