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, QQQ, and represent 24.43% of Institute for Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: CAIE, VHT, CVX, SPY, VBK, FEPI, HQY, VAW, VNQ, VDE.
- Started 45 new stock positions in ADEA, NUMV, MGEE, EXLS, IWN, SOXX, BBWI, AROC, AUR, QXO.
- Reduced shares in these 10 stocks: NVDA, SHV, AMZN, , VUG, , , GOOGL, FCN, AAON.
- Sold out of its positions in AAON, APD, ANSS, ARW, BMI, BAX, BRBR, CF, CSGS, ENOV.
- Institute for Wealth Management was a net seller of stock by $-6.0M.
- Institute for Wealth Management has $960M in assets under management (AUM), dropping by 7.05%.
- Central Index Key (CIK): 0001533954
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Portfolio Holdings for Institute for Wealth Management
Institute for Wealth Management holds 557 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Institute for Wealth Management has 557 total positions. Only the first 250 positions are shown.
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- Download the Institute for Wealth Management September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 14.8 | $143M | -3% | 764k | 186.58 |
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| Apple (AAPL) | 3.3 | $32M | 124k | 254.63 |
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| Microsoft Corporation (MSFT) | 2.6 | $25M | 48k | 517.95 |
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| Amazon (AMZN) | 1.9 | $19M | -5% | 85k | 219.57 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.8 | $17M | 28k | 600.37 |
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| Meta Platforms Cl A (META) | 1.5 | $15M | 20k | 734.39 |
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| Axon Enterprise (AXON) | 1.5 | $15M | 21k | 717.65 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $14M | -3% | 56k | 243.10 |
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| Tesla Motors (TSLA) | 1.2 | $12M | -2% | 26k | 444.72 |
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| Lam Research Corp Com New (LRCX) | 1.0 | $9.8M | 74k | 133.90 |
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| Costco Wholesale Corporation (COST) | 0.9 | $8.5M | 9.2k | 925.65 |
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| Goldman Sachs (GS) | 0.8 | $7.9M | -2% | 10k | 796.34 |
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| United Rentals (URI) | 0.8 | $7.9M | 8.2k | 954.60 |
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| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.8 | $7.8M | 34k | 233.78 |
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| Broadcom (AVGO) | 0.8 | $7.6M | 23k | 329.90 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.8 | $7.4M | -3% | 231k | 31.91 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $7.3M | +17% | 11k | 666.19 |
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| Spdr Series Trust Spdr S&p 500 Etf (SPYX) | 0.7 | $7.2M | 131k | 54.85 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.7 | $7.1M | 49k | 145.60 |
|
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| Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.7 | $6.8M | 44k | 155.87 |
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| Select Sector Spdr Tr Indl (XLI) | 0.7 | $6.5M | 42k | 154.23 |
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| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.7 | $6.5M | 48k | 135.23 |
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| Starbucks Corporation (SBUX) | 0.7 | $6.4M | 75k | 84.60 |
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| Adobe Systems Incorporated (ADBE) | 0.6 | $6.1M | -3% | 17k | 352.75 |
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| Select Sector Spdr Tr Technology (XLK) | 0.6 | $6.0M | 21k | 281.86 |
|
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.6 | $6.0M | +2% | 18k | 326.36 |
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| Select Sector Spdr Tr Financial (XLF) | 0.6 | $5.7M | 106k | 53.87 |
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| Mastercard Incorporated Cl A (MA) | 0.6 | $5.5M | 9.6k | 568.82 |
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| Texas Instruments Incorporated (TXN) | 0.6 | $5.4M | 30k | 183.73 |
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| Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) | 0.6 | $5.3M | 45k | 118.05 |
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| Oracle Corporation (ORCL) | 0.6 | $5.3M | 19k | 281.23 |
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| Walt Disney Company (DIS) | 0.5 | $5.2M | -2% | 46k | 114.50 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $5.2M | 10k | 502.76 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $5.1M | 16k | 315.43 |
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| Netflix (NFLX) | 0.5 | $5.0M | 4.2k | 1198.90 |
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| Advanced Micro Devices (AMD) | 0.5 | $4.7M | 29k | 161.79 |
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| Fortinet (FTNT) | 0.5 | $4.6M | -2% | 55k | 84.08 |
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| Visa Com Cl A (V) | 0.5 | $4.6M | 13k | 341.38 |
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| Boeing Company (BA) | 0.5 | $4.5M | 21k | 215.83 |
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| Eli Lilly & Co. (LLY) | 0.5 | $4.4M | -2% | 5.8k | 763.01 |
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| Abbvie (ABBV) | 0.5 | $4.3M | 19k | 231.54 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.5 | $4.3M | +9% | 21k | 208.71 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.4 | $4.2M | 24k | 174.58 |
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| Bank of America Corporation (BAC) | 0.4 | $4.0M | 78k | 51.59 |
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| Applied Materials (AMAT) | 0.4 | $4.0M | 20k | 204.74 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $4.0M | 16k | 243.55 |
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| Ishares Tr Short Treas Bd (SHV) | 0.4 | $4.0M | -34% | 36k | 110.49 |
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| Invesco Exchange Traded Fd T Large Cap Growth (PWB) | 0.4 | $4.0M | 32k | 125.42 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.4 | $3.8M | +26% | 13k | 297.62 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $3.7M | -16% | 7.7k | 479.62 |
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| Hartford Financial Services (HIG) | 0.4 | $3.6M | -3% | 27k | 133.39 |
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| Ge Aerospace Com New (GE) | 0.4 | $3.6M | +10% | 12k | 300.81 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.4 | $3.6M | 28k | 125.95 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.4 | $3.5M | 9.4k | 378.94 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $3.3M | 14k | 241.96 |
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| Vanguard World Inf Tech Etf (VGT) | 0.3 | $3.3M | +8% | 4.4k | 746.68 |
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| Amgen (AMGN) | 0.3 | $3.3M | 12k | 282.19 |
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| American Express Company (AXP) | 0.3 | $3.2M | 9.7k | 332.17 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $3.2M | 59k | 54.18 |
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| Blackstone Group Inc Com Cl A (BX) | 0.3 | $3.0M | 18k | 170.85 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $3.0M | 4.00 | 754200.00 |
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| Ishares Tr Micro-cap Etf (IWC) | 0.3 | $3.0M | 20k | 149.09 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.3 | $3.0M | -5% | 52k | 57.52 |
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| Servicenow (NOW) | 0.3 | $3.0M | +3% | 3.2k | 920.39 |
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| Invesco Exchange Traded Fd T Bloomberg Mvp Mu (BMVP) | 0.3 | $2.9M | 59k | 49.02 |
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| Palo Alto Networks (PANW) | 0.3 | $2.9M | 14k | 203.62 |
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| Ishares Tr Europe Etf (IEV) | 0.3 | $2.8M | 44k | 65.48 |
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| Eaton Corp SHS (ETN) | 0.3 | $2.8M | 7.4k | 374.25 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.3 | $2.7M | 61k | 45.21 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $2.7M | 51k | 53.40 |
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| Viking Therapeutics Call Option (VKTX) | 0.3 | $2.7M | +14% | 104k | 26.28 |
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| Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX) | 0.3 | $2.7M | 55k | 49.31 |
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| Morgan Stanley Com New (MS) | 0.3 | $2.7M | 17k | 158.96 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $2.7M | -8% | 22k | 120.72 |
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| FedEx Corporation (FDX) | 0.3 | $2.6M | -9% | 11k | 235.81 |
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| Kla Corp Com New (KLAC) | 0.3 | $2.6M | 2.4k | 1078.60 |
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| General Motors Company (GM) | 0.3 | $2.6M | 42k | 60.97 |
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| Paypal Holdings (PYPL) | 0.3 | $2.5M | -3% | 37k | 67.06 |
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| CSX Corporation (CSX) | 0.3 | $2.5M | 70k | 35.51 |
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| Dell Technologies CL C (DELL) | 0.3 | $2.5M | 17k | 141.77 |
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| Select Sector Spdr Tr Energy (XLE) | 0.3 | $2.5M | -3% | 28k | 89.34 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $2.4M | -11% | 13k | 194.50 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $2.4M | 15k | 167.33 |
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| Lowe's Companies (LOW) | 0.2 | $2.4M | -2% | 9.4k | 251.31 |
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| Cme (CME) | 0.2 | $2.4M | -3% | 8.7k | 270.19 |
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| Marathon Petroleum Corp (MPC) | 0.2 | $2.3M | 12k | 192.75 |
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| salesforce (CRM) | 0.2 | $2.3M | -3% | 9.8k | 236.99 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.2 | $2.3M | +15% | 30k | 76.01 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $2.3M | +22% | 39k | 58.85 |
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| Global X Fds Nasdaq 100 Cover (QYLD) | 0.2 | $2.2M | -5% | 131k | 17.01 |
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| Global X Fds Russell 2000 (RYLD) | 0.2 | $2.2M | -5% | 147k | 15.05 |
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| Caterpillar (CAT) | 0.2 | $2.2M | +2% | 4.6k | 477.17 |
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| Deere & Company (DE) | 0.2 | $2.2M | 4.7k | 457.27 |
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| Spdr Series Trust S&p Homebuild (XHB) | 0.2 | $2.1M | 19k | 110.80 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.2 | $2.1M | +24% | 37k | 57.52 |
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| Qualcomm (QCOM) | 0.2 | $2.1M | 13k | 166.36 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.2 | $2.1M | 28k | 73.29 |
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| Blackstone Secd Lending Common Stock (BXSL) | 0.2 | $2.1M | +6% | 79k | 26.07 |
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| Home Depot (HD) | 0.2 | $2.1M | 5.1k | 405.17 |
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| Ishares Tr Esg Adv Ttl Usd (EUSB) | 0.2 | $2.0M | 46k | 43.92 |
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| Booking Holdings (BKNG) | 0.2 | $2.0M | 376.00 | 5399.27 |
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| Invesco Exchange Traded Fd T Divid Achievev (PFM) | 0.2 | $2.0M | 40k | 50.74 |
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| Wal-Mart Stores (WMT) | 0.2 | $2.0M | -3% | 20k | 103.06 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $2.0M | 6.8k | 293.79 |
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| Waste Management (WM) | 0.2 | $2.0M | +3% | 9.0k | 220.84 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $2.0M | 33k | 59.92 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.2 | $2.0M | -4% | 12k | 159.89 |
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| Vanguard World Health Car Etf (VHT) | 0.2 | $1.9M | +150% | 7.4k | 259.58 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.2 | $1.9M | 22k | 89.37 |
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| Johnson & Johnson (JNJ) | 0.2 | $1.9M | -4% | 10k | 185.42 |
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| Canadian Pacific Kansas City (CP) | 0.2 | $1.9M | -2% | 26k | 74.49 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $1.9M | 10k | 186.49 |
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| Calamos Etf Tr Autocallable Inc (CAIE) | 0.2 | $1.9M | NEW | 68k | 27.47 |
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| Marvell Technology (MRVL) | 0.2 | $1.8M | -3% | 22k | 84.07 |
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| Hyatt Hotels Corp Com Cl A (H) | 0.2 | $1.8M | 13k | 141.93 |
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| Howmet Aerospace (HWM) | 0.2 | $1.8M | 9.1k | 196.24 |
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| Citigroup Com New (C) | 0.2 | $1.8M | 18k | 101.50 |
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| Global X Fds S&p 500 Covered (XYLD) | 0.2 | $1.8M | -3% | 45k | 39.26 |
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| Chevron Corporation (CVX) | 0.2 | $1.8M | +181% | 11k | 155.30 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.8M | 2.6k | 669.34 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.2 | $1.7M | 14k | 120.50 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.2 | $1.7M | -4% | 28k | 60.08 |
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| Pulte (PHM) | 0.2 | $1.7M | 13k | 132.13 |
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| Ge Vernova (GEV) | 0.2 | $1.7M | +13% | 2.7k | 614.84 |
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| Roblox Corp Cl A (RBLX) | 0.2 | $1.7M | 12k | 138.52 |
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| Cheniere Energy Com New (LNG) | 0.2 | $1.6M | 7.0k | 234.97 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.2 | $1.6M | +3% | 37k | 43.42 |
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| Virtus Etf Tr Ii Virtus Us Qlty (JOET) | 0.2 | $1.6M | -5% | 37k | 43.01 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $1.6M | +37% | 7.4k | 215.78 |
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| Tidal Trust I Fundstrat Granny (GRNY) | 0.2 | $1.6M | 63k | 24.99 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.6M | +2% | 4.8k | 328.19 |
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| Vanguard World Financials Etf (VFH) | 0.2 | $1.6M | +3% | 12k | 131.24 |
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| Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) | 0.2 | $1.6M | 21k | 73.57 |
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| eBay (EBAY) | 0.2 | $1.5M | 17k | 90.95 |
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| Vanguard World Comm Srvc Etf (VOX) | 0.2 | $1.5M | +3% | 8.2k | 187.73 |
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| Cloudflare Cl A Com (NET) | 0.2 | $1.5M | 7.0k | 214.59 |
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| St. Joe Company (JOE) | 0.2 | $1.5M | +2% | 31k | 49.48 |
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| Invesco Exchange Traded Fd T S&p Spin Off (CSD) | 0.2 | $1.5M | 16k | 93.12 |
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| Nike CL B (NKE) | 0.2 | $1.5M | 21k | 69.73 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $1.5M | -2% | 9.8k | 148.61 |
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| Invesco Exchange Traded Fd T Biotechnology (PBE) | 0.2 | $1.5M | 21k | 69.87 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.2 | $1.4M | 18k | 80.21 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $1.4M | -3% | 8.1k | 178.73 |
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| EOG Resources (EOG) | 0.2 | $1.4M | +9% | 13k | 112.12 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $1.4M | +65% | 16k | 91.42 |
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| Travelers Companies (TRV) | 0.1 | $1.4M | -5% | 5.1k | 279.20 |
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| Block Cl A (XYZ) | 0.1 | $1.4M | -6% | 20k | 72.27 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $1.4M | -2% | 25k | 57.10 |
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| Vanguard World Consum Dis Etf (VCR) | 0.1 | $1.4M | +4% | 3.6k | 396.16 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $1.4M | +2% | 9.7k | 145.64 |
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| Kkr & Co (KKR) | 0.1 | $1.4M | 11k | 129.95 |
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| Spdr Series Trust Nyse Tech Etf (XNTK) | 0.1 | $1.4M | 5.1k | 272.23 |
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| CoStar (CSGP) | 0.1 | $1.4M | -2% | 16k | 84.37 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.3M | +2% | 3.7k | 355.50 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $1.3M | +3% | 12k | 113.88 |
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| Healthequity (HQY) | 0.1 | $1.3M | +112% | 14k | 94.77 |
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| Marriott Intl Cl A (MAR) | 0.1 | $1.3M | -4% | 4.9k | 260.43 |
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| Ishares Tr Core 60/40 Balan (AOR) | 0.1 | $1.3M | 20k | 64.38 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $1.3M | -5% | 3.2k | 391.69 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $1.3M | 2.5k | 499.11 |
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| Sherwin-Williams Company (SHW) | 0.1 | $1.3M | -2% | 3.6k | 346.24 |
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| Fair Isaac Corporation (FICO) | 0.1 | $1.2M | +13% | 835.00 | 1496.53 |
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| Vaneck Etf Trust Biotech Etf (BBH) | 0.1 | $1.2M | 7.5k | 165.69 |
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| American Intl Group Com New (AIG) | 0.1 | $1.2M | 16k | 78.54 |
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| Cisco Systems (CSCO) | 0.1 | $1.2M | 18k | 68.42 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $1.2M | 18k | 68.46 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $1.2M | 8.5k | 142.55 |
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| Snowflake Cl A (SNOW) | 0.1 | $1.2M | -4% | 5.3k | 225.55 |
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| Lennar Corp Cl A (LEN) | 0.1 | $1.2M | 9.4k | 126.04 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $1.2M | -2% | 4.9k | 239.65 |
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| John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) | 0.1 | $1.2M | 15k | 78.37 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $1.2M | +10% | 2.9k | 402.38 |
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| At&t (T) | 0.1 | $1.2M | 41k | 28.24 |
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| Union Pacific Corporation (UNP) | 0.1 | $1.2M | 4.9k | 236.37 |
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| Invesco Exchange Traded Fd T Pharmaceuticals (PJP) | 0.1 | $1.2M | -2% | 13k | 92.49 |
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| F5 Networks (FFIV) | 0.1 | $1.2M | 3.6k | 323.19 |
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| Select Sector Spdr Tr Communication (XLC) | 0.1 | $1.1M | -2% | 9.7k | 118.36 |
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| First Tr Exchange-traded SHS (FVD) | 0.1 | $1.1M | 25k | 46.24 |
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| UnitedHealth (UNH) | 0.1 | $1.1M | +9% | 3.3k | 345.26 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $1.1M | +39% | 9.3k | 118.82 |
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| Procter & Gamble Company (PG) | 0.1 | $1.1M | 7.2k | 153.64 |
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| Cigna Corp (CI) | 0.1 | $1.1M | -13% | 3.8k | 288.28 |
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| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.1 | $1.1M | 8.4k | 128.04 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $1.1M | 2.4k | 447.23 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $1.1M | 11k | 95.47 |
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| TJX Companies (TJX) | 0.1 | $1.1M | -3% | 7.4k | 144.53 |
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| Vail Resorts (MTN) | 0.1 | $1.1M | -23% | 7.1k | 149.56 |
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| Hca Holdings (HCA) | 0.1 | $1.1M | -3% | 2.5k | 426.20 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $1.1M | 13k | 79.80 |
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| Invesco Exchange Traded Fd T Intl Divi Achi (PID) | 0.1 | $1.1M | 50k | 21.27 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $1.0M | 4.1k | 256.47 |
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| Abbott Laboratories (ABT) | 0.1 | $1.0M | 7.8k | 133.94 |
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| Occidental Petroleum Corporation (OXY) | 0.1 | $1.0M | -2% | 22k | 47.25 |
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| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.1 | $1.0M | 22k | 45.42 |
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| International Business Machines (IBM) | 0.1 | $1.0M | 3.6k | 282.19 |
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| Fiserv (FI) | 0.1 | $1.0M | -3% | 7.8k | 128.93 |
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| Msci (MSCI) | 0.1 | $1.0M | +2% | 1.8k | 567.45 |
|
| Honeywell International (HON) | 0.1 | $1.0M | -7% | 4.8k | 210.48 |
|
| ConocoPhillips (COP) | 0.1 | $998k | 11k | 94.59 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $988k | +10% | 31k | 31.42 |
|
| Phillips 66 (PSX) | 0.1 | $988k | 7.3k | 136.02 |
|
|
| Cummins (CMI) | 0.1 | $982k | 2.3k | 422.44 |
|
|
| Spdr Series Trust S&p Regl Bkg (KRE) | 0.1 | $981k | +3% | 16k | 63.30 |
|
| Wynn Resorts (WYNN) | 0.1 | $976k | 7.6k | 128.28 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $964k | +15% | 5.3k | 182.42 |
|
| McDonald's Corporation (MCD) | 0.1 | $957k | -2% | 3.1k | 303.88 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $948k | -6% | 21k | 45.10 |
|
| Wisdomtree Tr Us Total Dividnd (DTD) | 0.1 | $944k | 11k | 84.00 |
|
|
| Amphenol Corp Cl A (APH) | 0.1 | $940k | -7% | 7.6k | 123.75 |
|
| McKesson Corporation (MCK) | 0.1 | $936k | 1.2k | 772.83 |
|
|
| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.1 | $934k | 14k | 65.21 |
|
|
| Quanta Services (PWR) | 0.1 | $927k | -2% | 2.2k | 414.42 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $920k | 24k | 38.57 |
|
|
| Anthem (ELV) | 0.1 | $915k | 2.8k | 323.12 |
|
|
| Spdr Series Trust S&p Biotech (XBI) | 0.1 | $912k | -6% | 9.1k | 100.20 |
|
| Prudential Financial (PRU) | 0.1 | $907k | 8.7k | 103.74 |
|
|
| John Hancock Exchange Traded Multi Intl Etf (JHMD) | 0.1 | $906k | 23k | 39.98 |
|
|
| Verizon Communications (VZ) | 0.1 | $900k | 21k | 43.95 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $878k | 16k | 55.49 |
|
|
| Nushares Etf Tr Esg Hi Tld Crp (NUHY) | 0.1 | $874k | -6% | 40k | 21.77 |
|
| Vanguard World Energy Etf (VDE) | 0.1 | $866k | +182% | 6.9k | 125.87 |
|
| Intuit (INTU) | 0.1 | $865k | -13% | 1.3k | 682.91 |
|
| The Trade Desk Com Cl A (TTD) | 0.1 | $861k | +2% | 18k | 49.01 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $860k | -18% | 9.0k | 95.14 |
|
| MetLife (MET) | 0.1 | $857k | 10k | 82.37 |
|
|
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 0.1 | $855k | -8% | 3.8k | 227.00 |
|
| Central Securities (CET) | 0.1 | $853k | -2% | 17k | 51.37 |
|
| Elanco Animal Health (ELAN) | 0.1 | $836k | -6% | 42k | 20.14 |
|
| Howard Hughes Holdings (HHH) | 0.1 | $833k | 10k | 82.17 |
|
|
| Wisdomtree Tr Us Ai Enhanced (AIVL) | 0.1 | $827k | -8% | 7.2k | 114.28 |
|
| Moody's Corporation (MCO) | 0.1 | $825k | -4% | 1.7k | 476.51 |
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.1 | $824k | -12% | 9.2k | 89.13 |
|
| Wisdomtree Tr Us Midcap Fund (EZM) | 0.1 | $823k | -2% | 13k | 65.91 |
|
| Cintas Corporation (CTAS) | 0.1 | $823k | -20% | 4.0k | 205.26 |
|
| Apollo Global Mgmt (APO) | 0.1 | $820k | 6.2k | 133.27 |
|
|
| Draftkings Com Cl A (DKNG) | 0.1 | $820k | 22k | 37.40 |
|
|
| Gilead Sciences (GILD) | 0.1 | $819k | 7.4k | 111.00 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $813k | 1.7k | 490.38 |
|
|
| Corning Incorporated (GLW) | 0.1 | $800k | -3% | 9.7k | 82.03 |
|
| Red Rock Resorts Cl A (RRR) | 0.1 | $793k | 13k | 61.06 |
|
|
| Strategy Cl A New (MSTR) | 0.1 | $782k | +68% | 2.4k | 322.21 |
|
| Vanguard World Utilities Etf (VPU) | 0.1 | $779k | +2% | 4.1k | 189.43 |
|
| Valero Energy Corporation (VLO) | 0.1 | $772k | 4.5k | 170.26 |
|
|
| S&p Global (SPGI) | 0.1 | $768k | +2% | 1.6k | 486.76 |
|
| Ishares Tr U.s. Pharma Etf (IHE) | 0.1 | $767k | -5% | 11k | 72.56 |
|
| U Haul Holding Company Com Ser N (UHAL.B) | 0.1 | $763k | 15k | 50.90 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $753k | -9% | 28k | 27.30 |
|
| Merck & Co (MRK) | 0.1 | $749k | -4% | 8.9k | 83.93 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $749k | 1.2k | 612.16 |
|
|
| Micron Technology (MU) | 0.1 | $743k | 4.4k | 167.32 |
|
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 2025 Q3 filed Oct. 17, 2025
- Institute for Wealth Management 2025 Q2 filed July 18, 2025
- Institute for Wealth Management 2025 Q1 filed April 21, 2025
- Institute for Wealth Management 2024 Q4 filed Jan. 23, 2025
- 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