Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Starwood Property Trust, Inc. | STWD | 1.98K | $32.37K |
 United States Antimony Corporation | UAMY | 2K | $14.52K |
 Autoliv, Inc. | ALV | 2.02K | $234.5K |
 Aurora Innovation, Inc. | AUR | 2.03K | $13.84K |
 Dollar General Corporation | DG | 2.03K | $234.13K |
 CrowdStrike Holdings, Inc. | CRWD | 2.05K | $1.56M |
 BJ's Wholesale Club Holdings, Inc. | BJ | 2.06K | $180.11K |
 Fifth Third Bancorp | FITB | 2.09K | $117.59K |
 GE Vernova Inc. | GEV | 2.09K | $2.45M |
 Piedmont Office Realty Trust, Inc. | PDM | 2.1K | $19.17K |
 O'Reilly Automotive, Inc. | ORLY | 2.1K | $193.39K |
 Ocugen, Inc. | OCGN | 2.1K | $3.21K |
 Invesco Ltd. | IVZ | 2.11K | $55.58K |
 Quanta Services, Inc. | PWR | 2.11K | $1.52M |
 Jefferies Financial Group Inc. | JEF | 2.12K | $105.91K |
 Palantir Technologies Inc. | PLTR | 2.13K | $248.59K |
 Moody's Corporation | MCO | 2.15K | $971.99K |
 Gartner, Inc. | IT | 2.16K | $280.11K |
 Twilio Inc. | TWLO | 2.17K | $448.15K |
 Tyson Foods, Inc. | TSN | 2.19K | $125.11K |