Stock Taper

INSTITUTE FOR WEALTH MANAGEMENT, LLC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Invitation Homes Inc.INVH476$14.38K
Motorola Solutions, Inc.MSI476$197.81K
Williams-Sonoma, Inc.WSM470$109.56K
Core & Main, Inc.CNM466$22.48K
Landstar System, Inc.LSTR461$95.34K
Cathay General BancorpCATY457$28.3K
ITT Inc.ITT450$89.06K
Marex Group LimitedMRX450$27.43K
WEC Energy Group, Inc.WEC450$52.55K
Canadian National Railway CompanyCNI450$53.63K
PPL CorporationPPL447$16.25K
Keysight Technologies, Inc.KEYS446$156.13K
SS&C Technologies Holdings, Inc.SSNC445$27.61K
Fidelity National Information Services, Inc.FIS436$16.94K
GXO Logistics, Inc.GXO436$22.11K
XPO Logistics, Inc.XPO431$88.39K
Toll Brothers, Inc.TOL428$70.51K
Mercury Systems, Inc.MRCY428$52.36K
Main Street Capital CorporationMAIN425$22.05K
The Mosaic CompanyMOS425$9.01K