Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Brookfield Corporation | BN | 8.65K | $368.57K |
 CME Group Inc. | CME | 8.7K | $1.92M |
 Uber Technologies, Inc. | UBER | 8.72K | $629.45K |
 Waste Management, Inc. | WM | 8.77K | $1.95M |
 Howmet Aerospace Inc. | HWM | 8.89K | $2.39M |
 HDFC Bank Limited | HDB | 9.15K | $236.24K |
 Alaska Air Group, Inc. | ALK | 9.42K | $491.54K |
 American Express Company | AXP | 9.43K | $3.19M |
 Mastercard Incorporated | MA | 9.43K | $4.85M |
 Howard Hughes Holdings Inc. | HHH | 9.47K | $676.73K |
 Cimpress plc | CMPR | 9.47K | $963.51K |
 The Goldman Sachs Group, Inc. | GS | 9.51K | $9.62M |
 Merck & Co., Inc. | MRK | 9.52K | $1.22M |
 GE Aerospace | GE | 9.52K | $3.56M |
 Booking Holdings Inc. | BKNG | 9.57K | $1.71M |
 Dominion Energy, Inc. | D | 9.61K | $656.34K |
 Berkshire Hathaway Inc. | BRK-B | 9.62K | $4.81M |
 Suncor Energy Inc. | SU | 9.82K | $527.32K |
 HealthEquity, Inc. | HQY | 9.84K | $888.93K |
 Corning Inc | GLW | 9.86K | $2.52M |