Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Hyatt Hotels Corporation | H | 9.97K | $1.93M |
 JD.com, Inc. | JD | 9.97K | $254.01K |
 Essential Utilities, Inc. | WTRG | 9.97K | $382.03K |
 KKR & Co. Inc. | KKR | 10.15K | $931.93K |
 ConocoPhillips | COP | 10.17K | $1.06M |
 AutoNation, Inc. | AN | 10.19K | $1.89M |
 Warner Bros. Discovery, Inc. | WBD | 10.27K | $273.69K |
 MetLife, Inc. | MET | 10.3K | $871.78K |
 Intel Corp. | INTC | 10.34K | $1.44M |
 Johnson & Johnson | JNJ | 10.49K | $2.67M |
 The Coca-Cola Company | KO | 10.51K | $854K |
 Chevron Corporation | CVX | 10.6K | $1.76M |
 U.S. Bancorp | USB | 10.66K | $643.77K |
 FedEx Corporation | FDX | 10.73K | $3.36M |
 The Charles Schwab Corporation | SCHW | 10.89K | $1M |
 Weyerhaeuser Company | WY | 11.02K | $263.87K |
 PulteGroup, Inc. | PHM | 11.34K | $1.56M |
 EOG Resources, Inc. | EOG | 11.45K | $1.49M |
 Marathon Petroleum Corporation | MPC | 11.46K | $2.93M |
 Radian Group Inc. | RDN | 11.46K | $431.55K |