Stock Taper

RETIREMENT WEALTH SOLUTIONS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Kenvue Inc.KVUE88$1.68K
Salesforce, Inc.CRM88$13.76K
PennyMac Mortgage Investment TrustPMT87$982
Park Hotels & Resorts Inc.PK87$1.24K
The PNC Financial Services Group, Inc.PNC86$21.1K
Standex International CorporationSXI86$30.62K
Palo Alto Networks, Inc.PANW86$29.33K
CareTrust REIT, Inc.CTRE84$3.39K
Hope Bancorp, Inc.HOPE84$1.15K
APA CorporationAPA84$2.74K
Silgan Holdings Inc.SLGN82$3.8K
ESAB CorporationESAB81$7.99K
International Business Machines CorporationIBM81$22.86K
Dynatrace, Inc.DT81$3.56K
Bristol-Myers Squibb CompanyBMY80$4.61K
Marvell Technology, Inc.MRVL80$23.83K
Toast, Inc.TOST79$2.2K
General Dynamics CorporationGD79$28.07K
Prologis, Inc.PLD77$10.37K
Linde plcLIN76$39.44K