Stock Taper

ATLANTIC FAMILY WEALTH, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
WEC Energy Group, Inc.WEC2.38K$278.26K
Chevron CorporationCVX2.35K$390.37K
PepsiCo, Inc.PEP2.27K$307.63K
Duke Energy CorporationDUK1.98K$250.75K
The PNC Financial Services Group, Inc.PNC1.79K$440.73K
AbbVie Inc.ABBV1.64K$413.43K
American Tower CorporationAMT1.63K$265.96K
Philip Morris International Inc.PM1.34K$242.06K
CME Group Inc.CME1.16K$257.05K
DaVita Inc.DVA1.07K$237.83K
Alphabet Inc.GOOG987$348.74K
Assurant, Inc.AIZ815$218.85K
Tesla, Inc.TSLA652$274.23K
Microsoft CorporationMSFT643$239.94K
Meta Platforms, Inc.META397$223.63K
Caterpillar Inc.CAT292$310.95K