Stock Taper

INSTITUTE FOR WEALTH MANAGEMENT, LLC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Graphic Packaging Holding CompanyGPK1.73K$18.25K
Fortive CorporationFTV1.73K$105.84K
Hilton Worldwide Holdings Inc.HLT1.75K$577.98K
Hercules Capital, Inc.HTGC1.76K$27.77K
General American Investors Company, Inc.GAM1.81K$115.32K
Medtronic plcMDT1.82K$142.34K
Dollar Tree, Inc.DLTR1.83K$221.08K
WESCO International, Inc.WCC1.84K$634.21K
SempraSRE1.84K$170.31K
Colgate-Palmolive CompanyCL1.85K$169.52K
WillScot Holdings CorporationWSC1.85K$53.48K
Otis Worldwide CorporationOTIS1.86K$133.25K
Target CorporationTGT1.89K$247.38K
Realty Income CorporationO1.91K$118.34K
GE HealthCare Technologies Inc.GEHC1.91K$122.46K
Royal Caribbean Cruises Ltd.RCL1.94K$614.42K
Haleon plcHLN1.94K$18.14K
American Airlines Group Inc.AAL1.95K$35.26K
Atai Beckley Inc.ATAI1.96K$10.33K
Star Bulk Carriers Corp.SBLK1.96K$48.94K