Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 1.03K | $491.56K |
 LPL Financial Holdings Inc. | LPLA | 1.02K | $288.72K |
 Thermo Fisher Scientific Inc. | TMO | 1.02K | $509.38K |
 Ross Stores, Inc. | ROST | 1.01K | $214.66K |
 Labcorp Holdings Inc. | LH | 1K | $281.16K |
 Ulta Beauty, Inc. | ULTA | 1K | $452.6K |
 BGC Group, Inc | BGC | 1K | $10.69K |
 First BanCorp. | FBP | 998 | $26.02K |
 Ingersoll Rand Inc. | IR | 985 | $80.76K |
 T. Rowe Price Group, Inc. | TROW | 984 | $111.87K |
 Omega Healthcare Investors, Inc. | OHI | 981 | $46.75K |
 REX American Resources Corporation | REX | 975 | $44.02K |
 Badger Meter, Inc. | BMI | 969 | $143.79K |
 Herc Holdings Inc. | HRI | 968 | $138.75K |
 Western Midstream Partners, LP | WES | 959 | $41.96K |
 Artisan Partners Asset Management Inc. | APAM | 950 | $32.8K |
 Coca-Cola Europacific Partners PLC | CCEP | 948 | $94.87K |
 Universal Display Corporation | OLED | 947 | $82K |
 Sysco Corporation | SYY | 945 | $79.02K |
 MPLX Lp | MPLX | 936 | $52.72K |