Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sunoco LP | SUN | 1 | $68 |
 DaVita Inc. | DVA | 0 | $81 |
 NRG Energy, Inc. | NRG | 0 | $67 |
 Nabors Industries Ltd. | NBR | 0 | $23 |
 InterContinental Hotels Group PLC | IHG | 0 | $1 |
 Amentum Holdings, Inc. | AMTM | 0 | $5 |
 Grupo Aeroportuario del Pacífico, S.A.B. de C.V. | PAC | 0 | $1 |
 Jacobs Solutions Inc. | J | 0 | $28 |