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
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-1.25K
- 14.62%
$92.97 - $100.18 $116K - $125K
7.27K $723K
NUE
Nucor Corp

Basic Materials
-700
- 19.76%
$133.3 - $150.33 $93.3K - $105K
2.84K $384K
AMT
American Tower Corp

Real Estate
-129
- 7.58%
$192.32 - $232.35 $24.8K - $30K
1.57K $302K
PANW
Palo Alto Networks Inc

Technology
-278
- 1.93%
$167.06 - $208.19 $46.4K - $57.9K
14.1K $2.88M
PKI
Perkinelmer Inc

Healthcare
-573
- 14.07%
N/A
3.5K $423K
CTVA
Corteva, Inc.

Basic Materials
-109
- 1.25%
$67.08 - $77.12 $7.31K - $8.41K
8.61K $582K
TMUS
T Mobile Us, Inc.

Communication Services
-276
- 13.43%
$226.02 - $259.01 $62.4K - $71.5K
1.78K $425K
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
-2.8K
- 6.52%
$21.47 - $21.83 $60.1K - $61.1K
40.1K $873K
WY
Weyerhaeuser CO

Real Estate
-1.84K
- 11.83%
$24.1 - $26.83 $44.4K - $49.4K
13.7K $340K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-633
- 8.04%
$111.05 - $115.21 $70.3K - $72.9K
7.24K $826K
KKR
Kkr & Co. Inc.

Financial Services
-167
- 1.53%
$129.95 - $152.16 $21.7K - $25.4K
10.7K $1.4M
XYLD
Global X Fds S&P 500 Covered C

ETFs
-1.79K
- 3.82%
$38.52 - $39.39 $69.1K - $70.6K
45.1K $1.77M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-1.16K
- 9.7%
$46.67 - $49.54 $54.1K - $57.4K
10.8K $525K
APO
Apollo Global Management, Inc.

Financial Services
-6
- 0.1%
$131.55 - $156.05 $789 - $936
6.16K $820K
PRU
Prudential Financial Inc

Financial Services
-175
- 1.96%
$100.68 - $109.89 $17.6K - $19.2K
8.75K $907K
CIEN
Ciena Corp

Technology
-2.76K
- 50.43%
$77.75 - $145.67 $214K - $402K
2.71K $394K
DG
Dollar General Corp

Consumer Defensive
-206
- 8.68%
$101.86 - $116.32 $21K - $24K
2.17K $223K
SNOW
Snowflake Inc.

Technology
-250
- 4.49%
$191.73 - $241.0 $47.9K - $60.3K
5.32K $1.2M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
-1.34K
- 13.47%
$64.14 - $69.37 $85.6K - $92.6K
8.58K $591K
CRWD
Crowd Strike Holdings, Inc.

Technology
-22
- 1.31%
$412.46 - $514.1 $9.07K - $11.3K
1.66K $812K
NKE
Nike, Inc.

Consumer Cyclical
-199
- 0.92%
$69.24 - $79.24 $13.8K - $15.8K
21.4K $1.49M
CSCO
Cisco Systems, Inc.

Technology
-357
- 1.98%
$66.2 - $71.79 $23.6K - $25.6K
17.7K $1.21M
T
At&T Inc.

Communication Services
-320
- 0.77%
$26.94 - $29.62 $8.62K - $9.48K
41K $1.16M
GWRE
Guidewire Software, Inc.

Technology
-107
- 6.55%
$207.82 - $261.88 $22.2K - $28K
1.53K $350K
BSIG
Bright Sphere Investment Group Inc.

Financial Services
-1.36K
- 15.82%
N/A
7.22K $184K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-600
- 15.17%
$82.42 - $87.03 $49.5K - $52.2K
3.36K $292K
FISV
Fiserv Inc

Technology
-249
- 3.1%
N/A
7.8K $975K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-643
- 2.51%
$55.61 - $57.37 $35.8K - $36.9K
25K $1.43M
TRV
Travelers Companies, Inc.

Financial Services
-321
- 5.88%
$250.62 - $279.43 $80.4K - $89.7K
5.14K $1.44M
WCN
Waste Connections, Inc.

Industrials
-60
- 4.46%
$171.32 - $191.84 $10.3K - $11.5K
1.29K $226K
CCI
Crown Castle International Corp

Real Estate
-44
- 1.31%
$92.96 - $113.91 $4.09K - $5.01K
3.3K $318K
SPOT
Spotify Technology S.A.

Communication Services
-3
- 0.94%
$620.01 - $738.53 $1.86K - $2.22K
316 $220K
SHW
Sherwin Williams CO

Basic Materials
-90
- 2.42%
$330.88 - $375.23 $29.8K - $33.8K
3.64K $1.26M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-1.29K
- 12.25%
$79.52 - $89.63 $103K - $116K
9.25K $824K
NWBI
Northwest Bancshares, Inc.

Financial Services
-1.12K
- 9.33%
$11.5 - $13.53 $12.8K - $15.1K
10.8K $134K
EMR
Emerson Electric CO

Industrials
-60
- 1.32%
$128.6 - $149.63 $7.72K - $8.98K
4.48K $587K
LUV
Southwest Airlines CO

Industrials
-173
- 1.05%
$29.06 - $37.7 $5.03K - $6.52K
16.3K $520K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-39
- 0.71%
$46.51 - $50.07 $1.81K - $1.95K
5.49K $257K
IGV
Ishares Expanded Tech Software

ETFs
-185
- 9.59%
$105.96 - $117.79 $19.6K - $21.8K
1.75K $200K
PID
Invesco Exchange Traded Fd Tr

ETFs
-610
- 1.21%
N/A
49.6K $885K
CVS
Cvs Health Corp

Healthcare
-398
- 12.32%
$58.75 - $76.5 $23.4K - $30.4K
2.83K $213K
ROLL
Rbc Bearings Inc

Industrials
-35
- 4.28%
N/A
783 $192K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-120
- 5.18%
$136.48 - $142.97 $16.4K - $17.2K
2.2K $307K
MGM
Mgm Resorts International

Consumer Cyclical
-288
- 3.39%
$34.18 - $39.77 $9.84K - $11.5K
8.2K $284K
H
Hyatt Hotels Corp

Consumer Cyclical
-248
- 1.9%
$135.01 - $152.25 $33.5K - $37.8K
12.8K $1.82M
MSGS
Madison Square Garden Sports Corp.

Communication Services
-354
- 8.59%
$192.65 - $230.03 $68.2K - $81.4K
3.77K $855K
ALK
Alaska Air Group, Inc.

Industrials
-170
- 1.66%
$49.73 - $63.86 $8.45K - $10.9K
10.1K $502K
NLOK
Norton Life Lock Inc.

Technology
-201
- 1.21%
N/A
16.4K $352K
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
-744
- 5.48%
$20.07 - $21.62 $14.9K - $16.1K
12.8K $271K
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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