Stock Taper 
BLUE ROCK WEALTH MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Wells Fargo & Company | WFC | 4.94K | $408.24K |
 Tapestry, Inc. | TPR | 4.84K | $708.04K |
 The Coca-Cola Company | KO | 4.46K | $360.52K |
 JPMorgan Chase & Co. | JPM | 4.4K | $1.43M |
 The Southern Company | SO | 4.24K | $405.52K |
 A. O. Smith Corporation | AOS | 4K | $250.88K |
 Uber Technologies, Inc. | UBER | 3.8K | $274.42K |
 Iron Mountain Incorporated | IRM | 3.6K | $454.72K |
 Bank of America Corporation | BAC | 3.6K | $204.96K |
 Lowe's Companies, Inc. | LOW | 3.57K | $787.81K |
 W. R. Berkley Corporation | WRB | 3.16K | $222.8K |
 Starbucks Corporation | SBUX | 2.75K | $280.61K |
 Exxon Mobil Corporation | XOM | 2.36K | $323.07K |
 The Procter & Gamble Company | PG | 2.19K | $321.58K |
 Philip Morris International Inc. | PM | 2.15K | $388.96K |
 Berkshire Hathaway Inc. | BRK-B | 2K | $1M |
 Applied Materials, Inc. | AMAT | 2K | $1.45M |
 Air Products and Chemicals, Inc. | APD | 2K | $586.36K |
 Broadcom Inc. | AVGO | 1.92K | $723.42K |
 L3Harris Technologies, Inc. | LHX | 1.9K | $552.12K |