Institute For Wealth Management
Latest statistics and disclosures from Institute for Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, MSFT, QQQ, AMZN, and represent 17.80% of Institute for Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: JOE, VOE, TFLO, IWN, VTWV, UBER, AOR, BILL, VNQ, OXY.
- Started 42 new stock positions in IDXX, EES, ZI, ARKQ, UBER, BCI, MMM, BILL, FTC, IJR.
- Reduced shares in these 10 stocks: SPY, QQQ, MSFT, VMware, VHT, Seagen, , XYLD, AAPL, NULG.
- Sold out of its positions in Activision Blizzard, COLL, EVF, SPHR, SHEL, Seagen, LUV, HNDL, VB, VMware.
- Institute for Wealth Management was a net seller of stock by $-4.5M.
- Institute for Wealth Management has $616M in assets under management (AUM), dropping by 11.16%.
- Central Index Key (CIK): 0001533954
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Portfolio Holdings for Institute for Wealth Management
Institute for Wealth Management holds 481 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 6.7 | $41M | 83k | 495.22 |
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| Apple (AAPL) | 3.8 | $24M | -2% | 123k | 192.53 |
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| Microsoft Corporation (MSFT) | 2.8 | $17M | -7% | 45k | 376.04 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.3 | $14M | -14% | 35k | 409.52 |
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| Amazon (AMZN) | 2.2 | $14M | 89k | 151.94 |
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| Adobe Systems Incorporated (ADBE) | 1.8 | $11M | -2% | 19k | 596.61 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.4 | $8.9M | -35% | 19k | 475.31 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $8.6M | 61k | 139.69 |
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| Starbucks Corporation (SBUX) | 1.2 | $7.2M | 75k | 96.01 |
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| Meta Platforms Cl A (META) | 1.2 | $7.1M | -2% | 20k | 353.96 |
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| Tesla Motors (TSLA) | 1.0 | $5.9M | 24k | 248.48 |
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| Lam Research Corporation (LRCX) | 1.0 | $5.9M | 7.5k | 783.26 |
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| Costco Wholesale Corporation (COST) | 0.9 | $5.6M | 8.5k | 660.04 |
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| Axon Enterprise (AXON) | 0.9 | $5.4M | 21k | 258.33 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.9 | $5.3M | -3% | 64k | 82.96 |
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| Texas Instruments Incorporated (TXN) | 0.8 | $5.0M | 29k | 170.46 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.8 | $4.7M | 45k | 104.92 |
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| Select Sector Spdr Tr Indl (XLI) | 0.7 | $4.6M | 40k | 113.99 |
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| United Rentals (URI) | 0.7 | $4.6M | 8.0k | 573.38 |
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| Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.7 | $4.5M | 116k | 38.81 |
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| Boeing Company (BA) | 0.7 | $4.5M | +8% | 17k | 260.66 |
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| Advanced Micro Devices (AMD) | 0.7 | $4.5M | 30k | 147.41 |
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| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.7 | $4.4M | 49k | 89.81 |
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| Mastercard Incorporated Cl A (MA) | 0.7 | $4.3M | 10k | 426.51 |
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| Select Sector Spdr Tr Financial (XLF) | 0.7 | $4.2M | +5% | 113k | 37.60 |
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| Walt Disney Company (DIS) | 0.7 | $4.2M | +8% | 46k | 90.29 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.7 | $4.1M | +4% | 21k | 200.71 |
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| Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) | 0.7 | $4.1M | -6% | 48k | 85.49 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.7 | $4.1M | -2% | 13k | 310.88 |
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| Goldman Sachs (GS) | 0.7 | $4.0M | 10k | 385.78 |
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| Select Sector Spdr Tr Technology (XLK) | 0.7 | $4.0M | 21k | 192.48 |
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| Ishares Tr Short Treas Bd (SHV) | 0.6 | $4.0M | +7% | 36k | 110.13 |
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| Eli Lilly & Co. (LLY) | 0.6 | $3.9M | 6.6k | 582.91 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.6 | $3.7M | 25k | 147.14 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $3.7M | 10k | 356.67 |
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| Visa Com Cl A (V) | 0.6 | $3.6M | 14k | 260.35 |
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| Amgen (AMGN) | 0.6 | $3.6M | 13k | 288.01 |
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| Fortinet (FTNT) | 0.5 | $3.3M | 57k | 58.53 |
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| Applied Materials (AMAT) | 0.5 | $3.3M | 20k | 162.07 |
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| Abbvie (ABBV) | 0.5 | $3.1M | 20k | 154.97 |
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| Global X Fds Nasdaq 100 Cover (QYLD) | 0.5 | $3.0M | -3% | 176k | 17.34 |
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| Broadcom (AVGO) | 0.5 | $2.8M | 2.5k | 1116.05 |
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| FedEx Corporation (FDX) | 0.5 | $2.8M | 11k | 252.96 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.4 | $2.8M | 16k | 174.87 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $2.8M | 16k | 170.10 |
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| Bank of America Corporation (BAC) | 0.4 | $2.8M | 82k | 33.67 |
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| Invesco Exchange Traded Fd T Large Cap Growth (PWB) | 0.4 | $2.6M | -13% | 33k | 77.70 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.4 | $2.6M | 9.4k | 273.74 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $2.5M | 18k | 140.93 |
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| CSX Corporation (CSX) | 0.4 | $2.5M | 73k | 34.67 |
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| Invesco Exchange Traded Fd T Bloomberg Mvp Mu (BMVP) | 0.4 | $2.5M | -13% | 61k | 40.53 |
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| Ishares Tr Europe Etf (IEV) | 0.4 | $2.4M | -2% | 46k | 52.86 |
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| Hartford Financial Services (HIG) | 0.4 | $2.4M | 30k | 80.38 |
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| salesforce (CRM) | 0.4 | $2.4M | -6% | 9.0k | 263.13 |
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| Paypal Holdings (PYPL) | 0.4 | $2.4M | +4% | 38k | 61.41 |
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| Palo Alto Networks (PANW) | 0.4 | $2.3M | -2% | 7.8k | 294.87 |
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| Select Sector Spdr Tr Energy (XLE) | 0.4 | $2.3M | +9% | 28k | 83.84 |
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| Ishares Tr Msci Kld400 Soc (DSI) | 0.4 | $2.3M | 25k | 91.05 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.4 | $2.3M | 9.0k | 252.22 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $2.2M | +11% | 30k | 75.10 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.4 | $2.2M | -5% | 63k | 35.20 |
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| Global X Fds Russell 2000 (RYLD) | 0.4 | $2.2M | -10% | 132k | 16.74 |
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| Global X Fds S&p 500 Covered (XYLD) | 0.4 | $2.2M | -20% | 56k | 39.44 |
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| Blackstone Group Inc Com Cl A (BX) | 0.4 | $2.2M | -2% | 17k | 130.92 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.3 | $2.2M | -2% | 37k | 58.33 |
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| Lowe's Companies (LOW) | 0.3 | $2.2M | 9.7k | 222.55 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $2.1M | +5% | 53k | 40.21 |
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| Canadian Pacific Kansas City (CP) | 0.3 | $2.1M | 27k | 79.06 |
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| Oracle Corporation (ORCL) | 0.3 | $2.1M | -4% | 20k | 105.43 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.3 | $2.1M | -6% | 56k | 37.72 |
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| Netflix (NFLX) | 0.3 | $2.0M | 4.2k | 486.88 |
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| United Parcel Service CL B (UPS) | 0.3 | $2.0M | 13k | 157.23 |
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| Qualcomm (QCOM) | 0.3 | $2.0M | 14k | 144.63 |
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| Cme (CME) | 0.3 | $2.0M | 9.4k | 210.61 |
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| Home Depot (HD) | 0.3 | $2.0M | -2% | 5.7k | 346.52 |
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| Nike CL B (NKE) | 0.3 | $1.9M | 18k | 108.57 |
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| Vail Resorts (MTN) | 0.3 | $1.9M | -3% | 9.1k | 213.47 |
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| Deere & Company (DE) | 0.3 | $1.9M | 4.7k | 399.87 |
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| Servicenow (NOW) | 0.3 | $1.8M | -4% | 2.6k | 706.41 |
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| Marathon Petroleum Corp (MPC) | 0.3 | $1.8M | 12k | 148.36 |
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| Block Cl A (SQ) | 0.3 | $1.8M | +8% | 23k | 77.35 |
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| American Express Company (AXP) | 0.3 | $1.8M | 9.5k | 187.33 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $1.8M | 3.7k | 477.63 |
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| Eaton Corp SHS (ETN) | 0.3 | $1.7M | 7.1k | 240.82 |
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| Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX) | 0.3 | $1.7M | 44k | 39.01 |
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| CoStar (CSGP) | 0.3 | $1.7M | +3% | 19k | 87.39 |
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| Spdr Ser Tr S&p Homebuild (XHB) | 0.3 | $1.7M | 18k | 95.66 |
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| UnitedHealth (UNH) | 0.3 | $1.7M | 3.2k | 526.45 |
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| Morgan Stanley Com New (MS) | 0.3 | $1.6M | +3% | 18k | 93.25 |
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| Invesco Exchange Traded Fd T Divid Achievev (PFM) | 0.3 | $1.6M | 41k | 39.89 |
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| Waste Management (WM) | 0.3 | $1.6M | 8.9k | 179.10 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.3 | $1.6M | -3% | 29k | 53.97 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.3 | $1.6M | -2% | 29k | 54.08 |
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| Bristol Myers Squibb (BMY) | 0.3 | $1.5M | 30k | 51.31 |
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| Johnson & Johnson (JNJ) | 0.2 | $1.5M | 9.8k | 156.75 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $1.5M | +10% | 28k | 54.98 |
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| St. Joe Company (JOE) | 0.2 | $1.5M | +91% | 25k | 60.18 |
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| Caterpillar (CAT) | 0.2 | $1.5M | 5.1k | 295.65 |
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| Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.2 | $1.5M | +42% | 11k | 136.58 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $1.5M | +38% | 17k | 88.36 |
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| Hyatt Hotels Corp Com Cl A (H) | 0.2 | $1.5M | 11k | 130.41 |
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| EOG Resources (EOG) | 0.2 | $1.5M | 12k | 120.95 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $1.5M | 3.6k | 406.94 |
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| General Electric Com New (GE) | 0.2 | $1.4M | 11k | 127.64 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $1.4M | -2% | 19k | 76.13 |
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| Anthem (ELV) | 0.2 | $1.4M | 3.0k | 471.56 |
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| Kla Corp Com New (KLAC) | 0.2 | $1.4M | -2% | 2.4k | 581.30 |
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| Blackstone Mtg Tr Com Cl A (BXMT) | 0.2 | $1.4M | +5% | 65k | 21.27 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $1.4M | 3.6k | 376.86 |
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| Cigna Corp (CI) | 0.2 | $1.4M | +3% | 4.6k | 299.48 |
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| Invesco Exchange Traded Fd T Biotechnology (PBE) | 0.2 | $1.4M | 21k | 65.84 |
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| Blackstone Secd Lending Common Stock (BXSL) | 0.2 | $1.4M | +31% | 49k | 27.64 |
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| Ishares Tr Rus 2000 Val Etf Call Option (Principal) (IWN) | 0.2 | $1.4M | +57% | 8.8k | 155.33 |
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| Dell Technologies CL C (DELL) | 0.2 | $1.3M | 18k | 76.50 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $1.3M | 30k | 43.85 |
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| Vanguard World Fds Inf Tech Etf (VGT) | 0.2 | $1.3M | -6% | 2.7k | 483.93 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $1.3M | -7% | 16k | 84.14 |
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| Novo-nordisk A S Adr (NVO) | 0.2 | $1.3M | +3% | 13k | 103.45 |
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| General Motors Company (GM) | 0.2 | $1.3M | -2% | 36k | 35.92 |
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| Gartner (IT) | 0.2 | $1.3M | 2.9k | 451.11 |
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| Lennar Corp Cl A (LEN) | 0.2 | $1.3M | 8.8k | 149.04 |
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| Virtus Etf Tr Ii Virtus Us Qlty (JOET) | 0.2 | $1.3M | 42k | 30.68 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.3M | -3% | 27k | 47.90 |
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| Vaneck Etf Trust Biotech Etf (BBH) | 0.2 | $1.3M | 7.7k | 165.32 |
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| Union Pacific Corporation (UNP) | 0.2 | $1.3M | 5.2k | 245.64 |
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| Cheniere Energy Com New (LNG) | 0.2 | $1.2M | 7.2k | 170.70 |
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| Booking Holdings (BKNG) | 0.2 | $1.2M | -3% | 347.00 | 3547.22 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.2 | $1.2M | 19k | 64.14 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $1.2M | +25% | 30k | 41.10 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $1.2M | -4% | 2.7k | 453.26 |
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| Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) | 0.2 | $1.2M | 21k | 56.66 |
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| Marriott Intl Cl A (MAR) | 0.2 | $1.2M | 5.3k | 225.52 |
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| ConocoPhillips (COP) | 0.2 | $1.2M | -3% | 10k | 116.07 |
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| Sherwin-Williams Company (SHW) | 0.2 | $1.2M | 3.8k | 311.92 |
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| Honeywell International (HON) | 0.2 | $1.2M | 5.6k | 209.71 |
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| Travelers Companies (TRV) | 0.2 | $1.2M | 6.1k | 190.48 |
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| American Intl Group Com New (AIG) | 0.2 | $1.1M | 16k | 67.75 |
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| McDonald's Corporation (MCD) | 0.2 | $1.1M | -2% | 3.7k | 296.55 |
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| Pulte (PHM) | 0.2 | $1.1M | 11k | 103.22 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $1.1M | +12% | 11k | 96.85 |
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| Hess (HES) | 0.2 | $1.1M | 7.4k | 144.16 |
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| Invesco Exchange Traded Fd T S&p Spin Off (CSD) | 0.2 | $1.1M | -6% | 17k | 64.49 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $1.1M | +149% | 7.3k | 145.01 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $1.1M | 14k | 73.55 |
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| Vanguard World Fds Financials Etf (VFH) | 0.2 | $1.0M | 11k | 92.26 |
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| Vanguard World Fds Consum Dis Etf (VCR) | 0.2 | $1.0M | -5% | 3.4k | 304.59 |
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| Abbott Laboratories (ABT) | 0.2 | $1.0M | 9.3k | 110.07 |
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| Absci Corp (ABSI) | 0.2 | $1.0M | 243k | 4.20 |
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| U Haul Holding Company Com Ser N (UHAL.B) | 0.2 | $1.0M | +14% | 14k | 70.44 |
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| First Tr Value Line Divid In SHS (FVD) | 0.2 | $1000k | 25k | 40.56 |
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| Invesco Exchange Traded Fd T Pharmaceuticals (PJP) | 0.2 | $991k | 13k | 76.10 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $985k | +2% | 5.5k | 179.96 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $981k | 5.8k | 170.41 |
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| Cisco Systems (CSCO) | 0.2 | $969k | 19k | 50.52 |
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| Phillips 66 (PSX) | 0.2 | $968k | 7.3k | 133.13 |
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| Wal-Mart Stores (WMT) | 0.2 | $966k | 6.1k | 157.64 |
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| Verizon Communications (VZ) | 0.2 | $960k | +5% | 26k | 37.70 |
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| Invesco Exchange Traded Fd T Intl Divi Achi (PID) | 0.2 | $959k | -5% | 52k | 18.46 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $930k | -2% | 2.1k | 436.76 |
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| Prudential Financial (PRU) | 0.2 | $929k | 9.0k | 103.70 |
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| Procter & Gamble Company (PG) | 0.2 | $928k | 6.3k | 146.55 |
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| John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) | 0.2 | $927k | 16k | 58.81 |
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| Marvell Technology (MRVL) | 0.2 | $925k | 15k | 60.31 |
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| Merck & Co (MRK) | 0.1 | $917k | 8.4k | 109.02 |
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| Ishares Tr Micro-cap Etf (IWC) | 0.1 | $904k | +59% | 7.8k | 116.03 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $891k | +5% | 28k | 32.06 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $889k | 2.6k | 337.36 |
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| Fair Isaac Corporation (FICO) | 0.1 | $887k | -3% | 762.00 | 1164.01 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $887k | -6% | 11k | 78.03 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $885k | 14k | 64.48 |
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| Spdr Ser Tr Nyse Tech Etf (XNTK) | 0.1 | $875k | 5.3k | 164.15 |
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| Vanguard World Fds Comm Srvc Etf (VOX) | 0.1 | $871k | -2% | 7.4k | 117.73 |
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| Vanguard World Fds Energy Etf (VDE) | 0.1 | $853k | -4% | 7.3k | 117.29 |
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| Snowflake Cl A (SNOW) | 0.1 | $852k | +2% | 4.3k | 199.01 |
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| Fiserv (FI) | 0.1 | $850k | -2% | 6.4k | 132.84 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.1 | $849k | 23k | 37.49 |
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| Wisdomtree Tr Us Ai Enhanced (AIVL) | 0.1 | $849k | -4% | 8.9k | 95.91 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $841k | 4.7k | 178.79 |
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| Occidental Petroleum Corporation (OXY) | 0.1 | $823k | +78% | 14k | 59.71 |
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| Citigroup Com New (C) | 0.1 | $821k | 16k | 51.44 |
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| Madison Square Grdn Sprt Cor Cl A (MSGS) | 0.1 | $803k | -4% | 4.4k | 181.83 |
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| Danaher Corporation (DHR) | 0.1 | $801k | +3% | 3.5k | 231.35 |
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| Dupont De Nemours (DD) | 0.1 | $800k | 10k | 76.93 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $796k | 906.00 | 878.29 |
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| Wisdomtree Tr Us Midcap Fund (EZM) | 0.1 | $787k | 14k | 57.39 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $782k | +283% | 16k | 50.47 |
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| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.1 | $777k | 8.8k | 87.98 |
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| Vanguard World Extended Dur (EDV) | 0.1 | $777k | +48% | 9.6k | 81.03 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $773k | 7.3k | 105.23 |
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| Wisdomtree Tr Us Total Dividnd (DTD) | 0.1 | $771k | -2% | 12k | 65.38 |
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| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.1 | $771k | +2% | 11k | 72.03 |
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| At&t (T) | 0.1 | $770k | +2% | 46k | 16.78 |
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| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $763k | +5% | 8.5k | 89.29 |
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| eBay (EBAY) | 0.1 | $763k | 18k | 43.62 |
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| Iridium Communications (IRDM) | 0.1 | $760k | +23% | 19k | 41.16 |
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| Vanguard World Fds Health Car Etf (VHT) | 0.1 | $758k | -50% | 3.0k | 250.71 |
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| FactSet Research Systems (FDS) | 0.1 | $757k | 1.6k | 477.08 |
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| Central Securities (CET) | 0.1 | $747k | -28% | 20k | 37.77 |
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| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.1 | $745k | 15k | 50.74 |
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| Ford Motor Company (F) | 0.1 | $744k | 61k | 12.19 |
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| Wynn Resorts (WYNN) | 0.1 | $740k | -7% | 8.1k | 91.11 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $740k | 12k | 59.62 |
|
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| The Trade Desk Com Cl A (TTD) | 0.1 | $731k | 10k | 71.96 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $728k | 1.4k | 507.54 |
|
|
| John Hancock Exchange Traded Multi Intl Etf (JHMD) | 0.1 | $727k | 22k | 32.60 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $722k | +5% | 4.6k | 157.81 |
|
| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.1 | $720k | -9% | 14k | 52.43 |
|
| Nucor Corporation (NUE) | 0.1 | $709k | -16% | 4.1k | 174.04 |
|
| Hca Holdings (HCA) | 0.1 | $708k | 2.6k | 270.68 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $705k | 2.0k | 350.84 |
|
|
| TJX Companies (TJX) | 0.1 | $700k | 7.5k | 93.81 |
|
|
| Pfizer (PFE) | 0.1 | $698k | -23% | 24k | 28.79 |
|
| Intel Corporation (INTC) | 0.1 | $686k | 14k | 50.25 |
|
|
| Chevron Corporation (CVX) | 0.1 | $682k | 4.6k | 149.15 |
|
|
| Intuit (INTU) | 0.1 | $681k | 1.1k | 625.03 |
|
|
| International Business Machines (IBM) | 0.1 | $676k | 4.1k | 163.55 |
|
|
| Ishares Tr U.s. Pharma Etf (IHE) | 0.1 | $674k | +7% | 3.6k | 185.38 |
|
| Skyworks Solutions (SWKS) | 0.1 | $669k | 5.9k | 112.42 |
|
|
| Paramount Global Class B Com (PARA) | 0.1 | $665k | +42% | 45k | 14.79 |
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.1 | $663k | -43% | 9.5k | 69.47 |
|
| Msci (MSCI) | 0.1 | $655k | 1.2k | 565.65 |
|
|
| Diamondback Energy (FANG) | 0.1 | $647k | 4.2k | 155.07 |
|
|
| Ishares Tr Us Trsprtion (IYT) | 0.1 | $641k | 2.4k | 262.48 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $640k | -2% | 4.3k | 149.50 |
|
| Moody's Corporation (MCO) | 0.1 | $636k | 1.6k | 390.58 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $627k | 1.2k | 530.57 |
|
|
| Lululemon Athletica (LULU) | 0.1 | $625k | 1.2k | 511.29 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $618k | 8.0k | 77.37 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $616k | -3% | 6.2k | 99.98 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $609k | -11% | 13k | 47.74 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $603k | 12k | 49.37 |
|
|
| Gilead Sciences (GILD) | 0.1 | $602k | 7.4k | 81.01 |
|
|
| Invesco Actively Managed Etf Ultra Shrt Dur (GSY) | 0.1 | $590k | 12k | 49.88 |
|
|
| Wisdomtree Tr Intl Lrgcap Dv (DOL) | 0.1 | $582k | 12k | 49.26 |
|
|
| Valero Energy Corporation (VLO) | 0.1 | $581k | 4.5k | 130.00 |
|
|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.1 | $579k | -2% | 5.9k | 98.05 |
|
| Pepsi (PEP) | 0.1 | $573k | 3.4k | 169.82 |
|
|
| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.1 | $573k | -2% | 13k | 44.02 |
|
| Dow (DOW) | 0.1 | $573k | 10k | 54.84 |
|
|
| Choice Hotels International (CHH) | 0.1 | $571k | +7% | 5.0k | 113.30 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $570k | 3.6k | 156.88 |
|
|
| MetLife (MET) | 0.1 | $569k | +2% | 8.6k | 66.13 |
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $568k | 16k | 34.77 |
|
|
| Cummins (CMI) | 0.1 | $565k | 2.4k | 239.58 |
|
|
| Vanguard World Fds Materials Etf (VAW) | 0.1 | $555k | +7% | 2.9k | 189.95 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $548k | 4.0k | 136.39 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $547k | 1.1k | 489.90 |
|
|
| Wisdomtree Tr Us Largecap Fund (EPS) | 0.1 | $544k | -6% | 11k | 50.12 |
|
| Emerson Electric (EMR) | 0.1 | $538k | 5.5k | 97.33 |
|
|
| Vanguard World Fds Industrial Etf (VIS) | 0.1 | $538k | -10% | 2.4k | 220.45 |
|
| Airbnb Com Cl A (ABNB) | 0.1 | $537k | 3.9k | 136.14 |
|
|
| Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 0.1 | $532k | 25k | 21.14 |
|
|
| Endava Ads (DAVA) | 0.1 | $531k | +14% | 6.8k | 77.85 |
|
| Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 0.1 | $528k | 9.7k | 54.17 |
|
|
| Draftkings Com Cl A (DKNG) | 0.1 | $523k | 15k | 35.25 |
|
|
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.1 | $519k | -17% | 6.8k | 76.00 |
|
| S&p Global (SPGI) | 0.1 | $517k | 1.2k | 440.52 |
|
|
| Automatic Data Processing (ADP) | 0.1 | $514k | 2.2k | 232.97 |
|
|
| Vermilion Energy (VET) | 0.1 | $513k | 43k | 12.06 |
|
|
| Genuine Parts Company (GPC) | 0.1 | $512k | 3.7k | 138.49 |
|
|
| Wells Fargo & Company (WFC) | 0.1 | $511k | 10k | 49.22 |
|
|
| Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM) | 0.1 | $511k | 10k | 50.34 |
|
|
| Zoetis Cl A (ZTS) | 0.1 | $506k | 2.6k | 197.37 |
|
|
| Quanta Services (PWR) | 0.1 | $503k | +9% | 2.3k | 215.80 |
|
| McKesson Corporation (MCK) | 0.1 | $502k | 1.1k | 463.07 |
|
|
| Qorvo (QRVO) | 0.1 | $497k | 4.4k | 112.61 |
|
|
| Howmet Aerospace (HWM) | 0.1 | $496k | 9.2k | 54.12 |
|
|
| PerkinElmer (RVTY) | 0.1 | $495k | -10% | 4.5k | 109.31 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $491k | 1.9k | 259.57 |
|
|
| Ellsworth Fund (ECF) | 0.1 | $491k | -3% | 61k | 8.08 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $489k | +28% | 7.1k | 68.80 |
|
| Paramount Global 5.75% Conv Pfd A (PARAP) | 0.1 | $488k | -34% | 26k | 18.70 |
|
| Target Corporation (TGT) | 0.1 | $486k | 3.4k | 142.43 |
|
|
| Us Bancorp Del Com New (USB) | 0.1 | $482k | 11k | 43.28 |
|
|
| Masco Corporation (MAS) | 0.1 | $482k | 7.2k | 66.98 |
|
|
| CVS Caremark Corporation (CVS) | 0.1 | $480k | -5% | 6.1k | 78.96 |
|
| Elanco Animal Health (ELAN) | 0.1 | $478k | -10% | 32k | 14.90 |
|
| Calamos Conv Opportunities & Sh Ben Int (CHI) | 0.1 | $477k | -2% | 46k | 10.36 |
|
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.1 | $476k | -23% | 13k | 35.91 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.1 | $475k | 3.5k | 135.84 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $472k | +103% | 6.5k | 72.54 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $472k | -5% | 5.5k | 85.54 |
|
| Etf Ser Solutions Us Glb Jets (JETS) | 0.1 | $461k | -21% | 24k | 19.03 |
|
| American Tower Reit (AMT) | 0.1 | $459k | 2.1k | 215.88 |
|
|
| Rithm Capital Corp Com New (RITM) | 0.1 | $457k | +51% | 43k | 10.68 |
|
| Charter Communications Inc N Cl A (CHTR) | 0.1 | $457k | +3% | 1.2k | 388.56 |
|
| Dillards Cl A (DDS) | 0.1 | $455k | 1.1k | 403.61 |
|
|
| Corteva (CTVA) | 0.1 | $454k | -2% | 9.5k | 47.92 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $449k | -14% | 5.8k | 77.51 |
|
| Healthequity (HQY) | 0.1 | $449k | 6.8k | 66.30 |
|
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.1 | $444k | 9.7k | 45.69 |
|
|
| Liberty All Star Equity Sh Ben Int (USA) | 0.1 | $441k | -12% | 69k | 6.38 |
|
| Uber Technologies (UBER) | 0.1 | $439k | NEW | 7.1k | 61.57 |
|
| Ishares Tr Grwt Allocat Etf (AOR) | 0.1 | $432k | NEW | 8.1k | 53.19 |
|
| Gabelli Dividend & Income Trust (GDV) | 0.1 | $428k | -6% | 20k | 21.64 |
|
| Bill Com Holdings Ord (BILL) | 0.1 | $422k | NEW | 5.2k | 81.59 |
|
| Alaska Air (ALK) | 0.1 | $422k | +7% | 11k | 39.07 |
|
| Advanced Drain Sys Inc Del (WMS) | 0.1 | $422k | 3.0k | 140.64 |
|
|
| Kkr & Co (KKR) | 0.1 | $421k | -8% | 5.1k | 82.85 |
|
| Allstate Corporation (ALL) | 0.1 | $416k | 3.0k | 139.98 |
|
|
| Linde SHS (LIN) | 0.1 | $405k | -4% | 987.00 | 410.72 |
|
| Essential Utils (WTRG) | 0.1 | $405k | -3% | 11k | 37.35 |
|
| Nuveen Dow 30 Dynmc Overwrt SHS (DIAX) | 0.1 | $403k | -10% | 29k | 14.00 |
|
| Red Rock Resorts Cl A (RRR) | 0.1 | $403k | +4% | 7.6k | 53.33 |
|
| Redfin Corp (RDFN) | 0.1 | $403k | +34% | 39k | 10.32 |
|
| Flexshares Tr Hig Yld Vl Etf (HYGV) | 0.1 | $402k | 9.8k | 40.87 |
|
|
| Nortonlifelock (GEN) | 0.1 | $402k | 18k | 22.82 |
|
|
| Novartis Sponsored Adr (NVS) | 0.1 | $401k | 4.0k | 100.98 |
|
|
| Crown Castle Intl (CCI) | 0.1 | $401k | -6% | 3.5k | 115.19 |
|
| Micron Technology (MU) | 0.1 | $400k | 4.7k | 85.34 |
|
|
| Edwards Lifesciences (EW) | 0.1 | $399k | 5.2k | 76.25 |
|
|
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.1 | $397k | 5.0k | 80.15 |
|
|
| Key (KEY) | 0.1 | $396k | -4% | 28k | 14.40 |
|
| MGM Resorts International. (MGM) | 0.1 | $389k | 8.7k | 44.68 |
|
|
| Yum! Brands (YUM) | 0.1 | $386k | 3.0k | 130.65 |
|
|
| Ishares Msci Mexico Etf (EWW) | 0.1 | $386k | -2% | 5.7k | 67.85 |
|
| Shopify Cl A (SHOP) | 0.1 | $381k | 4.9k | 77.90 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $381k | 5.7k | 67.35 |
|
|
| Carrier Global Corporation (CARR) | 0.1 | $380k | -5% | 6.6k | 57.45 |
|
| Illumina (ILMN) | 0.1 | $378k | +32% | 2.7k | 139.24 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $377k | 1.6k | 237.27 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $377k | 2.2k | 173.89 |
|
|
| F5 Networks (FFIV) | 0.1 | $376k | -3% | 2.1k | 178.98 |
|
| Schlumberger Com Stk (SLB) | 0.1 | $374k | -11% | 7.2k | 52.04 |
|
| Metropcs Communications (TMUS) | 0.1 | $373k | 2.3k | 160.33 |
|
|
| Suncor Energy (SU) | 0.1 | $373k | -2% | 12k | 32.04 |
|
| Spdr Ser Tr S&p Retail Etf (XRT) | 0.1 | $372k | 5.1k | 72.32 |
|
|
| American Electric Power Company (AEP) | 0.1 | $369k | 4.5k | 81.22 |
|
|
| Coca-Cola Company (KO) | 0.1 | $364k | -8% | 6.2k | 58.93 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $362k | +8% | 3.7k | 98.89 |
|
| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.1 | $362k | +75% | 57k | 6.30 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $361k | -2% | 2.2k | 165.25 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $359k | 5.0k | 72.43 |
|
|
| Dollar General (DG) | 0.1 | $358k | -9% | 2.6k | 135.95 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $356k | 1.9k | 191.20 |
|
|
| PNC Financial Services (PNC) | 0.1 | $354k | -3% | 2.3k | 154.82 |
|
| Arch Cap Group Ord (ACGL) | 0.1 | $353k | 4.8k | 74.27 |
|
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $348k | 3.8k | 91.40 |
|
|
| First Tr Nas100 Eq Weighted SHS (QQEW) | 0.1 | $348k | 3.0k | 117.45 |
|
|
| Vanguard World Mega Cap Index (MGC) | 0.1 | $346k | +4% | 2.0k | 169.28 |
|
| MercadoLibre (MELI) | 0.1 | $346k | 220.00 | 1571.54 |
|
|
| Fuelcell Energy (FCEL) | 0.1 | $342k | NEW | 214k | 1.60 |
|
| Williams-Sonoma (WSM) | 0.1 | $340k | 1.7k | 201.83 |
|
|
| Intercontinental Exchange (ICE) | 0.1 | $339k | -4% | 2.6k | 128.42 |
|
| Radian (RDN) | 0.1 | $336k | -12% | 12k | 28.55 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.1 | $335k | +38% | 29k | 11.38 |
|
| Apa Corporation (APA) | 0.1 | $331k | +8% | 9.2k | 35.88 |
|
| Corning Incorporated (GLW) | 0.1 | $328k | -6% | 11k | 30.45 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $328k | 143.00 | 2294.64 |
|
|
| Hancock John Finl Opptys Sh Ben Int New (BTO) | 0.1 | $327k | 11k | 30.08 |
|
|
| Novanta (NOVT) | 0.1 | $326k | 1.9k | 168.41 |
|
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $326k | 3.8k | 85.38 |
|
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $325k | -6% | 6.8k | 47.49 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $325k | +3% | 2.9k | 111.62 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $321k | -12% | 1.5k | 219.57 |
|
| Virtus Allianzgi Equity & Conv (NIE) | 0.1 | $320k | -2% | 15k | 20.91 |
|
| Electronic Arts (EA) | 0.1 | $319k | -5% | 2.3k | 136.81 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $318k | 1.4k | 229.68 |
|
|
| General Mills (GIS) | 0.1 | $313k | 4.8k | 65.14 |
|
|
| Truist Financial Corp equities (TFC) | 0.1 | $311k | -3% | 8.4k | 36.92 |
|
| Hilton Worldwide Holdings (HLT) | 0.1 | $311k | 1.7k | 182.09 |
|
|
| Southern Company (SO) | 0.1 | $310k | -2% | 4.4k | 70.12 |
|
| Ishares Tr Expanded Tech (IGV) | 0.0 | $308k | NEW | 759.00 | 405.64 |
|
| L3harris Technologies (LHX) | 0.0 | $308k | 1.5k | 210.59 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $303k | 2.8k | 107.49 |
|
|
| BlackRock (BLK) | 0.0 | $301k | 371.00 | 811.80 |
|
|
| Laboratory Corp Amer Hldgs Com New (LH) | 0.0 | $301k | -2% | 1.3k | 227.32 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $299k | -2% | 3.6k | 83.26 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $299k | -2% | 4.1k | 72.03 |
|
| Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.0 | $298k | -4% | 20k | 14.87 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $297k | 4.4k | 67.38 |
|
|
| Zoominfo Technologies Common Stock (ZI) | 0.0 | $297k | NEW | 16k | 18.49 |
|
| American Airls (AAL) | 0.0 | $295k | +35% | 22k | 13.74 |
|
| Apollo Commercial Real Est. Finance (ARI) | 0.0 | $293k | 25k | 11.74 |
|
|
| Vaneck Etf Trust Ig Floating Rate (FLTR) | 0.0 | $289k | 12k | 25.15 |
|
|
| Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) | 0.0 | $286k | 20k | 14.58 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $285k | 1.1k | 261.94 |
|
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $284k | 4.9k | 57.64 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $283k | 374.00 | 756.92 |
|
|
| Dollar Tree (DLTR) | 0.0 | $281k | 2.0k | 142.05 |
|
|
| Oneok (OKE) | 0.0 | $281k | 4.0k | 70.22 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $280k | 3.5k | 79.22 |
|
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $280k | -7% | 6.9k | 40.23 |
|
| Devon Energy Corporation (DVN) | 0.0 | $279k | 6.2k | 45.30 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $279k | 2.2k | 124.97 |
|
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $277k | 4.2k | 66.38 |
|
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $275k | NEW | 3.8k | 72.66 |
|
| Roblox Corp Cl A (RBLX) | 0.0 | $273k | NEW | 6.0k | 45.72 |
|
| Discover Financial Services (DFS) | 0.0 | $272k | 2.4k | 112.38 |
|
|
| BlackRock Enhanced Capital and Income (CII) | 0.0 | $272k | -12% | 14k | 19.00 |
|
| SYSCO Corporation (SYY) | 0.0 | $269k | +9% | 3.7k | 73.14 |
|
| Northwest Bancshares (NWBI) | 0.0 | $266k | -13% | 21k | 12.48 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $265k | 2.7k | 99.15 |
|
|
| Paccar (PCAR) | 0.0 | $265k | -2% | 2.7k | 97.65 |
|
| Abrdn Global Infra Income Fu Com Shs Ben Int (ASGI) | 0.0 | $264k | 15k | 17.94 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $264k | -3% | 4.2k | 63.33 |
|
| Baxter International (BAX) | 0.0 | $264k | -8% | 6.8k | 38.66 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $260k | -3% | 3.4k | 77.32 |
|
| Rogers Communications CL B (RCI) | 0.0 | $257k | 5.5k | 46.81 |
|
|
| First Tr Exchange Traded Tech Alphadex (FXL) | 0.0 | $256k | 2.0k | 128.07 |
|
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $255k | 4.7k | 53.84 |
|
|
| Live Nation Entertainment (LYV) | 0.0 | $254k | -4% | 2.7k | 93.60 |
|
| Datadog Cl A Com (DDOG) | 0.0 | $253k | NEW | 2.1k | 121.38 |
|
| Stanley Black & Decker (SWK) | 0.0 | $252k | 2.6k | 98.10 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $250k | 263.00 | 950.01 |
|
|
| Wisdomtree Tr Us Esg Fund | 0.0 | $247k | 5.0k | 49.19 |
|
|
| Ark Etf Tr Autnmus Technlgy (ARKQ) | 0.0 | $246k | NEW | 4.3k | 57.70 |
|
| Sea Sponsord Ads (SE) | 0.0 | $246k | +12% | 6.1k | 40.50 |
|
| Norfolk Southern (NSC) | 0.0 | $245k | NEW | 1.0k | 236.38 |
|
| Agilon Health (AGL) | 0.0 | $245k | NEW | 20k | 12.55 |
|
| Universal Display Corporation (OLED) | 0.0 | $245k | 1.3k | 191.26 |
|
|
| TCW Strategic Income Fund (TSI) | 0.0 | $244k | -51% | 53k | 4.59 |
|
| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.0 | $244k | NEW | 5.1k | 47.81 |
|
| Philip Morris International (PM) | 0.0 | $243k | 2.6k | 94.09 |
|
|
| Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 0.0 | $242k | -9% | 5.7k | 42.33 |
|
| Vaneck Etf Trust Agribusiness Etf (MOO) | 0.0 | $242k | 3.2k | 76.18 |
|
|
| Royal Caribbean Cruises (RCL) | 0.0 | $241k | NEW | 1.9k | 129.49 |
|
| Abrdn Etfs Bbrg All Comd K1 (BCI) | 0.0 | $241k | NEW | 12k | 19.36 |
|
| Monster Beverage Corp (MNST) | 0.0 | $240k | 4.2k | 57.61 |
|
|
| First Tr Morningstar Divid L SHS (FDL) | 0.0 | $239k | 6.7k | 35.88 |
|
|
| Royalty Pharma Shs Class A (RPRX) | 0.0 | $237k | NEW | 8.4k | 28.09 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $232k | 496.00 | 468.55 |
|
|
| IDEXX Laboratories (IDXX) | 0.0 | $231k | NEW | 416.00 | 554.52 |
|
| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.0 | $230k | 4.1k | 56.26 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $229k | -12% | 2.0k | 117.20 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $229k | -20% | 2.3k | 99.27 |
|
| Star Bulk Carriers Corp. Shs Par (SBLK) | 0.0 | $227k | 11k | 21.26 |
|
|
| Ares Coml Real Estate (ACRE) | 0.0 | $226k | 22k | 10.36 |
|
|
| 3M Company (MMM) | 0.0 | $225k | NEW | 2.1k | 109.34 |
|
| Aptiv SHS (APTV) | 0.0 | $224k | 2.5k | 89.72 |
|
|
| Vanguard World Fds Consum Stp Etf (VDC) | 0.0 | $224k | -9% | 1.2k | 190.95 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $223k | 2.3k | 95.07 |
|
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $223k | NEW | 4.3k | 52.33 |
|
| Ishares Tr Esg Adv Ttl Usd (EUSB) | 0.0 | $222k | -10% | 5.1k | 43.26 |
|
| Viking Therapeutics (VKTX) | 0.0 | $221k | 12k | 18.61 |
|
|
| Ecolab (ECL) | 0.0 | $221k | NEW | 1.1k | 198.35 |
|
| Expedia Group Com New (EXPE) | 0.0 | $221k | NEW | 1.5k | 151.79 |
|
| Biogen Idec (BIIB) | 0.0 | $220k | -10% | 849.00 | 258.91 |
|
| Pinterest Cl A (PINS) | 0.0 | $219k | NEW | 5.9k | 37.04 |
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $219k | 4.7k | 47.05 |
|
|
| Magna Intl Inc cl a (MGA) | 0.0 | $218k | NEW | 3.7k | 59.07 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $217k | NEW | 2.0k | 108.27 |
|
| Invesco Exchange Traded Fd T Semiconductors (PSI) | 0.0 | $216k | NEW | 4.4k | 49.50 |
|
| Waste Connections (WCN) | 0.0 | $216k | NEW | 1.4k | 149.27 |
|
| Ameriprise Financial (AMP) | 0.0 | $214k | -14% | 564.00 | 379.83 |
|
| Wisdomtree Tr Us Smallcap Fund (EES) | 0.0 | $214k | NEW | 4.3k | 49.82 |
|
| Smartsheet Com Cl A (SMAR) | 0.0 | $210k | NEW | 4.4k | 47.82 |
|
| Catalent (CTLT) | 0.0 | $210k | 4.7k | 44.93 |
|
|
| First Trust Lrgcp Gwt Alphad Com Shs (FTC) | 0.0 | $210k | NEW | 1.9k | 109.56 |
|
| Altria (MO) | 0.0 | $209k | +3% | 5.2k | 40.34 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $209k | NEW | 2.3k | 89.47 |
|
| Blackrock Munivest Fund II (MVT) | 0.0 | $209k | 19k | 10.77 |
|
|
| Edison International (EIX) | 0.0 | $208k | NEW | 2.9k | 71.49 |
|
| Bny Mellon Mun Bd Infrastruc Com Shs (DMB) | 0.0 | $208k | 20k | 10.31 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $207k | NEW | 958.00 | 216.08 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $205k | NEW | 12k | 17.17 |
|
| Spdr Ser Tr S&p Bk Etf (KBE) | 0.0 | $204k | NEW | 4.4k | 46.02 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $204k | NEW | 2.7k | 75.35 |
|
| Autodesk (ADSK) | 0.0 | $202k | NEW | 831.00 | 243.48 |
|
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.0 | $201k | NEW | 3.1k | 65.07 |
|
| Enterprise Products Partners (EPD) | 0.0 | $201k | NEW | 7.6k | 26.35 |
|
| Amer (UHAL) | 0.0 | $201k | NEW | 2.8k | 71.80 |
|
| Twilio Cl A (TWLO) | 0.0 | $201k | NEW | 2.6k | 75.87 |
|
| John Hancock Tax-Advantage Dvd Incom (HTD) | 0.0 | $193k | -20% | 10k | 18.97 |
|
| Royce Micro Capital Trust (RMT) | 0.0 | $193k | -4% | 21k | 9.24 |
|
| Ready Cap Corp Com reit (RC) | 0.0 | $186k | 18k | 10.25 |
|
|
| Calamos Global Dynamic Income Fund (CHW) | 0.0 | $178k | -13% | 31k | 5.77 |
|
| Vaneck Etf Trust Mortgage Reit (MORT) | 0.0 | $175k | NEW | 15k | 11.82 |
|
| Blackrock Res & Commodities SHS (BCX) | 0.0 | $163k | 18k | 8.88 |
|
|
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.0 | $158k | 14k | 11.45 |
|
|
| Blackrock Muni Intermediate Drtn Fnd (MUI) | 0.0 | $154k | 13k | 11.64 |
|
|
| Invesco Van Kampen Trust For Inv Grd Mun (VGM) | 0.0 | $149k | 15k | 9.89 |
|
|
| Invesco Van Kampen Municipal Trust (VKQ) | 0.0 | $147k | 15k | 9.53 |
|
|
| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.0 | $100k | -38% | 13k | 7.69 |
|
| Aegon Amer Reg 1 Cert (AEG) | 0.0 | $98k | NEW | 17k | 5.76 |
|
| Gabelli Global Multimedia Trust (GGT) | 0.0 | $95k | -10% | 17k | 5.67 |
|
| Tilray (TLRY) | 0.0 | $90k | 39k | 2.30 |
|
|
| Sunopta (STKL) | 0.0 | $76k | 14k | 5.47 |
|
|
| Allianzgi Convertible & Income (NCV) | 0.0 | $66k | 20k | 3.37 |
|
|
| Gabelli Equity Trust (GAB) | 0.0 | $57k | 11k | 5.08 |
|
|
| Globalstar (GSAT) | 0.0 | $19k | 10k | 1.94 |
|
Past Filings by Institute for Wealth Management
SEC 13F filings are viewable for Institute for Wealth Management going back to 2011
- Institute for Wealth Management 2023 Q4 filed Jan. 31, 2024
- Institute for Wealth Management 2023 Q3 filed Oct. 13, 2023
- Institute for Wealth Management 2023 Q2 filed July 25, 2023
- Institute for Wealth Management 2023 Q1 filed April 20, 2023
- Institute for Wealth Management 2022 Q4 filed Feb. 2, 2023
- Institute for Wealth Management 2022 Q3 filed Oct. 18, 2022
- Institute for Wealth Management 2022 Q2 filed July 25, 2022
- Institute for Wealth Management 2022 Q1 filed April 29, 2022
- Institute for Wealth Management 2021 Q4 filed Jan. 21, 2022
- Institute for Wealth Management 2021 Q3 filed Nov. 15, 2021
- Institute for Wealth Management 2021 Q2 filed July 21, 2021
- Institute for Wealth Management 2021 Q1 filed May 4, 2021
- Institute for Wealth Management 2020 Q4 filed Feb. 1, 2021
- Institute for Wealth Management 2020 Q3 filed Nov. 3, 2020
- Institute for Wealth Management 2020 Q2 filed July 30, 2020
- Institute for Wealth Management 2020 Q1 filed April 29, 2020