Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Apollo Global Management, Inc. | APO | 4.34K | $513.47K |
 Construction Partners, Inc. | ROAD | 4.35K | $516.65K |
 Baxter International Inc. | BAX | 4.36K | $92.87K |
 Kinder Morgan, Inc. | KMI | 4.36K | $139.4K |
 Nokia Oyj | NOK | 4.37K | $58.04K |
 Cintas Corporation | CTAS | 4.38K | $744.78K |
 BP p.l.c. | BP | 4.4K | $162.47K |
 UiPath Inc. | PATH | 4.4K | $47.83K |
 Valero Energy Corporation | VLO | 4.42K | $1.15M |
 Marriott International, Inc. | MAR | 4.42K | $1.64M |
 American Electric Power Company, Inc. | AEP | 4.46K | $609.9K |
 Tri-Continental Corporation | TY | 4.54K | $156.21K |
 The Home Depot, Inc. | HD | 4.72K | $1.66M |
 Johnson Controls International plc | JCI | 4.75K | $694.39K |
 AerCap Holdings N.V. | AER | 4.8K | $699.45K |
 Emerson Electric Co. | EMR | 4.83K | $690.89K |
 Fiserv, Inc. | FISV | 4.91K | $241.04K |
 United Parcel Service, Inc. | UPS | 4.92K | $528.88K |
 Madison Square Garden Entertainment Corp. | MSGE | 4.93K | $398.9K |
 Datadog, Inc. | DDOG | 4.94K | $1.29M |