Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Gaming and Leisure Properties, Inc. | GLPI | 658 | $29.29K |
 The Carlyle Group Inc. | CG | 660 | $27.8K |
 State Street Corporation | STT | 660 | $111.98K |
 First Solar, Inc. | FSLR | 660 | $155.73K |
 Enerpac Tool Group Corp. | EPAC | 661 | $23.7K |
 LyondellBasell Industries N.V. | LYB | 663 | $34.92K |
 Ryan Specialty Holdings, Inc. | RYAN | 664 | $25.07K |
 Solstice Advanced Materials Inc. | SOLS | 665 | $58.92K |
 Regions Financial Corporation | RF | 667 | $20.14K |
 Viatris Inc. | VTRS | 668 | $10.61K |
 Sumitomo Mitsui Financial Group, Inc. | SMFG | 670 | $15.8K |
 Welltower Inc. | WELL | 671 | $152.3K |
 The GEO Group, Inc. | GEO | 685 | $20.24K |
 Marsh & McLennan Companies, Inc. | MRSH | 691 | $115.2K |
 Stryker Corporation | SYK | 695 | $218.91K |
 Northwest Natural Holding Company | NWN | 700 | $34.34K |
 Xcel Energy Inc. | XEL | 702 | $56.37K |
 The Wendy's Company | WEN | 710 | $5.89K |
 Targa Resources Corp. | TRGP | 717 | $192.38K |
 BHP Group Limited | BHP | 718 | $59.82K |