Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Verizon Communications Inc. | VZ | 17.85K | $755.6K |
 Blackstone Inc. | BX | 17.55K | $2.07M |
 Adobe Inc. | ADBE | 17.36K | $3.56M |
 eBay Inc. | EBAY | 17.18K | $1.92M |
 Dell Technologies Inc. | DELL | 16.71K | $7.21M |
 Morgan Stanley | MS | 16.4K | $3.43M |
 Central Securities Corp. | CET | 16.39K | $859.85K |
 Ready Capital Corporation | RC | 16.35K | $28.61K |
 Salesforce, Inc. | CRM | 16.33K | $2.56M |
 Gen Digital Inc. | GEN | 16.21K | $403.54K |
 Southwest Airlines Co. | LUV | 16.16K | $830.72K |
 JPMorgan Chase & Co. | JPM | 15.66K | $5.13M |
 Cisco Systems, Inc. | CSCO | 15.07K | $1.77M |
 Citigroup Inc. | C | 15.06K | $2.11M |
 American International Group, Inc. | AIG | 14.87K | $1.11M |
 Oracle Corporation | ORCL | 14.85K | $2.18M |
 Block, Inc. | XYZ | 14.24K | $1.08M |
 Alphabet Inc. | GOOG | 14.17K | $5.01M |
 RTX Corporation | RTX | 13.82K | $2.62M |
 Palo Alto Networks, Inc. | PANW | 13.58K | $4.63M |