Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Quest Diagnostics Incorporated | DGX | 195 | $41.33K |
 Travel + Leisure Co. | TNL | 194 | $14.83K |
 Roku, Inc. | ROKU | 193 | $26.66K |
 W. R. Berkley Corporation | WRB | 193 | $13.61K |
 Barclays PLC | BCS | 191 | $5.14K |
 CBRE Group, Inc. | CBRE | 191 | $25.73K |
 Tripadvisor, Inc. | TRIP | 190 | $2.6K |
 Republic Services, Inc. | RSG | 189 | $40.27K |
 Henry Schein, Inc. | HSIC | 184 | $15.38K |
 Clean Harbors, Inc. | CLH | 184 | $54.97K |
 Lamb Weston Holdings, Inc. | LW | 182 | $7.86K |
 Aon plc | AON | 182 | $60.37K |
 FirstCash Holdings, Inc | FCFS | 180 | $38.94K |
 Tractor Supply Company | TSCO | 180 | $5.69K |
 HCI Group, Inc. | HCI | 180 | $31.55K |
 Aptiv PLC | APTV | 179 | $10.99K |
 Okta, Inc. | OKTA | 178 | $24.29K |
 América Móvil, S.A.B. de C.V. | AMX | 177 | $4.61K |
 Carvana Co. | CVNA | 175 | $11.52K |
 National Health Investors, Inc. | NHI | 175 | $13.35K |