Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Amgen Inc. | AMGN | 11.68K | $4.23M |
 QUALCOMM Incorporated | QCOM | 11.89K | $2.2M |
 Cloudflare, Inc. | NET | 12.42K | $3.05M |
 Canadian Natural Resources Limited | CNQ | 12.45K | $491.58K |
 Adeia Inc. | ADEA | 12.59K | $414.56K |
 Red Rock Resorts, Inc. | RRR | 12.69K | $825.61K |
 Visa Inc. | V | 12.8K | $4.39M |
 IonQ, Inc. | IONQ | 12.9K | $686.9K |
 Palo Alto Networks, Inc. | PANW | 13.58K | $4.63M |
 RTX Corporation | RTX | 13.82K | $2.62M |
 Alphabet Inc. | GOOG | 14.17K | $5.01M |
 Block, Inc. | XYZ | 14.24K | $1.08M |
 Oracle Corporation | ORCL | 14.85K | $2.18M |
 American International Group, Inc. | AIG | 14.87K | $1.11M |
 Citigroup Inc. | C | 15.06K | $2.11M |
 Cisco Systems, Inc. | CSCO | 15.07K | $1.77M |
 JPMorgan Chase & Co. | JPM | 15.66K | $5.13M |
 Southwest Airlines Co. | LUV | 16.16K | $830.72K |
 Gen Digital Inc. | GEN | 16.21K | $403.54K |
 Salesforce, Inc. | CRM | 16.33K | $2.56M |