Stock Taper 
MODERN WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Walt Disney Company | DIS | 25.84K | $2.49M |
 Citigroup Inc. | C | 25.25K | $3.53M |
 Kenvue Inc. | KVUE | 25.21K | $481.74K |
 FirstEnergy Corp. | FE | 23.77K | $1.13M |
 Slide Insurance Holdings, Inc. Common Stock | SLDE | 22.87K | $443.01K |
 The Home Depot, Inc. | HD | 22.19K | $7.83M |
 Opendoor Technologies Inc. | OPEN | 22.15K | $102.33K |
 Haleon plc | HLN | 22.11K | $206.34K |
 Dr. Reddy's Laboratories Limited | RDY | 21.53K | $312.04K |
 Applied Materials, Inc. | AMAT | 21.43K | $15.5M |
 Comcast Corporation | CMCSA | 21.38K | $524.87K |
 Uber Technologies, Inc. | UBER | 21.34K | $1.54M |
 Amphenol Corporation | APH | 21.29K | $3.75M |
 Latham Group, Inc. | SWIM | 21.29K | $137.73K |
 Enbridge Inc. | ENB | 20.94K | $1.13M |
 Franklin BSP Realty Trust, Inc. | FBRT | 20.79K | $169.21K |
 Neogen Corporation | NEOG | 20.71K | $186.16K |
 Paychex, Inc. | PAYX | 20.56K | $2.02M |
 Xcel Energy Inc. | XEL | 20.28K | $1.63M |
 Devon Energy Corporation | DVN | 20.22K | $835.61K |