Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 WESCO International, Inc. | WCC | 1.84K | $634.21K |
 Dollar Tree, Inc. | DLTR | 1.83K | $221.08K |
 Medtronic plc | MDT | 1.82K | $142.34K |
 General American Investors Company, Inc. | GAM | 1.81K | $115.32K |
 Hercules Capital, Inc. | HTGC | 1.76K | $27.77K |
 Hilton Worldwide Holdings Inc. | HLT | 1.75K | $577.98K |
 Fortive Corporation | FTV | 1.73K | $105.84K |
 Graphic Packaging Holding Company | GPK | 1.73K | $18.25K |
 Halliburton Company | HAL | 1.72K | $58.33K |
 Valvoline Inc. | VVV | 1.72K | $67.81K |
 H&R Block, Inc. | HRB | 1.7K | $64.62K |
 MSCI Inc. | MSCI | 1.69K | $948.81K |
 Royalty Pharma plc | RPRX | 1.69K | $94.65K |
 Norwegian Cruise Line Holdings Ltd. | NCLH | 1.69K | $35.61K |
 United Airlines Holdings, Inc. | UAL | 1.68K | $228.74K |
 Automatic Data Processing, Inc. | ADP | 1.67K | $372.88K |
 T-Mobile US, Inc. | TMUS | 1.63K | $273.74K |
 Stanley Black & Decker, Inc. | SWK | 1.61K | $151.15K |
 Omeros Corporation | OMER | 1.6K | $15.22K |
 Entergy Corporation | ETR | 1.56K | $179.41K |