Stock Taper

PRIVATE WEALTH MANAGEMENT GROUP, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
ServiceTitan, Inc.TTAN30$2.12K
Worthington Steel, Inc.WS30$1.01K
Jones Lang LaSalle IncorporatedJLL30$9.3K
James Hardie Industries plcJHX30$786
Intuitive Surgical, Inc.ISRG30$11.93K
Dolby Laboratories, Inc.DLB30$1.58K
Occidental Petroleum CorporationOXY-WT31$826
Casey's General Stores, Inc.CASY31$24.64K
Liberty Media CorporationFWONK31$3.27K
FactSet Research Systems Inc.FDS31$7.13K
Alpha Metallurgical Resources, Inc.AMR31$5.11K
First Interstate BancSystem, Inc.FIBK31$1.2K
First Solar, Inc.FSLR32$7.55K
NNN REIT, Inc.NNN32$1.49K
Evercore Inc.EVR32$10.93K
US Foods Holding Corp.USFD32$3.27K
Polaris Inc.PII32$2.19K
Uber Technologies, Inc.UBER32$2.31K
MasTec, Inc.MTZ32$13.31K
Invesco Ltd.IVZ33$871