Institute For Wealth Management, Llc. Incresed Positions in Q4 2024

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
7.21K
+ 75.87%
$567.81 - $607.81 $4.09M - $4.38M
16.7K $9.79M
AVGO
Broadcom Inc.

Technology
4
+ 0.02%
$159.67 - $250.0 $639 - $1K
24.1K $5.58M
SHV
Ishares Tr

ETFs
11.2K
+ 42.69%
$109.92 - $110.57 $1.24M - $1.24M
37.6K $4.14M
VKTX
Viking Therapeutics, Inc.

Healthcare
44.4K
+ 122.43%
$38.28 - $78.03 $1.7M - $3.46M
80.6K $3.24M
BA
Boeing CO

Industrials
2.35K
+ 14.06%
$138.14 - $180.72 $325K - $425K
19.1K $3.38M
MRVL
Marvell Technology, Inc.

Technology
1.61K
+ 10.96%
$70.31 - $124.78 $113K - $201K
16.3K $1.8M
DIS
Walt Disney CO

Communication Services
3
+ 0.01%
$92.39 - $117.6 $277 - $353
47.2K $5.26M
V
Visa Inc.

Financial Services
116
+ 0.84%
$273.87 - $320.91 $31.8K - $37.2K
13.9K $4.38M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
3.22K
+ 6.79%
$124.61 - $133.96 $402K - $432K
50.7K $6.53M
XLG
Invesco Exchange Traded Fd Tr

ETFs
6.53K
+ 9.07%
$46.94 - $51.62 $307K - $337K
78.5K $3.92M
NOW
Service Now, Inc.

Technology
11
+ 0.42%
$867.18 - $1148.42 $9.54K - $12.6K
2.62K $2.78M
BXSL
Blackstone Secured Lending Fund

Financial Services
6.78K
+ 10.34%
$29.25 - $33.27 $198K - $226K
72.3K $2.34M
ARES
Ares Management Corp

Financial Services
219
+ 1.41%
$153.38 - $183.7 $33.6K - $40.2K
15.8K $2.79M
MSTR
Microstrategy Inc

Technology
588
+ 44.24%
$162.69 - $473.83 $95.7K - $279K
1.92K $555K
SHOP
Shopify Inc.

Technology
624
+ 6.87%
$78.14 - $119.49 $48.8K - $74.6K
9.71K $1.03M
SCHG
Schwab Strategic Tr Us Large C

ETFs
181K
+ 288.91%
$25.93 - $105.3 $4.69M - $19.1M
244K $6.79M
MGK
Vanguard Mega Cap Growth ETF

ETFs
613
+ 25.82%
$316.94 - $357.88 $194K - $219K
2.99K $1.03M
MTN
Vail Resorts Inc

Consumer Cyclical
578
+ 5.6%
$165.69 - $195.44 $95.8K - $113K
10.9K $2.04M
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.8K
+ 6.36%
$107.41 - $115.71 $193K - $208K
30K $3.31M
ASML
Asml Holding Nv

Technology
399
+ 105.84%
$658.43 - $872.27 $263K - $348K
776 $537K
NET
Cloudflare, Inc.

Technology
4
+ 0.05%
$78.11 - $117.56 $312 - $470
8.31K $894K
ALK
Alaska Air Group, Inc.

Industrials
145
+ 1.33%
$42.48 - $67.6 $6.16K - $9.8K
11K $713K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.53K
+ 19.15%
$124.26 - $134.12 $190K - $205K
9.5K $1.22M
QUAD
Quad/Graphics, Inc.

Industrials
23.6K
+ 187.64%
$4.67 - $8.79 $110K - $207K
36.2K $252K
IWM
Ishares Russell 2000 ETF

ETFs
864
+ 8.24%
$216.13 - $242.4 $187K - $209K
11.3K $2.51M
ORCL
Oracle Corp

Technology
1.56K
+ 8.41%
$165.41 - $192.43 $257K - $299K
20.1K $3.34M
XLK
Technology Sector Spdr

ETFs
159
+ 0.76%
$220.26 - $241.44 $35K - $38.4K
21K $4.89M
XLC
Select Sector Spdr Tr Communic

ETFs
1.2K
+ 21.28%
$89.66 - $102.16 $107K - $122K
6.83K $661K
CSCO
Cisco Systems, Inc.

Technology
416
+ 2.1%
$52.45 - $60.02 $21.8K - $25K
20.3K $1.2M
XLY
Select Sector Spdr Consumer Di

ETFs
75
+ 1.53%
$194.8 - $239.43 $14.6K - $18K
4.99K $1.12M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
1.19K
+ 14.58%
$81.6 - $90.89 $97K - $108K
9.34K $802K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1
+ 0.09%
$260.53 - $404.79 $261 - $405
1.16K $444K
PANW
Palo Alto Networks Inc

Technology
7.59K
+ 96.09%
$181.96 - $405.9 $1.38M - $3.08M
15.5K $2.82M
CRWD
Crowd Strike Holdings, Inc.

Technology
4
+ 0.22%
$275.15 - $388.2 $1.1K - $1.55K
1.86K $635K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
257
+ 1.11%
$58.39 - $67.04 $15K - $17.2K
23.3K $1.48M
FDX
Fedex Corp

Industrials
96
+ 0.87%
$260.5 - $305.15 $25K - $29.3K
11.1K $3.11M
CEIX
Consol Energy Inc.

Energy
952
+ 44.24%
$101.36 - $133.33 $96.5K - $127K
3.1K $331K
INTU
Intuit Inc

Technology
138
+ 10.19%
$602.01 - $706.25 $83.1K - $97.5K
1.49K $937K
ISRG
Intuitive Surgical Inc

Healthcare
29
+ 1.16%
$471.27 - $550.62 $13.7K - $16K
2.53K $1.32M
PGP
Pimco Global Stocks Plus & Income Fund

Financial Services
12.7K
+ 101.98%
$7.63 - $8.39 $97.2K - $107K
25.2K $196K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
5.98K
+ 12.9%
$11.34 - $12.27 $67.8K - $73.3K
52.3K $624K
ADP
Automatic Data Processing Inc

Industrials
146
+ 6.24%
$280.08 - $307.97 $40.9K - $45K
2.49K $728K
RSP
Invesco S&P 500 Equal Weight E

ETFs
525
+ 17.07%
$174.22 - $187.62 $91.5K - $98.5K
3.6K $631K
KRE
Spdr S&P Regional Banking ETF

ETFs
450
+ 3.14%
$54.6 - $68.9 $24.6K - $31K
14.8K $891K
WCC
Wesco International Inc

Industrials
310
+ 17.67%
$164.11 - $213.19 $50.9K - $66.1K
2.06K $373K
IGV
Ishares Expanded Tech Software

ETFs
255
+ 5.21%
$87.5 - $110.17 $22.3K - $28.1K
5.15K $515K
HPE
Hewlett Packard Enterprise CO

Technology
2.43K
+ 19.44%
$19.31 - $23.95 $47K - $58.3K
15K $319K
MSI
Motorola Solutions, Inc.

Technology
114
+ 17.67%
$449.08 - $504.6 $51.2K - $57.5K
759 $350K
IWC
Russell Micro Cap ETF

ETFs
18
+ 0.22%
$120.3 - $138.84 $2.17K - $2.5K
8.1K $1.06M
Activity Summary
Buys All Purchases 149 New Holdings 17 Increased Positions 132 Sells All Sells 247 Reductions 247 Sold out 0 Options Calls 1 Puts 1
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