Stock Taper

MODERN WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
American States Water CompanyAWR2.5K$206.91K
Watsco, Inc.WSO2.5K$1.04M
Intercontinental Exchange, Inc.ICE2.52K$310K
Cameco CorporationCCJ2.56K$260.97K
AST SpaceMobile, Inc.ASTS2.58K$228.81K
Check Point Software Technologies Ltd.CHKP2.58K$338.69K
Agilent Technologies, Inc.A2.58K$342.4K
Public StoragePSA2.6K$828.04K
Republic Services, Inc.RSG2.61K$556.79K
ServiceNow, Inc.NOW2.62K$260.31K
The Allstate CorporationALL2.64K$629.17K
Ventas, Inc.VTR2.66K$236.4K
Northern Trust CorporationNTRS2.68K$465.54K
The Toronto-Dominion BankTD2.69K$326.56K
Armstrong World Industries, Inc.AWI2.81K$450.63K
TE Connectivity plcTEL2.81K$567.1K
Anheuser-Busch InBev SA/NVBUD2.82K$232.06K
Solventum CorporationSOLV2.82K$217.64K
Fortinet, Inc.FTNT2.84K$435.97K
Illinois Tool Works Inc.ITW2.84K$769.31K