Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 AllianceBernstein Holding L.P. | AB | 165 | $5.81K |
 Synchrony Financial | SYF | 166 | $12.63K |
 GRAIL Inc. | GRAL | 166 | $11.33K |
 Everest Group, Ltd. | EG | 168 | $59.84K |
 NexGen Energy Ltd. | NXE | 168 | $1.58K |
 Baker Hughes Company | BKR | 169 | $9.36K |
 The Chemours Company | CC | 169 | $3.47K |
 Principal Financial Group, Inc. | PFG | 171 | $18.44K |
 Carvana Co. | CVNA | 175 | $11.52K |
 National Health Investors, Inc. | NHI | 175 | $13.35K |
 América Móvil, S.A.B. de C.V. | AMX | 177 | $4.61K |
 Okta, Inc. | OKTA | 178 | $24.29K |
 Aptiv PLC | APTV | 179 | $10.99K |
 Tractor Supply Company | TSCO | 180 | $5.69K |
 HCI Group, Inc. | HCI | 180 | $31.55K |
 FirstCash Holdings, Inc | FCFS | 180 | $38.94K |
 Lamb Weston Holdings, Inc. | LW | 182 | $7.86K |
 Aon plc | AON | 182 | $60.37K |
 Clean Harbors, Inc. | CLH | 184 | $54.97K |
 Henry Schein, Inc. | HSIC | 184 | $15.38K |