Stock Taper

MODERN WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Kayne Anderson Energy Infrastructure Fund Inc.KYN10K$138.3K
APA CorporationAPA10.06K$327.57K
AGNC Investment Corp.AGNC10.09K$109.97K
Amgen Inc.AMGN10.15K$2.8M
Blue Owl Capital Inc.OWL10.19K$89.15K
Turkcell Iletisim Hizmetleri A.S.TKC10.21K$60.04K
Rogers Communications Inc.RCI10.27K$333.65K
Mitsubishi UFJ Financial Group, Inc.MUFG10.29K$204.71K
Warner Bros. Discovery, Inc.WBD10.46K$278.76K
Ambev S.A.ABEV10.46K$32.84K
Pearson plcPSO10.55K$167.58K
Brookfield Infrastructure CorporationBIPC10.55K$406.25K
W. P. Carey Inc.WPC10.56K$755.12K
Takeda Pharmaceutical Company LimitedTAK10.56K$169.29K
Under Armour, Inc.UAA10.61K$67.79K
Strive, Inc.ASST10.71K$116.88K
United Microelectronics CorporationUMC10.71K$291.5K
Kite Realty Group TrustKRG10.74K$304.73K
Janus International Group, Inc.JBI10.98K$60.92K
3M CompanyMMM11K$1.78M