Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Las Vegas Sands Corp. | LVS | 2.92K | $134.92K |
 Capital One Financial Corporation | COF | 2.87K | $575.98K |
 Navient Corporation | NAVI | 2.86K | $24.34K |
 East West Bancorp, Inc. | EWBC | 2.83K | $365.97K |
 M/I Homes, Inc. | MHO | 2.83K | $455.2K |
 Lazard Inc | LAZ | 2.81K | $117.77K |
 Nucor Corporation | NUE | 2.8K | $623.05K |
 Arista Networks, Inc. | ANET | 2.79K | $474.67K |
 Rogers Communications Inc. | RCI | 2.76K | $89.64K |
 HP Inc. | HPQ | 2.73K | $59.84K |
 Elevance Health Inc. | ELV | 2.71K | $1.05M |
 PACCAR Inc | PCAR | 2.7K | $324.69K |
 Crown Castle Inc. | CCI | 2.66K | $201.37K |
 3M Company | MMM | 2.64K | $427.98K |
 GSK plc | GSK | 2.63K | $137.63K |
 The Allstate Corporation | ALL | 2.62K | $624.36K |
 Edison International | EIX | 2.6K | $193.87K |
 SEI Investments Company | SEIC | 2.58K | $226.38K |
 Philip Morris International Inc. | PM | 2.57K | $465.43K |
 Intuitive Surgical, Inc. | ISRG | 2.55K | $1.01M |