Stock Taper

INSTITUTE FOR WEALTH MANAGEMENT, LLC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Robinhood Markets, Inc.HOOD511$51.23K
BioMarin Pharmaceutical Inc.BMRN513$29.35K
Dover CorporationDOV516$115.73K
DocuSign, Inc.DOCU526$23.36K
Kratos Defense & Security Solutions, Inc.KTOS526$26.23K
Tapestry, Inc.TPR527$77.1K
Public StoragePSA527$167.88K
Euronet Worldwide, Inc.EEFT530$38.79K
Archer-Daniels-Midland CompanyADM531$40.6K
Commerce Bancshares, Inc.CBSH536$30.95K
Air Products and Chemicals, Inc.APD538$157.73K
Ameriprise Financial, Inc.AMP541$248.19K
General Dynamics CorporationGD547$193.89K
Mitsubishi UFJ Financial Group, Inc.MUFG548$10.9K
Annaly Capital Management, Inc.NLY550$12.3K
FA FABRICAI INCSBLX555$2.05K
Ralliant CorpRAL559$41.16K
Myriad Genetics, Inc.MYGN561$3.2K
Toyota Motor CorporationTM573$96.5K
Regeneron Pharmaceuticals, Inc.REGN586$365.39K