Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 ORIX Corporation | IX | 5 | $205 |
| AM AVANOS MED INC | AVNS | 5 | $125 |
 NVR, Inc. | NVR | 5 | $34.07K |
 Sanmina Corporation | SANM | 4 | $1K |
 First Citizens BancShares, Inc. | FCNCA | 4 | $8.32K |
 TechnipFMC plc | FTI | 4 | $260 |
 Plexus Corp. | PLXS | 3 | $1.03K |
 Berkshire Hathaway Inc. | BRK-A | 3 | $2.25M |
 Medpace Holdings, Inc. | MEDP | 3 | $1.7K |
 Axsome Therapeutics, Inc. | AXSM | 2 | $512 |
 Madrigal Pharmaceuticals, Inc. | MDGL | 2 | $1.07K |
 IQVIA Holdings Inc. | IQV | 2 | $387 |
 Five Below, Inc. | FIVE | 2 | $360 |
 Sterling Infrastructure, Inc. | STRL | 2 | $1.53K |
 Dolby Laboratories, Inc. | DLB | 1 | $33 |
 Caesars Entertainment, Inc. | CZR | 1 | $31 |
 Innovex International, Inc. | INVX | 1 | $27 |
 Precision Drilling Corporation | PDS | 1 | $104 |
 Smith & Nephew plc | SNN | 1 | $30 |
 Celanese Corporation | CE | 1 | $26 |