Institute For Wealth Management, Llc. Incresed Positions in Q2 2025

Institute For Wealth Management, Llc.

  • $874 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AXON
Axon Enterprise, Inc.

Industrials
68
+ 0.33%
$497.13 - $827.94 $33.8K - $56.3K
20.7K $17.1M
VBR
Vanguard Small Cap Value ETF

ETFs
12.9K
+ 211.09%
$162.76 - $195.77 $2.1M - $2.52M
19K $3.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
692
+ 2.7%
$416.06 - $551.64 $288K - $382K
26.3K $14.5M
VGT
Vanguard Information Technolog

ETFs
1.57K
+ 62.7%
$470.37 - $663.28 $738K - $1.04M
4.07K $2.7M
GOOGL
Alphabet Inc.

Communication Services
338
+ 0.58%
$144.7 - $178.6 $48.9K - $60.4K
58.6K $10.3M
VOE
Vanguard Mid Cap Value Index F

ETFs
7.41K
+ 44.18%
$141.87 - $164.49 $1.05M - $1.22M
24.2K $3.98M
SHV
Ishares Tr

ETFs
11.5K
+ 26.68%
$110.06 - $110.46 $1.27M - $1.27M
54.7K $6.04M
VTV
Vanguard Value ETF

ETFs
6.69K
+ 197.17%
$153.67 - $176.74 $1.03M - $1.18M
10.1K $1.78M
URI
United Rentals, Inc.

Industrials
5
+ 0.06%
$551.94 - $753.4 $2.76K - $3.77K
8.4K $6.33M
XLK
Technology Sector Spdr

ETFs
223
+ 1.04%
$179.73 - $253.23 $40.1K - $56.5K
21.6K $5.48M
BA
Boeing CO

Industrials
625
+ 3.1%
$136.59 - $217.51 $85.4K - $136K
20.8K $4.36M
VOT
Vanguard Mid Cap Growth Index

ETFs
2.37K
+ 53.48%
$216.28 - $284.39 $512K - $673K
6.8K $1.93M
JPM
Jpmorgan Chase & CO

Financial Services
218
+ 1.37%
$210.28 - $289.91 $45.8K - $63.2K
16.1K $4.67M
ETN
Eaton Corp PLC

Industrials
15
+ 0.2%
$246.52 - $356.99 $3.7K - $5.35K
7.42K $2.65M
SPY
Spdr S&P 500 ETF Trust

ETFs
130
+ 1.42%
$496.48 - $617.85 $64.5K - $80.3K
9.31K $5.75M
MRVL
Marvell Technology, Inc.

Technology
3.54K
+ 18.68%
$49.38 - $79.97 $175K - $283K
22.5K $1.74M
AXP
American Express CO

Financial Services
189
+ 1.97%
$231.39 - $318.98 $43.7K - $60.3K
9.79K $3.12M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.92K
+ 141.26%
$90.56 - $109.49 $355K - $429K
6.7K $731K
IWM
Ishares Russell 2000 ETF

ETFs
1.01K
+ 7.86%
$174.82 - $215.79 $177K - $218K
13.9K $2.99M
AOR
Ishares Tr Core Growth Allocat

ETFs
5.43K
+ 37.61%
$53.36 - $61.57 $290K - $334K
19.9K $1.22M
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
5.92K
+ 83.88%
$37.6 - $52.03 $223K - $308K
13K $675K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
561
+ 2.19%
$57.46 - $75.58 $32.2K - $42.4K
26.2K $1.98M
PWR
Quanta Services, Inc.

Industrials
120
+ 5.55%
$239.47 - $381.26 $28.7K - $45.8K
2.28K $863K
APH
Amphenol Corp

Technology
561
+ 7.34%
$59.09 - $98.75 $33.1K - $55.4K
8.21K $810K
D
Dominion Energy, Inc

Utilities
4.97K
+ 120.34%
$49.66 - $58.0 $247K - $288K
9.1K $514K
C
Citigroup Inc

Financial Services
30
+ 0.17%
$58.13 - $85.12 $1.74K - $2.55K
17.7K $1.51M
MPC
Marathon Petroleum Corp

Energy
1
+ 0.01%
$118.55 - $170.08 $119 - $170
12.2K $2.02M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
418
+ 11.63%
$180.84 - $240.32 $75.6K - $100K
4.01K $964K
XLC
Select Sector Spdr Tr Communic

ETFs
1.17K
+ 13.27%
$86.13 - $108.53 $100K - $126K
9.94K $1.08M
FISV
Fiserv Inc

Technology
1.83K
+ 29.37%
N/A
8.04K $1.01M
XLU
Utilities Sector Spdr

ETFs
2.51K
+ 77.4%
$73.09 - $82.77 $183K - $208K
5.75K $469K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
3.41K
+ 39.88%
$37.77 - $48.45 $129K - $165K
12K $579K
VKTX
Viking Therapeutics, Inc.

Healthcare
40
+ 0.04%
$19.98 - $29.49 $799 - $1.18K
90.4K $2.39M
BX
Blackstone Inc.

Financial Services
235
+ 1.36%
$120.07 - $151.11 $28.2K - $35.5K
17.5K $2.62M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.44K
+ 4.15%
$30.87 - $39.17 $44.3K - $56.2K
36K $1.41M
EME
Emcor Group, Inc.

Industrials
23
+ 2.24%
$342.02 - $534.89 $7.87K - $12.3K
1.05K $562K
LUV
Southwest Airlines CO

Industrials
5.5K
+ 49.99%
$24.04 - $34.36 $132K - $189K
16.5K $534K
ROAD
Construction Partners, Inc.

Industrials
4
+ 0.09%
$68.75 - $110.36 $275 - $441
4.46K $474K
DSL
Double Line Income Solutions Fund

Financial Services
12.4K
+ 92.07%
$11.15 - $12.57 $138K - $155K
25.8K $315K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
186
+ 7.8%
$201.28 - $266.34 $37.4K - $49.5K
2.57K $684K
CHTR
Charter Communications, Inc.

Communication Services
142
+ 6.98%
$321.68 - $427.25 $45.7K - $60.7K
2.18K $889K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
39
+ 0.46%
$70.54 - $93.95 $2.75K - $3.66K
8.52K $799K
VTI
Vanguard Total Stock Market Et

ETFs
4
+ 0.09%
$243.75 - $303.93 $975 - $1.22K
4.65K $1.41M
XLY
Select Sector Spdr Consumer Di

ETFs
159
+ 3.24%
$176.34 - $218.59 $28K - $34.8K
5.06K $1.1M
GLD
Spdr Gold Trust

ETFs
236
+ 6.95%
$273.71 - $316.29 $64.6K - $74.6K
3.63K $1.11M
XSMO
Invesco S&P Smallcap Momentum

ETFs
50
+ 0.23%
$55.15 - $68.11 $2.76K - $3.41K
21.4K $1.46M
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
5.61K
+ 10.44%
$8.65 - $10.52 $48.5K - $59K
59.3K $623K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
11K
+ 74.69%
$9.19 - $10.76 $101K - $119K
25.8K $270K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
107
+ 0.81%
$62.73 - $78.42 $6.71K - $8.39K
13.2K $1.03M
Activity Summary
Buys All Purchases 159 New Holdings 40 Increased Positions 119 Sells All Sells 275 Reductions 275 Sold out 0 Options Calls 0 Puts 2
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