Stock Taper

INSTITUTE FOR WEALTH MANAGEMENT, LLC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
M&T Bank CorporationMTB282$67.19K
Arrowhead Pharmaceuticals, Inc.ARWR280$22.8K
Community Healthcare Trust IncorporatedCHCT278$5.08K
Sonoco Products CompanySON276$15.55K
Moderna, Inc.MRNA275$19.23K
ANI Pharmaceuticals, Inc.ANIP275$22.77K
MACOM Technology Solutions Holdings, Inc.MTSI271$103.08K
Trip.com Group LimitedTCOM270$10.76K
The Bancorp, Inc.TBBK270$16.91K
Sabra Health Care REIT, Inc.SBRA268$5.22K
Omnicom Group Inc.OMC267$19.45K
ZIM Integrated Shipping Services Ltd.ZIM267$6.94K
National Grid plcNGG259$21.46K
Cincinnati Financial CorporationCINF257$47.55K
Bright Horizons Family Solutions Inc.BFAM253$17.93K
Waters CorporationWAT251$94.14K
First Commonwealth Financial CorporationFCF250$5.08K
Alpine Income Property Trust, Inc.PINE250$5.18K
Iron Mountain IncorporatedIRM249$31.45K
RhRH245$40.36K