Institute For Wealth Management, Llc. Portfolio Holdings
Institute For Wealth Management, Llc.
- $766 Million
- Q1 2024
Institute For Wealth Management, Llc. has filed its 13F form on April 30, 2024 for Q1 2024 where it was disclosed a total value porftolio of $766 Million distributed in 505 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $73.9M, Spdr S&P 500 ETF Trust with a value of $67.1M, Apple Inc. with a value of $21.4M, Microsoft Corp with a value of $19.3M, and Invesco Qqq Trust, Series 1 with a value of $18M.
Examining the 13F form we can see an increase of $158M in the current position value, from $608M to 766M.
Below you can find more details about Institute For Wealth Management, Llc. portfolio as well as his latest detailed transactions.
Portfolio value
$766 Million
ETFs: $279 Million
Technology: $190 Million
Financial Services: $62.9 Million
Consumer Cyclical: $57.2 Million
Industrials: $48.7 Million
Healthcare: $46.8 Million
Communication Services: $37.5 Million
Energy: $16.5 Million
Other: $27.4 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 505
- Current Value $766 Million
- Prior Value $608 Million
- Filing
- Period Q1 2024
- Filing Date April 30, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 45 stocks
- Additional Purchases 163 stocks
- Sold out of 0 stocks
- Reduced holdings in 210 stocks