Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 American States Water Company | AWR | 60 | $4.96K |
 Simon Property Group, Inc. | SPG | 60 | $13.42K |
 SK Telecom Co.,Ltd | SKM | 60 | $1.93K |
 Moelis & Company | MC | 60 | $3.93K |
 SAP SE | SAP | 61 | $9.44K |
 Fidelity National Financial, Inc. | FNF | 63 | $2.97K |
 Generac Holdings Inc. | GNRC | 64 | $18.74K |
 USA Rare Earth Inc | USAR | 64 | $1.38K |
 Credo Technology Group Holding Ltd | CRDO | 65 | $17.68K |
 Onto Innovation Inc. | ONTO | 65 | $24.6K |
 Box, Inc. | BOX | 65 | $1.73K |
 Ingevity Corporation | NGVT | 66 | $4.93K |
 WesBanco, Inc. | WSBC | 66 | $2.58K |
 Atlanta Braves Holdings, Inc. | BATRK | 66 | $3.43K |
 Travere Therapeutics, Inc. | TVTX | 67 | $3.8K |
 Infleqtion Inc | INFQ | 67 | $893 |
 PVH Corp. | PVH | 68 | $5.05K |
 Ameren Corporation | AEE | 70 | $7.91K |
 Sun Life Financial Inc. | SLF | 70 | $5.46K |
 Greif, Inc. | GEF-B | 70 | $6.55K |