Stock Taper

INSTITUTE FOR WEALTH MANAGEMENT, LLC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Pembina Pipeline CorporationPBA374$17.3K
Calamos Autocallable Growth ETFCAGE374$10.36K
Solventum CorporationSOLV379$29.24K
Global Ship Lease, Inc.GSL383$14.38K
Cardinal Health, Inc.CAH385$91.42K
Baidu, Inc.BIDU386$44.12K
Millicom International Cellular S.A.TIGO388$35.19K
Sirius XM Holdings Inc.SIRI390$11.52K
ON Semiconductor CorporationON391$36.97K
Vulcan Materials CompanyVMC391$115.35K
Macy's, Inc.M395$9.3K
Akamai Technologies, Inc.AKAM400$47.28K
Viavi Solutions Inc.VIAV400$19.1K
Nutanix, Inc.NTNX400$20.38K
Atlas Energy Solutions Inc.AESI405$6.73K
Occidental Petroleum CorporationOXY-WT406$10.81K
IDEXX Laboratories, Inc.IDXX408$214.58K
Bank OZKOZK408$21.25K
Equitable Holdings, Inc.EQH410$17.99K
Korn FerryKFY410$27.28K