Stock Taper

INSTITUTE FOR WEALTH MANAGEMENT, LLC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Eagle Materials Inc.EXP217$48.83K
Postal Realty Trust, Inc.PSTL211$5.19K
Teladoc Health, Inc.TDOC210$1.78K
Celestica Inc.CLS210$76.61K
Farmland Partners Inc.FPI210$2.03K
The Estée Lauder Companies Inc.EL208$16.42K
Helios Technologies, Inc.HLIO207$18.48K
WD-40 CompanyWDFC206$50.19K
BOK Financial CorporationBOKF205$28.47K
Brookfield Infrastructure CorporationBIPC201$7.74K
Universal Health Services, Inc.UHS200$29.74K
QuantumScape CorporationQS200$1.51K
Frontdoor, Inc.FTDR200$15.52K
CarMax, Inc.KMX200$10.58K
Newmont CorporationNEM200$18.68K
Insmed IncorporatedINSM199$21.22K
GameStop Corp.GME198$4.37K
Pegasystems Inc.PEGA198$5.93K
BellRing Brands, Inc.BRBR197$2.55K
Zebra Technologies CorporationZBRA196$51.6K