Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Old Republic International Corporation | ORI | 2.19K | $89.49K |
 NLI Holdings, Inc. | NL | 2.2K | $13.09K |
 Live Nation Entertainment, Inc. | LYV | 2.2K | $403.33K |
 F.N.B. Corporation | FNB | 2.21K | $42.07K |
 Shell plc | SHEL | 2.21K | $171K |
 CVS Health Corp. | CVS | 2.21K | $228.18K |
 Advanced Drainage Systems, Inc. | WMS | 2.21K | $346.41K |
 Enbridge Inc. | ENB | 2.22K | $120.52K |
 S&P Global Inc. | SPGI | 2.23K | $906.2K |
| EA ELECTRONIC ARTS INC | EA | 2.23K | $456.63K |
 Ciena Corporation | CIEN | 2.26K | $1.11M |
 Western Digital Corporation | WDC | 2.27K | $1.45M |
 The PNC Financial Services Group, Inc. | PNC | 2.28K | $562.26K |
 Cummins Inc. | CMI | 2.32K | $1.65M |
 Expedia Group, Inc. | EXPE | 2.34K | $597.99K |
 DoorDash, Inc. | DASH | 2.35K | $433.46K |
 MGE Energy, Inc. | MGEE | 2.43K | $198.17K |
 Freeport-McMoRan Inc. | FCX | 2.43K | $153.1K |
 D.R. Horton, Inc. | DHI | 2.44K | $397.59K |
 Lockheed Martin Corporation | LMT | 2.45K | $1.25M |