Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 DaVita Inc. | DVA | 0 | $81 |
 Jacobs Solutions Inc. | J | 0 | $28 |
 Grupo Aeroportuario del Pacífico, S.A.B. de C.V. | PAC | 0 | $1 |
 Nabors Industries Ltd. | NBR | 0 | $23 |
 Amentum Holdings, Inc. | AMTM | 0 | $5 |
 InterContinental Hotels Group PLC | IHG | 0 | $1 |
 NRG Energy, Inc. | NRG | 0 | $67 |
 Innovex International, Inc. | INVX | 1 | $27 |
 Smith & Nephew plc | SNN | 1 | $30 |
 Precision Drilling Corporation | PDS | 1 | $104 |
 Sunoco LP | SUN | 1 | $68 |
 Caesars Entertainment, Inc. | CZR | 1 | $31 |
 Dolby Laboratories, Inc. | DLB | 1 | $33 |
 Celanese Corporation | CE | 1 | $26 |
 Sterling Infrastructure, Inc. | STRL | 2 | $1.53K |
 Five Below, Inc. | FIVE | 2 | $360 |
 Madrigal Pharmaceuticals, Inc. | MDGL | 2 | $1.07K |
 Axsome Therapeutics, Inc. | AXSM | 2 | $512 |
 IQVIA Holdings Inc. | IQV | 2 | $387 |
 Medpace Holdings, Inc. | MEDP | 3 | $1.7K |