Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Euronet Worldwide, Inc. | EEFT | 530 | $38.79K |
 Public Storage | PSA | 527 | $167.88K |
 Tapestry, Inc. | TPR | 527 | $77.1K |
 Kratos Defense & Security Solutions, Inc. | KTOS | 526 | $26.23K |
 DocuSign, Inc. | DOCU | 526 | $23.36K |
 Dover Corporation | DOV | 516 | $115.73K |
 BioMarin Pharmaceutical Inc. | BMRN | 513 | $29.35K |
 Robinhood Markets, Inc. | HOOD | 511 | $51.23K |
 Lamar Advertising Company | LAMR | 509 | $79.42K |
 Evergy, Inc. | EVRG | 507 | $43.82K |
 Becton, Dickinson and Company | BDX | 505 | $76.4K |
 Bentley Systems, Incorporated | BSY | 504 | $15.06K |
 MKS Inc. | MKSI | 501 | $222.84K |
 Zurn Elkay Water Solutions Corporation | ZWS | 500 | $25.27K |
 Iamgold Corporation | IAG | 500 | $7.92K |
 Bank of Hawaii Corporation | BOH | 492 | $40.09K |
 Universal Health Realty Income Trust | UHT | 489 | $21.46K |
 Norfolk Southern Corporation | NSC | 487 | $153.21K |
 OFG Bancorp | OFG | 485 | $23.78K |
 Newmark Group, Inc. | NMRK | 480 | $7.25K |