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
Invesco Exchange Traded Fd T
-90
- 0.55%
N/A
16.2K $0
Ge Healthcare Technologies I
-154
- 5.08%
N/A
2.88K $0
GPC
Genuine Parts CO

Consumer Cyclical
-60
- 1.74%
$115.91 - $129.02 $6.95K - $7.74K
3.4K $404K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-112
- 1.66%
$69.87 - $75.62 $7.83K - $8.47K
6.65K $482K
JCI
Johnson Controls International PLC

Industrials
-23
- 0.47%
$76.12 - $90.6 $1.75K - $2.08K
4.9K $392K
CRWD
Crowd Strike Holdings, Inc.

Technology
-38
- 2.05%
$308.86 - $455.36 $11.7K - $17.3K
1.82K $640K
WY
Weyerhaeuser CO

Real Estate
-413
- 2.59%
$27.29 - $31.39 $11.3K - $13K
15.5K $455K
IWD
Ishares Russell 1000 Val ETF

ETFs
-9
- 0.3%
$182.82 - $196.21 $1.65K - $1.77K
2.99K $562K
VDE
Vanguard Energy ETF

ETFs
-365
- 5.5%
$119.14 - $132.76 $43.5K - $48.5K
6.27K $813K
PSX
Phillips 66

Energy
-539
- 6.75%
$113.93 - $131.55 $61.4K - $70.9K
7.44K $919K
RDN
Radian Group Inc

Financial Services
-90
- 0.76%
$30.6 - $34.58 $2.75K - $3.11K
11.7K $386K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-27
- 0.25%
$71.17 - $73.66 $1.92K - $1.99K
10.6K $777K
PG
Procter & Gamble CO

Consumer Defensive
-25
- 0.34%
$158.56 - $176.26 $3.96K - $4.41K
7.25K $1.24M
YUM
Yum Brands Inc

Consumer Cyclical
-318
- 10.84%
$123.25 - $162.53 $39.2K - $51.7K
2.62K $411K
XLV
Select Sector Spdr Fund Health

ETFs
-105
- 2.71%
$137.61 - $149.68 $14.4K - $15.7K
3.77K $550K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-24
- 0.7%
$74.85 - $84.89 $1.8K - $2.04K
3.42K $279K
INTC
Intel Corp

Technology
-693
- 4.99%
$19.1 - $27.39 $13.2K - $19K
13.2K $299K
FTNT
Fortinet, Inc.

Technology
-805
- 1.4%
$92.49 - $114.57 $74.5K - $92.2K
56.7K $5.46M
SO
Southern CO

Utilities
-99
- 2.48%
$80.96 - $92.96 $8.02K - $9.2K
3.89K $357K
COP
Conocophillips

Energy
-302
- 2.83%
$88.6 - $105.85 $26.8K - $32K
10.4K $1.09M
WTRG
Essential Utilities, Inc.

Utilities
-89
- 0.83%
$33.49 - $40.57 $2.98K - $3.61K
10.6K $419K
ALL
Allstate Corp

Financial Services
-42
- 1.49%
$180.99 - $210.18 $7.6K - $8.83K
2.78K $575K
WMB
Williams Companies, Inc.

Energy
-50
- 0.81%
$54.02 - $61.09 $2.7K - $3.05K
6.1K $364K
IEFA
Ishares Tr

ETFs
-39
- 0.54%
$69.57 - $78.65 $2.71K - $3.07K
7.14K $540K
BAX
Baxter International Inc

Healthcare
-35
- 0.47%
$29.26 - $36.57 $1.02K - $1.28K
7.46K $255K
MMM
3 M CO

Industrials
-98
- 3.32%
$129.7 - $155.12 $12.7K - $15.2K
2.86K $419K
CCI
Crown Castle International Corp

Real Estate
-68
- 1.95%
$84.33 - $106.39 $5.73K - $7.23K
3.42K $356K
UNP
Union Pacific Corp

Industrials
-2
- 0.04%
$225.21 - $254.42 $450 - $509
4.99K $1.18M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-407
- 1.16%
$32.74 - $36.2 $13.3K - $14.7K
34.5K $1.21M
XLF
Financial Sector Spdr

ETFs
-2.43K
- 2.2%
$47.32 - $52.19 $115K - $127K
108K $5.36M
SCHW
Schwab Charles Corp

Financial Services
-3
- 0.03%
$71.24 - $83.64 $214 - $251
11.3K $883K
NVS
Novartis Ag

Healthcare
-1
- 0.03%
$97.14 - $115.57 $97.1 - $116
3.7K $412K
EOG
Eog Resources Inc

Energy
-125
- 1.02%
$120.54 - $138.05 $15.1K - $17.3K
12.1K $1.55M
UNH
Unitedhealth Group Inc

Healthcare
-3
- 0.1%
$461.52 - $548.18 $1.38K - $1.64K
3.02K $1.58M
CTVA
Corteva, Inc.

Basic Materials
-40
- 0.43%
$55.94 - $66.15 $2.24K - $2.65K
9.33K $587K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-7
- 2.68%
$1187.71 - $1432.58 $8.31K - $10K
254 $363K
XOM
Exxon Mobil Corp

Energy
-116
- 1.81%
$105.44 - $118.93 $12.2K - $13.8K
6.31K $750K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
-45
- 0.38%
$49.06 - $56.82 $2.21K - $2.56K
11.7K $643K
MCD
Mcdonalds Corp

Consumer Cyclical
-19
- 0.58%
$279.74 - $321.29 $5.32K - $6.1K
3.27K $1.02M
AEP
American Electric Power CO Inc

Utilities
-55
- 1.25%
$90.32 - $109.27 $4.97K - $6.01K
4.35K $474K
JPM
Jpmorgan Chase & CO

Financial Services
-60
- 0.38%
$225.19 - $279.95 $13.5K - $16.8K
15.9K $3.9M
ABT
Abbott Laboratories

Healthcare
-705
- 8.23%
$111.1 - $140.22 $78.3K - $98.9K
7.86K $1.04M
CVX
Chevron Corp

Energy
-39
- 1.0%
$146.71 - $167.97 $5.72K - $6.55K
3.85K $644K
EEM
Ishares Msci Emerging Markets

ETFs
-434
- 0.82%
$40.81 - $45.34 $17.7K - $19.7K
52.5K $2.29M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-88
- 0.67%
$63.07 - $73.5 $5.55K - $6.47K
13.1K $922K
EBAY
Ebay Inc

Consumer Cyclical
-219
- 1.27%
$61.61 - $70.93 $13.5K - $15.5K
17K $1.15M
KO
Coca Cola CO

Consumer Defensive
-205
- 1.92%
$60.81 - $72.32 $12.5K - $14.8K
10.5K $751K
TMUS
T Mobile Us, Inc.

Communication Services
-25
- 1.2%
$211.3 - $272.83 $5.28K - $6.82K
2.06K $548K
LNG
Cheniere Energy, Inc.

Energy
-80
- 1.11%
$209.32 - $253.66 $16.7K - $20.3K
7.14K $1.65M
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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