Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Core Natural Resources, Inc. | CNR | 742 | $59.38K |
 Prologis, Inc. | PLD | 736 | $99.71K |
 ASML Holding N.V. | ASML | 736 | $1.46M |
 ONE Gas, Inc. | OGS | 732 | $56.42K |
 The Western Union Company | WU | 725 | $5.58K |
 Digital Realty Trust, Inc. | DLR | 724 | $130.02K |
 Equifax Inc. | EFX | 724 | $114.91K |
 Globalstar, Inc. | GSAT | 722 | $58.71K |
 BHP Group Limited | BHP | 718 | $59.82K |
 Targa Resources Corp. | TRGP | 717 | $192.38K |
 The Wendy's Company | WEN | 710 | $5.89K |
 Xcel Energy Inc. | XEL | 702 | $56.37K |
 Northwest Natural Holding Company | NWN | 700 | $34.34K |
 Stryker Corporation | SYK | 695 | $218.91K |
 Marsh & McLennan Companies, Inc. | MRSH | 691 | $115.2K |
 The GEO Group, Inc. | GEO | 685 | $20.24K |
 Welltower Inc. | WELL | 671 | $152.3K |
 Sumitomo Mitsui Financial Group, Inc. | SMFG | 670 | $15.8K |
 Viatris Inc. | VTRS | 668 | $10.61K |
 Regions Financial Corporation | RF | 667 | $20.14K |