Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Marvell Technology, Inc. | MRVL | 20.31K | $6.05M |
 Shopify Inc. | SHOP | 20.44K | $2.33M |
 Mattel, Inc. | MAT | 20.76K | $288.13K |
 Paramount Skydance Corporation Class B Common Stock | PSKY | 21.49K | $211.88K |
 Pfizer Inc. | PFE | 21.9K | $527.32K |
 PG&E Corporation | PCG | 22.24K | $374.03K |
 Comcast Corporation | CMCSA | 22.49K | $552.13K |
 Broadcom Inc. | AVGO | 22.75K | $8.59M |
 KLA Corporation | KLAC | 23.23K | $7.01M |
 Rocket Companies, Inc. | RKT | 23.81K | $375.02K |
 ServiceNow, Inc. | NOW | 24.68K | $2.45M |
 Roblox Corporation | RBLX | 25K | $1.36M |
 Meta Platforms, Inc. | META | 25.28K | $14.24M |
 NetEase, Inc. | NTES | 25.29K | $3.24M |
 Canadian Pacific Kansas City Ltd. | CP | 25.4K | $2.2M |
 The Hartford Insurance Group, Inc. | HIG | 25.9K | $3.43M |
 Advanced Micro Devices, Inc. | AMD | 27.33K | $15.88M |
 KeyCorp | KEY | 27.38K | $631.02K |
 Texas Instruments Incorporated | TXN | 28.67K | $8.55M |
 The St. Joe Company | JOE | 29.03K | $1.82M |