Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Energy Transfer LP | ET | 6.12K | $117.08K |
 Sea Limited | SE | 6.19K | $592.8K |
 Slb N.V. | SLB | 6.39K | $296.93K |
 Green Brick Partners, Inc. | GRBK | 6.47K | $517.78K |
 The Williams Companies, Inc. | WMB | 6.51K | $483.65K |
 Deutsche Bank AG | DB | 6.53K | $220.56K |
 Phillips 66 | PSX | 6.55K | $1.11M |
 Chipotle Mexican Grill, Inc. | CMG | 6.61K | $224.76K |
 Delta Air Lines, Inc. | DAL | 6.63K | $621.25K |
 Wells Fargo & Company | WFC | 6.69K | $552.92K |
 Fluor Corporation | FLR | 6.76K | $354.07K |
 Workday, Inc. | WDAY | 6.79K | $830.74K |
 Masco Corporation | MAS | 6.8K | $553.43K |
 Global-e Online Ltd. | GLBE | 6.81K | $236.65K |
 Cheniere Energy, Inc. | LNG | 6.86K | $1.64M |
 The TJX Companies, Inc. | TJX | 6.88K | $1.04M |
 Micron Technology, Inc. | MU | 6.94K | $8.01M |
 Vail Resorts, Inc. | MTN | 6.98K | $949.92K |
 Novo Nordisk A/S | NVO | 7.04K | $337.69K |
 Amphenol Corporation | APH | 7.05K | $1.24M |