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
MGC
Vanguard Mega Cap ETF

ETFs
3
+ 0.26%
$224.2 - $245.55 $673 - $737
1.15K $280K
KBR
Kbr, Inc.

Industrials
529
+ 10.68%
$45.52 - $51.61 $24.1K - $27.3K
5.48K $259K
ADSK
Autodesk, Inc.

Technology
90
+ 4.92%
N/A
1.92K $471K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
3
+ 0.15%
$301.44 - $365.84 $904 - $1.1K
2.02K $653K
IOT
Samsara Inc.

Technology
1.12K
+ 14.67%
$32.22 - $42.09 $36K - $47.1K
8.74K $325K
EFA
Ishares Tr Msci Eafe ETF

ETFs
65
+ 1.72%
$87.29 - $93.61 $5.67K - $6.08K
3.84K $358K
MNST
Monster Beverage Corp

Consumer Defensive
22
+ 0.55%
$58.65 - $67.31 $1.29K - $1.48K
4.03K $271K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
16
+ 0.67%
$132.9 - $142.03 $2.13K - $2.27K
2.4K $338K
RRX
Regal Rexnord Corp

Industrials
166
+ 5.02%
$137.95 - $159.91 $22.9K - $26.5K
3.47K $497K
LII
Lennox International Inc

Industrials
84
+ 14.43%
$516.18 - $664.54 $43.4K - $55.8K
666 $352K
GIS
General Mills Inc

Consumer Defensive
507
+ 10.54%
$48.44 - $53.83 $24.6K - $27.3K
5.32K $267K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
86
+ 0.64%
$43.1 - $44.6 $3.71K - $3.84K
13.4K $594K
ERIC
Ericsson Lm Telephone CO

Technology
3.06K
+ 5.08%
$7.2 - $8.55 $22.1K - $26.2K
63.3K $523K
SO
Southern CO

Utilities
1
+ 0.03%
$90.83 - $96.0 $90.8 - $96
3.85K $365K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
2.32K
+ 6.32%
$18.41 - $20.12 $42.8K - $46.8K
39.1K $719K
PDI
Pimco Dynamic Income Fund

Financial Services
52
+ 0.43%
$18.85 - $20.07 $980 - $1.04K
12.3K $242K
TXN
Texas Instruments Inc

Technology
51
+ 0.17%
N/A
29.6K $5.75M
YUM
Yum Brands Inc

Consumer Cyclical
1
+ 0.04%
$139.5 - $153.94 $140 - $154
2.51K $381K
MSCI
Msci Inc.

Financial Services
45
+ 2.61%
$526.48 - $588.0 $23.7K - $26.5K
1.77K $1M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
166
+ 1.14%
$50.08 - $50.37 $8.31K - $8.36K
14.7K $736K
ASH
Ashland Global Holdings Inc

Basic Materials
464
+ 7.46%
$47.62 - $56.6 $22.1K - $26.3K
6.68K $320K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
62
+ 0.73%
$78.96 - $80.04 $4.9K - $4.96K
8.58K $685K
NRZ
New Residential Investment Corp.

Real Estate
800
+ 1.58%
N/A
51.4K $372K
IEMG
Ishares Inc

ETFs
105
+ 1.82%
N/A
5.88K $315K
TFLO
Ishares Treasury Floating Rate

ETFs
85
+ 1.0%
$50.45 - $50.65 $4.29K - $4.31K
8.6K $435K
DHR
Danaher Corp

Healthcare
2
+ 0.06%
$181.46 - $212.2 $363 - $424
3.12K $619K
HYGV
Flexshares Tr High Yield Value

ETFs
2
+ 0.02%
$40.55 - $41.28 $81.1 - $82.6
11.1K $458K
ZTS
Zoetis Inc.

Healthcare
119
+ 6.76%
$141.13 - $159.19 $16.8K - $18.9K
1.88K $275K
ATR
Aptargroup, Inc.

Healthcare
264
+ 17.21%
$130.82 - $161.82 $34.5K - $42.7K
1.8K $240K
Howard Hughes Holdings Inc
14
+ 0.14%
N/A
10.1K $0
Ishares Bitcoin Trust ETF
1.3K
+ 20.04%
N/A
7.78K $0
Exchange Traded Concepts Tru
4.94K
+ 122.12%
N/A
8.99K $0
Core Natural Resources Inc
359
+ 10.35%
N/A
3.83K $0
Brookfield Corp
397
+ 8.03%
N/A
5.34K $0
Blackrock Inc
4
+ 1.29%
N/A
313 $0
Ge Vernova Inc
321
+ 13.41%
N/A
2.72K $0
IP
International Paper CO

Consumer Cyclical
1
+ 0.02%
$45.32 - $55.68 $45.3 - $55.7
4.35K $201K
SYK
Stryker Corp

Healthcare
21
+ 3.8%
$368.57 - $403.53 $7.74K - $8.47K
574 $212K
WM
Waste Management Inc

Industrials
284
+ 3.25%
$213.88 - $237.1 $60.7K - $67.3K
9.02K $1.99M
TGT
Target Corp

Consumer Defensive
174
+ 6.69%
$86.56 - $107.43 $15.1K - $18.7K
2.77K $248K
ABT
Abbott Laboratories

Healthcare
35
+ 0.45%
$120.51 - $136.62 $4.22K - $4.78K
7.78K $1.04M
KNSL
Kinsale Capital Group, Inc.

Financial Services
81
+ 9.55%
$415.15 - $489.89 $33.6K - $39.7K
929 $395K
KO
Coca Cola CO

Consumer Defensive
237
+ 2.32%
$65.67 - $71.67 $15.6K - $17K
10.5K $694K
CMCSA
Comcast Corp

Communication Services
2.89K
+ 10.11%
$31.41 - $36.33 $90.6K - $105K
31.4K $987K
USA
Liberty All Star Equity Fund

Financial Services
1.43K
+ 1.63%
$6.34 - $6.94 $9.05K - $9.91K
89K $564K
PM
Philip Morris International Inc.

Consumer Defensive
58
+ 2.79%
$157.77 - $183.27 $9.15K - $10.6K
2.14K $346K
PG
Procter & Gamble CO

Consumer Defensive
29
+ 0.4%
$150.47 - $161.22 $4.36K - $4.68K
7.2K $1.11M
HDB
Hdfc Bank LTD

Financial Services
4.57K
+ 100.0%
$34.14 - $78.94 $156K - $361K
9.15K $312K
FIS
Fidelity National Information Services, Inc.

Technology
819
+ 13.43%
$63.37 - $82.35 $51.9K - $67.4K
6.92K $456K
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
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