Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 IonQ, Inc. | IONQ | 12.9K | $686.9K |
 Visa Inc. | V | 12.8K | $4.39M |
 Red Rock Resorts, Inc. | RRR | 12.69K | $825.61K |
 Adeia Inc. | ADEA | 12.59K | $414.56K |
 Canadian Natural Resources Limited | CNQ | 12.45K | $491.58K |
 Cloudflare, Inc. | NET | 12.42K | $3.05M |
 QUALCOMM Incorporated | QCOM | 11.89K | $2.2M |
 Amgen Inc. | AMGN | 11.68K | $4.23M |
 Radian Group Inc. | RDN | 11.46K | $431.55K |
 Marathon Petroleum Corporation | MPC | 11.46K | $2.93M |
 EOG Resources, Inc. | EOG | 11.45K | $1.49M |
 PulteGroup, Inc. | PHM | 11.34K | $1.56M |
 Weyerhaeuser Company | WY | 11.02K | $263.87K |
 The Charles Schwab Corporation | SCHW | 10.89K | $1M |
 FedEx Corporation | FDX | 10.73K | $3.36M |
 U.S. Bancorp | USB | 10.66K | $643.77K |
 Chevron Corporation | CVX | 10.6K | $1.76M |
 The Coca-Cola Company | KO | 10.51K | $854K |
 Johnson & Johnson | JNJ | 10.49K | $2.67M |
 Intel Corp. | INTC | 10.34K | $1.44M |