Stock Taper 
MODERN WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 American Tower Corporation | AMT | 3.19K | $521.4K |
 The Progressive Corporation | PGR | 3.18K | $694.54K |
 Capital One Financial Corporation | COF | 3.13K | $628.46K |
 Monolithic Power Systems, Inc. | MPWR | 3.13K | $4.33M |
 State Street Corporation | STT | 3.12K | $528.24K |
 Jabil Inc. | JBL | 3.1K | $1.2M |
 The Hershey Company | HSY | 3.08K | $540.46K |
 Archer-Daniels-Midland Company | ADM | 3.07K | $234.38K |
 Keysight Technologies, Inc. | KEYS | 3.05K | $1.07M |
 General Motors Company | GM | 3.05K | $234.98K |
 Cardinal Health, Inc. | CAH | 3.03K | $718.91K |
 Interactive Brokers Group, Inc. | IBKR | 2.98K | $259.82K |
 BHP Group Limited | BHP | 2.94K | $245.17K |
 Targa Resources Corp. | TRGP | 2.94K | $788.48K |
 Booking Holdings Inc. | BKNG | 2.92K | $519.97K |
 Bank of Montreal | BMO | 2.91K | $514.42K |
 Ormat Technologies, Inc. | ORA | 2.9K | $316.03K |
 Cummins Inc. | CMI | 2.89K | $2.06M |
 Valero Energy Corporation | VLO | 2.89K | $751.99K |
 Rio Tinto Group | RIO | 2.88K | $273.58K |