Stock Taper 
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2024
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Duke Energy Corporation | DUK | 2.17K | $217.4K |
 Medtronic plc | MDT | 2.3K | $181.35K |
 Otter Tail Corporation | OTTR | 2.33K | $203.91K |
 Jefferies Financial Group Inc. | JEF | 2.43K | $121.07K |
 PayPal Holdings, Inc. | PYPL | 2.48K | $143.86K |
 International Business Machines Corporation | IBM | 2.56K | $443.03K |
 Meta Platforms, Inc. | META | 2.65K | $1.34M |
 Canadian Natural Resources Limited | CNQ | 2.7K | $95.98K |
 Bristol-Myers Squibb Company | BMY | 2.7K | $112.21K |
 Northrop Grumman Corporation | NOC | 2.71K | $1.18M |
 Exelon Corporation | EXC | 2.72K | $94.24K |
 Ford Motor Company | F | 2.78K | $34.81K |
 Haleon plc | HLN | 2.78K | $22.94K |
 Tesla, Inc. | TSLA | 2.85K | $564.75K |
 Xcel Energy Inc. | XEL | 2.95K | $157.63K |
 ImmunityBio, Inc. | IBRX | 3K | $18.96K |
 Viatris Inc. | VTRS | 3.09K | $32.88K |
 Otis Worldwide Corporation | OTIS | 3.16K | $304.18K |
 Berkshire Hathaway Inc. | BRK-B | 3.18K | $1.29M |
 McDonald's Corporation | MCD | 3.37K | $859.35K |