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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 21.19% of Institute for Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VTWG (+$6.1M), LRCX (+$5.4M), USMV, BRK.A, VTWV, QQQ, VWO, VONG, IWC, VOE.
Started 46 new stock positions in CNQ, LII, RRX, INGR, PDI, CNR, TTE, EVRG, MOH, ONEQ.
Reduced shares in these 10 stocks: SPY, RXRX, ABSI, QUAL, , PLTR, VGT, CEIX, IVE, HPE.
Sold out of its positions in UHAL, ARI, BDJ, CIEN, CEIX, EIX, FATE, GAB, Globalstar, HPE.
Institute for Wealth Management was a net buyer of stock by $37M.
Institute for Wealth Management has $779M in assets under management (AUM), dropping by -2.37%.
Central Index Key (CIK): 0001533954

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Portfolio Holdings for Institute for Wealth Management

Institute for Wealth Management holds 524 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Institute for Wealth Management has 524 total positions. Only the first 250 positions are shown.

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Download the Institute for Wealth Management March 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	11.2	$88M		808k	108.38	View chart
Apple (AAPL)	3.6	$28M		128k	222.13	View chart
Microsoft Corporation (MSFT)	2.4	$19M		50k	375.39	View chart
Amazon (AMZN)	2.4	$18M	+5%	97k	190.26	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.5	$12M	+24%	26k	468.91	View chart
Meta Platforms Cl A (META)	1.5	$12M		21k	576.36	View chart
Axon Enterprise (AXON)	1.4	$11M		21k	525.95	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$9.0M		58k	154.64	View chart
Costco Wholesale Corporation (COST)	1.2	$9.0M		9.5k	945.80	View chart
Starbucks Corporation (SBUX)	1.0	$7.6M		78k	98.09	View chart
Tesla Motors (TSLA)	0.9	$7.0M		27k	259.16	View chart
Adobe Systems Incorporated (ADBE)	0.9	$6.9M		18k	383.53	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.8	$6.3M	+2349%	34k	186.36	View chart
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)	0.8	$6.2M	-2%	135k	45.75	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.8	$6.1M		50k	121.91	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.8	$6.0M		242k	25.04	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.8	$5.9M	+106%	44k	133.09	View chart
Select Sector Spdr Tr Indl (XLI)	0.7	$5.7M	+2%	43k	131.07	View chart
Goldman Sachs (GS)	0.7	$5.6M		10k	546.28	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$5.6M		11k	532.60	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.7	$5.5M		48k	113.76	View chart
Fortinet (FTNT)	0.7	$5.5M		57k	96.26	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.7	$5.4M	+528%	58k	93.66	View chart
Select Sector Spdr Tr Financial (XLF)	0.7	$5.4M	-2%	108k	49.81	View chart
Lam Research Corp Com New (LRCX)	0.7	$5.4M	NEW	74k	72.70	View chart
Texas Instruments Incorporated (TXN)	0.7	$5.3M		30k	179.70	View chart
United Rentals (URI)	0.7	$5.3M	+9%	8.4k	626.66	View chart
Mastercard Incorporated Cl A (MA)	0.7	$5.3M		9.6k	548.11	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$5.1M	-45%	9.2k	559.38	View chart
Eli Lilly & Co. (LLY)	0.7	$5.1M	-3%	6.2k	825.85	View chart
Ishares Tr Short Treas Bd (SHV)	0.6	$4.8M	+14%	43k	110.46	View chart
Visa Com Cl A (V)	0.6	$4.8M		14k	350.45	View chart
Walt Disney Company (DIS)	0.6	$4.7M		47k	98.70	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.6	$4.7M		47k	99.98	View chart
Select Sector Spdr Tr Technology (XLK)	0.6	$4.4M		21k	206.48	View chart
Broadcom (AVGO)	0.5	$4.1M	-3%	24k	167.43	View chart
Abbvie (ABBV)	0.5	$4.0M		19k	209.52	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.5	$4.0M	+3%	19k	211.47	View chart
Netflix (NFLX)	0.5	$4.0M		4.3k	932.62	View chart
JPMorgan Chase & Co. (JPM)	0.5	$3.9M		16k	245.30	View chart
Amgen (AMGN)	0.5	$3.8M		12k	311.55	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$3.7M	-6%	9.9k	370.82	View chart
Hartford Financial Services (HIG)	0.5	$3.6M	-3%	29k	123.73	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.5	$3.5M	-2%	77k	46.02	View chart
Boeing Company (BA)	0.4	$3.4M	+5%	20k	170.55	View chart
Bank of America Corporation (BAC)	0.4	$3.3M		80k	41.73	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$3.2M	NEW	4.00	798441.75	View chart
Advanced Micro Devices (AMD)	0.4	$3.2M		31k	102.74	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.4	$3.1M		32k	96.04	View chart
FedEx Corporation (FDX)	0.4	$3.0M	+11%	12k	243.78	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.4	$3.0M	-2%	29k	102.41	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.4	$3.0M		9.4k	317.64	View chart
Applied Materials (AMAT)	0.4	$2.9M		20k	145.12	View chart
Invesco Exchange Traded Fd T Bloomberg Mvp Mu (BMVP)	0.4	$2.8M		60k	47.70	View chart
salesforce (CRM)	0.4	$2.8M		10k	268.36	View chart
Oracle Corporation (ORCL)	0.3	$2.7M	-3%	19k	139.81	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$2.7M	-20%	16k	170.89	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$2.7M	+120%	60k	45.26	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$2.7M	+96%	17k	160.54	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$2.7M		17k	156.23	View chart
Select Sector Spdr Tr Energy (XLE)	0.3	$2.7M		29k	93.45	View chart
Palo Alto Networks (PANW)	0.3	$2.6M		15k	170.64	View chart
Ishares Tr Europe Etf (IEV)	0.3	$2.6M		44k	58.20	View chart
American Express Company (AXP)	0.3	$2.6M	+2%	9.6k	269.05	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$2.6M	+13%	13k	199.48	View chart
Servicenow (NOW)	0.3	$2.5M	+21%	3.2k	796.05	View chart
Paypal Holdings (PYPL)	0.3	$2.5M		39k	65.25	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.3	$2.5M		62k	40.41	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$2.5M		27k	92.83	View chart
Cme (CME)	0.3	$2.5M		9.3k	265.29	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.3	$2.4M	+3%	75k	32.36	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$2.4M	+5%	17k	139.78	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.3	$2.4M	-2%	144k	16.63	View chart
Lowe's Companies (LOW)	0.3	$2.4M		10k	233.24	View chart
Global X Fds Russell 2000 (RYLD)	0.3	$2.4M		158k	15.10	View chart
Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX)	0.3	$2.4M	-2%	55k	42.96	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.3	$2.4M		16k	146.61	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.3	$2.3M		53k	43.70	View chart
Deere & Company (DE)	0.3	$2.3M		4.8k	469.36	View chart
Ishares Tr Micro-cap Etf (IWC)	0.3	$2.2M	+149%	20k	110.91	View chart
Ge Aerospace Com New (GE)	0.3	$2.2M		11k	200.15	View chart
Viking Therapeutics (VKTX)	0.3	$2.2M	+12%	90k	24.15	View chart
Waste Management (WM)	0.3	$2.1M		9.0k	231.52	View chart
CSX Corporation (CSX)	0.3	$2.1M		70k	29.43	View chart
Qualcomm (QCOM)	0.3	$2.0M		13k	153.61	View chart
Eaton Corp SHS (ETN)	0.3	$2.0M	+4%	7.4k	271.81	View chart
Morgan Stanley Com New (MS)	0.3	$2.0M		17k	116.67	View chart
Raytheon Technologies Corp (RTX)	0.3	$2.0M		15k	132.46	View chart
General Motors Company (GM)	0.3	$2.0M	+18%	42k	47.03	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$2.0M		3.5k	561.84	View chart
Home Depot (HD)	0.3	$2.0M	-2%	5.4k	366.51	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$1.9M		29k	66.34	View chart
Global X Fds S&p 500 Covered (XYLD)	0.2	$1.9M		48k	39.49	View chart
Canadian Pacific Kansas City (CP)	0.2	$1.9M		27k	70.21	View chart
Spdr Ser Tr S&p Homebuild (XHB)	0.2	$1.9M		19k	96.90	View chart
Invesco Exchange Traded Fd T Divid Achievev (PFM)	0.2	$1.8M		40k	45.78	View chart
Johnson & Johnson (JNJ)	0.2	$1.8M		11k	165.84	View chart
Wal-Mart Stores (WMT)	0.2	$1.8M	-2%	21k	87.79	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$1.8M	-2%	31k	58.69	View chart
Booking Holdings (BKNG)	0.2	$1.8M	+4%	391.00	4606.91	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.2	$1.8M		30k	60.19	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$1.8M	+149%	22k	82.54	View chart
Vanguard World Health Car Etf (VHT)	0.2	$1.8M	+131%	6.7k	264.74	View chart
Marathon Petroleum Corp (MPC)	0.2	$1.8M		12k	145.69	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$1.7M	+73%	34k	50.83	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$1.7M	-2%	3.5k	484.88	View chart
Cheniere Energy Com New (LNG)	0.2	$1.7M		7.1k	231.39	View chart
Vail Resorts (MTN)	0.2	$1.6M	-5%	10k	160.01	View chart
Dell Technologies CL C (DELL)	0.2	$1.6M		18k	91.15	View chart
Hyatt Hotels Corp Com Cl A (H)	0.2	$1.6M	+21%	13k	122.50	View chart
Kla Corp Com New (KLAC)	0.2	$1.6M		2.4k	679.80	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.2	$1.6M	+9%	26k	63.00	View chart
UnitedHealth (UNH)	0.2	$1.6M		3.0k	523.70	View chart
Caterpillar (CAT)	0.2	$1.6M	-6%	4.7k	329.83	View chart
EOG Resources (EOG)	0.2	$1.6M		12k	128.24	View chart
Virtus Etf Tr Ii Virtus Us Qlty (JOET)	0.2	$1.5M		40k	36.57	View chart
Cigna Corp (CI)	0.2	$1.5M		4.4k	329.02	View chart
Travelers Companies (TRV)	0.2	$1.5M		5.5k	264.44	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$1.4M		25k	57.14	View chart
St. Joe Company (JOE)	0.2	$1.4M	+10%	30k	46.95	View chart
American Intl Group Com New (AIG)	0.2	$1.4M	-5%	16k	86.94	View chart
Fair Isaac Corporation (FICO)	0.2	$1.4M	+3%	760.00	1844.16	View chart
CoStar (CSGP)	0.2	$1.4M		18k	79.23	View chart
Kkr & Co (KKR)	0.2	$1.4M	+58%	12k	115.61	View chart
Bristol Myers Squibb (BMY)	0.2	$1.4M	-12%	23k	60.99	View chart
Fiserv (FI)	0.2	$1.4M		6.2k	220.83	View chart
Vanguard World Financials Etf (VFH)	0.2	$1.4M	-4%	12k	119.47	View chart
Nike CL B (NKE)	0.2	$1.4M		22k	63.48	View chart
Vanguard World Comm Srvc Etf (VOX)	0.2	$1.4M		9.2k	148.38	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$1.4M	-20%	2.5k	542.32	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$1.3M	NEW	15k	92.79	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.2	$1.3M		21k	62.75	View chart
Sherwin-Williams Company (SHW)	0.2	$1.3M	-7%	3.8k	349.16	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$1.3M	-3%	15k	90.54	View chart
Invesco Exchange Traded Fd T Biotechnology (PBE)	0.2	$1.3M		21k	63.44	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.3M	+438%	4.6k	274.86	View chart
Gartner (IT)	0.2	$1.3M	+12%	3.0k	419.74	View chart
Ishares Msci Jpn Etf New (EWJ)	0.2	$1.3M		18k	68.56	View chart
Citigroup Com New (C)	0.2	$1.3M		18k	70.99	View chart
Anthem (ELV)	0.2	$1.2M		2.9k	434.96	View chart
Intuitive Surgical Com New (ISRG)	0.2	$1.2M		2.5k	495.18	View chart
Procter & Gamble Company (PG)	0.2	$1.2M		7.2k	170.43	View chart
Pulte (PHM)	0.2	$1.2M	+15%	12k	102.80	View chart
Invesco Exchange Traded Fd T S&p Spin Off (CSD)	0.2	$1.2M		16k	75.02	View chart
Marriott Intl Cl A (MAR)	0.2	$1.2M		5.1k	238.21	View chart
Block Cl A (XYZ)	0.2	$1.2M		22k	54.33	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$1.2M		35k	34.95	View chart
Howmet Aerospace (HWM)	0.2	$1.2M		9.2k	129.74	View chart
Vaneck Etf Trust Biotech Etf (BBH)	0.2	$1.2M		7.6k	157.34	View chart
Vanguard World Consum Dis Etf (VCR)	0.2	$1.2M		3.7k	325.51	View chart
Hess (HES)	0.2	$1.2M		7.4k	159.74	View chart
At&t (T)	0.2	$1.2M		42k	28.28	View chart
Union Pacific Corporation (UNP)	0.2	$1.2M		5.0k	236.25	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$1.2M		12k	100.00	View chart
Marvell Technology (MRVL)	0.1	$1.2M	+16%	19k	61.57	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.2M		9.5k	122.01	View chart
eBay (EBAY)	0.1	$1.2M		17k	67.73	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.2M		2.6k	446.78	View chart
Cintas Corporation (CTAS)	0.1	$1.1M	+15%	5.6k	205.53	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$1.1M	+12%	6.1k	186.28	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$1.1M		8.6k	132.23	View chart
Occidental Petroleum Corporation (OXY)	0.1	$1.1M		23k	49.36	View chart
Cisco Systems (CSCO)	0.1	$1.1M	-10%	18k	61.71	View chart
Invesco Exchange Traded Fd T Pharmaceuticals (PJP)	0.1	$1.1M		13k	86.61	View chart
Honeywell International (HON)	0.1	$1.1M		5.2k	211.73	View chart
Lennar Corp Cl A (LEN)	0.1	$1.1M	+11%	9.6k	114.78	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$1.1M		25k	44.59	View chart
Novo-nordisk A S Adr (NVO)	0.1	$1.1M		16k	69.44	View chart
ConocoPhillips (COP)	0.1	$1.1M	-2%	10k	105.03	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$1.1M	+163%	4.4k	244.64	View chart
Comcast Corp Cl A (CMCSA)	0.1	$1.1M		29k	36.90	View chart
United Parcel Service CL B (UPS)	0.1	$1.1M	-5%	9.7k	109.99	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$1.1M		18k	59.75	View chart
Abbott Laboratories (ABT)	0.1	$1.0M	-8%	7.9k	132.64	View chart
Apollo Global Mgmt (APO)	0.1	$1.0M	NEW	7.6k	136.94	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$1.0M	-2%	5.4k	193.98	View chart
Shopify Cl A (SHOP)	0.1	$1.0M	+11%	11k	95.48	View chart
FactSet Research Systems (FDS)	0.1	$1.0M	+5%	2.3k	454.67	View chart
McDonald's Corporation (MCD)	0.1	$1.0M		3.3k	312.39	View chart
Msci (MSCI)	0.1	$1.0M	+14%	1.8k	565.53	View chart
Spdr Ser Tr Nyse Tech Etf (XNTK)	0.1	$999k		5.2k	191.81	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.1	$997k		15k	67.42	View chart
Prudential Financial (PRU)	0.1	$996k		8.9k	111.68	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.1	$982k		52k	19.07	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$978k	+77%	3.4k	288.17	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$978k	+173%	8.5k	115.60	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$968k		4.9k	197.48	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.1	$961k		8.8k	109.80	View chart
F5 Networks (FFIV)	0.1	$949k		3.6k	266.27	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.1	$941k	-2%	8.5k	110.19	View chart
The Trade Desk Com Cl A (TTD)	0.1	$937k	+41%	17k	54.72	View chart
Blackstone Mtg Tr Com Cl A (BXMT)	0.1	$935k		47k	20.00	View chart
TJX Companies (TJX)	0.1	$935k		7.7k	121.80	View chart
Snowflake Cl A Call Option (SNOW)	0.1	$932k	+8%	6.4k	146.16	View chart
Verizon Communications (VZ)	0.1	$931k	-14%	21k	45.36	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$922k		13k	70.21	View chart
Phillips 66 (PSX)	0.1	$919k	-6%	7.4k	123.48	View chart
Intuit (INTU)	0.1	$915k		1.5k	613.97	View chart
U Haul Holding Company Com Ser N (UHAL.B)	0.1	$908k		15k	59.18	View chart
International Business Machines (IBM)	0.1	$908k		3.7k	248.65	View chart
Hca Holdings (HCA)	0.1	$885k		2.6k	345.55	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$884k		27k	32.99	View chart
Charles Schwab Corporation (SCHW)	0.1	$883k		11k	78.28	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.1	$870k		15k	59.51	View chart
Cloudflare Cl A Com (NET)	0.1	$866k	-7%	7.7k	112.69	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.1	$865k		11k	76.95	View chart
Spdr Ser Tr S&p Regl Bkg (KRE)	0.1	$851k		15k	56.85	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$851k	-5%	30k	27.96	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.1	$850k		22k	37.86	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$847k	+28%	8.8k	96.45	View chart
Moody's Corporation (MCO)	0.1	$845k		1.8k	465.71	View chart
Merck & Co (MRK)	0.1	$843k		9.4k	89.76	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$837k	-9%	2.7k	308.88	View chart
Arch Cap Group Ord (ACGL)	0.1	$835k	+94%	8.7k	96.18	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$834k		2.7k	312.05	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.1	$831k	+10%	14k	57.57	View chart
Gilead Sciences (GILD)	0.1	$820k		7.3k	112.05	View chart
MetLife (MET)	0.1	$820k		10k	80.29	View chart
Madison Square Grdn Sprt Cor Cl A (MSGS)	0.1	$817k		4.2k	194.72	View chart
McKesson Corporation (MCK)	0.1	$815k		1.2k	673.24	View chart
Vanguard World Energy Etf (VDE)	0.1	$814k	-5%	6.3k	129.71	View chart
S&p Global (SPGI)	0.1	$813k		1.6k	508.14	View chart
Tidal Etf Tr Fundstrat Granny (GRNY)	0.1	$804k	NEW	44k	18.18	View chart
Central Securities (CET)	0.1	$800k	-4%	18k	44.96	View chart
Ishares Tr U.s. Pharma Etf (IHE)	0.1	$796k	+2%	11k	70.56	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.1	$785k		9.7k	81.10	View chart
John Hancock Exchange Traded Multi Intl Etf (JHMD)	0.1	$780k		22k	34.95	View chart
Ge Vernova (GEV)	0.1	$778k		2.5k	305.29	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$778k		11k	73.45	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$773k	-17%	1.5k	514.00	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$762k		13k	59.60	View chart
Draftkings Com Cl A (DKNG)	0.1	$757k		23k	33.21	View chart
Roblox Corp Cl A (RBLX)	0.1	$757k	-8%	13k	58.29	View chart
Coca-Cola Company (KO)	0.1	$752k		11k	71.62	View chart
Exxon Mobil Corporation (XOM)	0.1	$750k		6.3k	118.92	View chart
Charter Communications Inc N Cl A (CHTR)	0.1	$750k	+27%	2.0k	368.46	View chart
Dupont De Nemours (DD)	0.1	$743k		9.9k	74.68	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$727k		3.6k	202.13	View chart
Cummins (CMI)	0.1	$724k		2.3k	313.48	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$717k	NEW	11k	68.06	View chart
Vanguard World Industrial Etf (VIS)	0.1	$704k	+18%	2.8k	247.54	View chart
Diamondback Energy (FANG)	0.1	$677k		4.2k	159.88	View chart
Palantir Technologies Cl A (PLTR)	0.1	$665k	-43%	7.9k	84.41	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$664k	-9%	8.5k	78.28	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.1	$657k		13k	50.12	View chart
Vanguard World Utilities Etf (VPU)	0.1	$650k	-5%	3.8k	170.81	View chart
Chevron Corporation (CVX)	0.1	$644k		3.9k	167.30	View chart
Wisdomtree Tr Intl Lrgcap Dv (DOL)	0.1	$643k		12k	55.07	View chart
Danaher Corporation (DHR)	0.1	$642k	-5%	3.1k	205.01	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$641k	-2%	1.8k	352.49	View chart

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 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
Institute for Wealth Management 2021 Q3 filed Nov. 15, 2021
Institute for Wealth Management 2021 Q2 filed July 21, 2021

View all past filings

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