Institute For Wealth Management, Llc. New Holdings in Q1 2025

Institute For Wealth Management, Llc.

  • $763 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
4
New
$663000.0 - $801950.0 $2.65M - $3.21M
4 $3.19M
VONG
Vanguard Russell 1000 Growth E

ETFs
14.5K
New
$92.71 - $107.38 $1.34M - $1.56M
14.5K $1.34M
APO
Apollo Global Management, Inc.

Financial Services
7.61K
New
$126.01 - $172.06 $959K - $1.31M
7.61K $1.04M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
10.5K
New
$68.07 - $78.99 $717K - $832K
10.5K $717K
AAON
Aaon, Inc.

Industrials
5.93K
New
$73.52 - $136.95 $436K - $812K
5.93K $463K
FCN
Fti Consulting, Inc

Industrials
2.78K
New
$160.54 - $198.75 $447K - $553K
2.78K $456K
KNSL
Kinsale Capital Group, Inc.

Financial Services
848
New
$416.48 - $494.72 $353K - $420K
848 $412K
CMPR
Cimpress PLC

Communication Services
9.07K
New
$41.88 - $74.85 $380K - $679K
9.07K $410K
CNQ
Canadian Natural Resources LTD

Energy
12.5K
New
$26.72 - $32.74 $334K - $409K
12.5K $385K
EME
Emcor Group, Inc.

Industrials
1.03K
New
$361.16 - $535.99 $371K - $551K
1.03K $379K
ASH
Ashland Global Holdings Inc

Basic Materials
6.22K
New
$55.87 - $73.16 $347K - $455K
6.22K $368K
GDDY
Go Daddy Inc.

Technology
2.01K
New
$172.13 - $214.35 $345K - $430K
2.01K $361K
ROST
Ross Stores, Inc.

Consumer Cyclical
2.81K
New
$123.3 - $154.95 $347K - $436K
2.81K $359K
MORN
Morningstar, Inc.

Financial Services
1.17K
New
$282.49 - $334.73 $331K - $392K
1.17K $351K
ENOV
Enovis Corp

Industrials
9.08K
New
$35.51 - $47.99 $323K - $436K
9.08K $347K
CF
Cf Industries Holdings, Inc.

Basic Materials
4.11K
New
$75.03 - $97.25 $308K - $400K
4.11K $321K
ROAD
Construction Partners, Inc.

Industrials
4.46K
New
$67.61 - $93.18 $301K - $415K
4.46K $320K
EFV
Msci Eafe Value ETF

ETFs
5.19K
New
$51.88 - $60.73 $269K - $315K
5.19K $305K
GLBE
Global E Online Ltd.

Consumer Cyclical
8.47K
New
$35.65 - $62.84 $302K - $532K
8.47K $301K
IOT
Samsara Inc.

Technology
7.64K
New
$34.06 - $60.96 $260K - $465K
7.64K $292K
LII
Lennox International Inc

Industrials
503
New
$553.05 - $666.93 $278K - $335K
503 $282K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
6.82K
New
$38.89 - $41.6 $265K - $284K
6.82K $276K
TOL
Toll Brothers, Inc.

Consumer Cyclical
2.61K
New
$103.02 - $140.69 $268K - $366K
2.61K $275K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
6.7K
New
$39.61 - $42.65 $265K - $286K
6.7K $273K
NTRA
Natera, Inc.

Healthcare
1.86K
New
$132.63 - $177.0 $247K - $330K
1.86K $263K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.57K
New
$100.34 - $100.68 $258K - $259K
2.57K $259K
PDI
Pimco Dynamic Income Fund

Financial Services
12.2K
New
$18.51 - $20.05 $225K - $244K
12.2K $240K
ALLE
Allegion PLC

Industrials
1.81K
New
$123.79 - $135.5 $223K - $245K
1.81K $235K
TTE
Total Energies Se

Energy
3.39K
New
N/A
3.39K $232K
CVS
Cvs Health Corp

Healthcare
3.36K
New
$44.22 - $68.64 $148K - $230K
3.36K $227K
INGR
Ingredion Inc

Consumer Defensive
1.67K
New
$125.6 - $137.36 $210K - $230K
1.67K $226K
KFY
Korn Ferry

Industrials
3.28K
New
$62.52 - $71.6 $205K - $235K
3.28K $222K
OTIS
Otis Worldwide Corp

Industrials
2.04K
New
$90.77 - $104.01 $185K - $212K
2.04K $210K
DG
Dollar General Corp

Consumer Defensive
2.39K
New
$68.44 - $87.93 $164K - $211K
2.39K $210K
TAP
Molson Coors Beverage CO

Consumer Defensive
3.39K
New
$52.44 - $62.91 $178K - $213K
3.39K $206K
SYK
Stryker Corp

Healthcare
551
New
$355.18 - $399.9 $196K - $220K
551 $205K
BAR
Granite Shares Gold Trust

ETFs
6.63K
New
$26.01 - $30.84 $172K - $204K
6.63K $204K
MOH
Molina Healthcare, Inc.

Healthcare
622
New
$266.57 - $333.27 $166K - $207K
622 $204K
EVRG
Evergy, Inc.

Utilities
2.96K
New
$59.9 - $69.52 $177K - $206K
2.96K $203K
ABC
Amerisourcebergen Corp

Healthcare
824
New
N/A
824 $152K
Blackrock Inc
309
New
N/A
309 $0
Lam Research Corp
73.7K
New
N/A
73.7K $0
Tidal ETF Tr
44.2K
New
N/A
44.2K $0
Core Natural Resources Inc
3.47K
New
N/A
3.47K $0
Ishares Bitcoin Trust ETF
4.76K
New
N/A
4.76K $0
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
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