Stock Taper

MODERN WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Southern Copper CorporationSCCO6.83K$1.19M
PPL CorporationPPL6.74K$244.83K
UnitedHealth Group IncorporatedUNH6.67K$2.77M
Welltower Inc.WELL6.65K$1.51M
Lam Research CorporationLRCX6.62K$2.87M
Vicor CorporationVICR6.59K$2.5M
Xylem Inc.XYL6.58K$778.41K
Sonida Senior Living, Inc.SNDA6.51K$265.81K
Chubb LimitedCB6.5K$2.21M
Best Buy Co., Inc.BBY6.48K$492.02K
SK Telecom Co.,LtdSKM6.48K$208.39K
Antero Resources CorporationAR6.47K$227.32K
Automatic Data Processing, Inc.ADP6.46K$1.45M
Quest Diagnostics IncorporatedDGX6.35K$1.35M
SouthState Bank Corp.SSB6.34K$633.79K
Waste Connections, Inc.WCN6.28K$1.05M
Edison InternationalEIX6.19K$460.62K
Colgate-Palmolive CompanyCL6.16K$565.14K
eBay Inc.EBAY6.13K$684.84K
Omega Healthcare Investors, Inc.OHI6.1K$291.04K