Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Fifth Third Bancorp | FITB | 2.09K | $117.59K |
 BJ's Wholesale Club Holdings, Inc. | BJ | 2.06K | $180.11K |
 CrowdStrike Holdings, Inc. | CRWD | 2.05K | $1.56M |
 Dollar General Corporation | DG | 2.03K | $234.13K |
 Aurora Innovation, Inc. | AUR | 2.03K | $13.84K |
 Autoliv, Inc. | ALV | 2.02K | $234.5K |
 United States Antimony Corporation | UAMY | 2K | $14.52K |
 Starwood Property Trust, Inc. | STWD | 1.98K | $32.37K |
 Atai Beckley Inc. | ATAI | 1.96K | $10.33K |
 Star Bulk Carriers Corp. | SBLK | 1.96K | $48.94K |
 American Airlines Group Inc. | AAL | 1.95K | $35.26K |
 Haleon plc | HLN | 1.94K | $18.14K |
 Royal Caribbean Cruises Ltd. | RCL | 1.94K | $614.42K |
 GE HealthCare Technologies Inc. | GEHC | 1.91K | $122.46K |
 Realty Income Corporation | O | 1.91K | $118.34K |
 Target Corporation | TGT | 1.89K | $247.38K |
 Otis Worldwide Corporation | OTIS | 1.86K | $133.25K |
 WillScot Holdings Corporation | WSC | 1.85K | $53.48K |
 Colgate-Palmolive Company | CL | 1.85K | $169.52K |
 Sempra | SRE | 1.84K | $170.31K |