Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Apogee Therapeutics, Inc. | APGE | 9 | $1.14K |
 Cirrus Logic, Inc. | CRUS | 9 | $1.29K |
| AC AVALONBAY CMNTYS INC | AVB | 9 | $1.7K |
 Jazz Pharmaceuticals plc | JAZZ | 10 | $2.35K |
 Watts Water Technologies, Inc. | WTS | 10 | $3.79K |
 Neurocrine Biosciences, Inc. | NBIX | 10 | $1.69K |
 Barrick Mining Corporation | B | 10 | $368 |
 Cameco Corporation | CCJ | 10 | $1.02K |
 DigitalOcean Holdings, Inc. | DOCN | 11 | $1.7K |
 Credit Acceptance Corporation | CACC | 11 | $7K |
 Concentrix Corporation | CNXC | 11 | $247 |
 Nextpower Inc. | NXT | 12 | $1.45K |
 Chord Energy Corporation | CHRD | 12 | $1.34K |
 Monolithic Power Systems, Inc. | MPWR | 12 | $16.59K |
 Thor Industries, Inc. | THO | 13 | $978 |
 Powell Industries, Inc. | POWL | 14 | $4.04K |
 Preferred Bank | PFBC | 14 | $1.52K |
 Resideo Technologies, Inc. | REZI | 16 | $507 |
 TransDigm Group Incorporated | TDG | 16 | $21.31K |
 Middlesex Water Company | MSEX | 16 | $917 |