Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Freshpet, Inc. | FRPT | 934 | $55.22K |
 Veralto Corporation | VLTO | 930 | $82.47K |
 Match Group, Inc. | MTCH | 929 | $35.35K |
 McCormick & Company, Incorporated | MKC | 926 | $46.69K |
 Linde plc | LIN | 923 | $478.98K |
 Nasdaq, Inc. | NDAQ | 920 | $72.52K |
 Unum Group | UNM | 914 | $81.71K |
 WaFd, Inc. | WAFD | 913 | $35.05K |
 Primerica, Inc. | PRI | 912 | $259.19K |
 PPG Industries, Inc. | PPG | 907 | $110.01K |
 Intuit Inc. | INTU | 906 | $236.43K |
 Popular, Inc. | BPOP | 898 | $147.43K |
 Best Buy Co., Inc. | BBY | 894 | $67.85K |
 Bio-Techne Corporation | TECH | 860 | $60.76K |
 Affirm Holdings, Inc. | AFRM | 859 | $70.05K |
 Pentair plc | PNR | 858 | $65.78K |
 Graco Inc. | GGG | 845 | $63.89K |
 Applied Optoelectronics, Inc. | AAOI | 831 | $123.12K |
 Consolidated Edison, Inc. | ED | 820 | $90.72K |
 KB Home | KBH | 820 | $51.32K |