Stock Taper 
MODERN WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 American Express Company | AXP | 53.68K | $18.16M |
 Netflix, Inc. | NFLX | 51.26K | $3.66M |
 Broadstone Net Lease, Inc. | BNL | 50.11K | $1.04M |
 Oracle Corporation | ORCL | 48.82K | $7.15M |
 Companhia Energética de Minas Gerais | CIG | 48.8K | $102.47K |
 The Boeing Company | BA | 48.17K | $10.43M |
 Piedmont Office Realty Trust, Inc. | PDM | 41.17K | $376.7K |
 U.S. Bancorp | USB | 39.61K | $2.39M |
 Plains GP Holdings LP | PAGP | 38.98K | $946.12K |
 HP Inc. | HPQ | 38.52K | $845.11K |
 Ford Motor Company | F | 35.97K | $499.93K |
 Nu Holdings Ltd. | NU | 35.91K | $479.81K |
 Prologis, Inc. | PLD | 35.86K | $4.86M |
 Tesla, Inc. | TSLA | 35.45K | $14.91M |
 Wells Fargo & Company | WFC | 34.84K | $2.88M |
 Annaly Capital Management, Inc. | NLY | 34.25K | $765.87K |
 The Southern Company | SO | 33.35K | $3.19M |
 PepsiCo, Inc. | PEP | 32.99K | $4.47M |
 Huntington Bancshares Incorporated | HBAN | 32.76K | $580.79K |
 BP p.l.c. | BP | 32.41K | $1.2M |