Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 National Beverage Corp. | FIZZ | 602 | $18.78K |
 Fair Isaac Corporation | FICO | 602 | $719.26K |
 American Water Works Company, Inc. | AWK | 601 | $79.08K |
 Ellington Financial Inc. | EFC | 600 | $8.17K |
 News Corporation | NWSA | 595 | $14.77K |
 Kimco Realty Corporation | KIM | 594 | $15.06K |
 California Resources Corp | CRC | 592 | $31.32K |
 Jack Henry & Associates, Inc. | JKHY | 588 | $80.99K |
 Regeneron Pharmaceuticals, Inc. | REGN | 586 | $365.39K |
 Toyota Motor Corporation | TM | 573 | $96.5K |
 Myriad Genetics, Inc. | MYGN | 561 | $3.2K |
 Ralliant Corp | RAL | 559 | $41.16K |
| FA FABRICAI INC | SBLX | 555 | $2.05K |
 Annaly Capital Management, Inc. | NLY | 550 | $12.3K |
 Mitsubishi UFJ Financial Group, Inc. | MUFG | 548 | $10.9K |
 General Dynamics Corporation | GD | 547 | $193.89K |
 Ameriprise Financial, Inc. | AMP | 541 | $248.19K |
 Air Products and Chemicals, Inc. | APD | 538 | $157.73K |
 Commerce Bancshares, Inc. | CBSH | 536 | $30.95K |
 Archer-Daniels-Midland Company | ADM | 531 | $40.6K |