Stock Taper

RETIREMENT WEALTH SOLUTIONS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Southern CompanySO297$28.46K
Altria Group, Inc.MO302$21.74K
Shell plcSHEL303$23.51K
MetLife, Inc.MET303$25.63K
JPMorgan Chase & Co.JPM312$102.15K
Sumitomo Mitsui Financial Group, Inc.SMFG313$7.38K
Host Hotels & Resorts, Inc.HST314$7.46K
QUALCOMM IncorporatedQCOM319$58.95K
Lam Research CorporationLRCX323$140.05K
Blue Owl Capital Inc.OWL333$2.91K
Pfizer Inc.PFE352$8.48K
HSBC Holdings plcHSBC367$34.9K
The Carlyle Group Inc.CG368$15.52K
Copart, Inc.CPRT375$10.57K
Applied Materials, Inc.AMAT380$274.63K
Telefonaktiebolaget LM Ericsson (publ)ERIC380$4.24K
McDonald's CorporationMCD381$103.09K
Haleon plcHLN385$3.59K
Philip Morris International Inc.PM394$71.21K
BGC Group, IncBGC396$4.23K