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, AMZN, META, and represent 22.52% of Institute for Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: USMV, AVGO, XLG, CTAS, COST, DHI, JD, THO, VSS, DFH.
- Started 55 new stock positions in PENN, VTI, NDSN, MSTR, COLL, AGG, BSY, ROP, LSTR, NUMG.
- Reduced shares in these 10 stocks: RXRX, QQQ, NVDA, SBLK, BXMT, SE, TSLA, ORCL, WRK, FATE.
- Sold out of its positions in DLTR, FATE, FOXF, Gabelli Multimedia Tr, RXRX, SE, STKL, WRK, TEL, SBLK.
- Institute for Wealth Management was a net buyer of stock by $16M.
- Institute for Wealth Management has $792M in assets under management (AUM), dropping by 6.21%.
- Central Index Key (CIK): 0001533954
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Portfolio Holdings for Institute for Wealth Management
Institute for Wealth Management holds 550 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Institute for Wealth Management has 550 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Institute for Wealth Management Sept. 30, 2024 positions
- Download the Institute for Wealth Management September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 12.4 | $98M | 809k | 121.44 |
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| Apple (AAPL) | 3.8 | $30M | 128k | 233.00 |
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| Microsoft Corporation (MSFT) | 2.7 | $22M | 51k | 430.30 |
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| Amazon (AMZN) | 2.2 | $17M | 92k | 186.33 |
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| Meta Platforms Cl A (META) | 1.5 | $12M | 20k | 572.44 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.3 | $11M | -27% | 21k | 488.06 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $10M | 60k | 165.85 |
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| Adobe Systems Incorporated (ADBE) | 1.2 | $9.7M | 19k | 517.78 |
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| Costco Wholesale Corporation (COST) | 1.1 | $8.6M | +6% | 9.7k | 886.54 |
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| Axon Enterprise (AXON) | 1.0 | $8.3M | 21k | 399.60 |
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| Starbucks Corporation (SBUX) | 1.0 | $7.7M | 79k | 97.49 |
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| Tesla Motors (TSLA) | 0.9 | $7.3M | -3% | 28k | 261.63 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.8 | $6.5M | 63k | 104.18 |
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| United Rentals (URI) | 0.8 | $6.4M | 7.9k | 809.68 |
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| Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.8 | $6.2M | +5% | 131k | 47.25 |
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| Texas Instruments Incorporated (TXN) | 0.8 | $6.1M | 30k | 206.57 |
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| Lam Research Corporation (LRCX) | 0.8 | $6.1M | 7.5k | 816.08 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.8 | $6.0M | +6% | 48k | 126.18 |
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| Eli Lilly & Co. (LLY) | 0.7 | $5.9M | +2% | 6.7k | 885.91 |
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| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.7 | $5.9M | 49k | 120.33 |
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| Select Sector Spdr Tr Indl (XLI) | 0.7 | $5.6M | 42k | 135.44 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $5.5M | 9.5k | 573.73 |
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| Advanced Micro Devices (AMD) | 0.7 | $5.3M | +4% | 33k | 164.08 |
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| Goldman Sachs (GS) | 0.7 | $5.2M | 10k | 495.09 |
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| Select Sector Spdr Tr Financial (XLF) | 0.6 | $5.1M | 113k | 45.32 |
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| Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) | 0.6 | $4.9M | 48k | 103.26 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $4.9M | 11k | 460.27 |
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| Mastercard Incorporated Cl A (MA) | 0.6 | $4.8M | 9.7k | 493.82 |
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| Select Sector Spdr Tr Technology (XLK) | 0.6 | $4.7M | 21k | 225.76 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.6 | $4.7M | +489% | 51k | 91.31 |
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| Walt Disney Company (DIS) | 0.6 | $4.5M | 47k | 96.19 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.6 | $4.5M | 19k | 245.44 |
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| Fortinet (FTNT) | 0.6 | $4.5M | 58k | 77.55 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $4.3M | 11k | 383.94 |
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| Broadcom (AVGO) | 0.5 | $4.2M | +906% | 24k | 172.50 |
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| Applied Materials (AMAT) | 0.5 | $4.0M | 20k | 202.05 |
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| Amgen (AMGN) | 0.5 | $4.0M | 12k | 322.22 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.5 | $3.9M | 22k | 179.30 |
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| Abbvie (ABBV) | 0.5 | $3.9M | -3% | 20k | 197.48 |
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| Visa Com Cl A (V) | 0.5 | $3.8M | 14k | 274.96 |
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| Hartford Financial Services (HIG) | 0.4 | $3.5M | 30k | 117.61 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $3.4M | 16k | 210.86 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.4 | $3.4M | +28% | 72k | 47.53 |
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| Invesco Exchange Traded Fd T Large Cap Growth (PWB) | 0.4 | $3.2M | 33k | 98.68 |
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| Bank of America Corporation (BAC) | 0.4 | $3.2M | 80k | 39.68 |
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| Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.4 | $3.2M | 22k | 147.15 |
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| Oracle Corporation (ORCL) | 0.4 | $3.2M | -6% | 19k | 170.40 |
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| Paypal Holdings (PYPL) | 0.4 | $3.1M | 40k | 78.03 |
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| Ishares Tr Msci Kld400 Soc (DSI) | 0.4 | $3.1M | +5% | 28k | 108.79 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.4 | $3.1M | 9.4k | 326.73 |
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| Netflix (NFLX) | 0.4 | $3.0M | 4.3k | 709.33 |
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| FedEx Corporation (FDX) | 0.4 | $3.0M | 11k | 273.67 |
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| Ishares Tr Short Treas Bd (SHV) | 0.4 | $2.9M | +6% | 26k | 110.63 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $2.9M | 17k | 167.19 |
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| Invesco Exchange Traded Fd T Bloomberg Mvp Mu (BMVP) | 0.4 | $2.9M | 60k | 48.28 |
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| salesforce (CRM) | 0.4 | $2.9M | +5% | 11k | 273.71 |
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| Lowe's Companies (LOW) | 0.4 | $2.8M | -2% | 10k | 270.84 |
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| Global X Fds Nasdaq 100 Cover (QYLD) | 0.4 | $2.8M | -3% | 155k | 18.04 |
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| Palo Alto Networks (PANW) | 0.3 | $2.7M | 7.9k | 341.81 |
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| Ishares Tr Europe Etf (IEV) | 0.3 | $2.6M | 45k | 58.27 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $2.6M | +3% | 27k | 95.75 |
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| Global X Fds Russell 2000 (RYLD) | 0.3 | $2.6M | +2% | 158k | 16.16 |
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| Select Sector Spdr Tr Energy (XLE) | 0.3 | $2.5M | 29k | 87.80 |
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| American Express Company (AXP) | 0.3 | $2.5M | 9.4k | 271.21 |
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| Boeing Company (BA) | 0.3 | $2.5M | +3% | 17k | 152.04 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.3 | $2.5M | 63k | 40.63 |
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| Blackstone Group Inc Com Cl A (BX) | 0.3 | $2.5M | 17k | 153.13 |
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| CSX Corporation (CSX) | 0.3 | $2.5M | 71k | 34.53 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $2.4M | 53k | 45.86 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.3 | $2.4M | +5% | 16k | 155.84 |
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| Servicenow (NOW) | 0.3 | $2.3M | 2.6k | 894.37 |
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| Eaton Corp SHS (ETN) | 0.3 | $2.3M | 7.0k | 331.44 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $2.3M | 4.0k | 576.89 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $2.3M | +8% | 11k | 220.89 |
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| Qualcomm (QCOM) | 0.3 | $2.3M | 14k | 170.05 |
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| Canadian Pacific Kansas City (CP) | 0.3 | $2.3M | 27k | 85.54 |
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| Home Depot (HD) | 0.3 | $2.3M | -4% | 5.7k | 405.18 |
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| Viking Therapeutics (VKTX) | 0.3 | $2.3M | +13% | 36k | 63.31 |
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| Spdr Ser Tr S&p Homebuild (XHB) | 0.3 | $2.3M | +2% | 18k | 124.56 |
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| Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX) | 0.3 | $2.2M | +7% | 51k | 43.74 |
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| Nike CL B (NKE) | 0.3 | $2.1M | +5% | 24k | 88.40 |
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| Ge Aerospace Com New (GE) | 0.3 | $2.1M | 11k | 188.58 |
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| Dell Technologies CL C (DELL) | 0.3 | $2.1M | 18k | 118.54 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.3 | $2.1M | -2% | 35k | 59.02 |
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| Global X Fds S&p 500 Covered (XYLD) | 0.3 | $2.1M | -3% | 50k | 41.50 |
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| Cme (CME) | 0.3 | $2.0M | 9.3k | 220.66 |
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| Marathon Petroleum Corp (MPC) | 0.3 | $2.0M | 12k | 162.90 |
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| Deere & Company (DE) | 0.3 | $2.0M | +2% | 4.8k | 417.34 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.2 | $2.0M | 29k | 67.27 |
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| Caterpillar (CAT) | 0.2 | $1.9M | 5.0k | 391.15 |
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| Blackstone Secd Lending Common Stock (BXSL) | 0.2 | $1.9M | +6% | 66k | 29.29 |
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| Invesco Exchange Traded Fd T Divid Achievev (PFM) | 0.2 | $1.9M | 41k | 46.55 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $1.9M | 16k | 121.16 |
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| Absci Corp (ABSI) | 0.2 | $1.9M | -3% | 491k | 3.82 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $1.9M | +3% | 3.2k | 586.50 |
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| Kla Corp Com New (KLAC) | 0.2 | $1.8M | 2.4k | 774.41 |
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| Morgan Stanley Com New (MS) | 0.2 | $1.8M | 17k | 104.24 |
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| Waste Management (WM) | 0.2 | $1.8M | 8.7k | 207.60 |
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| Johnson & Johnson (JNJ) | 0.2 | $1.8M | 11k | 162.06 |
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| Vail Resorts (MTN) | 0.2 | $1.8M | +6% | 10k | 174.29 |
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| Vanguard World Health Car Etf (VHT) | 0.2 | $1.8M | 6.3k | 282.20 |
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| UnitedHealth (UNH) | 0.2 | $1.8M | -7% | 3.0k | 584.63 |
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| United Parcel Service CL B (UPS) | 0.2 | $1.8M | -2% | 13k | 136.34 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.2 | $1.8M | +2% | 30k | 59.22 |
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| Wal-Mart Stores (WMT) | 0.2 | $1.7M | 21k | 80.75 |
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| CoStar (CSGP) | 0.2 | $1.7M | +10% | 23k | 75.44 |
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| Bristol Myers Squibb (BMY) | 0.2 | $1.7M | +3% | 33k | 51.74 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $1.7M | 3.6k | 465.13 |
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| Hyatt Hotels Corp Com Cl A (H) | 0.2 | $1.7M | 11k | 152.19 |
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| St. Joe Company (JOE) | 0.2 | $1.7M | 28k | 58.31 |
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| Lennar Corp Cl A (LEN) | 0.2 | $1.6M | 8.7k | 187.48 |
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| General Motors Company (GM) | 0.2 | $1.6M | -2% | 36k | 44.84 |
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| Booking Holdings (BKNG) | 0.2 | $1.6M | 374.00 | 4212.12 |
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| Cigna Corp (CI) | 0.2 | $1.6M | 4.5k | 346.44 |
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| Anthem (ELV) | 0.2 | $1.6M | 3.0k | 520.05 |
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| Novo-nordisk A S Adr (NVO) | 0.2 | $1.5M | 13k | 119.07 |
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| Block Cl A (SQ) | 0.2 | $1.5M | 23k | 67.13 |
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| EOG Resources (EOG) | 0.2 | $1.5M | 12k | 122.93 |
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| Sherwin-Williams Company (SHW) | 0.2 | $1.5M | 4.0k | 381.72 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $1.5M | 2.6k | 584.62 |
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| Virtus Etf Tr Ii Virtus Us Qlty (JOET) | 0.2 | $1.5M | -3% | 41k | 36.78 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $1.5M | 15k | 97.42 |
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| Pulte (PHM) | 0.2 | $1.5M | 10k | 143.53 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $1.5M | +22% | 8.7k | 167.67 |
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| Invesco Exchange Traded Fd T Biotechnology (PBE) | 0.2 | $1.5M | 21k | 69.82 |
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| Fair Isaac Corporation (FICO) | 0.2 | $1.4M | -3% | 734.00 | 1944.25 |
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| Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) | 0.2 | $1.4M | 22k | 66.19 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $1.4M | +12% | 29k | 47.85 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $1.4M | -2% | 23k | 59.51 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.2 | $1.4M | 23k | 59.23 |
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| Gartner (IT) | 0.2 | $1.4M | 2.7k | 506.76 |
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| Vanguard World Financials Etf (VFH) | 0.2 | $1.4M | 12k | 109.91 |
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| Vaneck Etf Trust Biotech Etf (BBH) | 0.2 | $1.3M | 7.6k | 177.40 |
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| The Trade Desk Com Cl A (TTD) | 0.2 | $1.3M | 12k | 109.65 |
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| Vanguard World Comm Srvc Etf (VOX) | 0.2 | $1.3M | 9.2k | 145.38 |
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| Travelers Companies (TRV) | 0.2 | $1.3M | -3% | 5.7k | 234.10 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.2 | $1.3M | 18k | 71.54 |
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| Invesco Exchange Traded Fd T S&p Spin Off (CSD) | 0.2 | $1.3M | 16k | 80.35 |
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| Cheniere Energy Com New (LNG) | 0.2 | $1.3M | 7.2k | 179.83 |
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| Vanguard World Consum Dis Etf (VCR) | 0.2 | $1.3M | -2% | 3.8k | 340.51 |
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| Occidental Petroleum Corporation (OXY) | 0.2 | $1.3M | +12% | 25k | 51.54 |
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| ConocoPhillips (COP) | 0.2 | $1.3M | +16% | 12k | 105.28 |
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| Marriott Intl Cl A (MAR) | 0.2 | $1.3M | -2% | 5.2k | 248.60 |
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| American Intl Group Com New (AIG) | 0.2 | $1.3M | 17k | 73.23 |
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| Procter & Gamble Company (PG) | 0.2 | $1.3M | 7.3k | 173.20 |
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| Union Pacific Corporation (UNP) | 0.2 | $1.2M | 5.1k | 246.50 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $1.2M | 30k | 41.77 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $1.2M | -9% | 2.5k | 491.24 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $1.2M | +5% | 11k | 107.65 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $1.2M | +8% | 32k | 36.41 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $1.1M | 18k | 64.86 |
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| Fiserv (FI) | 0.1 | $1.1M | 6.3k | 179.65 |
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| eBay (EBAY) | 0.1 | $1.1M | 17k | 65.11 |
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| First Tr Value Line Divid In SHS (FVD) | 0.1 | $1.1M | 25k | 45.49 |
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| Citigroup Com New (C) | 0.1 | $1.1M | 18k | 62.60 |
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| Invesco Exchange Traded Fd T Pharmaceuticals (PJP) | 0.1 | $1.1M | 13k | 86.97 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $1.1M | 5.5k | 200.77 |
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| Honeywell International (HON) | 0.1 | $1.1M | 5.3k | 206.71 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.1M | 21k | 52.81 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.1M | +2% | 5.5k | 198.07 |
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| Prudential Financial (PRU) | 0.1 | $1.1M | 9.0k | 121.09 |
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| Verizon Communications (VZ) | 0.1 | $1.1M | 24k | 44.91 |
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| Merck & Co (MRK) | 0.1 | $1.1M | 9.5k | 113.56 |
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| Marvell Technology (MRVL) | 0.1 | $1.1M | 15k | 72.12 |
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| Cisco Systems (CSCO) | 0.1 | $1.1M | -2% | 20k | 53.22 |
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| Hca Holdings (HCA) | 0.1 | $1.1M | 2.6k | 406.42 |
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| Phillips 66 (PSX) | 0.1 | $1.0M | 8.0k | 131.45 |
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| U Haul Holding Company Com Ser N (UHAL.B) | 0.1 | $1.0M | 15k | 72.00 |
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| Spdr Ser Tr Nyse Tech Etf (XNTK) | 0.1 | $1.0M | 5.2k | 197.53 |
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| Invesco Exchange Traded Fd T Intl Divi Achi (PID) | 0.1 | $1.0M | 52k | 19.78 |
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| John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) | 0.1 | $1.0M | 15k | 69.44 |
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| Hess (HES) | 0.1 | $1.0M | 7.5k | 135.80 |
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| Abbott Laboratories (ABT) | 0.1 | $1.0M | 8.9k | 114.02 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $1.0M | 8.0k | 125.62 |
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| FactSet Research Systems (FDS) | 0.1 | $1.0M | +19% | 2.2k | 459.88 |
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| Ishares Tr Micro-cap Etf (IWC) | 0.1 | $997k | 8.1k | 123.32 |
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| McDonald's Corporation (MCD) | 0.1 | $995k | -5% | 3.3k | 304.55 |
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| Cintas Corporation (CTAS) | 0.1 | $988k | +300% | 4.8k | 205.88 |
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| Kkr & Co (KKR) | 0.1 | $988k | 7.6k | 130.58 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $985k | +3% | 4.9k | 200.35 |
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| Danaher Corporation (DHR) | 0.1 | $981k | 3.5k | 278.00 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $973k | +59% | 9.2k | 106.12 |
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| Wisdomtree Tr Us Ai Enhanced (AIVL) | 0.1 | $970k | 8.7k | 111.30 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $961k | -6% | 1.8k | 527.74 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $957k | +23% | 2.7k | 353.49 |
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| At&t (T) | 0.1 | $942k | -3% | 43k | 22.00 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.1 | $941k | 23k | 41.55 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $940k | 13k | 71.10 |
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| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.1 | $926k | 8.7k | 106.01 |
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| Howmet Aerospace (HWM) | 0.1 | $924k | 9.2k | 100.25 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $918k | 27k | 34.29 |
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| TJX Companies (TJX) | 0.1 | $912k | 7.8k | 117.54 |
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| Dupont De Nemours (DD) | 0.1 | $910k | 10k | 89.11 |
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| Msci (MSCI) | 0.1 | $907k | +12% | 1.6k | 582.95 |
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| Central Securities (CET) | 0.1 | $906k | 20k | 45.84 |
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| Blackstone Mtg Tr Com Cl A (BXMT) | 0.1 | $899k | -30% | 47k | 19.01 |
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| Madison Square Grdn Sprt Cor Cl A (MSGS) | 0.1 | $897k | 4.3k | 208.26 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $894k | -3% | 850.00 | 1051.85 |
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| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $894k | +3% | 9.0k | 98.80 |
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| Draftkings Com Cl A (DKNG) | 0.1 | $891k | +5% | 23k | 39.20 |
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| Wisdomtree Tr Us Total Dividnd (DTD) | 0.1 | $862k | -3% | 11k | 76.68 |
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| Vanguard World Extended Dur (EDV) | 0.1 | $861k | 11k | 79.68 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $855k | -5% | 10k | 84.53 |
|
| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.1 | $855k | 15k | 58.32 |
|
|
| Vanguard World Energy Etf (VDE) | 0.1 | $855k | -7% | 7.0k | 122.48 |
|
| MetLife (MET) | 0.1 | $854k | 10k | 82.48 |
|
|
| Moody's Corporation (MCO) | 0.1 | $851k | -2% | 1.8k | 474.61 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $849k | 11k | 75.11 |
|
|
| Intuit (INTU) | 0.1 | $841k | +26% | 1.4k | 621.05 |
|
| International Business Machines (IBM) | 0.1 | $834k | -3% | 3.8k | 221.10 |
|
| S&p Global (SPGI) | 0.1 | $829k | 1.6k | 516.64 |
|
|
| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.1 | $811k | +2% | 14k | 56.60 |
|
| Wisdomtree Tr Us Midcap Fund (EZM) | 0.1 | $797k | 13k | 62.34 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $790k | 6.7k | 117.21 |
|
|
| F5 Networks (FFIV) | 0.1 | $784k | +32% | 3.6k | 220.20 |
|
| Ishares Tr U.s. Pharma Etf (IHE) | 0.1 | $779k | 11k | 70.61 |
|
|
| Zoetis Cl A (ZTS) | 0.1 | $776k | +51% | 4.0k | 195.38 |
|
| Ishares Tr Grwt Allocat Etf (AOR) | 0.1 | $768k | +13% | 13k | 59.24 |
|
| Coca-Cola Company (KO) | 0.1 | $766k | -5% | 11k | 71.86 |
|
| Diamondback Energy (FANG) | 0.1 | $764k | 4.4k | 172.40 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $764k | +32% | 2.4k | 321.90 |
|
| Rithm Capital Corp Com New (RITM) | 0.1 | $759k | 67k | 11.35 |
|
|
| John Hancock Exchange Traded Multi Intl Etf (JHMD) | 0.1 | $754k | 21k | 35.36 |
|
|
| Wynn Resorts (WYNN) | 0.1 | $752k | 7.8k | 95.88 |
|
|
| Cummins (CMI) | 0.1 | $748k | -2% | 2.3k | 323.81 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $743k | +32% | 12k | 64.81 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $736k | 3.6k | 202.75 |
|
|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.1 | $733k | +41% | 7.0k | 104.68 |
|
| Shopify Cl A (SHOP) | 0.1 | $728k | +8% | 9.1k | 80.14 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $727k | +48% | 8.7k | 83.33 |
|
| Vanguard World Utilities Etf (VPU) | 0.1 | $724k | +3% | 4.2k | 174.05 |
|
| Pfizer (PFE) | 0.1 | $720k | 25k | 28.94 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $686k | +7% | 3.9k | 174.58 |
|
| Snowflake Cl A (SNOW) | 0.1 | $682k | 5.9k | 114.86 |
|
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $678k | 12k | 55.63 |
|
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.1 | $674k | +5% | 8.2k | 82.63 |
|
| Cloudflare Cl A Com (NET) | 0.1 | $672k | 8.3k | 80.89 |
|
|
| Chevron Corporation (CVX) | 0.1 | $670k | +9% | 4.5k | 147.27 |
|
| Ishares Tr Us Trsprtion (IYT) | 0.1 | $666k | 9.7k | 68.91 |
|
|
| Ge Vernova (GEV) | 0.1 | $654k | -3% | 2.6k | 254.99 |
|
| Vanguard World Materials Etf (VAW) | 0.1 | $652k | 3.1k | 211.44 |
|
|
| Automatic Data Processing (ADP) | 0.1 | $648k | +5% | 2.3k | 276.70 |
|
| Roblox Corp Cl A (RBLX) | 0.1 | $647k | -14% | 15k | 44.26 |
|
| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 0.1 | $646k | 13k | 50.18 |
|
|
| Quanta Services (PWR) | 0.1 | $645k | -3% | 2.2k | 298.15 |
|
| Ford Motor Company (F) | 0.1 | $644k | 61k | 10.56 |
|
|
| Wisdomtree Tr Intl Lrgcap Dv (DOL) | 0.1 | $638k | 12k | 53.97 |
|
|
| Red Rock Resorts Cl A (RRR) | 0.1 | $636k | 12k | 54.44 |
|
|
| Choice Hotels International (CHH) | 0.1 | $633k | -2% | 4.9k | 130.30 |
|
| Paramount Global Class B Com (PARA) | 0.1 | $631k | -5% | 59k | 10.62 |
|
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 2024 Q3 filed Nov. 12, 2024
- Institute for Wealth Management 2024 Q2 filed July 25, 2024
- Institute for Wealth Management 2024 Q1 filed April 30, 2024
- 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