Stock Taper

MODERN WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Analog Devices, Inc.ADI2.02K$801.81K
Vistra Corp.VST2K$317.78K
IDACORP, Inc.IDA1.94K$294.23K
BlackRock, Inc.BLK1.93K$1.86M
Curtiss-Wright CorporationCW1.88K$1.42M
Axon Enterprise, Inc.AXON1.87K$1.05M
Cintas CorporationCTAS1.85K$313.89K
Verisk Analytics, Inc.VRSK1.84K$330.6K
Atmos Energy CorporationATO1.83K$316.19K
Jacobs Solutions Inc.J1.82K$228.95K
United Airlines Holdings, Inc.UAL1.8K$245.06K
Canadian National Railway CompanyCNI1.73K$206.52K
Ameriprise Financial, Inc.AMP1.71K$786.34K
Yum! Brands, Inc.YUM1.7K$271.88K
Fair Isaac CorporationFICO1.68K$2.01M
Ecolab Inc.ECL1.68K$467.86K
S&P Global Inc.SPGI1.68K$682.45K
PPG Industries, Inc.PPG1.66K$201.14K
Vertiv Holdings CoVRT1.65K$552.84K
Marsh & McLennan Companies, Inc.MRSH1.65K$274.64K