Institute For Wealth Management, Llc. Incresed Positions in Q1 2025

Institute For Wealth Management, Llc.

  • $763 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BKNG
Booking Holdings Inc.

Consumer Cyclical
17
+ 4.55%
$4295.4 - $5141.88 $73K - $87.4K
391 $1.8M
DDOG
Datadog, Inc.

Technology
833
+ 25.85%
$98.68 - $151.89 $82.2K - $127K
4.06K $402K
ITOT
Ishares Core S&P Total U.S. St

ETFs
26
+ 0.27%
$120.29 - $134.6 $3.13K - $3.5K
9.52K $1.16M
FICO
Fair Isaac Corp

Technology
26
+ 3.54%
$1695.35 - $2030.47 $44.1K - $52.8K
760 $1.4M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
186
+ 1.96%
$81.1 - $94.7 $15.1K - $17.6K
9.68K $784K
LEN
Lennar Corp

Consumer Cyclical
974
+ 11.24%
$113.93 - $141.54 $111K - $138K
9.64K $1.11M
H
Hyatt Hotels Corp

Consumer Cyclical
2.37K
+ 21.66%
$120.83 - $166.34 $287K - $395K
13.3K $1.63M
META
Meta Platforms, Inc.

Communication Services
318
+ 1.57%
$576.36 - $736.67 $183K - $234K
20.6K $11.8M
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
1.37K
+ 2.62%
$9.59 - $11.83 $13.1K - $16.2K
53.7K $514K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
313
+ 1.66%
$95.53 - $112.45 $29.9K - $35.2K
19.2K $1.86M
SWKS
Skyworks Solutions, Inc.

Technology
5
+ 0.09%
$64.12 - $93.96 $321 - $470
5.51K $355K
URI
United Rentals, Inc.

Industrials
703
+ 9.14%
$594.17 - $789.56 $418K - $555K
8.39K $5.26M
BAC
Bank Of America Corp

Financial Services
128
+ 0.16%
$39.61 - $47.74 $5.07K - $6.11K
79.8K $3.33M
RYLD
Global X Fds Russell 2000 Cove

ETFs
1.28K
+ 0.81%
$14.93 - $16.85 $19.1K - $21.5K
158K $2.39M
MAR
Marriott International Inc

Consumer Cyclical
81
+ 1.62%
$237.01 - $304.45 $19.2K - $24.7K
5.09K $1.21M
AXP
American Express CO

Financial Services
268
+ 2.87%
$255.39 - $325.87 $68.4K - $87.3K
9.6K $2.58M
IVW
Ishares S&P 500 Growth ETF

ETFs
192
+ 0.72%
$92.45 - $106.69 $17.8K - $20.5K
26.7K $2.48M
NOW
Service Now, Inc.

Technology
571
+ 21.78%
$783.83 - $1170.39 $448K - $668K
3.19K $2.54M
NVO
Novo Nordisk A S

Healthcare
3
+ 0.02%
$69.3 - $90.95 $208 - $273
15.8K $1.1M
ETN
Eaton Corp PLC

Industrials
348
+ 4.93%
$271.83 - $371.23 $94.6K - $129K
7.4K $2.01M
BX
Blackstone Inc.

Financial Services
840
+ 5.1%
$136.53 - $186.74 $115K - $157K
17.3K $2.42M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
674
+ 3.68%
$211.47 - $267.17 $143K - $180K
19K $4.02M
ARES
Ares Management Corp

Financial Services
250
+ 1.58%
$140.19 - $198.28 $35K - $49.6K
16K $2.35M
XLK
Technology Sector Spdr

ETFs
379
+ 1.8%
$206.38 - $242.18 $78.2K - $91.8K
21.4K $4.42M
TTD
Trade Desk, Inc.

Technology
5.01K
+ 41.3%
$53.59 - $126.58 $268K - $634K
17.1K $937K
DIS
Walt Disney CO

Communication Services
213
+ 0.45%
$96.87 - $114.0 $20.6K - $24.3K
47.4K $4.68M
MRVL
Marvell Technology, Inc.

Technology
2.67K
+ 16.37%
$61.57 - $126.06 $164K - $336K
19K $1.17M
VKTX
Viking Therapeutics, Inc.

Healthcare
9.74K
+ 12.08%
$24.15 - $42.89 $235K - $418K
90.3K $2.18M
ADBE
Adobe Inc.

Technology
53
+ 0.3%
$377.84 - $464.11 $20K - $24.6K
17.9K $6.88M
AVGO
Broadcom Inc.

Technology
226
+ 0.94%
$167.43 - $244.7 $37.8K - $55.3K
24.3K $4.07M
AMZN
Amazon Com Inc

Consumer Cyclical
5.37K
+ 5.87%
$190.26 - $242.06 $1.02M - $1.3M
96.7K $18.4M
GOOGL
Alphabet Inc.

Communication Services
322
+ 0.56%
$154.33 - $206.19 $49.7K - $66.4K
58.2K $9.01M
AAPL
Apple Inc.

Technology
906
+ 0.71%
$209.68 - $247.1 $190K - $224K
128K $28.4M
Activity Summary
Buys All Purchases 180 New Holdings 46 Increased Positions 134 Sells All Sells 230 Reductions 230 Sold out 0 Options Calls 1 Puts 0
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