Stock Taper

INSTITUTE FOR WEALTH MANAGEMENT, LLC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
LXP Industrial TrustLXP303$16.33K
AptarGroup, Inc.ATR304$38.06K
Tower Semiconductor Ltd.TSEM305$79.5K
Samsara Inc.IOT305$9.89K
Conagra Brands, Inc.CAG306$4.12K
Satellogic Inc.SATL308$1.76K
DHT Holdings, Inc.DHT310$5.13K
Weatherford International plcWFRD311$25.38K
Carnival Corporation & plcCCL313$8.94K
Incyte CorporationINCY314$35.6K
Wabash National CorporationWNC316$4.27K
Consensus Cloud Solutions, Inc.CCSI316$12.06K
The J. M. Smucker CompanySJM318$35.82K
Terex CorporationTEX318$22.99K
Biogen Inc.BIIB326$70.51K
Aegon Ltd.AEG332$2.8K
Toast, Inc.TOST334$9.29K
RXO, Inc.RXO336$9.27K
NetApp, Inc.NTAP339$52.46K
SFL Corporation LtdSFL339$3.46K