Stock Taper

MODERN WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Monster Beverage CorporationMNST6.07K$583.35K
Thermo Fisher Scientific Inc.TMO6.06K$3.04M
Scholar Rock Holding CorporationSRRK6.02K$331.32K
General Dynamics CorporationGD6.01K$2.13M
Emerson Electric Co.EMR5.98K$855.91K
Synchrony FinancialSYF5.91K$449.16K
Fidelity National Information Services, Inc.FIS5.88K$228.46K
Boston Scientific CorporationBSX5.87K$250.7K
Flex Ltd.FLEX5.75K$931.42K
SAP SESAP5.55K$854.56K
Stryker CorporationSYK5.5K$1.73M
Church & Dwight Co., Inc.CHD5.47K$529.62K
EQT CorporationEQT5.44K$289.44K
ONE Gas, Inc.OGS5.4K$416.18K
HSBC Holdings plcHSBC5.37K$510.85K
Kimberly-Clark CorporationKMB5.29K$580.69K
Mastercard IncorporatedMA5.27K$2.71M
Otter Tail CorporationOTTR5.17K$465.56K
Sun Life Financial Inc.SLF5.17K$405.33K
The PNC Financial Services Group, Inc.PNC5.09K$1.25M