Stock Taper

INSTITUTE FOR WEALTH MANAGEMENT, LLC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Qnity Electronics, Inc.Q3.72K$608.17K
Deere & CompanyDE3.76K$2.38M
Arch Capital Group Ltd.ACGL3.81K$369.9K
Caterpillar Inc.CAT3.84K$4.09M
Cigna CorporationCI3.84K$1.06M
Skyworks Solutions, Inc.SWKS3.85K$260.9K
ONEOK, Inc.OKE3.86K$335.5K
American Eagle Outfitters, Inc.AEO3.91K$67.2K
SoFi Technologies, Inc.SOFI3.92K$70.21K
Heritage Financial CorporationHFWA3.97K$117.62K
Sphere Entertainment Co.SPHR4K$692.64K
Airbnb, Inc.ABNB4.03K$576.69K
Cognizant Technology Solutions CorporationCTSH4.04K$156.5K
PepsiCo, Inc.PEP4.05K$548.84K
Ares Capital CorporationARCC4.05K$75.14K
PDD Holdings Inc.PDD4.09K$312.14K
Pinterest, Inc.PINS4.11K$86.35K
New Jersey Resources CorporationNJR4.16K$232.88K
Sony Group CorporationSONY4.21K$84.49K
Monster Beverage CorporationMNST4.28K$411.5K