Stock Taper

MODERN WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Toro CompanyTTC6.86K$668.3K
NetApp, Inc.NTAP6.88K$1.07M
Exelixis, Inc.EXEL6.9K$375.27K
Constellation Energy CorporationCEG6.93K$1.72M
Ryan Specialty Holdings, Inc.RYAN6.98K$263.49K
Mondelez International, Inc.MDLZ7.15K$413.29K
SanofiSNY7.19K$306.68K
Public Service Enterprise Group IncorporatedPEG7.27K$589.83K
T-Mobile US, Inc.TMUS7.29K$1.22M
Williams-Sonoma, Inc.WSM7.29K$1.7M
Dell Technologies Inc.DELL7.3K$3.15M
American Electric Power Company, Inc.AEP7.31K$999.7K
AngloGold Ashanti plcAU7.31K$591.62K
Ameren CorporationAEE7.4K$836.72K
Freeport-McMoRan Inc.FCX7.54K$474.19K
Motorola Solutions, Inc.MSI7.57K$3.15M
Chunghwa Telecom Co., Ltd.CHT7.62K$337.44K
Newmont CorporationNEM7.68K$717.49K
Arista Networks, Inc.ANET7.87K$1.34M
DT Midstream, Inc.DTM7.88K$1.16M