Institute For Wealth Management, LLC. Top Holdings and 13F Report (2025) About Institute For Wealth Management, LLC.Investment ActivityInstitute For Wealth Management, LLC. has $896.85 million in total holdings as of June 30, 2025.Institute For Wealth Management, LLC. owns shares of 559 different stocks, but just 176 companies or ETFs make up 80% of its holdings.Approximately 3.60% of the portfolio was purchased this quarter.About 3.11% of the portfolio was sold this quarter.This quarter, Institute For Wealth Management, LLC. has purchased 524 new stocks and bought additional shares in 120 stocks.Institute For Wealth Management, LLC. sold shares of 275 stocks and completely divested from 5 stocks this quarter.Largest Holdings NVIDIA $124,378,233Apple $25,803,741Microsoft $24,284,088Amazon.com $19,709,093Axon Enterprise $17,133,391 Largest New Holdings this Quarter 922908595 - Vanguard Small-Cap Growth ETF $2,810,388 Holding46436E619 - iShares ESG Advanced Total USD Bond Market ETF $2,010,378 Holding67092P854 - Nuveen ESG High Yield Corporate Bond ETF $932,031 Holding14040H105 - Capital One Financial $626,366 Holding921910709 - Vanguard Extended Duration Treasury ETF $514,711 Holding Largest Purchases this Quarter Vanguard Small-Cap Growth ETF 10,148 shares (about $2.81M)Vanguard Small-Cap Value ETF 12,872 shares (about $2.51M)iShares ESG Advanced Total USD Bond Market ETF 46,163 shares (about $2.01M)iShares Short Treasury Bond ETF 11,524 shares (about $1.27M)Vanguard Mid-Cap Value ETF 7,408 shares (about $1.22M) Largest Sales this Quarter iShares MSCI USA Min Vol Factor ETF 46,982 shares (about $4.41M)NVIDIA 21,084 shares (about $3.33M)Amazon.com 6,870 shares (about $1.51M)Invesco S&P 500 Top 50 ETF 22,029 shares (about $1.15M)Vanguard Health Care ETF 3,748 shares (about $930.92K) 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$124,378,233$3,331,060 ▼-2.6%787,25413.9%Computer and TechnologyAAPLApple$25,803,741$391,463 ▼-1.5%125,7682.9%Computer and TechnologyMSFTMicrosoft$24,284,088$595,898 ▼-2.4%48,8212.7%Computer and TechnologyAMZNAmazon.com$19,709,093$1,507,207 ▼-7.1%89,8362.2%Retail/WholesaleAXONAxon Enterprise$17,133,391$56,300 ▲0.3%20,6941.9%AerospaceQQQInvesco QQQ$15,347,830$1,209,203 ▲8.6%27,8221.7%FinanceMETAMeta Platforms$15,161,282$13,286 ▼-0.1%20,5411.7%Computer and TechnologyGOOGLAlphabet$10,324,536$59,565 ▲0.6%58,5861.2%Computer and TechnologyCOSTCostco Wholesale$9,123,699$283,136 ▼-3.0%9,2161.0%Retail/WholesaleTSLATesla$8,534,428$86,402 ▼-1.0%26,8671.0%Auto/Tires/TrucksGSThe Goldman Sachs Group$7,254,286$31,140 ▼-0.4%10,2500.8%FinanceLAM RESEARCH CORP$7,151,862$23,362 ▼-0.3%73,4730.8%COM NEWVTWGVanguard Russell 2000 Growth ETF$7,052,958$33,564 ▼-0.5%33,8320.8%ETFSBUXStarbucks$7,003,153$134,054 ▼-1.9%76,4290.8%Retail/WholesaleSCHGSchwab U.S. Large-Cap Growth ETF$7,001,678$55,820 ▼-0.8%239,7010.8%ETFADBEAdobe$6,928,637$14,701 ▼-0.2%17,9090.8%Computer and TechnologyESGUiShares ESG Aware MSCI USA ETF$6,716,228$92,274 ▼-1.4%49,6400.7%ManufacturingSPYXSPDR S&P Fossil Fuel Reserves Free ETF$6,705,142$147,799 ▼-2.2%131,6540.7%ETFURIUnited Rentals$6,325,170$3,767 ▲0.1%8,3960.7%ConstructionAVGOBroadcom$6,297,502$403,552 ▼-6.0%22,8460.7%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$6,263,153$97,364 ▼-1.5%42,4560.7%ETFXMMOInvesco S&P MidCap Momentum ETF$6,164,158$55,825 ▼-0.9%47,9220.7%ETFTXNTexas Instruments$6,128,722$6,644 ▲0.1%29,5190.7%Computer and TechnologyVTWVVanguard Russell 2000 Value ETF$6,118,8480.0%43,9920.7%ETFSHViShares Short Treasury Bond ETF$6,041,250$1,272,470 ▲26.7%54,7120.7%ETFFTNTFortinet$5,980,890$11,101 ▼-0.2%56,5730.7%Computer and TechnologyDISWalt Disney$5,785,290$95,487 ▼-1.6%46,6520.6%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$5,749,320$80,324 ▲1.4%9,3050.6%FinanceXLFFinancial Select Sector SPDR Fund$5,628,491$11,993 ▼-0.2%107,4750.6%ETFNFLXNetflix$5,600,214$136,591 ▼-2.4%4,1820.6%Consumer DiscretionaryXLKTechnology Select Sector SPDR Fund$5,475,233$56,469 ▲1.0%21,6220.6%ETFMAMastercard$5,359,200$29,783 ▼-0.6%9,5370.6%Business ServicesBRK.BBerkshire Hathaway$5,090,106$6,315 ▲0.1%10,4780.6%FinancePDPInvesco Dorsey Wright Momentum ETF$4,975,228$84,700 ▼-1.7%45,8170.6%ETFSMHVanEck Semiconductor ETF$4,973,292$324,618 ▼-6.1%17,8330.6%ManufacturingVVisa$4,749,397$79,884 ▼-1.7%13,3770.5%Business ServicesJPMJPMorgan Chase & Co.$4,671,776$63,199 ▲1.4%16,1150.5%FinanceLLYEli Lilly and Company$4,633,304$173,047 ▼-3.6%5,9440.5%MedicalBABoeing$4,356,457$130,954 ▲3.1%20,7920.5%AerospaceORCLOracle$4,151,088$85,921 ▼-2.0%18,9870.5%Computer and TechnologyAMDAdvanced Micro Devices$4,136,244$251,021 ▼-5.7%29,1490.5%Computer and TechnologyVUGVanguard Growth ETF$4,030,297$293,734 ▼-6.8%9,1930.4%ETFVOEVanguard Mid-Cap Value ETF$3,976,007$1,218,326 ▲44.2%24,1760.4%ETFBACBank of America$3,752,496$24,465 ▼-0.6%79,3000.4%FinancePWBInvesco Large Cap Growth ETF$3,724,000$19,377 ▼-0.5%31,7100.4%ETFVBRVanguard Small-Cap Value ETF$3,699,288$2,510,134 ▲211.1%18,9700.4%ETFAMATApplied Materials$3,615,743$915 ▼0.0%19,7510.4%Computer and TechnologyHIGThe Hartford Insurance Group$3,562,694$108,222 ▼-2.9%28,0810.4%FinanceABBVAbbVie$3,544,349$29,699 ▼-0.8%19,0950.4%MedicalDSIiShares ESG MSCI KLD 400 ETF$3,326,343$68,534 ▼-2.0%28,6360.4%ETFIWViShares Russell 3000 ETF$3,286,4130.0%9,3630.4%ETFAMGNAmgen$3,283,642$110,292 ▼-3.2%11,7600.4%MedicalNOWServiceNow$3,200,045$82,237 ▼-2.5%3,1130.4%Computer and TechnologyAXPAmerican Express$3,122,036$60,285 ▲2.0%9,7880.3%FinanceIWMiShares Russell 2000 ETF$2,990,113$217,941 ▲7.9%13,8570.3%FinancePANWPalo Alto Networks$2,949,794$171,483 ▼-5.5%14,4150.3%Computer and TechnologyGOOGAlphabet$2,946,730$82,130 ▼-2.7%16,6120.3%Computer and TechnologyBRK.ABerkshire Hathaway$2,915,2000.0%40.3%FinanceVWOVanguard FTSE Emerging Markets ETF$2,913,422$34,177 ▼-1.2%58,9050.3%ETFBMVPInvesco Bloomberg MVP Multi-factor ETF$2,863,068$19,441 ▼-0.7%59,2030.3%ETFXLGInvesco S&P 500 Top 50 ETF$2,860,837$1,147,721 ▼-28.6%54,9100.3%ETFPYPLPayPal$2,857,556$5,202 ▼-0.2%38,4490.3%Business ServicesVBKVanguard Small-Cap Growth ETF$2,810,388$2,810,388 ▲New Holding10,1480.3%ETFFDXFedEx$2,786,388$12,048 ▼-0.4%12,2580.3%TransportationCRMSalesforce$2,778,604$38,720 ▼-1.4%10,1900.3%Computer and TechnologyGEGE Aerospace$2,778,009$67,179 ▼-2.4%10,7930.3%AerospaceIEViShares Europe ETF$2,772,340$34,661 ▼-1.2%43,8310.3%ETFVGTVanguard Information Technology ETF$2,702,461$1,041,449 ▲62.7%4,0740.3%ETFIVWiShares S&P 500 Growth ETF$2,669,726$270,188 ▼-9.2%24,2480.3%ETFETNEaton$2,647,088$5,355 ▲0.2%7,4150.3%IndustrialsBXBlackstone$2,624,893$35,152 ▲1.4%17,5480.3%FinanceEFAXSPDR MSCI EAFE Fossil Fuel Reserves Free ETF$2,610,839$14,539 ▼-0.6%55,1280.3%ETFPRFInvesco RAFI US 1000 ETF$2,596,005$16,866 ▼-0.6%61,4150.3%ETFQUALiShares MSCI USA Quality Factor ETF$2,582,134$315,363 ▼-10.9%14,1240.3%ETFIWCiShares Micro-Cap ETF$2,576,3380.0%20,1810.3%ETFCMECME Group$2,501,785$54,572 ▼-2.1%9,0770.3%FinanceEEMiShares MSCI Emerging Markets ETF$2,489,850$41,534 ▼-1.6%51,6140.3%FinanceDEDeere & Company$2,424,041$17,798 ▼-0.7%4,7670.3%IndustrialsXLEEnergy Select Sector SPDR Fund$2,422,408$2,120 ▲0.1%28,5630.3%ETFMSMorgan Stanley$2,409,467$4,085 ▼-0.2%17,1050.3%FinanceVKTXViking Therapeutics$2,394,991$1,060 ▲0.0%90,3770.3%MedicalRYLDGlobal X Russell 2000 Covered Call ETF$2,324,046$37,767 ▼-1.6%155,8720.3%ETFQYLDGlobal X Nasdaq 100 Covered Call ETF$2,312,400$102,527 ▼-4.2%138,3010.3%ManufacturingBXSLBlackstone Secured Lending Fund$2,285,525$23,186 ▼-1.0%74,3260.3%FinanceCSXCSX$2,281,322$2,937 ▼-0.1%69,9150.3%TransportationARESAres Management$2,221,810$554,586 ▼-20.0%12,8280.2%FinanceBKNGBooking$2,194,122$69,471 ▼-3.1%3790.2%Retail/WholesaleDELLDell Technologies$2,146,248$55,906 ▼-2.5%17,5060.2%Computer and TechnologyLOWLowe's Companies$2,138,891$141,557 ▼-6.2%9,6400.2%Retail/WholesaleRTXRTX$2,138,358$61,914 ▼-2.8%14,6440.2%AerospaceKLACKLA$2,131,8620.0%2,3800.2%Computer and TechnologyCPCanadian Pacific Kansas City$2,092,094$25,446 ▼-1.2%26,3920.2%TransportationGMGeneral Motors$2,068,287$16,830 ▼-0.8%42,0300.2%Auto/Tires/TrucksQCOMQUALCOMM$2,022,086$78,036 ▼-3.7%12,6970.2%Computer and TechnologySPHQInvesco S&P 500 Quality ETF$2,021,445$12,328 ▼-0.6%28,3670.2%ETFMPCMarathon Petroleum$2,020,971$166 ▲0.0%12,1660.2%EnergyEUSBiShares ESG Advanced Total USD Bond Market ETF$2,010,378$2,010,378 ▲New Holding46,1630.2%ETFWMWaste Management$1,999,122$53,771 ▼-2.6%8,7370.2%Business ServicesCIBRFirst Trust Nasdaq Cybersecurity ETF$1,977,711$42,401 ▲2.2%26,1670.2%ManufacturingWMTWalmart$1,972,203$55,245 ▼-2.7%20,1700.2%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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