Institute For Wealth Management, Llc. Reduced Holdings in Q3 2025

Institute For Wealth Management, Llc.

  • $929 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AXON
Axon Enterprise, Inc.

Industrials
-128
- 0.62%
$698.02 - $870.97 $89.3K - $111K
20.6K $14.8M
SHV
Ishares Tr

ETFs
-18.8K
- 34.37%
$110.06 - $110.49 $2.07M - $2.08M
35.9K $3.97M
FTNT
Fortinet, Inc.

Technology
-1.69K
- 2.98%
$74.39 - $107.65 $126K - $182K
54.9K $4.61M
AMZN
Amazon Com Inc

Consumer Cyclical
-5.04K
- 5.61%
$211.65 - $238.24 $1.07M - $1.2M
84.8K $18.6M
ADBE
Adobe Inc.

Technology
-579
- 3.23%
$333.65 - $392.1 $193K - $227K
17.3K $6.11M
NFLX
Netflix Inc

Communication Services
-32
- 0.77%
$1147.87 - $1297.18 $36.7K - $41.5K
4.15K $4.98M
SBUX
Starbucks Corp

Consumer Cyclical
-997
- 1.3%
$81.9 - $96.86 $81.7K - $96.6K
75.4K $6.38M
COST
Costco Wholesale Corp

Consumer Defensive
-27
- 0.29%
$915.95 - $994.57 $24.7K - $26.9K
9.19K $8.51M
DIS
Walt Disney CO

Communication Services
-948
- 2.03%
$112.25 - $124.0 $106K - $118K
45.7K $5.23M
IT
Gartner Inc

Technology
-436
- 14.37%
$225.98 - $406.7 $98.5K - $177K
2.6K $682K
CHTR
Charter Communications, Inc.

Communication Services
-573
- 26.32%
$256.57 - $418.22 $147K - $240K
1.6K $441K
CRM
Salesforce, Inc.

Technology
-351
- 3.44%
$231.66 - $273.65 $81.3K - $96.1K
9.84K $2.33M
ACGL
Arch Capital Group Ltd.

Financial Services
-4.69K
- 54.07%
$85.61 - $93.54 $402K - $439K
3.99K $361K
MTN
Vail Resorts Inc

Consumer Cyclical
-2.17K
- 23.31%
$143.33 - $169.63 $310K - $367K
7.13K $1.07M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.5K
- 3.91%
$65.64 - $78.22 $98.7K - $118K
36.9K $2.48M
META
Meta Platforms, Inc.

Communication Services
-401
- 1.95%
$695.21 - $791.73 $279K - $317K
20.1K $14.8M
CI
Cigna Corp

Healthcare
-615
- 13.96%
$262.23 - $334.39 $161K - $206K
3.79K $1.09M
VUG
Vanguard Growth ETF

ETFs
-1.48K
- 16.13%
$433.97 - $484.08 $644K - $718K
7.71K $3.7M
CTAS
Cintas Corp

Industrials
-1.01K
- 20.14%
$199.29 - $226.27 $201K - $229K
4.01K $822K
INTU
Intuit Inc

Technology
-206
- 13.99%
$646.03 - $807.39 $133K - $166K
1.27K $865K
UPS
United Parcel Service Inc

Industrials
-1.56K
- 19.22%
$82.58 - $105.54 $129K - $165K
6.57K $548K
DE
Deere & CO

Industrials
-53
- 1.11%
$457.26 - $524.37 $24.2K - $27.8K
4.71K $2.16M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-200
- 5.84%
$366.54 - $479.53 $73.3K - $95.9K
3.22K $1.26M
ARES
Ares Management Corp

Financial Services
-569
- 4.44%
$159.89 - $192.76 $91K - $110K
12.3K $1.96M
ISRG
Intuitive Surgical Inc

Healthcare
-48
- 1.95%
$433.66 - $544.47 $20.8K - $26.1K
2.41K $1.08M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-839
- 32.65%
$259.44 - $278.65 $218K - $234K
1.73K $449K
LLY
Eli Lilly & CO

Healthcare
-160
- 2.69%
$625.65 - $812.69 $100K - $130K
5.78K $4.41M
ELV
Elevance Health, Inc.

Healthcare
-24
- 0.84%
$274.66 - $395.76 $6.59K - $9.5K
2.83K $914K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-1.6K
- 49.2%
$171.01 - $228.24 $273K - $365K
1.65K $352K
HON
Honeywell International Inc

Industrials
-371
- 7.23%
$207.7 - $240.4 $77.1K - $89.2K
4.76K $1M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.66K
- 24.17%
$72.57 - $74.72 $193K - $198K
8.33K $619K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2.08K
- 18.7%
$92.18 - $95.14 $192K - $198K
9.04K $859K
ADP
Automatic Data Processing Inc

Industrials
-496
- 25.23%
$288.69 - $310.94 $143K - $154K
1.47K $431K
FDX
Fedex Corp

Industrials
-1.17K
- 9.55%
$217.1 - $243.2 $254K - $285K
11.1K $2.61M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-3
- 0.79%
$5364.25 - $5815.92 $16.1K - $17.4K
376 $2.03M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-1.33K
- 4.5%
$59.29 - $62.87 $78.7K - $83.4K
28.2K $1.69M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.64K
- 11.6%
$182.33 - $194.5 $299K - $319K
12.5K $2.43M
CME
Cme Group Inc.

Financial Services
-345
- 3.8%
$258.83 - $287.1 $89.3K - $99K
8.73K $2.36M
AIG
American International Group, Inc.

Financial Services
-255
- 1.59%
$76.34 - $85.87 $19.5K - $21.9K
15.8K $1.24M
DKNG
Draft Kings Inc.

Consumer Cyclical
-130
- 0.59%
$37.4 - $48.23 $4.86K - $6.27K
21.9K $819K
MAR
Marriott International Inc

Consumer Cyclical
-209
- 4.11%
$255.35 - $282.87 $53.4K - $59.1K
4.88K $1.27M
RYLD
Global X Fds Russell 2000 Cove

ETFs
-8.77K
- 5.62%
$14.46 - $15.29 $127K - $134K
147K $2.21M
BMY
Bristol Myers Squibb CO

Healthcare
-1.38K
- 6.17%
$43.31 - $48.98 $59.9K - $67.7K
21K $948K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-7.48K
- 5.4%
$16.46 - $17.1 $123K - $128K
131K $2.23M
XLV
Select Sector Spdr Fund Health

ETFs
-742
- 19.69%
$129.01 - $139.72 $95.7K - $104K
3.03K $421K
MCO
Moodys Corp

Financial Services
-83
- 4.58%
$472.69 - $521.32 $39.2K - $43.3K
1.73K $824K
TWLO
Twilio Inc

Communication Services
-160
- 5.92%
$92.44 - $132.7 $14.8K - $21.2K
2.54K $254K
CARR
Carrier Global Corp

Industrials
-18
- 0.3%
$58.75 - $80.73 $1.06K - $1.45K
5.94K $354K
SQ
Block, Inc.

Technology
-1.35K
- 6.36%
N/A
19.8K $1.13M
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
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