Institute For Wealth Management, Llc. Incresed Positions in Q1 2024

Institute For Wealth Management, Llc.

  • $766 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
111K
+ 621.91%
$467.28 - $523.17 $51.6M - $57.8M
128K $67.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
7.19K
+ 21.6%
$396.28 - $446.38 $2.85M - $3.21M
40.4K $18M
AMZN
Amazon Com Inc

Consumer Cyclical
345
+ 0.39%
$144.57 - $180.38 $49.9K - $62.2K
89.2K $16.1M
MSFT
Microsoft Corp

Technology
389
+ 0.86%
$367.75 - $429.37 $143K - $167K
45.8K $19.3M
IWM
Ishares Russell 2000 ETF

ETFs
6.45K
+ 45.62%
$189.48 - $210.3 $1.22M - $1.36M
20.6K $4.33M
DIS
Walt Disney CO

Communication Services
20
+ 0.04%
$89.29 - $122.36 $1.79K - $2.45K
46.4K $5.68M
LLY
Eli Lilly & CO

Healthcare
100
+ 1.51%
$592.2 - $792.28 $59.2K - $79.2K
6.74K $5.24M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.2K
+ 13.93%
$164.99 - $234.17 $363K - $515K
18K $4.04M
URI
United Rentals, Inc.

Industrials
104
+ 1.3%
$541.39 - $721.11 $56.3K - $75K
8.08K $5.83M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.0%
$87.09 - $114.86 $87.1 - $115
48.9K $5.62M
AMD
Advanced Micro Devices Inc

Technology
417
+ 1.37%
$135.32 - $211.38 $56.4K - $88.1K
30.8K $5.56M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
18K
+ 379.95%
$51.38 - $59.17 $925K - $1.07M
22.7K $1.28M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
664
+ 6.49%
$359.29 - $420.52 $239K - $279K
10.9K $4.58M
VHT
Vanguard Health Care ETF

ETFs
2.98K
+ 98.48%
$253.63 - $270.54 $755K - $806K
6K $1.62M
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.09K
+ 3.69%
$81.39 - $103.05 $89K - $113K
30.7K $3.16M
DELL
Dell Technologies Inc.

Technology
37
+ 0.21%
$74.79 - $124.59 $2.77K - $4.61K
17.6K $2.01M
MPC
Marathon Petroleum Corp

Energy
38
+ 0.31%
$151.8 - $201.5 $5.77K - $7.66K
12.2K $2.46M
XLI
Industrial Sector Spdr

ETFs
617
+ 1.53%
$110.23 - $125.96 $68K - $77.7K
41K $5.16M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
1.58K
+ 1.35%
$38.19 - $42.8 $60.1K - $67.4K
118K $5.05M
NFLX
Netflix Inc

Communication Services
32
+ 0.76%
$468.5 - $629.24 $15K - $20.1K
4.23K $2.57M
DFAT
Dimensional ETF Tr U S Target

ETFs
7.92K
+ 185.86%
$49.45 - $54.43 $392K - $431K
12.2K $663K
XLE
Energy Sector Spdr

ETFs
1.47K
+ 5.34%
$79.91 - $94.41 $117K - $139K
28.9K $2.73M
FDX
Fedex Corp

Industrials
27
+ 0.25%
$236.39 - $289.74 $6.38K - $7.82K
11K $3.19M
VDC
Vanguard Consumer Staples ETF

ETFs
1.84K
+ 157.03%
$189.57 - $204.14 $349K - $376K
3.02K $615K
KKR
Kkr & Co. Inc.

Financial Services
2.68K
+ 52.69%
$79.89 - $101.64 $214K - $272K
7.76K $780K
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.22K
+ 42.09%
$56.66 - $62.34 $296K - $325K
17.6K $1.1M
TTD
Trade Desk, Inc.

Technology
2.28K
+ 22.44%
$63.76 - $88.93 $145K - $203K
12.4K $1.09M
QCOM
Qualcomm Inc

Technology
98
+ 0.72%
$136.17 - $175.72 $13.3K - $17.2K
13.8K $2.33M
RYLD
Global X Fds Russell 2000 Cove

ETFs
19.3K
+ 14.57%
$16.17 - $16.91 $312K - $326K
152K $2.56M
PYPL
Pay Pal Holdings, Inc.

Financial Services
2K
+ 5.22%
$56.13 - $66.99 $112K - $134K
40.3K $2.7M
CRM
Salesforce, Inc.

Technology
18
+ 0.2%
$251.12 - $316.88 $4.52K - $5.7K
9.01K $2.71M
PSX
Phillips 66

Energy
774
+ 10.65%
$127.67 - $163.34 $98.8K - $126K
8.04K $1.31M
GS
Goldman Sachs Group Inc

Financial Services
26
+ 0.25%
$376.91 - $417.69 $9.8K - $10.9K
10.4K $4.36M
IWN
Ishares Russell2000 Val ETF

ETFs
2.09K
+ 273.98%
$145.61 - $158.81 $304K - $331K
2.85K $451K
H
Hyatt Hotels Corp

Consumer Cyclical
19
+ 0.17%
$126.51 - $160.84 $2.4K - $3.06K
11.3K $1.8M
NVO
Novo Nordisk A S

Healthcare
63
+ 0.5%
$102.11 - $135.92 $6.43K - $8.56K
12.7K $1.63M
BXSL
Blackstone Secured Lending Fund

Financial Services
4.09K
+ 8.3%
$27.87 - $31.42 $114K - $129K
53.4K $1.66M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
36
+ 0.2%
$91.71 - $111.59 $3.3K - $4.02K
17.8K $1.98M
DSI
Ishares Msci Kld 400 Social Et

ETFs
380
+ 1.51%
$89.27 - $100.81 $33.9K - $38.3K
25.6K $2.58M
AIG
American International Group, Inc.

Financial Services
1.41K
+ 8.67%
$66.75 - $78.34 $94.4K - $111K
17.7K $1.39M
XLG
Invesco Exchange Traded Fd Tr

ETFs
583
+ 1.05%
$37.01 - $42.29 $21.6K - $24.7K
56K $2.36M
PG
Procter & Gamble CO

Consumer Defensive
891
+ 14.08%
$147.42 - $162.61 $131K - $145K
7.22K $1.17M
TRV
Travelers Companies, Inc.

Financial Services
9
+ 0.15%
$191.3 - $230.14 $1.72K - $2.07K
6.09K $1.4M
TXN
Texas Instruments Inc

Technology
687
+ 2.35%
$156.85 - $175.27 $108K - $120K
30K $5.22M
MET
Metlife Inc

Financial Services
2.17K
+ 25.26%
$65.35 - $74.11 $142K - $161K
10.8K $798K
OXY
Occidental Petroleum Corp

Energy
2.37K
+ 17.18%
$56.22 - $64.99 $133K - $154K
16.2K $1.05M
C
Citigroup Inc

Financial Services
457
+ 2.86%
$51.11 - $63.24 $23.4K - $28.9K
16.4K $1.04M
SPGI
S&P Global Inc.

Financial Services
521
+ 44.38%
$418.48 - $459.72 $218K - $240K
1.7K $721K
WMT
Walmart Inc.

Consumer Defensive
13.3K
+ 217.12%
$58.61 - $175.86 $780K - $2.34M
19.4K $1.17M
Activity Summary
Buys All Purchases 208 New Holdings 45 Increased Positions 163 Sells All Sells 210 Reductions 210 Sold out 0 Options Calls 3 Puts 0
Track This Portfolio

Track Institute For Wealth Management, Llc. Portfolio

Follow Institute For Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email