Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Dow Inc. | DOW | 5.25K | $143.53K |
 Whirlpool Corporation | WHR | 5.12K | $201.91K |
 Union Pacific Corporation | UNP | 5.08K | $1.38M |
 The Travelers Companies, Inc. | TRV | 5.02K | $1.66M |
 Edwards Lifesciences Corporation | EW | 5.01K | $453.2K |
 Hecla Mining Company | HL | 5K | $77.15K |
 The Goodyear Tire & Rubber Company | GT | 5K | $33K |
 AAR Corp. | AIR | 5K | $714.65K |
 Datadog, Inc. | DDOG | 4.94K | $1.29M |
 Madison Square Garden Entertainment Corp. | MSGE | 4.93K | $398.9K |
 United Parcel Service, Inc. | UPS | 4.92K | $528.88K |
 Fiserv, Inc. | FISV | 4.91K | $241.04K |
 Emerson Electric Co. | EMR | 4.83K | $690.89K |
 AerCap Holdings N.V. | AER | 4.8K | $699.45K |
 Johnson Controls International plc | JCI | 4.75K | $694.39K |
 The Home Depot, Inc. | HD | 4.72K | $1.66M |
 Tri-Continental Corporation | TY | 4.54K | $156.21K |
 American Electric Power Company, Inc. | AEP | 4.46K | $609.9K |
 Marriott International, Inc. | MAR | 4.42K | $1.64M |
 Valero Energy Corporation | VLO | 4.42K | $1.15M |