Stock Taper

LIONSHEAD WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Thermo Fisher Scientific Inc.TMO3.81K$1.91M
Microsoft CorporationMSFT3.44K$1.29M
Wells Fargo & CompanyWFC3.44K$283.95K
JPMorgan Chase & Co.JPM3.34K$1.09M
Meta Platforms, Inc.META3.22K$1.81M
WE WEBSTER FINL CORPWBS2.87K$219.25K
Alphabet Inc.GOOG2.79K$986.85K
Cisco Systems, Inc.CSCO2.71K$318.22K
Consolidated Edison, Inc.ED2.68K$296.27K
Blackstone Inc.BX2.58K$304.18K
The Home Depot, Inc.HD2.53K$892.63K
RTX CorporationRTX2.41K$456.68K
Abbott LaboratoriesABT2.22K$201.53K
United Airlines Holdings, Inc.UAL2.04K$277.96K
Alphabet Inc.GOOGL1.99K$712.6K
The Procter & Gamble CompanyPG1.95K$285.51K
Berkshire Hathaway Inc.BRK-B1.7K$852.66K
Marathon Petroleum CorporationMPC1.47K$375.83K
The Boeing CompanyBA1.44K$312.37K
Salesforce, Inc.CRM1.37K$215.71K