Institute For Wealth Management, LLC. Top Holdings and 13F Report (2025)

About Institute For Wealth Management, LLC.

Investment Activity

Institute For Wealth Management, LLC. has $798.32 million in total holdings as of December 31, 2024.
Institute For Wealth Management, LLC. owns shares of 505 different stocks, but just 164 companies or ETFs make up 80% of its holdings.
Approximately 3.74% of the portfolio was purchased this quarter.
About 4.76% of the portfolio was sold this quarter.
This quarter, Institute For Wealth Management, LLC. has purchased 550 new stocks and bought additional shares in 133 stocks.
Institute For Wealth Management, LLC. sold shares of 246 stocks and completely divested from 62 stocks this quarter.

Largest Holdings

NVIDIA: $108,791,657
Apple: $31,745,854
Microsoft: $21,227,174
Amazon.com: $20,039,401
Axon Enterprise: $12,305,990

Largest New Holdings this Quarter

Recursion Pharmaceuticals: $3,927,540 Holding
JPMorgan Nasdaq Equity Premium Income ETF: $578,925 Holding
Affirm: $411,136 Holding
HOWARD HUGHES HOLDINGS INC: $304,834 Holding
Brighthouse Financial: $287,184 Holding

Largest Purchases this Quarter

Schwab U.S. Large-Cap Growth ETF: 180,930 shares (about $5.04M)
SPDR S&P 500 ETF Trust: 7,208 shares (about $4.22M)
Recursion Pharmaceuticals: 580,997 shares (about $3.93M)
Viking Therapeutics: 44,365 shares (about $1.79M)
Palo Alto Networks: 7,591 shares (about $1.38M)

Largest Sales this Quarter

iShares MSCI USA Min Vol Factor ETF: 42,062 shares (about $3.73M)
Vanguard Health Care ETF: 3,413 shares (about $865.75K)
Invesco QQQ: 929 shares (about $474.93K)
Alphabet: 2,302 shares (about $435.77K)
Adobe: 901 shares (about $400.66K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$108,791,657	$181,291 ▲	0.2%	810,125	13.6%	Computer and Technology
AAPL Apple	$31,745,854	$284,228 ▼	-0.9%	126,770	4.0%	Computer and Technology
MSFT Microsoft	$21,227,174	$95,681 ▼	-0.4%	50,361	2.7%	Computer and Technology
AMZN Amazon.com	$20,039,401	$88,415 ▼	-0.4%	91,341	2.5%	Retail/Wholesale
AXON Axon Enterprise	$12,305,990	$67,752 ▼	-0.5%	20,706	1.5%	Aerospace
META Meta Platforms	$11,851,300	$19,907 ▼	-0.2%	20,241	1.5%	Computer and Technology
TSLA Tesla	$10,969,802	$225,341 ▼	-2.0%	27,164	1.4%	Auto/Tires/Trucks
GOOGL Alphabet	$10,965,456	$435,771 ▼	-3.8%	57,926	1.4%	Computer and Technology
QQQ Invesco QQQ	$10,484,173	$474,927 ▼	-4.3%	20,508	1.3%	Finance
SPY SPDR S&P 500 ETF Trust	$9,792,771	$4,224,448 ▲	75.9%	16,709	1.2%	Finance
COST Costco Wholesale	$8,821,866	$89,795 ▼	-1.0%	9,628	1.1%	Retail/Wholesale
ADBE Adobe	$7,957,107	$400,657 ▼	-4.8%	17,894	1.0%	Computer and Technology
SBUX Starbucks	$7,157,204	$16,699 ▼	-0.2%	78,435	0.9%	Retail/Wholesale
SCHG Schwab U.S. Large-Cap Growth ETF	$6,787,895	$5,042,511 ▲	288.9%	243,556	0.9%	ETF
SPYX SPDR S&P Fossil Fuel Reserves Free ETF	$6,653,112	$362,376 ▲	5.8%	138,175	0.8%	ETF
ESGU iShares ESG Aware MSCI USA ETF	$6,529,780	$415,317 ▲	6.8%	50,689	0.8%	Manufacturing
XMMO Invesco S&P MidCap Momentum ETF	$6,002,994	$14,083 ▼	-0.2%	48,595	0.8%	ETF
GS The Goldman Sachs Group	$5,935,569	$30,348 ▼	-0.5%	10,366	0.7%	Finance
AVGO Broadcom	$5,815,400	$232,764 ▲	4.2%	25,084	0.7%	Computer and Technology
XLI Industrial Select Sector SPDR Fund	$5,562,303	$96,976 ▲	1.8%	42,215	0.7%	ETF
TXN Texas Instruments	$5,554,410	$7,500 ▼	-0.1%	29,622	0.7%	Computer and Technology
FTNT Fortinet	$5,430,960	$24,565 ▼	-0.5%	57,483	0.7%	Computer and Technology
URI United Rentals	$5,415,383	$154,967 ▼	-2.8%	7,688	0.7%	Construction
XLF Financial Select Sector SPDR Fund	$5,322,580	$112,609 ▼	-2.1%	110,130	0.7%	ETF
DIS Walt Disney	$5,256,683	$334 ▲	0.0%	47,209	0.7%	Consumer Discretionary
MA Mastercard	$5,080,153	$52,128 ▼	-1.0%	9,648	0.6%	Business Services
PDP Invesco Dorsey Wright Momentum ETF	$5,014,892	$139,679 ▼	-2.7%	46,602	0.6%	ETF
LLY Eli Lilly and Company	$4,925,563	$245,506 ▼	-4.7%	6,380	0.6%	Medical
XLK Technology Select Sector SPDR Fund	$4,887,470	$36,970 ▲	0.8%	21,020	0.6%	ETF
BRK.B Berkshire Hathaway	$4,748,265	$91,112 ▼	-1.9%	10,475	0.6%	Finance
SMH VanEck Semiconductor ETF	$4,437,303	$32,935 ▼	-0.7%	18,323	0.6%	Manufacturing
V Visa	$4,384,694	$36,660 ▲	0.8%	13,874	0.5%	Business Services
VUG Vanguard Growth ETF	$4,319,186	$231,495 ▼	-5.1%	10,523	0.5%	ETF
SHV iShares Short Treasury Bond ETF	$4,137,237	$1,237,736 ▲	42.7%	37,574	0.5%	ETF
RXRX Recursion Pharmaceuticals	$3,927,540	$3,927,540 ▲	New Holding	580,997	0.5%	Medical
XLG Invesco S&P 500 Top 50 ETF	$3,923,640	$326,287 ▲	9.1%	78,536	0.5%	ETF
JPM JPMorgan Chase & Co.	$3,825,069	$85,337 ▼	-2.2%	15,957	0.5%	Finance
NFLX Netflix	$3,812,219	$3,565 ▼	-0.1%	4,277	0.5%	Consumer Discretionary
AMD Advanced Micro Devices	$3,760,676	$168,864 ▼	-4.3%	31,134	0.5%	Computer and Technology
QUAL iShares MSCI USA Quality Factor ETF	$3,541,942	$301,127 ▼	-7.8%	19,890	0.4%	ETF
BAC Bank of America	$3,502,319	$28,699 ▼	-0.8%	79,689	0.4%	Finance
CRM Salesforce	$3,473,912	$41,121 ▼	-1.2%	10,391	0.4%	Computer and Technology
ABBV AbbVie	$3,465,123	$10,484 ▼	-0.3%	19,500	0.4%	Medical
BA Boeing	$3,376,553	$416,118 ▲	14.1%	19,077	0.4%	Aerospace
ORCL Oracle	$3,341,274	$259,123 ▲	8.4%	20,051	0.4%	Computer and Technology
DSI iShares MSCI KLD 400 Social ETF	$3,311,075	$197,902 ▲	6.4%	30,032	0.4%	ETF
PYPL PayPal	$3,309,499	$116,928 ▼	-3.4%	38,776	0.4%	Computer and Technology
HIG The Hartford Financial Services Group	$3,275,563	$14,113 ▼	-0.4%	29,941	0.4%	Finance
GOOG Alphabet	$3,271,523	$29,137 ▼	-0.9%	17,179	0.4%	Computer and Technology
PWB Invesco Large Cap Growth ETF	$3,243,588	$83,323 ▼	-2.5%	31,882	0.4%	ETF
VKTX Viking Therapeutics	$3,243,425	$1,785,248 ▲	122.4%	80,602	0.4%	Medical
AMAT Applied Materials	$3,229,117	$8,782 ▼	-0.3%	19,856	0.4%	Computer and Technology
AMGN Amgen	$3,205,132	$24,500 ▼	-0.8%	12,297	0.4%	Medical
IWV iShares Russell 3000 ETF	$3,129,583		0.0%	9,363	0.4%	ETF
FDX FedEx	$3,114,004	$27,007 ▲	0.9%	11,069	0.4%	Transportation
VTWV Vanguard Russell 2000 Value ETF	$3,085,978	$34,273 ▼	-1.1%	21,340	0.4%	ETF
BX Blackstone	$2,840,249		0.0%	16,473	0.4%	Finance
PANW Palo Alto Networks	$2,818,764	$1,381,269 ▲	96.1%	15,491	0.4%	Computer and Technology
ARES Ares Management	$2,793,534	$38,770 ▲	1.4%	15,780	0.3%	Finance
BMVP Invesco Bloomberg MVP Multi-factor ETF	$2,792,416	$8,808 ▼	-0.3%	59,605	0.3%	ETF
NOW ServiceNow	$2,779,255	$11,660 ▲	0.4%	2,622	0.3%	Computer and Technology
AXP American Express	$2,769,494	$15,434 ▼	-0.6%	9,331	0.3%	Finance
QYLD Global X Nasdaq 100 Covered Call ETF	$2,693,947	$127,139 ▼	-4.5%	147,857	0.3%	Manufacturing
IVW iShares S&P 500 Growth ETF	$2,691,570	$59,294 ▼	-2.2%	26,510	0.3%	ETF
RYLD Global X Russell 2000 Covered Call ETF	$2,567,476	$12,435 ▼	-0.5%	157,128	0.3%	ETF
LOW Lowe's Companies	$2,536,828	$27,394 ▼	-1.1%	10,279	0.3%	Retail/Wholesale
PRF Invesco FTSE RAFI US 1000 ETF	$2,515,255	$6,616 ▼	-0.3%	62,351	0.3%	ETF
IWM iShares Russell 2000 ETF	$2,507,249	$190,911 ▲	8.2%	11,347	0.3%	Finance
XLE Energy Select Sector SPDR Fund	$2,446,647	$39,061 ▼	-1.6%	28,562	0.3%	ETF
IEV iShares Europe ETF	$2,341,738	$18,169 ▼	-0.8%	44,982	0.3%	ETF
ETN Eaton	$2,340,188	$5,973 ▲	0.3%	7,052	0.3%	Industrial Products
BXSL Blackstone Secured Lending Fund	$2,336,660	$219,030 ▲	10.3%	72,320	0.3%	Finance
CSX CSX	$2,280,565	$9,584 ▼	-0.4%	70,671	0.3%	Transportation
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF	$2,255,232	$225,205 ▲	11.1%	56,650	0.3%	ETF
EEM iShares MSCI Emerging Markets ETF	$2,212,659	$12,379 ▼	-0.6%	52,909	0.3%	Finance
MS Morgan Stanley	$2,172,241	$21,499 ▼	-1.0%	17,278	0.3%	Finance
CME CME Group	$2,148,848	$4,412 ▼	-0.2%	9,253	0.3%	Finance
HD Home Depot	$2,140,666	$63,018 ▼	-2.9%	5,503	0.3%	Retail/Wholesale
IVV iShares Core S&P 500 ETF	$2,102,819	$270,800 ▼	-11.4%	3,572	0.3%	ETF
DELL Dell Technologies	$2,082,629	$54,970 ▲	2.7%	18,072	0.3%	Computer and Technology
MTN Vail Resorts	$2,042,154	$108,350 ▲	5.6%	10,894	0.3%	Consumer Discretionary
DE Deere & Company	$2,039,308	$22,457 ▲	1.1%	4,813	0.3%	Industrial Products
XYLD Global X S&P 500 Covered Call ETF	$2,038,762	$40,894 ▼	-2.0%	48,658	0.3%	ETF
QCOM QUALCOMM	$2,024,656	$64,826 ▼	-3.1%	13,180	0.3%	Computer and Technology
XHB SPDR S&P Homebuilders ETF	$1,970,263	$74,927 ▲	4.0%	18,854	0.2%	ETF
VGT Vanguard Information Technology ETF	$1,962,156	$22,382 ▼	-1.1%	3,156	0.2%	ETF
CP Canadian Pacific Kansas City	$1,937,997	$5,138 ▼	-0.3%	26,779	0.2%	Transportation
SPHQ Invesco S&P 500 Quality ETF	$1,935,862	$11,596 ▼	-0.6%	28,881	0.2%	ETF
WMT Walmart	$1,912,360	$4,608 ▼	-0.2%	21,166	0.2%	Retail/Wholesale
GM General Motors	$1,901,974	$3,303 ▼	-0.2%	35,704	0.2%	Auto/Tires/Trucks
SQ Block	$1,893,238	$48,019 ▼	-2.5%	22,276	0.2%	Business Services
BKNG Booking	$1,858,190		0.0%	374	0.2%	Retail/Wholesale
GE General Electric	$1,853,159	$1,334 ▼	-0.1%	11,111	0.2%	Transportation
PFM Invesco Dividend Achievers ETF	$1,848,152	$8,255 ▼	-0.4%	40,300	0.2%	Manufacturing
VGSH Vanguard Short-Term Treasury Index ETF	$1,837,474	$205,082 ▼	-10.0%	31,583	0.2%	ETF
CAT Caterpillar	$1,824,059	$28,297 ▲	1.6%	5,028	0.2%	Industrial Products
WM Waste Management	$1,819,895	$59,526 ▲	3.4%	9,019	0.2%	Business Services
MRVL Marvell Technology	$1,799,567	$177,715 ▲	11.0%	16,293	0.2%	Computer and Technology
RTX RTX	$1,763,143	$30,782 ▼	-1.7%	15,236	0.2%	Aerospace
H Hyatt Hotels	$1,719,028	$8,320 ▼	-0.5%	10,951	0.2%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

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Institute For Wealth Management, LLC. Top Holdings and 13F Report (2025)

About Institute For Wealth Management, LLC.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Institute For Wealth Management, LLC. Top Holdings and 13F Report (2025)

About Institute For Wealth Management, LLC.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofInstitute For Wealth Management, LLC.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools