Stock Taper

INSTITUTE FOR WEALTH MANAGEMENT, LLC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Generac Holdings Inc.GNRC64$18.74K
USA Rare Earth IncUSAR64$1.38K
Fidelity National Financial, Inc.FNF63$2.97K
SAP SESAP61$9.44K
American States Water CompanyAWR60$4.96K
Simon Property Group, Inc.SPG60$13.42K
Magna International Inc.MGA60$3.94K
SK Telecom Co.,LtdSKM60$1.93K
Moelis & CompanyMC60$3.93K
Versigent PLCVGNT59$2.48K
Core Laboratories N.V.CLB58$675
TG Therapeutics, Inc.TGTX57$3.13K
AxoGen, Inc.AXGN57$2.62K
FabrinetFN56$31.71K
Liberty Media CorporationFWONK55$5.81K
Cadence Design Systems, Inc.CDNS55$20.64K
Corpay, Inc.CPAY55$18.33K
MasTec, Inc.MTZ55$22.88K
Martin Marietta Materials, Inc.MLM54$31.14K
Verra Mobility CorporationVRRM53$226