Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 First BanCorp. | FBP | 998 | $26.02K |
 BGC Group, Inc | BGC | 1K | $10.69K |
 Ulta Beauty, Inc. | ULTA | 1K | $452.6K |
 Labcorp Holdings Inc. | LH | 1K | $281.16K |
 Ross Stores, Inc. | ROST | 1.01K | $214.66K |
 Thermo Fisher Scientific Inc. | TMO | 1.02K | $509.38K |
 LPL Financial Holdings Inc. | LPLA | 1.02K | $288.72K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 1.03K | $491.56K |
 Plains All American Pipeline, L.P. | PAA | 1.03K | $22.98K |
 Public Service Enterprise Group Incorporated | PEG | 1.04K | $84.33K |
 RLI Corp. | RLI | 1.04K | $61.55K |
 Smurfit Westrock plc | SW | 1.05K | $48.57K |
 LiveRamp Holdings, Inc. | RAMP | 1.06K | $39.82K |
 Charter Communications, Inc. | CHTR | 1.06K | $150.83K |
 Piper Sandler Companies | PIPR | 1.07K | $77.26K |
 Manulife Financial Corporation | MFC | 1.07K | $43.33K |
 Clear Secure, Inc. | YOU | 1.07K | $59.69K |
 Red Cat Holdings, Inc. | RCAT | 1.08K | $11.53K |
 SL Green Realty Corp. | SLG | 1.09K | $56.22K |
 Etsy, Inc. | ETSY | 1.09K | $82.19K |