Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Chipotle Mexican Grill, Inc. | CMG | 6.61K | $224.76K |
 Phillips 66 | PSX | 6.55K | $1.11M |
 Deutsche Bank AG | DB | 6.53K | $220.56K |
 The Williams Companies, Inc. | WMB | 6.51K | $483.65K |
 Green Brick Partners, Inc. | GRBK | 6.47K | $517.78K |
 Slb N.V. | SLB | 6.39K | $296.93K |
 Sea Limited | SE | 6.19K | $592.8K |
 Energy Transfer LP | ET | 6.12K | $117.08K |
 Enterprise Products Partners L.P. | EPD | 6.08K | $223.7K |
 Carrier Global Corporation | CARR | 6.08K | $446.19K |
 Brighthouse Financial, Inc. | BHF | 5.98K | $378.41K |
 Abbott Laboratories | ABT | 5.88K | $533.75K |
 Exxon Mobil Corporation | XOM | 5.72K | $782.03K |
 Lululemon Athletica Inc. | LULU | 5.69K | $649.23K |
 Eli Lilly and Company | LLY | 5.67K | $6.8M |
 Flex Ltd. | FLEX | 5.54K | $898.03K |
 ExlService Holdings, Inc. | EXLS | 5.54K | $143.29K |
 Old National Bancorp | ONB | 5.49K | $142.09K |
 Strategy Inc | MSTR | 5.46K | $474.64K |
 FedEx Freight Holding Company, Inc. | FDXF | 5.31K | $801.26K |