Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Elanco Animal Health Incorporated | ELAN | 40.77K | $1M |
 Coupang, Inc. | CPNG | 36.75K | $638.33K |
 Compass, Inc. | COMP | 35.8K | $441.41K |
 Nu Holdings Ltd. | NU | 33.73K | $450.58K |
 AT&T Inc. | T | 32.98K | $682.73K |
 PayPal Holdings, Inc. | PYPL | 32.89K | $1.42M |
 General Motors Company | GM | 32.81K | $2.53M |
 Tesla, Inc. | TSLA | 30.58K | $12.86M |
 The St. Joe Company | JOE | 29.03K | $1.82M |
 Texas Instruments Incorporated | TXN | 28.67K | $8.55M |
 KeyCorp | KEY | 27.38K | $631.02K |
 Advanced Micro Devices, Inc. | AMD | 27.33K | $15.88M |
 The Hartford Insurance Group, Inc. | HIG | 25.9K | $3.43M |
 Canadian Pacific Kansas City Ltd. | CP | 25.4K | $2.2M |
 NetEase, Inc. | NTES | 25.29K | $3.24M |
 Meta Platforms, Inc. | META | 25.28K | $14.24M |
 Roblox Corporation | RBLX | 25K | $1.36M |
 ServiceNow, Inc. | NOW | 24.68K | $2.45M |
 Rocket Companies, Inc. | RKT | 23.81K | $375.02K |
 KLA Corporation | KLAC | 23.23K | $7.01M |