Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Globalstar, Inc. | GSAT | 722 | $58.71K |
 Equifax Inc. | EFX | 724 | $114.91K |
 Digital Realty Trust, Inc. | DLR | 724 | $130.02K |
 The Western Union Company | WU | 725 | $5.58K |
 ONE Gas, Inc. | OGS | 732 | $56.42K |
 Prologis, Inc. | PLD | 736 | $99.71K |
 ASML Holding N.V. | ASML | 736 | $1.46M |
 Core Natural Resources, Inc. | CNR | 742 | $59.38K |
 SiteOne Landscape Supply, Inc. | SITE | 742 | $84.89K |
 Rayonier Inc. REIT | RYN | 745 | $15.85K |
 PBF Energy Inc. | PBF | 750 | $34.14K |
 Xylem Inc. | XYL | 751 | $88.78K |
 Willis Towers Watson Public Limited Company | WTW | 755 | $197.38K |
 Brookfield Infrastructure Partners L.P. | BIP | 756 | $27.59K |
 FactSet Research Systems Inc. | FDS | 770 | $177.23K |
 BCE Inc. | BCE | 770 | $16.56K |
 Atlanta Braves Holdings, Inc. | BATRA | 770 | $43.36K |
 Nordic American Tankers Limited | NAT | 771 | $4.27K |
 Textron Inc. | TXT | 776 | $71.18K |
 RBC Bearings Incorporated | RBC | 783 | $504.3K |