Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 MetLife, Inc. | MET | 10.3K | $871.78K |
 Warner Bros. Discovery, Inc. | WBD | 10.27K | $273.69K |
 AutoNation, Inc. | AN | 10.19K | $1.89M |
 ConocoPhillips | COP | 10.17K | $1.06M |
 KKR & Co. Inc. | KKR | 10.15K | $931.93K |
 Essential Utilities, Inc. | WTRG | 9.97K | $382.03K |
 JD.com, Inc. | JD | 9.97K | $254.01K |
 Hyatt Hotels Corporation | H | 9.97K | $1.93M |
 Corning Inc | GLW | 9.86K | $2.52M |
 HealthEquity, Inc. | HQY | 9.84K | $888.93K |
 Suncor Energy Inc. | SU | 9.82K | $527.32K |
 Berkshire Hathaway Inc. | BRK-B | 9.62K | $4.81M |
 Dominion Energy, Inc. | D | 9.61K | $656.34K |
 Booking Holdings Inc. | BKNG | 9.57K | $1.71M |
 GE Aerospace | GE | 9.52K | $3.56M |
 Merck & Co., Inc. | MRK | 9.52K | $1.22M |
 The Goldman Sachs Group, Inc. | GS | 9.51K | $9.62M |
 Cimpress plc | CMPR | 9.47K | $963.51K |
 Howard Hughes Holdings Inc. | HHH | 9.47K | $676.73K |
 Mastercard Incorporated | MA | 9.43K | $4.85M |