Stock Taper 
MODERN WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Visa Inc. | V | 26.31K | $9.03M |
 Meta Platforms, Inc. | META | 26.86K | $15.13M |
 Texas Instruments Incorporated | TXN | 27.16K | $8.09M |
 Enterprise Products Partners L.P. | EPD | 27.46K | $1.01M |
 Vodafone Group Public Limited Company | VOD | 27.64K | $365.59K |
 BrightSpire Capital, Inc. | BRSP | 27.78K | $151.39K |
 Altria Group, Inc. | MO | 27.89K | $2.01M |
 Palantir Technologies Inc. | PLTR | 28.05K | $3.27M |
 Philip Morris International Inc. | PM | 28.1K | $5.08M |
 Exelon Corporation | EXC | 28.17K | $1.31M |
 Bitmine Immersion Technologies, Inc. | BMNR | 28.28K | $376.39K |
 ADT Inc. | ADT | 28.42K | $184.73K |
 CSX Corporation | CSX | 28.77K | $1.37M |
 International Business Machines Corporation | IBM | 28.89K | $8.12M |
 Banco Santander, S.A. | SAN | 29.74K | $410.37K |
 Bristol-Myers Squibb Company | BMY | 30.39K | $1.75M |
 PGIM High Yield Bond Fund, Inc. | ISD | 30.57K | $399.29K |
 Broadcom Inc. | AVGO | 31.94K | $12.07M |
 Anixa Biosciences, Inc. | ANIX | 32K | $89.6K |
 Companhia de Saneamento Básico do Estado de São Paulo - SABESP | SBS | 32.4K | $187.29K |