Institute For Wealth Management, Llc. Portfolio Holdings

Institute For Wealth Management, Llc.

  • $929 Million
  • Q3 2025

Institute For Wealth Management, Llc. has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $929 Million distributed in 558 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $142M, Apple Inc. with a value of $31.6M, Microsoft Corp with a value of $24.9M, Amazon Com Inc with a value of $18.6M, and Invesco Qqq Trust, Series 1 with a value of $16.9M.

Examining the 13F form we can see an increase of $55.7M in the current position value, from $874M to 929M.

Below you can find more details about Institute For Wealth Management, Llc. portfolio as well as his latest detailed transactions.

Portfolio value $929 Million
ETFs: $286 Million
Technology: $283 Million
Financial Services: $87.5 Million
Consumer Cyclical: $72.2 Million
Industrials: $66.5 Million
Communication Services: $52.3 Million
Healthcare: $36.8 Million
Consumer Defensive: $15.6 Million
Other: $26.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$496B
$142 Million 15.33% of portfolio
763,512
Q3 2025 Reduced 3.02%
$4.33T
$31.6 Million 3.4% of portfolio
124,255
Q3 2025 Reduced 1.2%
$3.77T
$24.9 Million 2.68% of portfolio
48,168
Q3 2025 Reduced 1.34%
$2.53T
$18.6 Million 2.0% of portfolio
84,792
Q3 2025 Reduced 5.61%
$0
$16.9 Million 1.82% of portfolio
28,202
Q3 2025 Added 7.14%
$1.4T
$14.8 Million 1.59% of portfolio
20,140
Q3 2025 Reduced 1.95%
$41.6B
$14.8 Million 1.59% of portfolio
20,566
Q3 2025 Reduced 0.62%
$1.67T
$13.7 Million 1.47% of portfolio
56,345
Q3 2025 Reduced 3.83%
$1.41T
$11.7 Million 1.26% of portfolio
26,237
Q3 2025 Reduced 2.34%
$405B
$8.51 Million 0.92% of portfolio
9,189
Q3 2025 Reduced 0.29%
$59.2B
$7.87 Million 0.85% of portfolio
8,242
Q3 2025 Reduced 1.83%
$272B
$7.95 Million 0.85% of portfolio
9,980
Q3 2025 Reduced 2.63%
$0
$7.85 Million 0.84% of portfolio
33,562
Q3 2025 Reduced 0.8%
$145B
$7.56 Million 0.81% of portfolio
22,910
Q3 2025 Added 0.28%
$0
$7.37 Million 0.79% of portfolio
230,881
Q3 2025 Reduced 3.68%
$0
$7.29 Million 0.78% of portfolio
10,941
Q3 2025 Added 17.58%
$0
$7.14 Million 0.77% of portfolio
49,069
Q3 2025 Reduced 1.15%
$0
$6.78 Million 0.73% of portfolio
43,494
Q3 2025 Reduced 1.13%
$0
$6.53 Million 0.7% of portfolio
42,311
Q3 2025 Reduced 0.34%
$0
$6.48 Million 0.7% of portfolio
47,904
Q3 2025 Reduced 0.04%
$98.2B
$6.38 Million 0.69% of portfolio
75,432
Q3 2025 Reduced 1.3%
$153B
$6.11 Million 0.66% of portfolio
17,330
Q3 2025 Reduced 3.23%
$0
$5.96 Million 0.64% of portfolio
18,264
Q3 2025 Added 2.42%
$0
$5.98 Million 0.64% of portfolio
21,214
Q3 2025 Reduced 1.89%
$177B
$5.75 Million 0.62% of portfolio
29,570
Q3 2025 Added 0.17%
$0
$5.7 Million 0.61% of portfolio
105,903
Q3 2025 Reduced 1.46%
$527B
$5.46 Million 0.59% of portfolio
9,606
Q3 2025 Added 0.72%
$0
$5.34 Million 0.57% of portfolio
45,193
Q3 2025 Reduced 1.36%
$649B
$5.28 Million 0.57% of portfolio
18,788
Q3 2025 Reduced 1.05%
$649B
$5.23 Million 0.56% of portfolio
10,398
Q3 2025 Reduced 0.76%
$205B
$5.23 Million 0.56% of portfolio
45,704
Q3 2025 Reduced 2.03%
$498B
$4.98 Million 0.54% of portfolio
4,150
Q3 2025 Reduced 0.77%
$930B
$5.06 Million 0.54% of portfolio
16,040
Q3 2025 Reduced 0.47%
$394B
$4.69 Million 0.5% of portfolio
28,975
Q3 2025 Reduced 0.6%
$64.9B
$4.61 Million 0.5% of portfolio
54,885
Q3 2025 Reduced 2.98%
$547B
$4.58 Million 0.49% of portfolio
13,420
Q3 2025 Added 0.32%
$116B
$4.47 Million 0.48% of portfolio
20,708
Q3 2025 Reduced 0.4%
$0
$4.34 Million 0.47% of portfolio
20,779
Q3 2025 Added 9.54%
$387B
$4.34 Million 0.47% of portfolio
18,743
Q3 2025 Reduced 1.84%
$918B
$4.41 Million 0.47% of portfolio
5,784
Q3 2025 Reduced 2.69%
$0
$4.2 Million 0.45% of portfolio
24,051
Q3 2025 Reduced 0.52%
$429B
$4.05 Million 0.44% of portfolio
78,410
Q3 2025 Reduced 1.12%
$0
$3.95 Million 0.43% of portfolio
31,518
Q3 2025 Reduced 0.61%
$1.77T
$3.99 Million 0.43% of portfolio
16,382
Q3 2025 Reduced 1.38%
$0
$3.97 Million 0.43% of portfolio
35,910
Q3 2025 Reduced 34.37%
$202B
$4.03 Million 0.43% of portfolio
19,686
Q3 2025 Reduced 0.33%
$0
$3.83 Million 0.41% of portfolio
12,867
Q3 2025 Added 26.79%
$0
$3.7 Million 0.4% of portfolio
7,710
Q3 2025 Reduced 16.13%
$341B
$3.59 Million 0.39% of portfolio
11,942
Q3 2025 Added 10.65%

Summary

  • Portfolio
  • No. of Stocks 558
  • Current Value $929 Million
  • Prior Value $874 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 45 stocks
  • Additional Purchases 163 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 255 stocks
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