Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Enbridge Inc. | ENB | 2.22K | $120.52K |
 Advanced Drainage Systems, Inc. | WMS | 2.21K | $346.41K |
 CVS Health Corp. | CVS | 2.21K | $228.18K |
 F.N.B. Corporation | FNB | 2.21K | $42.07K |
 Shell plc | SHEL | 2.21K | $171K |
 Live Nation Entertainment, Inc. | LYV | 2.2K | $403.33K |
 NLI Holdings, Inc. | NL | 2.2K | $13.09K |
 Old Republic International Corporation | ORI | 2.19K | $89.49K |
 Tyson Foods, Inc. | TSN | 2.19K | $125.11K |
 Twilio Inc. | TWLO | 2.17K | $448.15K |
 Gartner, Inc. | IT | 2.16K | $280.11K |
 Moody's Corporation | MCO | 2.15K | $971.99K |
 Palantir Technologies Inc. | PLTR | 2.13K | $248.59K |
 Jefferies Financial Group Inc. | JEF | 2.12K | $105.91K |
 Quanta Services, Inc. | PWR | 2.11K | $1.52M |
 Invesco Ltd. | IVZ | 2.11K | $55.58K |
 O'Reilly Automotive, Inc. | ORLY | 2.1K | $193.39K |
 Ocugen, Inc. | OCGN | 2.1K | $3.21K |
 Piedmont Office Realty Trust, Inc. | PDM | 2.1K | $19.17K |
 GE Vernova Inc. | GEV | 2.09K | $2.45M |