Stock Taper 
MODERN WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Realty Income Corporation | O | 16.82K | $1.04M |
 Starbucks Corporation | SBUX | 16.82K | $1.72M |
 Aurora Innovation, Inc. | AUR | 16.78K | $114.45K |
 Truist Financial Corporation | TFC | 16.61K | $827.24K |
 Halliburton Company | HAL | 16.52K | $560.82K |
 Webull Corporation Class A Ordinary Shares | BULL | 16.32K | $106.41K |
 Gen Digital Inc. | GEN | 16.22K | $403.73K |
 Advanced Micro Devices, Inc. | AMD | 16.16K | $9.39M |
 Principal Financial Group, Inc. | PFG | 15.88K | $1.71M |
 The TJX Companies, Inc. | TJX | 15.85K | $2.4M |
 KeyCorp | KEY | 15.78K | $363.74K |
 Hut 8 Corp. | HUT | 15.75K | $1.82M |
 Rivian Automotive, Inc. | RIVN | 15.55K | $269.74K |
 NIO Inc. | NIO | 15.5K | $78.42K |
 Viatris Inc. | VTRS | 15.33K | $243.44K |
 NuScale Power Corporation | SMR | 15.3K | $153.46K |
 American Bitcoin Corp | ABTC | 15.22K | $10.37K |
 DTE Energy Company | DTE | 15.03K | $2.29M |
 PG&E Corporation | PCG | 15.01K | $252.4K |
 The Williams Companies, Inc. | WMB | 14.73K | $1.09M |