Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 TD Synnex Corp | SNX | 1.56K | $416.78K |
 Healthcare Realty Trust Incorporated | HR | 1.55K | $31.3K |
 Seagate Technology Holdings plc | STX | 1.52K | $1.47M |
 Pagaya Technologies Ltd. | PGY | 1.51K | $27.59K |
 Exelon Corporation | EXC | 1.51K | $70.4K |
 Xerox Holdings Corporation | XRX | 1.5K | $4.7K |
 Allegion plc | ALLE | 1.46K | $204.88K |
 Trupanion, Inc. | TRUP | 1.45K | $35.92K |
 American Tower Corporation | AMT | 1.45K | $236.52K |
 Bill.com Holdings, Inc. | BILL | 1.43K | $51.85K |
 AGNC Investment Corp. | AGNC | 1.43K | $15.62K |
 Trane Technologies plc | TT | 1.43K | $701.32K |
 Vodafone Group Public Limited Company | VOD | 1.43K | $18.85K |
 Prospect Capital Corporation | PSEC | 1.42K | $3.29K |
 Unilever PLC | UL | 1.42K | $85.19K |
 Centene Corp. | CNC | 1.42K | $90.93K |
 Illumina, Inc. | ILMN | 1.42K | $248.98K |
 Nutrien Ltd. | NTR | 1.42K | $89.08K |
 Zoetis Inc. | ZTS | 1.41K | $101.54K |
 Alcoa Corporation | AA | 1.39K | $72.53K |