Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Arista Networks, Inc. | ANET | 2.79K | $474.67K |
 Nucor Corporation | NUE | 2.8K | $623.05K |
 Lazard Inc | LAZ | 2.81K | $117.77K |
 M/I Homes, Inc. | MHO | 2.83K | $455.2K |
 East West Bancorp, Inc. | EWBC | 2.83K | $365.97K |
 Navient Corporation | NAVI | 2.86K | $24.34K |
 Capital One Financial Corporation | COF | 2.87K | $575.98K |
 Las Vegas Sands Corp. | LVS | 2.92K | $134.92K |
 DuPont de Nemours, Inc. | DD | 2.97K | $402.58K |
 Vale S.A. | VALE | 2.98K | $44.82K |
 JetBlue Airways Corporation | JBLU | 2.99K | $17.11K |
 McDonald's Corporation | MCD | 2.99K | $807.43K |
 Cognex Corporation | CGNX | 2.99K | $216.39K |
 Genuine Parts Company | GPC | 3.03K | $357.24K |
 The New York Times Company | NYT | 3.04K | $212.36K |
 UnitedHealth Group Incorporated | UNH | 3.05K | $1.27M |
 Kayne Anderson Energy Infrastructure Fund Inc. | KYN | 3.06K | $42.36K |
 Hewlett Packard Enterprise Company | HPE | 3.08K | $139.12K |
 Millrose Properties, Inc. | MRP | 3.09K | $92.73K |
 Revvity, Inc. | RVTY | 3.12K | $347.58K |