Stock Taper 
MODERN WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Canadian Pacific Kansas City Ltd. | CP | 13.11K | $1.14M |
 Eversource Energy | ES | 13.17K | $951.92K |
 CME Group Inc. | CME | 13.27K | $2.93M |
 NexGen Energy Ltd. | NXE | 13.36K | $125.42K |
 Flowers Foods, Inc. | FLO | 13.45K | $106.28K |
 GE Aerospace | GE | 13.56K | $5.07M |
 Compass, Inc. | COMP | 13.58K | $167.45K |
 Costco Wholesale Corporation | COST | 13.77K | $12.88M |
 Slb N.V. | SLB | 13.82K | $642.64K |
 Brookfield Renewable Corporation | BEPC | 13.88K | $515.07K |
 ONEOK, Inc. | OKE | 13.89K | $1.21M |
 Broadridge Financial Solutions, Inc. | BR | 13.95K | $1.91M |
 Salesforce, Inc. | CRM | 13.95K | $2.19M |
 Fastenal Company | FAST | 14.02K | $673.49K |
 Medtronic plc | MDT | 14.03K | $1.1M |
 Infosys Limited | INFY | 14.05K | $147.4K |
 Prospect Capital Corporation | PSEC | 14.2K | $32.8K |
 Gilead Sciences, Inc. | GILD | 14.38K | $1.82M |
 Hercules Capital, Inc. | HTGC | 14.38K | $226.79K |
 Sirius XM Holdings Inc. | SIRI | 14.55K | $429.93K |