Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Principal Financial Group, Inc. | PFG | 171 | $18.44K |
 Baker Hughes Company | BKR | 169 | $9.36K |
 The Chemours Company | CC | 169 | $3.47K |
 NexGen Energy Ltd. | NXE | 168 | $1.58K |
 Everest Group, Ltd. | EG | 168 | $59.84K |
 Synchrony Financial | SYF | 166 | $12.63K |
 GRAIL Inc. | GRAL | 166 | $11.33K |
 AllianceBernstein Holding L.P. | AB | 165 | $5.81K |
 Verisk Analytics, Inc. | VRSK | 160 | $28.73K |
 The Cooper Companies, Inc. | COO | 160 | $11.47K |
 Ashland Inc. | ASH | 160 | $10.54K |
 Kimball Electronics, Inc. | KE | 159 | $4.07K |
 MP Materials Corp. | MP | 158 | $8.85K |
 Post Holdings, Inc. | POST | 156 | $13.77K |
 The Magnum Ice Cream Company N.V. | MICC | 156 | $2.72K |
 VICI Properties Inc. | VICI | 156 | $4.14K |
 Paycom Software, Inc. | PAYC | 155 | $19.48K |
 Ares Management Corporation | ARES | 155 | $17.25K |
 Woodside Energy Group Ltd | WDS | 153 | $2.96K |
 Vornado Realty Trust | VNO | 153 | $6.01K |