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
CSGP
Costar Group, Inc.

Real Estate
-450
- 2.69%
$81.42 - $96.83 $36.6K - $43.6K
16.3K $1.37M
KEY
Keycorp

Financial Services
-325
- 1.15%
$17.37 - $19.39 $5.65K - $6.3K
27.9K $520K
MAS
Masco Corp

Industrials
-146
- 2.11%
$64.44 - $76.07 $9.41K - $11.1K
6.77K $476K
IHE
Ishares Tr

ETFs
-633
- 5.65%
$65.74 - $72.56 $41.6K - $45.9K
10.6K $766K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-300
- 2.35%
$61.83 - $67.07 $18.5K - $20.1K
12.5K $823K
AZN
Astrazeneca PLC

Healthcare
-34
- 0.65%
$68.72 - $82.11 $2.34K - $2.79K
5.2K $398K
FVD
First Tr Value Line Divid Inde

ETFs
-97
- 0.39%
$44.73 - $46.86 $4.34K - $4.55K
24.5K $1.13M
XLE
Energy Sector Spdr

ETFs
-1.06K
- 3.72%
$84.25 - $91.99 $89.6K - $97.8K
27.5K $2.46M
IBB
Ishares Biotechnology ETF

ETFs
-138
- 4.19%
$127.63 - $144.37 $17.6K - $19.9K
3.15K $455K
WMT
Walmart Inc.

Consumer Defensive
-639
- 3.17%
$94.4 - $104.27 $60.3K - $66.6K
19.5K $2.01M
NOC
Northrop Grumman Corp

Industrials
-1
- 0.24%
$498.9 - $609.32 $499 - $609
410 $249K
SCHW
Schwab Charles Corp

Financial Services
-42
- 0.37%
$91.03 - $98.69 $3.82K - $4.14K
11.2K $1.07M
DAL
Delta Air Lines, Inc.

Industrials
-124
- 1.81%
$49.0 - $61.97 $6.08K - $7.68K
6.73K $381K
BILL
Bill.Com Holdings, Inc.

Technology
-46
- 0.66%
$39.02 - $54.53 $1.79K - $2.51K
6.87K $364K
AOR
Ishares Tr Core Growth Allocat

ETFs
-180
- 0.91%
$60.99 - $64.39 $11K - $11.6K
19.7K $1.27M
TOL
Toll Brothers, Inc.

Consumer Cyclical
-105
- 4.03%
$113.78 - $148.0 $11.9K - $15.5K
2.5K $345K
F
Ford Motor CO

Consumer Cyclical
-89
- 0.19%
$10.82 - $12.09 $963 - $1.08K
47.4K $566K
ALLE
Allegion PLC

Industrials
-86
- 4.08%
$145.55 - $179.33 $12.5K - $15.4K
2.02K $358K
DD
Du Pont De Nemours, Inc.

Basic Materials
-401
- 4.18%
$69.9 - $78.26 $28K - $31.4K
9.19K $716K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-939
- 3.34%
$119.73 - $134.7 $112K - $126K
27.1K $3.62M
VEA
Vanguard Ftse Developed Market

ETFs
-622
- 1.87%
$56.02 - $60.3 $34.8K - $37.5K
32.7K $1.96M
QCOM
Qualcomm Inc

Technology
-178
- 1.4%
$145.84 - $173.55 $26K - $30.9K
12.5K $2.08M
VOT
Vanguard Mid Cap Growth Index

ETFs
-10
- 0.15%
$282.75 - $294.19 $2.83K - $2.94K
6.79K $1.99M
PWR
Quanta Services, Inc.

Industrials
-47
- 2.06%
$372.29 - $421.68 $17.5K - $19.8K
2.24K $927K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-12
- 0.05%
$36.04 - $38.78 $432 - $465
23.9K $920K
XLC
Select Sector Spdr Tr Communic

ETFs
-269
- 2.71%
$105.99 - $119.41 $28.5K - $32.1K
9.67K $1.14M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-24
- 2.33%
$473.44 - $553.71 $11.4K - $13.3K
1.01K $550K
HWM
Howmet Aerospace Inc.

Industrials
-98
- 1.07%
$171.0 - $196.23 $16.8K - $19.2K
9.08K $1.78M
IEV
Ishares Tr Europe ETF

ETFs
-355
- 0.81%
$61.37 - $65.49 $21.8K - $23.2K
43.5K $2.85M
XLF
Financial Sector Spdr

ETFs
-1.57K
- 1.46%
$51.37 - $54.25 $80.8K - $85.3K
106K $5.7M
HCA
Hca Healthcare, Inc.

Healthcare
-80
- 3.12%
$334.32 - $426.2 $26.7K - $34.1K
2.48K $1.06M
LMT
Lockheed Martin Corp

Industrials
-28
- 1.1%
$410.74 - $499.21 $11.5K - $14K
2.53K $1.26M
MRVL
Marvell Technology, Inc.

Technology
-863
- 3.84%
$62.31 - $84.07 $53.8K - $72.6K
21.6K $1.82M
BBH
Vaneck ETF Tr Biotech ETF

ETFs
-87
- 1.15%
$154.79 - $169.41 $13.5K - $14.7K
7.49K $1.24M
XLY
Select Sector Spdr Consumer Di

ETFs
-132
- 2.61%
$216.09 - $242.18 $28.5K - $32K
4.93K $1.18M
VONV
Vanguard Russell 1000 Value Et

ETFs
-22
- 0.1%
$84.55 - $89.54 $1.86K - $1.97K
21.6K $1.93M
ROAD
Construction Partners, Inc.

Industrials
-4
- 0.09%
$93.43 - $136.74 $374 - $547
4.46K $565K
XSMO
Invesco S&P Smallcap Momentum

ETFs
-357
- 1.66%
$67.1 - $74.29 $24K - $26.5K
21.1K $1.55M
OXY
Occidental Petroleum Corp

Energy
-441
- 2.0%
$42.54 - $48.1 $18.8K - $21.2K
21.6K $1.02M
PFM
Invesco Exchange Traded Fd Tr

ETFs
-66
- 0.16%
$48.04 - $50.89 $3.17K - $3.36K
40K $2.03M
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
-123
- 0.22%
$46.09 - $49.41 $5.67K - $6.08K
55K $2.71M
AXP
American Express CO

Financial Services
-74
- 0.76%
$294.27 - $342.31 $21.8K - $25.3K
9.71K $3.23M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-399
- 2.81%
$10.78 - $19.82 $4.3K - $7.91K
13.8K $269K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-600
- 6.19%
$83.08 - $100.2 $49.8K - $60.1K
9.1K $911K
PSX
Phillips 66

Energy
-109
- 1.48%
$118.37 - $139.46 $12.9K - $15.2K
7.26K $987K
BA
Boeing CO

Industrials
-84
- 0.4%
$209.79 - $237.38 $17.6K - $19.9K
20.7K $4.47M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-19
- 0.22%
$112.94 - $129.99 $2.15K - $2.47K
8.44K $1.08M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-3.17K
- 5.77%
$51.78 - $57.89 $164K - $183K
51.7K $2.98M
TJX
Tjx Companies Inc

Consumer Cyclical
-303
- 3.95%
$121.35 - $144.54 $36.8K - $43.8K
7.37K $1.07M
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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