Stock Taper

INSTITUTE FOR WEALTH MANAGEMENT, LLC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Lennar CorporationLEN-B35$3.1K
Celsius Holdings, Inc.CELH35$1.02K
United Therapeutics CorporationUTHR36$19.51K
Anheuser-Busch InBev SA/NVBUD38$3.09K
Ethan Allen Interiors Inc.ETD38$840
F&G Annuities & Life, Inc.FG38$1.01K
Ormat Technologies, Inc.ORA39$4.25K
Ferrari N.V.RACE40$14.89K
Cenovus Energy Inc.CVE40$993
CoreCivic, Inc.CXW43$1.31K
Rigetti Computing, Inc.RGTI43$840
Roper Technologies, Inc.ROP44$14.89K
DexCom, Inc.DXCM45$3.03K
Trimble Inc.TRMB45$2.3K
Definium Therapeutics, Inc.DFTX46$2.16K
argenx SEARGX47$43.61K
Neogen CorporationNEOG47$423
STMicroelectronics N.V.STM48$3.6K
Planet Labs PBCPL48$1.57K
Bridgewater Bancshares, Inc.BWB48$1.02K