Institute For Wealth Management, Llc. Incresed Positions in Q3 2025

Institute For Wealth Management, Llc.

  • $929 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.88K
+ 7.14%
$546.99 - $602.2 $1.03M - $1.13M
28.2K $16.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.64K
+ 17.58%
$617.65 - $666.84 $1.01M - $1.09M
10.9K $7.29M
AVGO
Broadcom Inc.

Technology
64
+ 0.28%
$264.74 - $369.57 $16.9K - $23.7K
22.9K $7.56M
VHT
Vanguard Health Care ETF

ETFs
4.47K
+ 150.86%
$239.12 - $259.95 $1.07M - $1.16M
7.43K $1.93M
CVX
Chevron Corp

Energy
7.33K
+ 181.43%
$145.57 - $161.83 $1.07M - $1.19M
11.4K $1.77M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.72K
+ 26.79%
$276.51 - $305.12 $752K - $830K
12.9K $3.83M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
431
+ 2.42%
$275.84 - $326.36 $119K - $141K
18.3K $5.96M
GE
General Electric CO

Industrials
1.15K
+ 10.65%
$244.75 - $305.63 $281K - $351K
11.9K $3.59M
VBR
Vanguard Small Cap Value ETF

ETFs
1.81K
+ 9.54%
$195.41 - $212.37 $353K - $384K
20.8K $4.34M
HQY
Healthequity, Inc.

Healthcare
7.19K
+ 112.72%
$87.42 - $103.12 $628K - $741K
13.6K $1.29M
VNQ
Vanguard Specialized Funds Van

ETFs
6.24K
+ 65.36%
$88.47 - $93.24 $552K - $582K
15.8K $1.44M
VDE
Vanguard Energy ETF

ETFs
4.45K
+ 182.98%
$118.37 - $129.65 $527K - $577K
6.88K $866K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
7.16K
+ 24.4%
$53.81 - $57.52 $385K - $412K
36.5K $2.1M
CAT
Caterpillar Inc

Industrials
98
+ 2.19%
$390.92 - $477.15 $38.3K - $46.8K
4.56K $2.18M
VGSH
Vanguard

ETFs
7.12K
+ 22.53%
$58.43 - $58.88 $416K - $419K
38.7K $2.28M
BX
Blackstone Inc.

Financial Services
194
+ 1.11%
$152.77 - $188.68 $29.6K - $36.6K
17.7K $3.03M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.64K
+ 39.45%
$108.46 - $120.63 $286K - $319K
9.34K $1.11M
VIG
Vanguard Dividend Appreciation

ETFs
2.01K
+ 37.41%
N/A
7.36K $1.34M
PHM
Pultegroup Inc

Consumer Cyclical
222
+ 1.78%
$108.0 - $141.42 $24K - $31.4K
12.7K $1.68M
PLTR
Palantir Technologies Inc.

Technology
720
+ 15.77%
$130.68 - $186.97 $94.1K - $135K
5.29K $964K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
4.18K
+ 15.97%
$70.85 - $76.96 $296K - $322K
30.3K $2.31M
TT
Trane Technologies PLC

Industrials
639
+ 65.47%
$398.96 - $472.54 $255K - $302K
1.62K $681K
VKTX
Viking Therapeutics, Inc.

Healthcare
13.1K
+ 14.46%
$23.09 - $42.09 $302K - $550K
103K $2.64M
TIP
Ishares Tr Tips Bd ETF

ETFs
1.97K
+ 98.35%
$109.11 - $111.88 $215K - $221K
3.98K $442K
GLD
Spdr Gold Trust

ETFs
86
+ 2.37%
$300.96 - $355.47 $25.9K - $30.6K
3.72K $1.32M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.21K
+ 3.36%
$39.06 - $43.42 $47.2K - $52.5K
37.2K $1.61M
MGK
Vanguard Mega Cap Growth ETF

ETFs
266
+ 10.1%
$362.31 - $405.74 $96.4K - $108K
2.9K $1.17M
MSTR
Microstrategy Inc

Technology
985
+ 68.31%
$300.7 - $455.9 $296K - $449K
2.43K $782K
UNH
Unitedhealth Group Inc

Healthcare
284
+ 9.53%
$237.77 - $353.61 $67.5K - $100K
3.26K $1.13M
VCR
Vanguard Consumer Discretionar

ETFs
169
+ 4.95%
$359.61 - $401.35 $60.8K - $67.8K
3.58K $1.42M
VOX
Vanguard Communication Service

ETFs
265
+ 3.34%
$169.0 - $192.17 $44.8K - $50.9K
8.19K $1.54M
PEP
Pepsico Inc

Consumer Defensive
1.13K
+ 41.87%
$133.81 - $152.16 $151K - $172K
3.82K $536K
CMPR
Cimpress PLC

Communication Services
515
+ 5.68%
$43.33 - $63.47 $22.3K - $32.7K
9.58K $604K
IWP
Ishares Russell Mid Cap Growth

ETFs
1.08K
+ 64.03%
$137.51 - $145.26 $148K - $156K
2.75K $392K
INTC
Intel Corp

Technology
342
+ 2.6%
$19.31 - $35.5 $6.6K - $12.1K
13.5K $453K
VTI
Vanguard Total Stock Market Et

ETFs
125
+ 2.69%
$303.93 - $329.86 $38K - $41.2K
4.77K $1.57M
XLU
Utilities Sector Spdr

ETFs
1.29K
+ 22.42%
$81.14 - $87.32 $105K - $112K
7.03K $613K
BAR
Granite Shares Gold Trust

ETFs
2.74K
+ 40.39%
$32.23 - $38.06 $88.4K - $104K
9.53K $362K
ETN
Eaton Corp PLC

Industrials
28
+ 0.38%
$342.99 - $392.76 $9.6K - $11K
7.44K $2.79M
IVV
Ishares Core S&P 500 ETF

ETFs
13
+ 0.5%
$620.67 - $670.08 $8.07K - $8.71K
2.62K $1.76M
ITOT
Ishares Core S&P Total U.S. St

ETFs
197
+ 2.08%
$135.0 - $146.02 $26.6K - $28.8K
9.68K $1.41M
MO
Altria Group, Inc.

Consumer Defensive
929
+ 10.49%
$57.75 - $67.68 $53.6K - $62.9K
9.78K $646K
DHI
Horton D R Inc

Consumer Cyclical
182
+ 7.78%
$129.82 - $184.04 $23.6K - $33.5K
2.52K $427K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
1.37K
+ 37.42%
$73.94 - $78.51 $102K - $108K
5.05K $391K
VTV
Vanguard Value ETF

ETFs
61
+ 0.6%
$175.51 - $186.57 $10.7K - $11.4K
10.1K $1.89M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.03K
+ 31.25%
$100.37 - $100.74 $104K - $104K
4.34K $437K
MA
Mastercard Inc

Financial Services
69
+ 0.72%
$550.18 - $598.96 $38K - $41.3K
9.61K $5.46M
BNDX
Vanguard Total International B

ETFs
2.1K
+ 24.76%
$49.0 - $49.51 $103K - $104K
10.6K $523K
IWD
Ishares Russell 1000 Val ETF

ETFs
362
+ 13.24%
$192.76 - $203.86 $69.8K - $73.8K
3.1K $630K
Activity Summary
Buys All Purchases 208 New Holdings 45 Increased Positions 163 Sells All Sells 255 Reductions 255 Sold out 0 Options Calls 1 Puts 0
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