Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Broadcom Inc. | AVGO | 22.75K | $8.59M |
 Comcast Corporation | CMCSA | 22.49K | $552.13K |
 PG&E Corporation | PCG | 22.24K | $374.03K |
 Pfizer Inc. | PFE | 21.9K | $527.32K |
 Paramount Skydance Corporation Class B Common Stock | PSKY | 21.49K | $211.88K |
 Mattel, Inc. | MAT | 20.76K | $288.13K |
 Shopify Inc. | SHOP | 20.44K | $2.33M |
 Marvell Technology, Inc. | MRVL | 20.31K | $6.05M |
 Bristol-Myers Squibb Company | BMY | 20.23K | $1.17M |
 CoStar Group, Inc. | CSGP | 20.03K | $567.14K |
 NIKE, Inc. | NKE | 19.88K | $815.87K |
 Axon Enterprise, Inc. | AXON | 19.84K | $11.12M |
 U-Haul Holding Company | UHAL-B | 19.82K | $1.14M |
 DraftKings Inc. | DKNG | 19.77K | $499.44K |
 The Boeing Company | BA | 19.1K | $4.14M |
 Occidental Petroleum Corporation | OXY | 18.91K | $918.52K |
 Applied Materials, Inc. | AMAT | 18.84K | $13.62M |
 Walmart Inc. | WMT | 18.83K | $2.13M |
 Companhia de Saneamento Básico do Estado de São Paulo - SABESP | SBS | 18.53K | $107.1K |
 AbbVie Inc. | ABBV | 18.39K | $4.63M |