Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Dynex Capital, Inc. | DX | 1.25K | $16.39K |
 PENN Entertainment, Inc. | PENN | 1.26K | $26.83K |
 Waste Connections, Inc. | WCN | 1.26K | $210.03K |
 Rivian Automotive, Inc. | RIVN | 1.28K | $22.21K |
 L3Harris Technologies, Inc. | LHX | 1.28K | $373.41K |
 Fastenal Company | FAST | 1.29K | $62.04K |
 Mueller Water Products, Inc. | MWA | 1.29K | $33.42K |
 NatWest Group plc | NWG | 1.3K | $22.92K |
 NIO Inc. | NIO | 1.3K | $6.58K |
 Palladyne AI Corp. | PDYN | 1.3K | $7.92K |
 First Financial Bankshares, Inc. | FFIN | 1.31K | $45.19K |
 The Kroger Co. | KR | 1.32K | $73.41K |
 The Kraft Heinz Company | KHC | 1.33K | $31.41K |
 Donaldson Company, Inc. | DCI | 1.33K | $119.64K |
 NXP Semiconductors N.V. | NXPI | 1.35K | $379.39K |
 Qorvo, Inc. | QRVO | 1.35K | $126.01K |
 NiSource Inc | NI | 1.35K | $64.38K |
 Amdocs Limited | DOX | 1.36K | $68.59K |
 Guidewire Software, Inc. | GWRE | 1.36K | $166.98K |
 Duke Energy Corporation | DUK | 1.36K | $172.15K |