Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 UiPath Inc. | PATH | 4.4K | $47.83K |
 BP p.l.c. | BP | 4.4K | $162.47K |
 Cintas Corporation | CTAS | 4.38K | $744.78K |
 Nokia Oyj | NOK | 4.37K | $58.04K |
 Kinder Morgan, Inc. | KMI | 4.36K | $139.4K |
 Baxter International Inc. | BAX | 4.36K | $92.87K |
 Construction Partners, Inc. | ROAD | 4.35K | $516.65K |
 Apollo Global Management, Inc. | APO | 4.34K | $513.47K |
 Monster Beverage Corporation | MNST | 4.28K | $411.5K |
 Sony Group Corporation | SONY | 4.21K | $84.49K |
 New Jersey Resources Corporation | NJR | 4.16K | $232.88K |
 Pinterest, Inc. | PINS | 4.11K | $86.35K |
 PDD Holdings Inc. | PDD | 4.09K | $312.14K |
 Ares Capital Corporation | ARCC | 4.05K | $75.14K |
 PepsiCo, Inc. | PEP | 4.05K | $548.84K |
 Cognizant Technology Solutions Corporation | CTSH | 4.04K | $156.5K |
 Airbnb, Inc. | ABNB | 4.03K | $576.69K |
 Sphere Entertainment Co. | SPHR | 4K | $692.64K |
 Heritage Financial Corporation | HFWA | 3.97K | $117.62K |
 SoFi Technologies, Inc. | SOFI | 3.92K | $70.21K |