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, QQQ, MSFT, AMZN, and represent 23.30% of Institute for Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: QQQ (+$7.7M), DIA, IMMX, EDV, SNOW, CAIE, AFRM, CRM, APP, VUG.
- Started 33 new stock positions in IMMX, SPHY, GD, GRNI, DOCU, DASH, IGV, SNX, SLV, PDD.
- Reduced shares in these 10 stocks: SPY, JEPQ, NVDA, ARES, CIBR, BXSL, AAPL, BXMT, BRK.A, .
- Sold out of its positions in ARI, ARES, ACRE, AstraZeneca, ETHW, BXMT, DSL, GIS, BAR, IEF.
- Institute for Wealth Management was a net buyer of stock by $27M.
- Institute for Wealth Management has $939M in assets under management (AUM), dropping by -0.57%.
- Central Index Key (CIK): 0001533954
Tip: Access up to 7 years of quarterly data
Positions held by Institute For Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Institute for Wealth Management
Institute for Wealth Management holds 542 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Institute for Wealth Management has 542 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Institute for Wealth Management March 31, 2026 positions
- Download the Institute for Wealth Management March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 13.8 | $129M | 741k | 174.40 |
|
|
| Apple (AAPL) | 3.2 | $30M | -2% | 119k | 253.79 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.5 | $23M | +49% | 40k | 577.18 |
|
| Microsoft Corporation (MSFT) | 1.9 | $18M | +3% | 49k | 370.17 |
|
| Amazon (AMZN) | 1.9 | $18M | +2% | 86k | 208.27 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $16M | 57k | 287.56 |
|
|
| Lam Research Corp Com New (LRCX) | 1.6 | $16M | 72k | 213.66 |
|
|
| Meta Platforms Cl A (META) | 1.2 | $11M | 20k | 572.14 |
|
|
| Tesla Motors (TSLA) | 1.1 | $10M | +7% | 28k | 371.74 |
|
| Axon Enterprise (AXON) | 0.9 | $8.7M | 21k | 424.69 |
|
|
| Costco Wholesale Corporation (COST) | 0.9 | $8.5M | -5% | 8.6k | 996.48 |
|
| Goldman Sachs (GS) | 0.9 | $8.1M | -2% | 9.6k | 846.01 |
|
| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.8 | $7.7M | 34k | 229.04 |
|
|
| Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.8 | $7.3M | 43k | 167.22 |
|
|
| Broadcom (AVGO) | 0.7 | $7.0M | 23k | 309.51 |
|
|
| Vaneck Etf Trust Semiconductr Etf Put Option (Principal) (SMH) | 0.7 | $6.8M | 18k | 383.40 |
|
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.7 | $6.8M | 42k | 161.73 |
|
|
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.7 | $6.7M | 47k | 145.02 |
|
|
| Starbucks Corporation (SBUX) | 0.7 | $6.7M | 75k | 89.59 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.7 | $6.6M | 227k | 29.13 |
|
|
| Applied Materials (AMAT) | 0.7 | $6.5M | 19k | 341.78 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.7 | $6.5M | +21% | 15k | 436.78 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.7 | $6.2M | +16% | 126k | 49.37 |
|
| Calamos Etf Tr Autocallable Inc (CAIE) | 0.6 | $6.1M | +36% | 241k | 25.14 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.6 | $6.0M | +20% | 20k | 302.25 |
|
| United Rentals (URI) | 0.6 | $6.0M | 8.2k | 728.52 |
|
|
| Advanced Micro Devices (AMD) | 0.6 | $5.8M | 28k | 203.43 |
|
|
| Texas Instruments Incorporated (TXN) | 0.6 | $5.7M | 30k | 194.14 |
|
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.6 | $5.7M | 43k | 132.90 |
|
|
| Eli Lilly & Co. (LLY) | 0.6 | $5.3M | 5.8k | 919.82 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.6 | $5.3M | +22% | 90k | 58.54 |
|
| Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) | 0.6 | $5.2M | 43k | 120.75 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.5 | $5.2M | 24k | 217.25 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.5 | $4.7M | 9.5k | 499.69 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $4.7M | 16k | 286.86 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $4.7M | 9.7k | 479.22 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $4.6M | 16k | 294.16 |
|
|
| Fortinet (FTNT) | 0.5 | $4.4M | 54k | 81.72 |
|
|
| Walt Disney Company (DIS) | 0.5 | $4.4M | 46k | 96.38 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.5 | $4.4M | 24k | 184.28 |
|
|
| Netflix (NFLX) | 0.5 | $4.3M | +7% | 45k | 96.15 |
|
| Adobe Systems Incorporated (ADBE) | 0.5 | $4.3M | +3% | 18k | 243.08 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $4.2M | -35% | 6.5k | 650.34 |
|
| Amgen (AMGN) | 0.4 | $4.1M | 12k | 351.86 |
|
|
| Abbvie (ABBV) | 0.4 | $4.0M | 19k | 217.49 |
|
|
| Boeing Company (BA) | 0.4 | $4.0M | -3% | 20k | 199.03 |
|
| Visa Com Cl A (V) | 0.4 | $4.0M | 13k | 302.24 |
|
|
| FedEx Corporation (FDX) | 0.4 | $3.9M | 11k | 356.19 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $3.8M | +17% | 16k | 248.00 |
|
| Bank of America Corporation (BAC) | 0.4 | $3.8M | 79k | 48.75 |
|
|
| Invesco Exchange Traded Fd T Large Cap Growth (PWB) | 0.4 | $3.8M | 30k | 125.93 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $3.7M | +12% | 68k | 54.05 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.4 | $3.7M | +565% | 7.9k | 463.17 |
|
| Hartford Financial Services (HIG) | 0.4 | $3.5M | 26k | 135.23 |
|
|
| Viking Therapeutics (VKTX) | 0.4 | $3.5M | 109k | 32.54 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.4 | $3.5M | 9.4k | 370.68 |
|
|
| Kla Corp Com New (KLAC) | 0.4 | $3.4M | -2% | 2.3k | 1472.41 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.4 | $3.4M | +8% | 4.8k | 697.75 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.4 | $3.3M | 55k | 61.26 |
|
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.3 | $3.3M | +5% | 30k | 110.39 |
|
| Ishares Tr Micro-cap Etf (IWC) | 0.3 | $3.2M | 20k | 159.61 |
|
|
| salesforce (CRM) | 0.3 | $3.1M | +74% | 17k | 186.66 |
|
| Caterpillar (CAT) | 0.3 | $3.1M | 4.4k | 708.43 |
|
|
| Immix Biopharma (IMMX) | 0.3 | $3.1M | NEW | 338k | 9.11 |
|
| General Motors Company (GM) | 0.3 | $3.1M | 41k | 74.50 |
|
|
| Ishares Tr Europe Etf (IEV) | 0.3 | $3.0M | +2% | 45k | 67.94 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $2.9M | +3% | 52k | 56.79 |
|
| Ge Aerospace Com New (GE) | 0.3 | $2.9M | -12% | 10k | 283.78 |
|
| American Express Company (AXP) | 0.3 | $2.9M | 9.4k | 302.47 |
|
|
| CSX Corporation (CSX) | 0.3 | $2.8M | 69k | 41.05 |
|
|
| Invesco Exchange Traded Fd T Bloomberg Mvp Mu (BMVP) | 0.3 | $2.8M | 57k | 49.89 |
|
|
| Netease Sponsored Ads (NTES) | 0.3 | $2.8M | 25k | 111.94 |
|
|
| Marathon Petroleum Corp (MPC) | 0.3 | $2.8M | 12k | 244.18 |
|
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.3 | $2.8M | 59k | 47.53 |
|
|
| Vanguard World Extended Dur (EDV) | 0.3 | $2.8M | +416% | 44k | 64.95 |
|
| Dell Technologies CL C (DELL) | 0.3 | $2.8M | 17k | 164.13 |
|
|
| Morgan Stanley Com New (MS) | 0.3 | $2.7M | 17k | 164.57 |
|
|
| Deere & Company (DE) | 0.3 | $2.7M | -18% | 4.8k | 563.30 |
|
| Raytheon Technologies Corp (RTX) | 0.3 | $2.7M | 14k | 192.90 |
|
|
| Eaton Corp SHS (ETN) | 0.3 | $2.6M | 7.3k | 357.69 |
|
|
| Cme (CME) | 0.3 | $2.6M | 8.7k | 295.35 |
|
|
| Johnson & Johnson (JNJ) | 0.3 | $2.6M | 11k | 244.43 |
|
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.3 | $2.5M | -7% | 46k | 54.55 |
|
| AmerisourceBergen (COR) | 0.3 | $2.5M | -3% | 8.0k | 314.14 |
|
| Cloudflare Cl A Com (NET) | 0.3 | $2.5M | +30% | 12k | 206.34 |
|
| Oracle Corporation (ORCL) | 0.3 | $2.5M | 17k | 147.11 |
|
|
| Servicenow (NOW) | 0.3 | $2.5M | +71% | 24k | 104.55 |
|
| Wal-Mart Stores (WMT) | 0.3 | $2.5M | 20k | 124.28 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $2.4M | +15% | 37k | 64.08 |
|
| Micron Technology (MU) | 0.3 | $2.4M | +26% | 7.0k | 337.85 |
|
| Vanguard World Health Car Etf (VHT) | 0.3 | $2.4M | +13% | 8.7k | 272.33 |
|
| Snowflake Com Shs (SNOW) | 0.3 | $2.4M | +277% | 16k | 150.82 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $2.3M | +46% | 5.4k | 430.32 |
|
| Chevron Corporation (CVX) | 0.2 | $2.3M | -3% | 11k | 206.90 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $2.3M | +25% | 8.8k | 257.35 |
|
| Lowe's Companies (LOW) | 0.2 | $2.2M | 9.4k | 236.28 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $2.2M | +13% | 11k | 196.20 |
|
| Palo Alto Networks (PANW) | 0.2 | $2.2M | 14k | 160.32 |
|
|
| Global X Fds Russell 2000 (RYLD) | 0.2 | $2.2M | 145k | 14.95 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $2.2M | -25% | 3.00 | 718140.00 |
|
| Kenvue (KVUE) | 0.2 | $2.1M | +93% | 123k | 17.24 |
|
| Waste Management (WM) | 0.2 | $2.1M | 9.1k | 229.79 |
|
|
| Howmet Aerospace (HWM) | 0.2 | $2.0M | 8.9k | 230.46 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.2 | $2.0M | 22k | 93.74 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $2.0M | +2% | 18k | 114.99 |
|
| Marvell Technology (MRVL) | 0.2 | $2.0M | -7% | 20k | 99.05 |
|
| Canadian Pacific Kansas City (CP) | 0.2 | $2.0M | 25k | 78.66 |
|
|
| Invesco Exchange Traded Fd T Divid Achievev (PFM) | 0.2 | $2.0M | -2% | 39k | 51.09 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.2 | $2.0M | -5% | 115k | 17.15 |
|
| AutoNation (AN) | 0.2 | $2.0M | 10k | 195.26 |
|
|
| Ge Vernova (GEV) | 0.2 | $2.0M | -14% | 2.3k | 872.73 |
|
| Spdr Series Trust State Street Spd (XHB) | 0.2 | $2.0M | +3% | 20k | 98.72 |
|
| Cheniere Energy Com New (LNG) | 0.2 | $2.0M | 6.9k | 283.75 |
|
|
| Citigroup Com New (C) | 0.2 | $1.9M | 17k | 113.41 |
|
|
| Vanguard World Financials Etf (VFH) | 0.2 | $1.9M | +26% | 16k | 120.81 |
|
| St. Joe Company (JOE) | 0.2 | $1.8M | 29k | 62.80 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.8M | +6% | 2.8k | 653.30 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.2 | $1.8M | -2% | 25k | 75.19 |
|
| Vanguard World Comm Srvc Etf (VOX) | 0.2 | $1.8M | +18% | 10k | 179.84 |
|
| Hyatt Hotels Corp Com Cl A (H) | 0.2 | $1.8M | 13k | 143.79 |
|
|
| Affirm Hldgs Com Cl A (AFRM) | 0.2 | $1.8M | +408% | 40k | 45.82 |
|
| EOG Resources (EOG) | 0.2 | $1.8M | 13k | 144.57 |
|
|
| Invesco Exchange Traded Fd T S&p Spin Off (CSD) | 0.2 | $1.8M | 16k | 112.67 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.7M | +25% | 14k | 124.31 |
|
| Vanguard World Consum Dis Etf (VCR) | 0.2 | $1.7M | +21% | 4.7k | 359.05 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $1.7M | +49% | 14k | 118.62 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $1.6M | -15% | 8.4k | 191.81 |
|
| Booking Holdings (BKNG) | 0.2 | $1.6M | 383.00 | 4210.32 |
|
|
| Invesco Exchange Traded Fd T Biotechnology (PBE) | 0.2 | $1.6M | 20k | 79.18 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.6M | +4% | 5.0k | 320.84 |
|
| Tidal Trust I Fundstrat Granny (GRNY) | 0.2 | $1.6M | +4% | 67k | 23.87 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.2 | $1.6M | 30k | 53.35 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $1.6M | +10% | 18k | 88.70 |
|
| Qualcomm (QCOM) | 0.2 | $1.6M | -2% | 12k | 128.78 |
|
| Paypal Holdings (PYPL) | 0.2 | $1.6M | -4% | 35k | 45.23 |
|
| eBay (EBAY) | 0.2 | $1.6M | 17k | 91.02 |
|
|
| Global X Fds S&p 500 Covered (XYLD) | 0.2 | $1.6M | -6% | 40k | 39.13 |
|
| Home Depot (HD) | 0.2 | $1.5M | -2% | 4.7k | 328.90 |
|
| Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) | 0.2 | $1.5M | 20k | 76.02 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $1.5M | +7% | 27k | 56.68 |
|
| Ishares Msci Japan Etf (EWJ) | 0.2 | $1.5M | 18k | 84.44 |
|
|
| Marriott Intl Cl A (MAR) | 0.2 | $1.5M | 4.6k | 327.09 |
|
|
| Travelers Companies (TRV) | 0.2 | $1.5M | 5.1k | 291.66 |
|
|
| Lockheed Martin Corporation (LMT) | 0.2 | $1.5M | 2.5k | 604.41 |
|
|
| Virtus Etf Tr Ii Virtus Us Qlty (JOET) | 0.2 | $1.5M | 37k | 40.03 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.2 | $1.5M | 13k | 109.69 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $1.4M | 3.2k | 446.60 |
|
|
| Pulte (PHM) | 0.2 | $1.4M | 12k | 117.61 |
|
|
| Vanguard World Energy Etf (VDE) | 0.2 | $1.4M | +13% | 8.3k | 173.04 |
|
| Ishares Tr Core 60/40 Balan (AOR) | 0.2 | $1.4M | +9% | 22k | 64.35 |
|
| Cisco Systems (CSCO) | 0.1 | $1.4M | 18k | 77.59 |
|
|
| Vaneck Etf Trust Biotech Etf (BBH) | 0.1 | $1.4M | 7.4k | 188.02 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.4M | 12k | 113.11 |
|
|
| ConocoPhillips (COP) | 0.1 | $1.4M | 11k | 132.00 |
|
|
| First Tr Exchange-traded SHS (FVD) | 0.1 | $1.4M | 29k | 47.03 |
|
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.1 | $1.4M | +11% | 12k | 110.86 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $1.3M | +19% | 3.7k | 367.43 |
|
| Corning Incorporated (GLW) | 0.1 | $1.3M | 9.9k | 135.97 |
|
|
| Applovin Corp Com Cl A (APP) | 0.1 | $1.3M | NEW | 3.4k | 397.95 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.3M | -3% | 6.1k | 215.06 |
|
| Spdr Series Trust State Street Spd (XBI) | 0.1 | $1.3M | +4% | 10k | 127.74 |
|
| Spdr Series Trust State Street Spd (XNTK) | 0.1 | $1.3M | 5.1k | 255.28 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $1.3M | 9.1k | 142.44 |
|
|
| Phillips 66 (PSX) | 0.1 | $1.3M | -2% | 7.1k | 182.17 |
|
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.1 | $1.3M | -2% | 8.1k | 158.59 |
|
| Occidental Petroleum Corporation (OXY) | 0.1 | $1.3M | 20k | 65.00 |
|
|
| Invesco Exchange Traded Fd T Pharmaceuticals (PJP) | 0.1 | $1.3M | 12k | 103.76 |
|
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $1.3M | 18k | 71.13 |
|
|
| Cummins (CMI) | 0.1 | $1.2M | 2.3k | 538.02 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $1.2M | +2% | 5.1k | 242.64 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $1.2M | 8.5k | 145.79 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $1.2M | 20k | 60.65 |
|
|
| Roblox Corp Cl A (RBLX) | 0.1 | $1.2M | +78% | 21k | 56.56 |
|
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 0.1 | $1.2M | 3.7k | 321.40 |
|
|
| American Intl Group Com New (AIG) | 0.1 | $1.2M | 16k | 75.25 |
|
|
| Quanta Services (PWR) | 0.1 | $1.2M | 2.1k | 549.03 |
|
|
| Merck & Co (MRK) | 0.1 | $1.2M | 9.6k | 120.29 |
|
|
| Hca Holdings (HCA) | 0.1 | $1.1M | 2.4k | 473.24 |
|
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.1 | $1.1M | 10k | 108.97 |
|
|
| Sherwin-Williams Company (SHW) | 0.1 | $1.1M | 3.5k | 320.55 |
|
|
| Nike CL B (NKE) | 0.1 | $1.1M | 21k | 52.82 |
|
|
| Valero Energy Corporation (VLO) | 0.1 | $1.1M | 4.5k | 247.08 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $1.1M | 2.4k | 460.99 |
|
|
| TJX Companies (TJX) | 0.1 | $1.1M | 6.9k | 159.70 |
|
|
| Autodesk (ADSK) | 0.1 | $1.1M | +153% | 4.6k | 239.40 |
|
| Invesco Exchange Traded Fd T Intl Divi Achi (PID) | 0.1 | $1.1M | -2% | 48k | 22.25 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $1.1M | 13k | 82.43 |
|
|
| Spdr Series Trust State Street Spd (KRE) | 0.1 | $1.1M | 16k | 65.15 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $1.1M | 7.3k | 144.45 |
|
|
| McKesson Corporation (MCK) | 0.1 | $1.0M | 1.2k | 865.65 |
|
|
| Honeywell International (HON) | 0.1 | $1.0M | 4.6k | 226.01 |
|
|
| Charles Schwab Corporation (SCHW) | 0.1 | $1.0M | 11k | 93.98 |
|
|
| Gilead Sciences (GILD) | 0.1 | $1.0M | 7.4k | 139.38 |
|
|
| F5 Networks (FFIV) | 0.1 | $1.0M | 3.6k | 289.33 |
|
|
| Cigna Corp (CI) | 0.1 | $1.0M | 3.8k | 266.75 |
|
|
| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.1 | $1.0M | -2% | 22k | 45.87 |
|
| At&t (T) | 0.1 | $1000k | -19% | 35k | 28.99 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $997k | -2% | 5.9k | 169.66 |
|
| Vanguard World Utilities Etf (VPU) | 0.1 | $996k | +16% | 5.0k | 198.15 |
|
| Elanco Animal Health (ELAN) | 0.1 | $976k | 41k | 23.93 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $975k | 3.1k | 310.80 |
|
|
| Ishares Tr U.s. Pharma Etf (IHE) | 0.1 | $975k | 11k | 86.68 |
|
|
| Vanguard World Materials Etf (VAW) | 0.1 | $970k | +18% | 4.3k | 225.35 |
|
| Moody's Corporation (MCO) | 0.1 | $960k | 2.2k | 436.26 |
|
|
| Verizon Communications (VZ) | 0.1 | $959k | -6% | 19k | 50.20 |
|
| Wisdomtree Tr Us Total Dividnd (DTD) | 0.1 | $958k | -3% | 11k | 86.36 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $958k | 725.00 | 1320.83 |
|
|
| S&p Global (SPGI) | 0.1 | $954k | 2.2k | 425.36 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $949k | 7.6k | 125.46 |
|
|
| Msci (MSCI) | 0.1 | $941k | 1.7k | 539.06 |
|
|
| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.1 | $932k | -2% | 13k | 69.71 |
|
| Block Cl A (XYZ) | 0.1 | $920k | -21% | 15k | 60.18 |
|
| Vail Resorts (MTN) | 0.1 | $909k | 7.1k | 128.32 |
|
|
| UnitedHealth (UNH) | 0.1 | $906k | +2% | 3.3k | 270.55 |
|
| Kkr & Co (KKR) | 0.1 | $905k | -4% | 9.8k | 92.50 |
|
| U Haul Holding Company Com Ser N (UHAL.B) | 0.1 | $898k | +92% | 20k | 44.67 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $885k | +3% | 29k | 30.68 |
|
| Workday Cl A (WDAY) | 0.1 | $882k | NEW | 6.8k | 129.92 |
|
| Ciena Corp Com New (CIEN) | 0.1 | $879k | 2.3k | 388.23 |
|
|
| Healthequity (HQY) | 0.1 | $878k | 11k | 83.57 |
|
|
| Vanguard World Industrial Etf (VIS) | 0.1 | $878k | +19% | 2.8k | 312.24 |
|
| CoStar (CSGP) | 0.1 | $853k | +35% | 21k | 40.34 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $851k | 30k | 28.71 |
|
|
| SLB Com Stk (SLB) | 0.1 | $849k | 17k | 51.39 |
|
|
| Fair Isaac Corporation (FICO) | 0.1 | $847k | 793.00 | 1067.54 |
|
|
| Amphenol Corp Cl A (APH) | 0.1 | $847k | -3% | 6.7k | 126.35 |
|
| Exchange Traded Concepts Tru Range Nuclear Re (NUKZ) | 0.1 | $840k | +40% | 13k | 65.77 |
|
| International Business Machines (IBM) | 0.1 | $840k | -2% | 3.5k | 242.39 |
|
| Wisdomtree Tr Us Midcap Fund (EZM) | 0.1 | $840k | 13k | 67.22 |
|
|
| Datadog Cl A Com (DDOG) | 0.1 | $828k | +66% | 7.0k | 118.05 |
|
| Prudential Financial (PRU) | 0.1 | $825k | 8.4k | 97.69 |
|
|
| Central Securities (CET) | 0.1 | $814k | 16k | 49.66 |
|
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.1 | $812k | -56% | 34k | 23.69 |
|
| Etf Opportunities Trust Rex Fang & Innov (FEPI) | 0.1 | $807k | +23% | 20k | 39.67 |
|
| Strategy Cl A New (MSTR) | 0.1 | $807k | NEW | 6.5k | 124.80 |
|
| Anthem (ELV) | 0.1 | $797k | -3% | 2.7k | 292.75 |
|
| Abbott Laboratories (ABT) | 0.1 | $787k | 7.7k | 102.67 |
|
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.1 | $785k | 9.2k | 84.91 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $784k | +23% | 2.0k | 390.41 |
|
| Coca-Cola Company (KO) | 0.1 | $781k | 10k | 76.05 |
|
|
| Wisdomtree Tr Us Ai Enhanced (AIVL) | 0.1 | $779k | -2% | 6.7k | 115.71 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $762k | 12k | 62.45 |
|
|
| Ishares Tr Us Trsprtion (IYT) | 0.1 | $750k | 10k | 74.60 |
|
|
| Wisdomtree Tr True Developed I (DOL) | 0.1 | $748k | 11k | 67.98 |
|
|
| Wynn Resorts (WYNN) | 0.1 | $748k | 7.4k | 101.56 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $746k | 3.1k | 240.00 |
|
|
| Lennar Corp Cl A (LEN) | 0.1 | $739k | -7% | 8.5k | 86.84 |
|
| MetLife (MET) | 0.1 | $733k | 10k | 70.72 |
|
|
| MercadoLibre (MELI) | 0.1 | $730k | +37% | 422.00 | 1729.02 |
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.1 | $725k | +28% | 16k | 44.85 |
|
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 2026 Q1 filed May 14, 2026
- Institute for Wealth Management 2025 Q4 filed Jan. 27, 2026
- 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