Institute For Wealth Management, Llc. Reduced Holdings in Q2 2025

Institute For Wealth Management, Llc.

  • $874 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-47K
- 80.87%
$85.42 - $94.39 $4.01M - $4.43M
11.1K $1.04M
AAPL
Apple Inc.

Technology
-1.91K
- 1.49%
$172.42 - $223.89 $329K - $427K
126K $25.8M
VHT
Vanguard Health Care ETF

ETFs
-3.75K
- 55.85%
$236.71 - $261.92 $887K - $982K
2.96K $735K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-22K
- 28.63%
$40.94 - $52.1 $902K - $1.15M
54.9K $2.86M
UNH
Unitedhealth Group Inc

Healthcare
-43
- 1.42%
$274.35 - $599.47 $11.8K - $25.8K
2.98K $929K
SBUX
Starbucks Corp

Consumer Cyclical
-1.46K
- 1.88%
$79.69 - $99.41 $117K - $145K
76.4K $7M
VDE
Vanguard Energy ETF

ETFs
-3.84K
- 61.24%
$105.87 - $130.56 $407K - $502K
2.43K $291K
AMGN
Amgen Inc

Healthcare
-395
- 3.25%
$262.28 - $309.85 $104K - $122K
11.8K $3.28M
ABBV
Abb Vie Inc.

Healthcare
-160
- 0.83%
$170.16 - $206.27 $27.2K - $33K
19.1K $3.54M
VNQ
Vanguard Specialized Funds Van

ETFs
-5.13K
- 34.95%
$79.79 - $91.42 $409K - $469K
9.55K $850K
IVV
Ishares Core S&P 500 ETF

ETFs
-919
- 26.04%
$498.8 - $620.9 $458K - $571K
2.61K $1.62M
BMY
Bristol Myers Squibb CO

Healthcare
-146
- 0.65%
$44.12 - $59.6 $6.44K - $8.7K
22.4K $1.04M
LOW
Lowes Companies Inc

Consumer Cyclical
-638
- 6.21%
$210.83 - $235.28 $135K - $150K
9.64K $2.14M
IGV
Ishares Expanded Tech Software

ETFs
-3.22K
- 62.52%
$80.15 - $109.5 $258K - $353K
1.93K $211K
UPS
United Parcel Service Inc

Industrials
-1.52K
- 15.77%
$91.92 - $110.2 $140K - $168K
8.14K $821K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
-10K
- 21.38%
$17.17 - $19.9 $172K - $199K
36.8K $707K
FDX
Fedex Corp

Industrials
-53
- 0.43%
$198.07 - $245.17 $10.5K - $13K
12.3K $2.79M
OXY
Occidental Petroleum Corp

Energy
-770
- 3.38%
$36.11 - $49.33 $27.8K - $38K
22K $925K
FANG
Diamondback Energy, Inc.

Energy
-723
- 17.08%
$119.25 - $161.49 $86.2K - $117K
3.51K $482K
MTN
Vail Resorts Inc

Consumer Cyclical
-1.01K
- 9.83%
$131.42 - $164.64 $133K - $167K
9.29K $1.46M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-91
- 2.59%
$421.16 - $509.5 $38.3K - $46.4K
3.42K $1.52M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-158
- 1.84%
$99.37 - $134.05 $15.7K - $21.2K
8.42K $954K
JNJ
Johnson & Johnson

Healthcare
-206
- 1.86%
$146.36 - $159.82 $30.2K - $32.9K
10.9K $1.66M
APO
Apollo Global Management, Inc.

Financial Services
-1.45K
- 19.06%
$108.68 - $145.07 $158K - $210K
6.16K $874K
HES
Hess Corp

Energy
-7
- 0.09%
$126.32 - $161.29 $884 - $1.13K
7.44K $1.03M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.26K
- 34.45%
$114.78 - $133.31 $144K - $167K
2.39K $318K
EOG
Eog Resources Inc

Energy
-338
- 2.79%
$104.61 - $129.97 $35.4K - $43.9K
11.8K $1.41M
BXSL
Blackstone Secured Lending Fund

Financial Services
-754
- 1.0%
$26.88 - $32.74 $20.3K - $24.7K
74.3K $2.29M
PCAR
Paccar Inc

Industrials
-1.38K
- 37.33%
$86.4 - $99.09 $119K - $137K
2.32K $220K
VIS
Vanguard Industrial ETF

ETFs
-811
- 28.53%
$220.04 - $280.07 $178K - $227K
2.03K $569K
ARES
Ares Management Corp

Financial Services
-3.2K
- 19.98%
$118.04 - $175.83 $378K - $563K
12.8K $2.22M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.73K
- 10.88%
$152.42 - $182.82 $263K - $315K
14.1K $2.58M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-50
- 5.89%
$483.07 - $625.6 $24.2K - $31.3K
799 $419K
MRK
Merck & Co., Inc.

Healthcare
-77
- 0.82%
$73.47 - $87.12 $5.66K - $6.71K
9.32K $737K
PJP
Invesco Exchange Traded Fd Tr

ETFs
-99
- 0.77%
$74.59 - $84.45 $7.38K - $8.36K
12.8K $1.02M
XOM
Exxon Mobil Corp

Energy
-223
- 3.53%
$99.93 - $119.04 $22.3K - $26.5K
6.09K $656K
PG
Procter & Gamble CO

Consumer Defensive
-78
- 1.08%
$157.66 - $172.39 $12.3K - $13.4K
7.17K $1.14M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-16
- 1.74%
$390.26 - $489.06 $6.24K - $7.82K
901 $365K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-6.13K
- 4.25%
$14.97 - $16.79 $91.8K - $103K
138K $2.31M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-295
- 19.63%
$456.74 - $568.03 $135K - $168K
1.21K $686K
DOW
Dow Inc.

Basic Materials
-305
- 3.33%
$25.81 - $34.89 $7.87K - $10.6K
8.85K $234K
DD
Du Pont De Nemours, Inc.

Basic Materials
-349
- 3.51%
$55.13 - $75.25 $19.2K - $26.3K
9.6K $658K
MCD
Mcdonalds Corp

Consumer Cyclical
-46
- 1.41%
$285.55 - $321.23 $13.1K - $14.8K
3.22K $941K
WM
Waste Management Inc

Industrials
-235
- 2.62%
$216.47 - $242.1 $50.9K - $56.9K
8.74K $2M
HD
Home Depot, Inc.

Consumer Cyclical
-213
- 3.97%
$335.24 - $380.78 $71.4K - $81.1K
5.15K $1.89M
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-887
- 10.13%
$97.18 - $113.06 $86.2K - $100K
7.87K $885K
OKE
Oneok Inc

Energy
-42
- 1.06%
$78.71 - $100.37 $3.31K - $4.22K
3.91K $318K
PEP
Pepsico Inc

Consumer Defensive
-130
- 4.6%
$128.02 - $151.37 $16.6K - $19.7K
2.69K $355K
RYLD
Global X Fds Russell 2000 Cove

ETFs
-2.53K
- 1.6%
$13.37 - $15.25 $33.9K - $38.6K
156K $2.32M
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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