Institute For Wealth Management, LLC. Top Holdings and 13F Report (2025) About Institute For Wealth Management, LLC.Investment ActivityInstitute For Wealth Management, LLC. has $779.43 million in total holdings as of March 31, 2025.Institute For Wealth Management, LLC. owns shares of 524 different stocks, but just 179 companies or ETFs make up 80% of its holdings.Approximately 7.81% of the portfolio was purchased this quarter.About 3.10% of the portfolio was sold this quarter.This quarter, Institute For Wealth Management, LLC. has purchased 505 new stocks and bought additional shares in 134 stocks.Institute For Wealth Management, LLC. sold shares of 230 stocks and completely divested from 27 stocks this quarter.Largest Holdings NVIDIA $87,607,619Apple $28,360,718Microsoft $18,776,800Amazon.com $18,399,282Invesco QQQ $12,018,284 Largest New Holdings this Quarter 512807306 - LAM RESEARCH CORP $5,358,936 Holding084670108 - Berkshire Hathaway $3,193,767 Holding92206C680 - Vanguard Russell 1000 Growth ETF $1,344,435 Holding03769M106 - Apollo Global Management $1,042,525 Holding886364231 - TIDAL ETF TR $804,153 Holding Largest Purchases this Quarter Vanguard Russell 2000 Growth ETF 32,605 shares (about $6.08M)LAM RESEARCH CORP 73,713 shares (about $5.36M)iShares MSCI USA Min Vol Factor ETF 48,855 shares (about $4.58M)Berkshire Hathaway 4 shares (about $3.19M)Vanguard Russell 2000 Value ETF 22,652 shares (about $3.01M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 7,534 shares (about $4.21M)Absci 319,448 shares (about $801.81K)iShares MSCI USA Quality Factor ETF 4,041 shares (about $690.58K)PALANTIR TECHNOLOGIES INC 6,009 shares (about $507.19K)Vanguard Information Technology ETF 652 shares (about $353.59K) Sector Allocation Over TimeMap of 500 Largest Holdings ofInstitute For Wealth Management, LLC. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$87,607,619$193,675 ▼-0.2%808,33811.2%Computer and TechnologyAAPLApple$28,360,718$201,250 ▲0.7%127,6763.6%Computer and TechnologyMSFTMicrosoft$18,776,800$128,385 ▼-0.7%50,0192.4%Computer and TechnologyAMZNAmazon.com$18,399,282$1,020,745 ▲5.9%96,7062.4%Retail/WholesaleQQQInvesco QQQ$12,018,284$2,401,781 ▲25.0%25,6301.5%FinanceMETAMeta Platforms$11,849,476$183,284 ▲1.6%20,5591.5%Computer and TechnologyAXONAxon Enterprise$10,848,245$42,076 ▼-0.4%20,6261.4%AerospaceGOOGLAlphabet$9,007,519$49,794 ▲0.6%58,2481.2%Computer and TechnologyCOSTCostco Wholesale$8,987,006$119,171 ▼-1.3%9,5021.2%Retail/WholesaleSBUXStarbucks$7,640,449$53,263 ▼-0.7%77,8921.0%Retail/WholesaleTSLATesla$7,033,378$6,479 ▼-0.1%27,1390.9%Auto/Tires/TrucksADBEAdobe$6,883,216$20,327 ▲0.3%17,9470.9%Computer and TechnologyVTWGVanguard Russell 2000 Growth ETF$6,334,936$6,076,268 ▲2,349.1%33,9930.8%ETFSPYXSPDR S&P Fossil Fuel Reserves Free ETF$6,155,930$165,569 ▼-2.6%134,5560.8%ETFESGUiShares ESG Aware MSCI USA ETF$6,134,725$44,741 ▼-0.7%50,3220.8%ManufacturingSCHGSchwab U.S. Large-Cap Growth ETF$6,049,976$48,678 ▼-0.8%241,6120.8%ETFVTWVVanguard Russell 2000 Value ETF$5,854,896$3,014,755 ▲106.1%43,9920.8%ETFXLIIndustrial Select Sector SPDR Fund$5,651,193$118,094 ▲2.1%43,1160.7%ETFGSThe Goldman Sachs Group$5,623,417$39,332 ▼-0.7%10,2940.7%FinanceBRK.BBerkshire Hathaway$5,573,678$5,326 ▼-0.1%10,4650.7%FinanceXMMOInvesco S&P MidCap Momentum ETF$5,500,998$27,189 ▼-0.5%48,3560.7%ETFFTNTFortinet$5,455,872$77,490 ▼-1.4%56,6780.7%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$5,441,309$4,575,791 ▲528.7%58,0960.7%ETFXLFFinancial Select Sector SPDR Fund$5,364,729$120,839 ▼-2.2%107,7040.7%ETFLAM RESEARCH CORP$5,358,936$5,358,936 ▲New Holding73,7130.7%COM NEWTXNTexas Instruments$5,298,803$24,259 ▼-0.5%29,4870.7%Computer and TechnologyURIUnited Rentals$5,258,327$440,544 ▲9.1%8,3910.7%ConstructionMAMastercard$5,256,359$31,790 ▼-0.6%9,5900.7%Business ServicesSPYSPDR S&P 500 ETF Trust$5,132,325$4,214,380 ▼-45.1%9,1750.7%FinanceLLYEli Lilly and Company$5,092,204$176,732 ▼-3.4%6,1660.7%MedicalSHViShares Short Treasury Bond ETF$4,770,571$620,126 ▲14.9%43,1880.6%ETFVVisa$4,766,794$95,322 ▼-2.0%13,6020.6%Business ServicesDISWalt Disney$4,680,585$21,023 ▲0.5%47,4220.6%Consumer DiscretionaryPDPInvesco Dorsey Wright Momentum ETF$4,658,719$500 ▼0.0%46,5970.6%ETFXLKTechnology Select Sector SPDR Fund$4,418,494$78,256 ▲1.8%21,3990.6%ETFAVGOBroadcom$4,070,228$129,591 ▼-3.1%24,3100.5%Computer and TechnologyABBVAbbVie$4,034,395$51,334 ▼-1.3%19,2550.5%MedicalSMHVanEck Semiconductor ETF$4,017,315$142,531 ▲3.7%18,9970.5%ManufacturingNFLXNetflix$3,995,356$6,528 ▲0.2%4,2840.5%Consumer DiscretionaryJPMJPMorgan Chase & Co.$3,899,460$14,718 ▼-0.4%15,8970.5%FinanceAMGNAmgen$3,786,926$44,241 ▼-1.2%12,1550.5%MedicalVUGVanguard Growth ETF$3,657,445$244,744 ▼-6.3%9,8630.5%ETFHIGThe Hartford Financial Services Group$3,580,060$124,598 ▼-3.4%28,9340.5%FinanceXLGInvesco S&P 500 Top 50 ETF$3,540,744$73,494 ▼-2.0%76,9390.5%ETFBABoeing$3,439,408$185,896 ▲5.7%20,1670.4%AerospaceBACBank of America$3,330,752$5,341 ▲0.2%79,8170.4%FinanceBRK.ABerkshire Hathaway$3,193,767$3,193,767 ▲New Holding40.4%FinanceAMDAdvanced Micro Devices$3,176,516$22,192 ▼-0.7%30,9180.4%Computer and TechnologyPWBInvesco Large Cap Growth ETF$3,061,256$672 ▼0.0%31,8750.4%ETFFDXFedEx$3,001,169$302,774 ▲11.2%12,3110.4%TransportationDSIiShares ESG MSCI KLD 400 ETF$2,993,028$82,542 ▼-2.7%29,2260.4%ETFIWViShares Russell 3000 ETF$2,974,0640.0%9,3630.4%ETFAMATApplied Materials$2,866,933$14,512 ▼-0.5%19,7560.4%Computer and TechnologyBMVPInvesco Bloomberg MVP Multi-factor ETF$2,843,2230.0%59,6050.4%ETFCRMSalesforce$2,772,684$15,833 ▼-0.6%10,3320.4%Computer and TechnologyORCLOracle$2,709,453$93,810 ▼-3.3%19,3800.3%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$2,708,497$690,582 ▼-20.3%15,8490.3%ETFVWOVanguard FTSE Emerging Markets ETF$2,697,321$1,473,443 ▲120.4%59,5960.3%ETFVOEVanguard Mid-Cap Value ETF$2,691,952$1,325,266 ▲97.0%16,7680.3%ETFGOOGAlphabet$2,667,681$16,248 ▼-0.6%17,0750.3%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$2,666,841$2,243 ▼-0.1%28,5380.3%ETFPANWPalo Alto Networks$2,602,755$40,612 ▼-1.5%15,2530.3%Computer and TechnologyIEViShares Europe ETF$2,582,830$35,094 ▼-1.3%44,3790.3%ETFAXPAmerican Express$2,582,585$72,105 ▲2.9%9,5990.3%FinanceIWMiShares Russell 2000 ETF$2,562,768$299,226 ▲13.2%12,8470.3%FinanceNOWServiceNow$2,541,790$454,545 ▲21.8%3,1930.3%Computer and TechnologyPYPLPayPal$2,513,360$16,769 ▼-0.7%38,5190.3%Computer and TechnologyPRFInvesco FTSE RAFI US 1000 ETF$2,497,915$21,700 ▼-0.9%61,8140.3%ETFIVWiShares S&P 500 Growth ETF$2,478,715$17,823 ▲0.7%26,7020.3%ETFCMECME Group$2,460,591$5,836 ▲0.2%9,2750.3%FinanceBXSLBlackstone Secured Lending Fund$2,429,589$89,314 ▲3.8%75,0800.3%FinanceBXBlackstone$2,420,015$117,415 ▲5.1%17,3130.3%FinanceQYLDGlobal X Nasdaq 100 Covered Call ETF$2,401,924$56,941 ▼-2.3%144,4330.3%ManufacturingLOWLowe's Companies$2,397,192$233 ▼0.0%10,2780.3%Retail/WholesaleRYLDGlobal X Russell 2000 Covered Call ETF$2,391,918$19,283 ▲0.8%158,4050.3%ETFEFAXSPDR MSCI EAFE Fossil Fuel Reserves Free ETF$2,381,490$52,196 ▼-2.1%55,4350.3%ETFARESAres Management$2,350,159$36,653 ▲1.6%16,0300.3%FinanceEEMiShares MSCI Emerging Markets ETF$2,293,162$18,966 ▼-0.8%52,4750.3%FinanceDEDeere & Company$2,253,873$5,163 ▼-0.2%4,8020.3%IndustrialsIWCiShares Micro-Cap ETF$2,238,298$1,339,696 ▲149.1%20,1810.3%ETFGEGE Aerospace$2,212,406$11,408 ▼-0.5%11,0540.3%IndustrialsVKTXViking Therapeutics$2,181,639$235,100 ▲12.1%90,3370.3%MedicalWMWaste Management$2,077,177$10,881 ▼-0.5%8,9720.3%Business ServicesCSXCSX$2,060,256$19,600 ▼-0.9%70,0050.3%TransportationQCOMQUALCOMM$2,025,655$1,075 ▲0.1%13,1870.3%Computer and TechnologyETNEaton$2,011,412$94,591 ▲4.9%7,4000.3%IndustrialsMSMorgan Stanley$1,999,071$16,801 ▼-0.8%17,1340.3%FinanceRTXRTX$1,995,891$22,253 ▼-1.1%15,0680.3%AerospaceGMGeneral Motors$1,992,774$313,599 ▲18.7%42,3720.3%Auto/Tires/TrucksIVViShares Core S&P 500 ETF$1,982,738$24,159 ▼-1.2%3,5290.3%ETFHDHome Depot$1,966,681$50,212 ▼-2.5%5,3660.3%Retail/WholesaleSPHQInvesco S&P 500 Quality ETF$1,893,374$22,622 ▼-1.2%28,5400.2%ETFXYLDGlobal X S&P 500 Covered Call ETF$1,888,393$33,092 ▼-1.7%47,8200.2%ETFCPCanadian Pacific Kansas City$1,875,520$4,634 ▼-0.2%26,7130.2%TransportationXHBSPDR S&P Homebuilders ETF$1,857,328$30,330 ▲1.7%19,1670.2%ETFPFMInvesco Dividend Achievers ETF$1,844,9280.0%40,3000.2%ManufacturingJNJJohnson & Johnson$1,839,649$11,111 ▼-0.6%11,0930.2%MedicalWMTWalmart$1,820,369$37,838 ▼-2.0%20,7350.2%Retail/WholesaleVGSHVanguard Short-Term Treasury Index ETF$1,812,527$41,083 ▼-2.2%30,8830.2%ETFBKNGBooking$1,801,302$78,317 ▲4.5%3910.2%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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