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
ARW
Arrow Electronics Inc

Technology
-100
- 4.85%
$101.93 - $119.3 $10.2K - $11.9K
1.96K $203K
MU
Micron Technology Inc

Technology
-504
- 9.97%
$86.89 - $109.38 $43.8K - $55.1K
4.55K $395K
VNQ
Vanguard Specialized Funds Van

ETFs
-568
- 3.72%
$85.55 - $94.34 $48.6K - $53.6K
14.7K $1.33M
MET
Metlife Inc

Financial Services
-150
- 1.45%
$77.7 - $87.0 $11.7K - $13.1K
10.2K $819K
NET
Cloudflare, Inc.

Technology
-627
- 7.55%
$110.71 - $176.5 $69.4K - $111K
7.68K $865K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-50
- 1.37%
$196.12 - $229.48 $9.81K - $11.5K
3.59K $726K
VZ
Verizon Communications Inc

Communication Services
-3.44K
- 14.35%
$37.81 - $46.49 $130K - $160K
20.5K $931K
CMCSA
Comcast Corp

Communication Services
-245
- 0.84%
$33.19 - $38.23 $8.13K - $9.37K
29K $1.07M
TXN
Texas Instruments Inc

Technology
-135
- 0.46%
N/A
29.5K $5.74M
NXPI
Nxp Semiconductors N.V.

Technology
-5
- 0.36%
$189.99 - $245.86 $950 - $1.23K
1.37K $260K
BNDX
Vanguard Total International B

ETFs
-422
- 4.61%
$48.33 - $49.5 $20.4K - $20.9K
8.73K $426K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-195
- 2.23%
$106.46 - $114.75 $20.8K - $22.4K
8.54K $940K
VIG
Vanguard Dividend Appreciation

ETFs
-124
- 2.26%
N/A
5.36K $975K
INTU
Intuit Inc

Technology
-2
- 0.13%
$555.63 - $630.23 $1.11K - $1.26K
1.49K $914K
EA
Electronic Arts Inc.

Communication Services
-126
- 5.41%
$116.53 - $146.29 $14.7K - $18.4K
2.2K $318K
MAS
Masco Corp

Industrials
-6
- 0.09%
$68.67 - $81.85 $412 - $491
6.97K $484K
DD
Du Pont De Nemours, Inc.

Basic Materials
-64
- 0.64%
$72.7 - $84.32 $4.65K - $5.4K
9.94K $742K
GLW
Corning Inc

Technology
-6
- 0.06%
$44.91 - $54.25 $269 - $326
10.7K $490K
SYY
Sysco Corp

Consumer Defensive
-172
- 4.77%
$70.0 - $77.13 $12K - $13.3K
3.43K $257K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-537
- 0.86%
$39.4 - $42.61 $21.2K - $22.9K
61.8K $2.5M
NWBI
Northwest Bancshares, Inc.

Financial Services
-181
- 1.46%
$11.78 - $13.39 $2.13K - $2.42K
12.2K $147K
OKE
Oneok Inc

Energy
-59
- 1.47%
$89.57 - $109.85 $5.28K - $6.48K
3.95K $391K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-1.17K
- 7.46%
$9.47 - $11.46 $11.1K - $13.4K
14.5K $155K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-187
- 4.85%
$73.11 - $77.43 $13.7K - $14.5K
3.67K $278K
PKI
Perkinelmer Inc

Healthcare
-83
- 1.98%
N/A
4.11K $497K
NOVT
Novanta Inc

Technology
-52
- 2.75%
N/A
1.84K $290K
VPU
Vanguard Utilities ETF

ETFs
-215
- 5.35%
$161.24 - $173.33 $34.7K - $37.3K
3.8K $649K
PGF
Invesco Exchange Traded Fd Tr

ETFs
-100
- 0.52%
$14.28 - $14.97 $1.43K - $1.5K
19.2K $274K
PID
Invesco Exchange Traded Fd Tr

ETFs
-300
- 0.58%
N/A
51.5K $918K
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
-820
- 5.69%
$17.03 - $18.6 $14K - $15.3K
13.6K $249K
VDC
Vanguard Consumer Staples ETF

ETFs
-126
- 4.32%
$206.54 - $226.16 $26K - $28.5K
2.79K $611K
FISV
Fiserv Inc

Technology
-48
- 0.77%
N/A
6.22K $778K
NLOK
Norton Life Lock Inc.

Technology
-250
- 1.44%
N/A
17.1K $367K
LHX
L3 Harris Technologies, Inc.

Industrials
-18
- 1.16%
$194.65 - $222.86 $3.5K - $4.01K
1.54K $321K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
-1K
- 10.01%
$21.64 - $23.93 $21.6K - $23.9K
8.99K $215K
IP
International Paper CO

Consumer Cyclical
-48
- 1.09%
$49.38 - $60.09 $2.37K - $2.88K
4.35K $231K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-200
- 2.3%
$25.44 - $25.58 $5.09K - $5.12K
8.5K $217K
GGT
Gabelli Multimedia Trust Inc.

Financial Services
-1.38K
- 8.62%
$4.49 - $4.91 $6.17K - $6.75K
14.6K $67K
EWW
Ishares Inc Msci Mexico ETF

ETFs
-69
- 1.28%
N/A
5.32K $303K
TJX
Tjx Companies Inc

Consumer Cyclical
-86
- 1.11%
$112.81 - $126.16 $9.7K - $10.8K
7.68K $934K
C
Citigroup Inc

Financial Services
-189
- 1.06%
$67.23 - $84.63 $12.7K - $16K
17.7K $1.26M
LUV
Southwest Airlines CO

Industrials
-60
- 0.54%
$28.18 - $34.84 $1.69K - $2.09K
11K $369K
HDB
Hdfc Bank LTD

Financial Services
-229
- 4.57%
$58.06 - $66.85 $13.3K - $15.3K
4.78K $317K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-115
- 2.82%
$76.77 - $82.22 $8.83K - $9.46K
3.97K $315K
PARA
Paramount Global

Communication Services
-4.71K
- 12.94%
$10.16 - $12.14 $47.9K - $57.2K
31.7K $378K
BBH
Vaneck ETF Tr Biotech ETF

ETFs
-22
- 0.29%
$157.04 - $169.58 $3.45K - $3.73K
7.58K $1.19M
IEMG
Ishares Inc

ETFs
-33
- 0.56%
N/A
5.88K $315K
GDV
Gabelli Dividend & Income Trust

Financial Services
-40
- 0.2%
$23.47 - $25.3 $939 - $1.01K
19.7K $475K
Canadian Pacific Kansas City
-66
- 0.25%
N/A
26.7K $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
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