Stock Taper 
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2024
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 United Parks & Resorts Inc. | PRKS | 20 | $1.09K |
 Ameriprise Financial, Inc. | AMP | 20 | $8.54K |
 Jack Henry & Associates, Inc. | JKHY | 20 | $3.32K |
 Perella Weinberg Partners | PWP | 20 | $325 |
 Wynn Resorts, Limited | WYNN | 20 | $1.79K |
 Coinbase Global, Inc. | COIN | 21 | $4.67K |
 CRISPR Therapeutics AG | CRSP | 21 | $1.13K |
 HealthEquity, Inc. | HQY | 21 | $1.81K |
 ESAB Corporation | ESAB | 21 | $1.98K |
 Insmed Incorporated | INSM | 21 | $1.41K |
 Lattice Semiconductor Corporation | LSCC | 21 | $1.22K |
 Watsco, Inc. | WSO | 22 | $10.19K |
 WD-40 Company | WDFC | 24 | $5.27K |
 Atmos Energy Corporation | ATO | 24 | $2.8K |
 Formula One Group | FWONA | 24 | $1.54K |
 Anheuser-Busch InBev SA/NV | BUD | 25 | $1.45K |
 Century Communities, Inc. | CCS | 25 | $2.04K |
 Evolent Health, Inc. | EVH | 25 | $478 |
 Lowe's Companies, Inc. | LOW | 25 | $5.54K |
 Chubb Limited | CB | 26 | $6.63K |