Stock Taper

INSTITUTE FOR WEALTH MANAGEMENT, LLC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Hecla Mining CompanyHL5K$77.15K
AAR Corp.AIR5K$714.65K
The Goodyear Tire & Rubber CompanyGT5K$33K
Edwards Lifesciences CorporationEW5.01K$453.2K
The Travelers Companies, Inc.TRV5.02K$1.66M
Union Pacific CorporationUNP5.08K$1.38M
Whirlpool CorporationWHR5.12K$201.91K
Dow Inc.DOW5.25K$143.53K
FedEx Freight Holding Company, Inc.FDXF5.31K$801.26K
Strategy IncMSTR5.46K$474.64K
Old National BancorpONB5.49K$142.09K
Flex Ltd.FLEX5.54K$898.03K
ExlService Holdings, Inc.EXLS5.54K$143.29K
Eli Lilly and CompanyLLY5.67K$6.8M
Lululemon Athletica Inc.LULU5.69K$649.23K
Exxon Mobil CorporationXOM5.72K$782.03K
Abbott LaboratoriesABT5.88K$533.75K
Brighthouse Financial, Inc.BHF5.98K$378.41K
Carrier Global CorporationCARR6.08K$446.19K
Enterprise Products Partners L.P.EPD6.08K$223.7K