Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 U-Haul Holding Company | UHAL | 1.37K | $89.52K |
 NextEra Energy, Inc. | NEE | 1.37K | $120.16K |
 TE Connectivity plc | TEL | 1.37K | $276.41K |
 Accenture plc | ACN | 1.37K | $170.99K |
 Bath & Body Works, Inc. | BBWI | 1.38K | $81.06K |
 Novanta Inc. | NOVT | 1.38K | $223.73K |
 MGIC Investment Corporation | MTG | 1.38K | $38.92K |
 CF Industries Holdings, Inc. | CF | 1.38K | $149.72K |
 Alcoa Corporation | AA | 1.39K | $72.53K |
 Zoetis Inc. | ZTS | 1.41K | $101.54K |
 Nutrien Ltd. | NTR | 1.42K | $89.08K |
 Illumina, Inc. | ILMN | 1.42K | $248.98K |
 Unilever PLC | UL | 1.42K | $85.19K |
 Centene Corp. | CNC | 1.42K | $90.93K |
 Prospect Capital Corporation | PSEC | 1.42K | $3.29K |
 Vodafone Group Public Limited Company | VOD | 1.43K | $18.85K |
 Trane Technologies plc | TT | 1.43K | $701.32K |
 AGNC Investment Corp. | AGNC | 1.43K | $15.62K |
 Bill.com Holdings, Inc. | BILL | 1.43K | $51.85K |
 American Tower Corporation | AMT | 1.45K | $236.52K |