Institute For Wealth Management, LLC. Top Holdings and 13F Report (2024) About Institute For Wealth Management, LLC.Investment ActivityInstitute For Wealth Management, LLC. has $792.42 million in total holdings as of September 30, 2024.Institute For Wealth Management, LLC. owns shares of 550 different stocks, but just 180 companies or ETFs make up 80% of its holdings.Approximately 4.26% of the portfolio was purchased this quarter.About 2.20% of the portfolio was sold this quarter.This quarter, Institute For Wealth Management, LLC. has purchased 505 new stocks and bought additional shares in 157 stocks.Institute For Wealth Management, LLC. sold shares of 234 stocks and completely divested from 10 stocks this quarter.Largest Holdings NVIDIA $98,217,654Apple $29,801,981Microsoft $21,768,070Amazon.com $17,094,742Meta Platforms $11,606,230 Largest New Holdings this Quarter D.R. Horton $469,676 HoldingJD.com $418,040 HoldingTHOR Industries $395,824 HoldingVanguard FTSE All-World ex-US Small-Cap ETF $389,343 HoldingDream Finders Homes $386,361 Holding Largest Purchases this Quarter iShares MSCI USA Min Vol Factor ETF 42,595 shares (about $3.89M)Broadcom 21,687 shares (about $3.74M)Invesco S&P 500 Top 50 ETF 15,991 shares (about $760.05K)Cintas 3,600 shares (about $741.17K)Costco Wholesale 599 shares (about $531.04K) Largest Sales this Quarter Invesco QQQ 8,168 shares (about $3.99M)NVIDIA 5,560 shares (about $675.21K)Blackstone Mortgage Trust 20,334 shares (about $386.55K)Tesla 1,030 shares (about $269.48K)Oracle 1,324 shares (about $225.61K) 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$98,217,654$675,207 ▼-0.7%808,77512.4%Computer and TechnologyAAPLApple$29,801,981$111,141 ▼-0.4%127,9053.8%Computer and TechnologyMSFTMicrosoft$21,768,070$128,230 ▼-0.6%50,5882.7%Computer and TechnologyAMZNAmazon.com$17,094,742$156,891 ▲0.9%91,7442.2%Retail/WholesaleMETAMeta Platforms$11,606,230$120,212 ▼-1.0%20,2751.5%Computer and TechnologyQQQInvesco QQQ$10,462,529$3,986,469 ▼-27.6%21,4371.3%FinanceGOOGLAlphabet$9,988,738$67,666 ▼-0.7%60,2281.3%Computer and TechnologyADBEAdobe$9,731,653$2,589 ▲0.0%18,7951.2%Computer and TechnologyCOSTCostco Wholesale$8,622,458$531,036 ▲6.6%9,7261.1%Retail/WholesaleAXONAxon Enterprise$8,319,672$5,994 ▼-0.1%20,8201.0%Industrial ProductsSBUXStarbucks$7,664,445$14,136 ▼-0.2%78,6181.0%Retail/WholesaleTSLATesla$7,252,907$269,479 ▼-3.6%27,7220.9%Auto/Tires/TrucksSCHGSchwab U.S. Large-Cap Growth ETF$6,524,357$5,209 ▲0.1%62,6260.8%ETFURIUnited Rentals$6,402,940$48,581 ▼-0.8%7,9080.8%ConstructionSPYXSPDR S&P Fossil Fuel Reserves Free ETF$6,173,157$332,781 ▲5.7%130,6490.8%ETFTXNTexas Instruments$6,127,267$11,774 ▼-0.2%29,6620.8%Computer and TechnologyLRCXLam Research$6,119,784$19,586 ▼-0.3%7,4990.8%Computer and TechnologyESGUiShares ESG Aware MSCI USA ETF$5,989,141$357,721 ▲6.4%47,4650.8%ManufacturingLLYEli Lilly and Company$5,933,836$142,632 ▲2.5%6,6980.7%MedicalXMMOInvesco S&P MidCap Momentum ETF$5,861,113$120 ▲0.0%48,7090.7%ETFXLIIndustrial Select Sector SPDR Fund$5,617,969$16,524 ▲0.3%41,4790.7%ETFSPYSPDR S&P 500 ETF Trust$5,451,029$10,901 ▼-0.2%9,5010.7%FinanceAMDAdvanced Micro Devices$5,337,851$250,550 ▲4.9%32,5320.7%Computer and TechnologyGSThe Goldman Sachs Group$5,158,394$43,568 ▼-0.8%10,4190.7%FinanceXLFFinancial Select Sector SPDR Fund$5,096,684$20,530 ▲0.4%112,4600.6%ETFPDPInvesco Dorsey Wright Momentum ETF$4,946,162$4,647 ▼-0.1%47,9000.6%ETFBRK.BBerkshire Hathaway$4,913,895$18,411 ▼-0.4%10,6760.6%FinanceMAMastercard$4,813,304$89,876 ▼-1.8%9,7470.6%Business ServicesXLKTechnology Select Sector SPDR Fund$4,709,548$15,126 ▲0.3%20,8610.6%ETFUSMViShares MSCI USA Min Vol Factor ETF$4,684,438$3,889,317 ▲489.1%51,3030.6%ETFDISWalt Disney$4,540,793$45,306 ▲1.0%47,2060.6%Consumer DiscretionarySMHVanEck Semiconductor ETF$4,530,653$61,852 ▲1.4%18,4590.6%ManufacturingFTNTFortinet$4,477,994$3,335 ▲0.1%57,7430.6%Computer and TechnologyVUGVanguard Growth ETF$4,256,775$47,993 ▼-1.1%11,0870.5%ETFAVGOBroadcom$4,153,797$3,741,005 ▲906.3%24,0800.5%Computer and TechnologyAMATApplied Materials$4,022,735$74,353 ▼-1.8%19,9100.5%Computer and TechnologyAMGNAmgen$3,992,601$41,566 ▼-1.0%12,3910.5%MedicalQUALiShares MSCI USA Quality Factor ETF$3,869,403$41,597 ▼-1.1%21,5810.5%ETFABBVAbbVie$3,862,536$136,855 ▼-3.4%19,5590.5%MedicalVVisa$3,782,886$17,597 ▲0.5%13,7580.5%Business ServicesHIGThe Hartford Financial Services Group$3,536,529$19,758 ▼-0.6%30,0700.4%FinanceJPMJPMorgan Chase & Co.$3,439,775$41,961 ▼-1.2%16,3130.4%FinanceXLGInvesco S&P 500 Top 50 ETF$3,422,393$760,051 ▲28.5%72,0050.4%ETFPWBInvesco Large Cap Growth ETF$3,226,971$1,085 ▼0.0%32,7010.4%ETFBACBank of America$3,187,983$46,981 ▼-1.5%80,3420.4%FinanceVTWVVanguard Russell 2000 Value ETF$3,175,056$11,183 ▲0.4%21,5770.4%ETFORCLOracle$3,151,767$225,613 ▼-6.7%18,4960.4%Computer and TechnologyPYPLPayPal$3,132,566$61,253 ▼-1.9%40,1460.4%Computer and TechnologyDSIiShares MSCI KLD 400 Social ETF$3,071,926$173,413 ▲6.0%28,2370.4%ETFIWViShares Russell 3000 ETF$3,059,1730.0%9,3630.4%ETFNFLXNetflix$3,036,650$4,965 ▼-0.2%4,2810.4%Consumer DiscretionaryFDXFedEx$3,003,024$10,947 ▲0.4%10,9730.4%TransportationSHViShares Short Treasury Bond ETF$2,913,211$175,016 ▲6.4%26,3330.4%ETFGOOGAlphabet$2,897,717$37,952 ▼-1.3%17,3320.4%Computer and TechnologyBMVPInvesco Bloomberg MVP Multi-factor ETF$2,886,936$49,972 ▼-1.7%59,7930.4%ETFCRMSalesforce$2,877,828$155,743 ▲5.7%10,5140.4%Computer and TechnologyLOWLowe's Companies$2,814,005$66,897 ▼-2.3%10,3900.4%Retail/WholesaleQYLDGlobal X Nasdaq 100 Covered Call ETF$2,793,225$104,235 ▼-3.6%154,8350.4%ManufacturingPANWPalo Alto Networks$2,700,326$1,367 ▼-0.1%7,9000.3%Computer and TechnologyIEViShares Europe ETF$2,641,445$31,757 ▼-1.2%45,3310.3%ETFIVWiShares S&P 500 Growth ETF$2,594,219$76,025 ▲3.0%27,0940.3%ETFRYLDGlobal X Russell 2000 Covered Call ETF$2,551,486$64,769 ▲2.6%157,8890.3%ETFXLEEnergy Select Sector SPDR Fund$2,547,748$27,130 ▲1.1%29,0180.3%ETFAXPAmerican Express$2,544,786$4,882 ▼-0.2%9,3830.3%FinanceBABoeing$2,542,955$76,778 ▲3.1%16,7260.3%AerospacePRFInvesco FTSE RAFI US 1000 ETF$2,540,004$975 ▼0.0%62,5150.3%ETFBXBlackstone$2,522,472$919 ▼0.0%16,4730.3%FinanceCSXCSX$2,450,526$18,888 ▼-0.8%70,9680.3%TransportationEEMiShares MSCI Emerging Markets ETF$2,439,988$31,322 ▼-1.3%53,2050.3%FinanceARESAres Management$2,425,027$136,983 ▲6.0%15,5610.3%FinanceNOWServiceNow$2,335,200$7,155 ▼-0.3%2,6110.3%Computer and TechnologyETNEaton$2,331,356$22,207 ▼-0.9%7,0340.3%Industrial ProductsIVViShares Core S&P 500 ETF$2,326,002$28,844 ▼-1.2%4,0320.3%ETFIWMiShares Russell 2000 ETF$2,315,582$172,515 ▲8.0%10,4830.3%FinanceQCOMQUALCOMM$2,313,073$40,983 ▼-1.7%13,6020.3%Computer and TechnologyCPCanadian Pacific Kansas City$2,296,7490.0%26,8500.3%TransportationHDHome Depot$2,295,340$103,321 ▼-4.3%5,6650.3%Retail/WholesaleVKTXViking Therapeutics$2,294,165$273,309 ▲13.5%36,2370.3%MedicalXHBSPDR S&P Homebuilders ETF$2,259,149$51,443 ▲2.3%18,1370.3%ETFEFAXSPDR MSCI EAFE Fossil Fuel Reserves Free ETF$2,230,419$164,767 ▲8.0%50,9930.3%ETFNKENIKE$2,122,586$109,175 ▲5.4%24,0110.3%Consumer DiscretionaryGEGeneral Electric$2,096,798$19,235 ▼-0.9%11,1190.3%TransportationDELLDell Technologies$2,085,724$6,994 ▲0.3%17,5950.3%Computer and TechnologyVGSHVanguard Short-Term Treasury Index ETF$2,072,068$49,518 ▼-2.3%35,1080.3%ETFXYLDGlobal X S&P 500 Covered Call ETF$2,059,813$79,680 ▼-3.7%49,6340.3%ETFCMECME Group$2,045,944$14,343 ▼-0.7%9,2720.3%FinanceMPCMarathon Petroleum$2,024,907$14,499 ▼-0.7%12,4300.3%Oils/EnergyDEDeere & Company$1,986,521$54,254 ▲2.8%4,7600.3%Industrial ProductsSPHQInvesco S&P 500 Quality ETF$1,954,438$22,401 ▲1.2%29,0540.2%ETFCATCaterpillar$1,936,180$23,078 ▲1.2%4,9500.2%Industrial ProductsBXSLBlackstone Secured Lending Fund$1,919,696$117,511 ▲6.5%65,5410.2%FinancePFMInvesco Dividend Achievers ETF$1,884,3310.0%40,4800.2%ManufacturingRTXRTX$1,878,199$13,206 ▼-0.7%15,5020.2%AerospaceABSIAbsci$1,876,568$75,078 ▼-3.8%491,2480.2%MedicalVGTVanguard Information Technology ETF$1,872,113$57,477 ▲3.2%3,1920.2%ETFKLACKLA$1,843,096$15,488 ▼-0.8%2,3800.2%Computer and TechnologyMSMorgan Stanley$1,818,840$31,167 ▼-1.7%17,4490.2%FinanceWMWaste Management$1,811,068$18,684 ▼-1.0%8,7240.2%Business ServicesJNJJohnson & Johnson$1,809,074$20,257 ▼-1.1%11,1630.2%MedicalMTNVail Resorts$1,798,023$113,814 ▲6.8%10,3160.2%Consumer DiscretionaryShowing 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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