Stock Taper 
MODERN WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The PNC Financial Services Group, Inc. | PNC | 5.09K | $1.25M |
 Sun Life Financial Inc. | SLF | 5.17K | $405.33K |
 Otter Tail Corporation | OTTR | 5.17K | $465.56K |
 Mastercard Incorporated | MA | 5.27K | $2.71M |
 Kimberly-Clark Corporation | KMB | 5.29K | $580.69K |
 HSBC Holdings plc | HSBC | 5.37K | $510.85K |
 ONE Gas, Inc. | OGS | 5.4K | $416.18K |
 EQT Corporation | EQT | 5.44K | $289.44K |
 Church & Dwight Co., Inc. | CHD | 5.47K | $529.62K |
 Stryker Corporation | SYK | 5.5K | $1.73M |
 SAP SE | SAP | 5.55K | $854.56K |
 Flex Ltd. | FLEX | 5.75K | $931.42K |
 Boston Scientific Corporation | BSX | 5.87K | $250.7K |
 Fidelity National Information Services, Inc. | FIS | 5.88K | $228.46K |
 Synchrony Financial | SYF | 5.91K | $449.16K |
 Emerson Electric Co. | EMR | 5.98K | $855.91K |
 General Dynamics Corporation | GD | 6.01K | $2.13M |
 Scholar Rock Holding Corporation | SRRK | 6.02K | $331.32K |
 Thermo Fisher Scientific Inc. | TMO | 6.06K | $3.04M |
 Monster Beverage Corporation | MNST | 6.07K | $583.35K |