Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Trupanion, Inc. | TRUP | 1.45K | $35.92K |
 Allegion plc | ALLE | 1.46K | $204.88K |
 Xerox Holdings Corporation | XRX | 1.5K | $4.7K |
 Exelon Corporation | EXC | 1.51K | $70.4K |
 Pagaya Technologies Ltd. | PGY | 1.51K | $27.59K |
 Seagate Technology Holdings plc | STX | 1.52K | $1.47M |
 Healthcare Realty Trust Incorporated | HR | 1.55K | $31.3K |
 TD Synnex Corp | SNX | 1.56K | $416.78K |
 Entergy Corporation | ETR | 1.56K | $179.41K |
 Omeros Corporation | OMER | 1.6K | $15.22K |
 Stanley Black & Decker, Inc. | SWK | 1.61K | $151.15K |
 T-Mobile US, Inc. | TMUS | 1.63K | $273.74K |
 Automatic Data Processing, Inc. | ADP | 1.67K | $372.88K |
 United Airlines Holdings, Inc. | UAL | 1.68K | $228.74K |
 Norwegian Cruise Line Holdings Ltd. | NCLH | 1.69K | $35.61K |
 Royalty Pharma plc | RPRX | 1.69K | $94.65K |
 MSCI Inc. | MSCI | 1.69K | $948.81K |
 H&R Block, Inc. | HRB | 1.7K | $64.62K |
 Valvoline Inc. | VVV | 1.72K | $67.81K |
 Halliburton Company | HAL | 1.72K | $58.33K |