Stock Taper

PRIVATE WEALTH MANAGEMENT GROUP, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
CBIZ, Inc.CBZ168$5.39K
Expeditors International of Washington, Inc.EXPD169$27.54K
Zoom Communications, Inc.ZM169$14.59K
Lockheed Martin CorporationLMT169$86.32K
The PNC Financial Services Group, Inc.PNC170$41.86K
Pinnacle Financial Partners, Inc.PNFP172$17.35K
The Simply Good Foods CompanySMPL172$2.29K
HP Inc.HPQ173$3.8K
Antero Resources CorporationAR173$6.08K
AvePoint, Inc.AVPT173$1.94K
Brown-Forman CorporationBF-A174$4.76K
Brown & Brown, Inc.BRO174$11.16K
Alibaba Group Holding LimitedBABA175$16.8K
Fidelity National Information Services, Inc.FIS175$6.8K
Corcept Therapeutics IncorporatedCORT176$15.3K
Carter's Inc.CRI177$7.29K
Amentum Holdings, Inc.AMTM177$3.66K
The Macerich CompanyMAC178$4.48K
Gen Digital Inc.GEN178$4.43K
Donaldson Company, Inc.DCI179$16.07K