Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Republic Services, Inc. | RSG | 189 | $40.27K |
 Tripadvisor, Inc. | TRIP | 190 | $2.6K |
 CBRE Group, Inc. | CBRE | 191 | $25.73K |
 Barclays PLC | BCS | 191 | $5.14K |
 W. R. Berkley Corporation | WRB | 193 | $13.61K |
 Roku, Inc. | ROKU | 193 | $26.66K |
 Travel + Leisure Co. | TNL | 194 | $14.83K |
 Quest Diagnostics Incorporated | DGX | 195 | $41.33K |
 Zebra Technologies Corporation | ZBRA | 196 | $51.6K |
 BellRing Brands, Inc. | BRBR | 197 | $2.55K |
 GameStop Corp. | GME | 198 | $4.37K |
 Pegasystems Inc. | PEGA | 198 | $5.93K |
 Insmed Incorporated | INSM | 199 | $21.22K |
 Frontdoor, Inc. | FTDR | 200 | $15.52K |
 Universal Health Services, Inc. | UHS | 200 | $29.74K |
 Newmont Corporation | NEM | 200 | $18.68K |
 CarMax, Inc. | KMX | 200 | $10.58K |
 QuantumScape Corporation | QS | 200 | $1.51K |
 Brookfield Infrastructure Corporation | BIPC | 201 | $7.74K |
 BOK Financial Corporation | BOKF | 205 | $28.47K |