Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Iridium Communications Inc. | IRDM | 340 | $18.65K |
 Royal Bank of Canada | RY | 341 | $70.58K |
 Spotify Technology S.A. | SPOT | 344 | $157.94K |
 BlackRock, Inc. | BLK | 344 | $330.78K |
 Northrop Grumman Corporation | NOC | 345 | $175.71K |
 Rockwell Automation, Inc. | ROK | 346 | $171.3K |
 Veeva Systems Inc. | VEEV | 347 | $61.58K |
 Restaurant Brands International Inc. | QSR | 350 | $25.38K |
 Bank of Montreal | BMO | 354 | $62.55K |
 Gildan Activewear Inc. | GIL | 354 | $18.27K |
 Transocean Ltd. | RIG | 355 | $1.74K |
 Dutch Bros Inc. | BROS | 357 | $25.64K |
 Autodesk, Inc. | ADSK | 360 | $69.99K |
 IDACORP, Inc. | IDA | 362 | $54.77K |
 Tilray Brands, Inc. | TLRY | 364 | $1.64K |
 FormFactor, Inc. | FORM | 365 | $58.38K |
 Citizens Financial Group, Inc. | CFG | 366 | $25.65K |
 Constellation Brands, Inc. | STZ | 367 | $51.12K |
 Chewy, Inc. | CHWY | 371 | $7.29K |
 First Hawaiian, Inc. | FHB | 372 | $10.9K |