Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Snowflake Inc. | SNOW | 3.45K | $877.77K |
 General Mills, Inc. | GIS | 3.42K | $119.02K |
 AppLovin Corporation | APP | 3.35K | $1.72M |
 Diamondback Energy, Inc. | FANG | 3.31K | $582.11K |
 Regal Rexnord Corporation | RRX | 3.31K | $787.93K |
 Intercontinental Exchange, Inc. | ICE | 3.25K | $400.22K |
 Vertex Pharmaceuticals Incorporated | VRTX | 3.2K | $1.59M |
 Danaher Corporation | DHR | 3.15K | $599.27K |
 Revvity, Inc. | RVTY | 3.12K | $347.58K |
 Millrose Properties, Inc. | MRP | 3.09K | $92.73K |
 Hewlett Packard Enterprise Company | HPE | 3.08K | $139.12K |
 Kayne Anderson Energy Infrastructure Fund Inc. | KYN | 3.06K | $42.36K |
 UnitedHealth Group Incorporated | UNH | 3.05K | $1.27M |
 The New York Times Company | NYT | 3.04K | $212.36K |
 Genuine Parts Company | GPC | 3.03K | $357.24K |
 Cognex Corporation | CGNX | 2.99K | $216.39K |
 McDonald's Corporation | MCD | 2.99K | $807.43K |
 JetBlue Airways Corporation | JBLU | 2.99K | $17.11K |
 Vale S.A. | VALE | 2.98K | $44.82K |
 DuPont de Nemours, Inc. | DD | 2.97K | $402.58K |