Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NNN REIT, Inc. | NNN | 411 | $19.12K |
 Take-Two Interactive Software, Inc. | TTWO | 412 | $103.11K |
 Sandisk Corporation | SNDK | 413 | $939.49K |
 Coinbase Global, Inc. | COIN | 415 | $60.67K |
 Analog Devices, Inc. | ADI | 419 | $166.57K |
 MercadoLibre, Inc. | MELI | 422 | $716.3K |
 Trinity Capital Inc. | TRIN | 423 | $7.57K |
 Interactive Brokers Group, Inc. | IBKR | 424 | $36.87K |
 Main Street Capital Corporation | MAIN | 425 | $22.05K |
 The Mosaic Company | MOS | 425 | $9.01K |
 Mercury Systems, Inc. | MRCY | 428 | $52.36K |
 Toll Brothers, Inc. | TOL | 428 | $70.51K |
 XPO Logistics, Inc. | XPO | 431 | $88.39K |
 GXO Logistics, Inc. | GXO | 436 | $22.11K |
 Fidelity National Information Services, Inc. | FIS | 436 | $16.94K |
 SS&C Technologies Holdings, Inc. | SSNC | 445 | $27.61K |
 Keysight Technologies, Inc. | KEYS | 446 | $156.13K |
 PPL Corporation | PPL | 447 | $16.25K |
 WEC Energy Group, Inc. | WEC | 450 | $52.55K |
 Canadian National Railway Company | CNI | 450 | $53.63K |