Stock Taper

INSTITUTE FOR WEALTH MANAGEMENT, LLC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Trip.com Group LimitedTCOM270$10.76K
MACOM Technology Solutions Holdings, Inc.MTSI271$103.08K
Moderna, Inc.MRNA275$19.23K
ANI Pharmaceuticals, Inc.ANIP275$22.77K
Sonoco Products CompanySON276$15.55K
Community Healthcare Trust IncorporatedCHCT278$5.08K
Arrowhead Pharmaceuticals, Inc.ARWR280$22.8K
M&T Bank CorporationMTB282$67.19K
Wyndham Hotels & Resorts, Inc.WH282$23.75K
Garmin Ltd.GRMN283$67.16K
Ball CorporationBALL284$17.72K
Ryman Hospitality Properties, Inc.RHP294$37.79K
Primo Brands CorporationPRMB295$7.21K
Levi Strauss & Co.LEVI297$7.38K
US Foods Holding Corp.USFD300$30.68K
Albemarle CorporationALB300$40.51K
Cinemark Holdings, Inc.CNK300$9.52K
Globe Life Inc.GL300$53.6K
Assurant, Inc.AIZ300$80.56K
Vontier CorporationVNT300$8.7K