Stock Taper

INSTITUTE FOR WEALTH MANAGEMENT, LLC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Restaurant Brands International Inc.QSR350$25.38K
Veeva Systems Inc.VEEV347$61.58K
Rockwell Automation, Inc.ROK346$171.3K
Northrop Grumman CorporationNOC345$175.71K
BlackRock, Inc.BLK344$330.78K
Spotify Technology S.A.SPOT344$157.94K
Royal Bank of CanadaRY341$70.58K
Iridium Communications Inc.IRDM340$18.65K
SFL Corporation LtdSFL339$3.46K
NetApp, Inc.NTAP339$52.46K
RXO, Inc.RXO336$9.27K
Toast, Inc.TOST334$9.29K
Aegon Ltd.AEG332$2.8K
Biogen Inc.BIIB326$70.51K
The J. M. Smucker CompanySJM318$35.82K
Terex CorporationTEX318$22.99K
Wabash National CorporationWNC316$4.27K
Consensus Cloud Solutions, Inc.CCSI316$12.06K
Incyte CorporationINCY314$35.6K
Carnival Corporation & plcCCL313$8.94K