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

Institute For Wealth Management, Llc.

  • $763 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RDFN
Redfin Corp

Real Estate
-20.6K
- 47.43%
$5.82 - $11.39 $120K - $235K
22.8K $210K
MSI
Motorola Solutions, Inc.

Technology
-255
- 33.6%
$411.73 - $482.1 $105K - $123K
504 $220K
IVV
Ishares Core S&P 500 ETF

ETFs
-43
- 1.2%
$554.06 - $615.85 $23.8K - $26.5K
3.53K $1.98M
DHR
Danaher Corp

Healthcare
-174
- 5.27%
$201.62 - $250.59 $35.1K - $43.6K
3.13K $641K
ADP
Automatic Data Processing Inc

Industrials
-472
- 18.98%
$286.85 - $318.64 $135K - $150K
2.02K $615K
MSTR
Microstrategy Inc

Technology
-360
- 18.78%
$239.27 - $396.5 $86.1K - $143K
1.56K $448K
DKNG
Draft Kings Inc.

Consumer Cyclical
-380
- 1.64%
$33.21 - $53.49 $12.6K - $20.3K
22.8K $757K
MRK
Merck & Co., Inc.

Healthcare
-72
- 0.76%
$83.01 - $101.02 $5.98K - $7.27K
9.4K $843K
RGA
Reinsurance Group Of America Inc

Financial Services
-354
- 24.79%
$186.01 - $231.1 $65.8K - $81.8K
1.07K $211K
WMT
Walmart Inc.

Consumer Defensive
-431
- 2.04%
$84.5 - $105.05 $36.4K - $45.3K
20.7K $1.82M
SNOW
Snowflake Inc.

Technology
-274
- 4.68%
$146.16 - $192.78 $40K - $52.8K
5.58K $815K
CSCO
Cisco Systems, Inc.

Technology
-2.17K
- 10.7%
$58.74 - $64.87 $127K - $141K
18.1K $1.12M
HON
Honeywell International Inc

Industrials
-39
- 0.74%
$202.75 - $226.52 $7.91K - $8.83K
5.23K $1.11M
EMR
Emerson Electric CO

Industrials
-124
- 2.66%
$108.64 - $131.17 $13.5K - $16.3K
4.54K $497K
ISRG
Intuitive Surgical Inc

Healthcare
-24
- 0.95%
$476.63 - $610.45 $11.4K - $14.7K
2.5K $1.24M
VTV
Vanguard Value ETF

ETFs
-527
- 13.44%
$167.73 - $179.21 $88.4K - $94.4K
3.39K $586K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-7
- 0.65%
$314.47 - $431.35 $2.2K - $3.02K
1.06K $389K
DOW
Dow Inc.

Basic Materials
-675
- 6.87%
$34.36 - $41.92 $23.2K - $28.3K
9.15K $319K
F
Ford Motor CO

Consumer Cyclical
-8.05K
- 14.13%
$9.12 - $10.43 $73.4K - $84K
48.9K $490K
CSQ
Calamos Strategic Total Return Fund

Financial Services
-2.65K
- 13.48%
$15.97 - $18.5 $42.3K - $49K
17K $275K
SHW
Sherwin Williams CO

Basic Materials
-317
- 7.68%
$330.16 - $365.55 $105K - $116K
3.81K $1.33M
PRU
Prudential Financial Inc

Financial Services
-30
- 0.34%
$105.04 - $122.33 $3.15K - $3.67K
8.92K $995K
RBLX
Roblox Corp

Communication Services
-1.18K
- 8.35%
$53.77 - $75.47 $63.6K - $89.3K
13K $757K
USB
Us Bancorp \De\

Financial Services
-45
- 0.42%
$40.92 - $50.9 $1.84K - $2.29K
10.7K $450K
ECF
Ellsworth Growth & Income Fund LTD

Financial Services
-2.71K
- 4.58%
$9.08 - $10.12 $24.6K - $27.4K
56.4K $511K
QRVO
Qorvo, Inc.

Technology
-959
- 25.14%
$69.12 - $90.57 $66.3K - $86.9K
2.86K $206K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-288
- 4.81%
$96.88 - $111.25 $27.9K - $32K
5.7K $569K
HQY
Healthequity, Inc.

Healthcare
-110
- 1.68%
$84.32 - $114.51 $9.28K - $12.6K
6.44K $569K
TIP
Ishares Tr Tips Bd ETF

ETFs
-632
- 23.83%
$106.22 - $111.09 $67.1K - $70.2K
2.02K $224K
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
-50
- 0.97%
$66.62 - $81.69 $3.33K - $4.08K
5.11K $353K
CHH
Choice Hotels International Inc

Consumer Cyclical
-60
- 1.24%
$127.89 - $155.97 $7.67K - $9.36K
4.77K $633K
GPN
Global Payments Inc

Industrials
-45
- 1.3%
$92.18 - $113.03 $4.15K - $5.09K
3.41K $334K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-254
- 7.05%
$169.43 - $182.84 $43K - $46.4K
3.35K $579K
CET
Central Securities Corp

Financial Services
-763
- 4.11%
$44.41 - $48.17 $33.9K - $36.8K
17.8K $799K
XLU
Utilities Sector Spdr

ETFs
-752
- 18.84%
$74.7 - $80.27 $56.2K - $60.4K
3.24K $255K
VFH
Vanguard Financial ETF

ETFs
-520
- 4.34%
$114.07 - $127.34 $59.3K - $66.2K
11.5K $1.37M
PEP
Pepsico Inc

Consumer Defensive
-242
- 7.89%
$142.64 - $156.42 $34.5K - $37.9K
2.82K $423K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
-147
- 0.96%
$21.85 - $25.19 $3.21K - $3.7K
15.2K $335K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-341
- 1.18%
$65.27 - $71.18 $22.3K - $24.3K
28.5K $1.89M
GIS
General Mills Inc

Consumer Defensive
-292
- 5.66%
$57.56 - $65.3 $16.8K - $19.1K
4.87K $291K
WYNN
Wynn Resorts LTD

Consumer Cyclical
-205
- 2.61%
$77.0 - $93.47 $15.8K - $19.2K
7.64K $638K
HYGV
Flexshares Tr High Yield Value

ETFs
-848
- 7.68%
$40.21 - $41.29 $34.1K - $35K
10.2K $411K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-49
- 1.74%
$102.49 - $119.96 $5.02K - $5.88K
2.78K $290K
ASML
Asml Holding Nv

Technology
-18
- 2.32%
$662.63 - $776.99 $11.9K - $14K
758 $502K
TT
Trane Technologies PLC

Industrials
-5
- 0.51%
$332.0 - $400.86 $1.66K - $2K
976 $328K
PFE
Pfizer Inc

Healthcare
-191
- 0.83%
$25.01 - $27.13 $4.78K - $5.18K
22.9K $579K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.85K
- 5.74%
$27.01 - $28.54 $50K - $52.9K
30.4K $850K
USA
Liberty All Star Equity Fund

Financial Services
-134
- 0.17%
$6.41 - $7.32 $859 - $981
78.7K $515K
CARR
Carrier Global Corp

Industrials
-27
- 0.45%
$62.07 - $70.55 $1.68K - $1.9K
5.99K $380K
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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