Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 HCA Healthcare, Inc. | HCA | 2.45K | $953.98K |
 Yum! Brands, Inc. | YUM | 2.46K | $392.94K |
 Adams Natural Resources Fund Inc | PEO | 2.46K | $60.94K |
 Canopy Growth Corporation | CGC | 2.48K | $2.35K |
 Murphy Oil Corporation | MUR | 2.5K | $81.54K |
 Lincoln National Corporation | LNC | 2.51K | $88.83K |
 Yum China Holdings, Inc. | YUMC | 2.52K | $102.87K |
 Columbia Banking System, Inc. | COLB | 2.52K | $80.83K |
 Intuitive Surgical, Inc. | ISRG | 2.55K | $1.01M |
 Philip Morris International Inc. | PM | 2.57K | $465.43K |
 SEI Investments Company | SEIC | 2.58K | $226.38K |
 Edison International | EIX | 2.6K | $193.87K |
 The Allstate Corporation | ALL | 2.62K | $624.36K |
 GSK plc | GSK | 2.63K | $137.63K |
 3M Company | MMM | 2.64K | $427.98K |
 Crown Castle Inc. | CCI | 2.66K | $201.37K |
 PACCAR Inc | PCAR | 2.7K | $324.69K |
 Elevance Health Inc. | ELV | 2.71K | $1.05M |
 HP Inc. | HPQ | 2.73K | $59.84K |
 Rogers Communications Inc. | RCI | 2.76K | $89.64K |