Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Columbia Banking System, Inc. | COLB | 2.52K | $80.83K |
 Yum China Holdings, Inc. | YUMC | 2.52K | $102.87K |
 Lincoln National Corporation | LNC | 2.51K | $88.83K |
 Murphy Oil Corporation | MUR | 2.5K | $81.54K |
 Canopy Growth Corporation | CGC | 2.48K | $2.35K |
 Adams Natural Resources Fund Inc | PEO | 2.46K | $60.94K |
 Yum! Brands, Inc. | YUM | 2.46K | $392.94K |
 HCA Healthcare, Inc. | HCA | 2.45K | $953.98K |
 Lockheed Martin Corporation | LMT | 2.45K | $1.25M |
 D.R. Horton, Inc. | DHI | 2.44K | $397.59K |
 Freeport-McMoRan Inc. | FCX | 2.43K | $153.1K |
 MGE Energy, Inc. | MGEE | 2.43K | $198.17K |
 DoorDash, Inc. | DASH | 2.35K | $433.46K |
 Expedia Group, Inc. | EXPE | 2.34K | $597.99K |
 Cummins Inc. | CMI | 2.32K | $1.65M |
 The PNC Financial Services Group, Inc. | PNC | 2.28K | $562.26K |
 Western Digital Corporation | WDC | 2.27K | $1.45M |
 Ciena Corporation | CIEN | 2.26K | $1.11M |
| EA ELECTRONIC ARTS INC | EA | 2.23K | $456.63K |
 S&P Global Inc. | SPGI | 2.23K | $906.2K |