Stock Taper 
NATIONAL WEALTH MANAGEMENT GROUP, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Federal Realty Investment Trust | FRT | 3.41K | $420.44K |
 Vertiv Holdings Co | VRT | 3.41K | $1.14M |
 Xylem Inc. | XYL | 3.53K | $417.22K |
 Emerson Electric Co. | EMR | 3.56K | $509.72K |
 Rocket Lab USA, Inc. | RKLB | 3.62K | $367.87K |
 Starbucks Corporation | SBUX | 4.04K | $413.38K |
 Micron Technology, Inc. | MU | 4.07K | $4.7M |
 NextEra Energy, Inc. | NEE | 4.21K | $369.08K |
 New Jersey Resources Corporation | NJR | 4.45K | $249.44K |
 The Walt Disney Company | DIS | 4.49K | $432.55K |
 Advanced Micro Devices, Inc. | AMD | 4.61K | $2.68M |
 Howmet Aerospace Inc. | HWM | 4.78K | $1.29M |
 Berkshire Hathaway Inc. | BRK-B | 4.81K | $2.4M |
 Broadcom Inc. | AVGO | 4.92K | $1.86M |
 Western Digital Corporation | WDC | 4.95K | $3.16M |
 ConocoPhillips | COP | 5.21K | $542.16K |
 Shopify Inc. | SHOP | 5.55K | $633.81K |
 Southern Copper Corporation | SCCO | 5.73K | $997.83K |
 TechnipFMC plc | FTI | 5.79K | $383.94K |
 GE Aerospace | GE | 5.92K | $2.21M |