Stock Taper 
MODERN WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Lamb Weston Holdings, Inc. | LW | 16.95K | $731.82K |
 Duke Energy Corporation | DUK | 16.98K | $2.15M |
 O'Reilly Automotive, Inc. | ORLY | 16.99K | $1.56M |
 QUALCOMM Incorporated | QCOM | 17K | $3.14M |
 McDonald's Corporation | MCD | 17.14K | $4.63M |
 Healthcare Realty Trust Incorporated | HR | 17.36K | $350.13K |
 Blackstone Inc. | BX | 17.49K | $2.06M |
 Eli Lilly and Company | LLY | 17.52K | $21.01M |
 BellRing Brands, Inc. | BRBR | 17.61K | $227.81K |
 Commerce Bancshares, Inc. | CBSH | 17.69K | $1.02M |
 Sumitomo Mitsui Financial Group, Inc. | SMFG | 18K | $424.5K |
 Global Net Lease, Inc. | GNL | 18.21K | $162.78K |
 Apollo Commercial Real Estate Finance, Inc. | ARI | 18.22K | $194.6K |
 Solstice Advanced Materials Inc. | SOLS | 18.51K | $1.64M |
 Simon Property Group, Inc. | SPG | 18.64K | $4.17M |
 Morgan Stanley | MS | 19.07K | $3.99M |
 Micron Technology, Inc. | MU | 19.32K | $22.3M |
 Joby Aviation, Inc. | JOBY | 19.65K | $175.25K |
 Healthpeak Properties, Inc. | DOC | 19.96K | $427.23K |
 Regions Financial Corporation | RF | 20.02K | $604.69K |