Stock Taper 
HOLOS INTEGRATED WEALTH LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 FirstEnergy Corp. | FE | 73 | $3.53K |
 3M Company | MMM | 72 | $11.38K |
 Viatris Inc. | VTRS | 72 | $1.22K |
 Unilever PLC | UL | 69 | $4.33K |
 The Walt Disney Company | DIS | 67 | $6.53K |
 Waste Management, Inc. | WM | 67 | $15.89K |
 Portillo's Inc. | PTLO | 66 | $317 |
 Honeywell International Inc. | HON | 65 | $14.63K |
 The Charles Schwab Corporation | SCHW | 65 | $6.63K |
 BJ's Wholesale Club Holdings, Inc. | BJ | 62 | $5.43K |
 HCA Healthcare, Inc. | HCA | 62 | $26.23K |
 Host Hotels & Resorts, Inc. | HST | 62 | $1.45K |
 Cummins Inc. | CMI | 61 | $40.27K |
 Otis Worldwide Corporation | OTIS | 60 | $4.41K |
 Ameriprise Financial, Inc. | AMP | 60 | $30.47K |
 United Bankshares, Inc. | UBSI | 58 | $2.68K |
 Morgan Stanley | MS | 56 | $12.43K |
 Westinghouse Air Brake Technologies Corporation | WAB | 55 | $14.26K |
 The Toronto-Dominion Bank | TD | 53 | $6.44K |
 Carrier Global Corporation | CARR | 52 | $3.57K |