Stock Taper

RETIREMENT WEALTH SOLUTIONS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Park Hotels & Resorts Inc.PK87$1.24K
PennyMac Mortgage Investment TrustPMT87$982
Salesforce, Inc.CRM88$13.76K
Kenvue Inc.KVUE88$1.68K
COMPASS Pathways plcCMPS89$1.26K
Caterpillar Inc.CAT89$94.38K
Progress Software CorporationPRGS90$3.02K
Morgan StanleyMS90$18.81K
Unity Software Inc.U91$2.6K
Abbott LaboratoriesABT91$8.28K
Chesapeake Utilities CorporationCPK93$11.36K
Stifel Financial CorpSF94$6.54K
Federal Agricultural MortgageAGM94$18.82K
Toyota Motor CorporationTM99$16.67K
Micron Technology, Inc.MU100$115.43K
Invesco Ltd.IVZ100$2.64K
Equinor ASAEQNR104$3.27K
Nexstar Media Group, Inc.NXST105$18.72K
Teva Pharmaceutical Industries LimitedTEVA106$3.59K
Gilead Sciences, Inc.GILD106$13.41K