Stock Taper

MODERN WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Evergy, Inc.EVRG8.81K$761.36K
Lincoln Electric Holdings, Inc.LECO8.79K$2.33M
Palo Alto Networks, Inc.PANW8.79K$3M
First Horizon CorporationFHN8.75K$224.35K
Mercantile Bank CorporationMBWM8.67K$497.69K
NiSource IncNI8.64K$411.01K
T. Rowe Price Group, Inc.TROW8.6K$978.2K
Union Pacific CorporationUNP8.5K$2.31M
Consolidated Edison, Inc.ED8.45K$935.03K
CVS Health Corp.CVS8.45K$873.74K
Essential Utilities, Inc.WTRG8.44K$323.49K
MGM Resorts InternationalMGM8.44K$403.57K
Strategy IncMSTR8.4K$730.48K
Millicom International Cellular S.A.TIGO8.24K$747.98K
Corteva, Inc.CTVA8.22K$695.83K
Eaton Corporation plcETN8.16K$3.48M
Service Corporation InternationalSCI8.06K$612.47K
The Hartford Insurance Group, Inc.HIG7.99K$1.06M
Shell plcSHEL7.97K$618.16K
Outfront Media Inc.OUT7.89K$258.63K