Stock Taper

INSTITUTE FOR WEALTH MANAGEMENT, LLC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Atlassian CorporationTEAM70$5.45K
Dycom Industries, Inc.DY71$35.9K
Leonardo DRS, Inc.DRS71$3.02K
AramarkARMK72$4.09K
Centrus Energy Corp.LEU73$12.26K
Morningstar, Inc.MORN73$11.39K
Lennox International Inc.LII73$41.83K
Eton Pharmaceuticals, Inc.ETON73$2.63K
AMN Healthcare Services, Inc.AMN74$2.4K
Nebius Group N.V.NBIS74$20.44K
Broadridge Financial Solutions, Inc.BR75$10.27K
Insulet Corp.PODD75$11.42K
Harley-Davidson, Inc.HOG75$1.83K
CDW CorporationCDW75$10.55K
Opendoor Technologies Inc.OPEN75$347
Thomson Reuters CorporationTRI76$6.21K
Service Corporation InternationalSCI76$5.77K
Avery Dennison CorporationAVY77$12.5K
AGCO CorporationAGCO79$9.46K
Yelp Inc.YELP80$1.96K