Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Ready Capital Corporation | RC | 16.35K | $28.61K |
 Central Securities Corp. | CET | 16.39K | $859.85K |
 Morgan Stanley | MS | 16.4K | $3.43M |
 Dell Technologies Inc. | DELL | 16.71K | $7.21M |
 eBay Inc. | EBAY | 17.18K | $1.92M |
 Adobe Inc. | ADBE | 17.36K | $3.56M |
 Blackstone Inc. | BX | 17.55K | $2.07M |
 Verizon Communications Inc. | VZ | 17.85K | $755.6K |
 AbbVie Inc. | ABBV | 18.39K | $4.63M |
 Companhia de Saneamento Básico do Estado de São Paulo - SABESP | SBS | 18.53K | $107.1K |
 Walmart Inc. | WMT | 18.83K | $2.13M |
 Applied Materials, Inc. | AMAT | 18.84K | $13.62M |
 Occidental Petroleum Corporation | OXY | 18.91K | $918.52K |
 The Boeing Company | BA | 19.1K | $4.14M |
 DraftKings Inc. | DKNG | 19.77K | $499.44K |
 U-Haul Holding Company | UHAL-B | 19.82K | $1.14M |
 Axon Enterprise, Inc. | AXON | 19.84K | $11.12M |
 NIKE, Inc. | NKE | 19.88K | $815.87K |
 CoStar Group, Inc. | CSGP | 20.03K | $567.14K |
 Bristol-Myers Squibb Company | BMY | 20.23K | $1.17M |