Stock Taper

PRIVATE WEALTH MANAGEMENT GROUP, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Hartford Insurance Group, Inc.HIG221$29.25K
Roblox CorporationRBLX221$12.02K
Phreesia, Inc.PHR222$2.29K
Clearway Energy, Inc.CWEN222$7.59K
Incyte CorporationINCY225$25.51K
WF WEBSTER FINL CORPWBS225$17.2K
Robinhood Markets, Inc.HOOD226$22.66K
Flagstar Financial, Inc.FLG226$3.38K
NIKE, Inc.NKE227$9.32K
News CorporationNWS228$6.4K
Associated Banc-CorpASB228$7.02K
Marathon Digital Holdings, Inc.MARA229$3.18K
Schneider National, Inc.SNDR230$8.4K
Costamare Bulkers Holdings LimitedCMDB231$4.06K
National Fuel Gas CompanyNFG231$17.84K
Essential Utilities, Inc.WTRG232$8.89K
American Water Works Company, Inc.AWK232$30.53K
Costco Wholesale CorporationCOST236$220.49K
nCino, Inc.NCNO238$3.89K
Old Republic International CorporationORI239$9.78K