Stock Taper

INSTITUTE FOR WEALTH MANAGEMENT, LLC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Interactive Brokers Group, Inc.IBKR424$36.87K
Trinity Capital Inc.TRIN423$7.57K
MercadoLibre, Inc.MELI422$716.3K
Analog Devices, Inc.ADI419$166.57K
Coinbase Global, Inc.COIN415$60.67K
Sandisk CorporationSNDK413$939.49K
Take-Two Interactive Software, Inc.TTWO412$103.11K
NNN REIT, Inc.NNN411$19.12K
Equitable Holdings, Inc.EQH410$17.99K
Korn FerryKFY410$27.28K
IDEXX Laboratories, Inc.IDXX408$214.58K
Bank OZKOZK408$21.25K
Occidental Petroleum CorporationOXY-WT406$10.81K
Atlas Energy Solutions Inc.AESI405$6.73K
Nutanix, Inc.NTNX400$20.38K
Viavi Solutions Inc.VIAV400$19.1K
Akamai Technologies, Inc.AKAM400$47.28K
Macy's, Inc.M395$9.3K
ON Semiconductor CorporationON391$36.97K
Vulcan Materials CompanyVMC391$115.35K