Stock Taper

AVISO WEALTH MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Charles Schwab CorporationSCHW23.25K$2.15M
Exelon CorporationEXC24.54K$1.14M
Wells Fargo & CompanyWFC25.94K$2.14M
Pfizer Inc.PFE29.77K$716.99K
Amazon.com, Inc.AMZN34.47K$8.22M
Alphabet Inc.GOOGL39.28K$14.04M
Uber Technologies, Inc.UBER42.71K$3.08M
Bank of America CorporationBAC56.61K$3.23M
NVIDIA CorporationNVDA67.6K$13.53M
Apple Inc.AAPL72.26K$20.91M
FS KKR Capital Corp.FSK77.4K$812.69K
Netflix, Inc.NFLX90.78K$6.48M
MSC Income Fund, Inc.MSIF114.25K$1.32M
National Healthcare Properties, Inc. (NHP)NHP121.42K$1.78M
Ladder Capital CorpLADR127.07K$1.26M