Stock Taper

INSTITUTE FOR WEALTH MANAGEMENT, LLC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
AutoZone, Inc.AZO93$297.22K
Okeanis Eco Tankers Corp.ECO93$4.64K
Organon & Co.OGN92$1.25K
HubSpot, Inc.HUBS90$16.43K
Tenet Healthcare CorporationTHC90$16.84K
FMC CorporationFMC90$1.03K
Tootsie Roll Industries, Inc.TR90$3.56K
Robert Half Inc.RHI90$2.76K
Marriott Vacations Worldwide CorporationVAC88$8.92K
Quantum Computing, Inc.QUBT88$852
Agree Realty CorporationADC87$6.59K
Atmos Energy CorporationATO86$14.82K
Stride, Inc.LRN85$7.33K
RE/MAX Holdings, Inc.RMAX85$839
Constellation Energy CorporationCEG85$21.11K
Extra Space Storage Inc.EXR85$12.42K
W.W. Grainger, Inc.GWW85$115.63K
SBA Communications CorporationSBAC85$15K
Microchip Technology IncorporatedMCHP84$7.66K
Paychex, Inc.PAYX84$8.26K