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
NET
Cloudflare, Inc.

Technology
-53
- 0.75%
$181.39 - $228.28 $9.61K - $12.1K
7.05K $1.51M
APH
Amphenol Corp

Technology
-610
- 7.43%
$97.39 - $125.4 $59.4K - $76.5K
7.6K $940K
PJP
Invesco Exchange Traded Fd Tr

ETFs
-287
- 2.25%
$80.49 - $93.64 $23.1K - $26.9K
12.5K $1.15M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-80
- 0.76%
$459.11 - $506.91 $36.7K - $40.6K
10.4K $5.23M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-598
- 0.97%
$42.04 - $45.23 $25.1K - $27K
60.8K $2.75M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
-100
- 1.92%
$231.32 - $272.35 $23.1K - $27.2K
5.11K $1.39M
VONG
Vanguard Russell 1000 Growth E

ETFs
-43
- 0.3%
$108.08 - $121.73 $4.65K - $5.23K
14.4K $1.74M
HD
Home Depot, Inc.

Consumer Cyclical
-79
- 1.53%
$357.4 - $423.42 $28.2K - $33.5K
5.07K $2.06M
STX
Seagate Technology Holdings PLC

Technology
-203
- 8.34%
$142.01 - $236.06 $28.8K - $47.9K
2.23K $526K
CSX
Csx Corp

Industrials
-411
- 0.59%
$32.05 - $36.52 $13.2K - $15K
69.5K $2.47M
ELAN
Elanco Animal Health Inc

Healthcare
-2.8K
- 6.32%
$13.68 - $20.14 $38.3K - $56.4K
41.5K $836K
VOE
Vanguard Mid Cap Value Index F

ETFs
-125
- 0.52%
$164.63 - $174.58 $20.6K - $21.8K
24.1K $4.2M
PWB
Invesco Exchange Traded Fd Tr

ETFs
-192
- 0.61%
$115.87 - $125.42 $22.2K - $24.1K
31.5K $3.95M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
-55
- 0.28%
$100.4 - $119.58 $5.52K - $6.58K
19.4K $2.15M
LOW
Lowes Companies Inc

Consumer Cyclical
-197
- 2.04%
$215.01 - $273.02 $42.4K - $53.8K
9.44K $2.37M
EEM
Ishares Msci Emerging Markets

ETFs
-447
- 0.87%
$48.07 - $53.4 $21.5K - $23.9K
51.2K $2.73M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-416
- 0.71%
$49.43 - $54.52 $20.6K - $22.7K
58.5K $3.17M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-191
- 0.67%
$115.96 - $125.95 $22.1K - $24.1K
28.4K $3.58M
WYNN
Wynn Resorts LTD

Consumer Cyclical
-30
- 0.39%
$101.96 - $132.43 $3.06K - $3.97K
7.61K $975K
XLI
Industrial Sector Spdr

ETFs
-145
- 0.34%
$147.94 - $154.99 $21.5K - $22.5K
42.3K $6.53M
JNJ
Johnson & Johnson

Healthcare
-498
- 4.57%
$155.17 - $185.42 $77.3K - $92.3K
10.4K $1.93M
MS
Morgan Stanley

Financial Services
-259
- 1.51%
$139.09 - $161.16 $36K - $41.7K
16.8K $2.68M
GLW
Corning Inc

Technology
-345
- 3.42%
$51.6 - $82.03 $17.8K - $28.3K
9.75K $799K
C
Citigroup Inc

Financial Services
-168
- 0.95%
$85.57 - $103.49 $14.4K - $17.4K
17.5K $1.78M
RTX
Raytheon Technologies Corp

Industrials
-164
- 1.12%
$144.19 - $167.33 $23.6K - $27.4K
14.5K $2.42M
BAC
Bank Of America Corp

Financial Services
-890
- 1.12%
$44.92 - $52.42 $40K - $46.7K
78.4K $4.05M
SHOP
Shopify Inc.

Technology
-202
- 2.02%
$112.11 - $157.12 $22.6K - $31.7K
9.79K $1.45M
MPC
Marathon Petroleum Corp

Energy
-58
- 0.48%
$158.59 - $198.69 $9.2K - $11.5K
12.1K $2.33M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-18
- 0.04%
$128.6 - $136.01 $2.31K - $2.45K
47.9K $6.48M
DELL
Dell Technologies Inc.

Technology
-151
- 0.86%
$120.96 - $141.77 $18.3K - $21.4K
17.4K $2.46M
IWM
Ishares Russell 2000 ETF

ETFs
-190
- 1.37%
$214.92 - $244.84 $40.8K - $46.5K
13.7K $3.31M
PDP
Invesco Exchange Traded Fd Tr

ETFs
-624
- 1.36%
$107.15 - $118.05 $66.9K - $73.7K
45.2K $5.34M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-8.82K
- 3.68%
$28.92 - $32.19 $255K - $284K
231K $7.37M
JPM
Jpmorgan Chase & CO

Financial Services
-75
- 0.47%
$282.78 - $316.06 $21.2K - $23.7K
16K $5.06M
IWC
Russell Micro Cap ETF

ETFs
-206
- 1.02%
$127.86 - $151.39 $26.3K - $31.2K
20K $2.98M
AMAT
Applied Materials Inc

Technology
-65
- 0.33%
$156.25 - $204.95 $10.2K - $13.3K
19.7K $4.03M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-571
- 1.15%
$134.94 - $145.86 $77.1K - $83.3K
49.1K $7.14M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-330
- 3.92%
$103.83 - $179.9 $34.3K - $59.4K
8.09K $1.45M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-446
- 0.34%
$50.79 - $54.95 $22.7K - $24.5K
131K $7.2M
GM
General Motors CO

Consumer Cyclical
-58
- 0.14%
$48.89 - $61.24 $2.84K - $3.55K
42K $2.56M
XLK
Technology Sector Spdr

ETFs
-408
- 1.89%
$250.97 - $282.66 $102K - $115K
21.2K $5.98M
AMD
Advanced Micro Devices Inc

Technology
-174
- 0.6%
$134.8 - $184.42 $23.5K - $32.1K
29K $4.69M
VTWV
Vanguard Russell 2000 Value Et

ETFs
-498
- 1.13%
$138.45 - $158.63 $68.9K - $79K
43.5K $6.78M
MSFT
Microsoft Corp

Technology
-653
- 1.34%
$491.09 - $535.64 $321K - $350K
48.2K $24.9M
GS
Goldman Sachs Group Inc

Financial Services
-270
- 2.63%
$696.56 - $806.32 $188K - $218K
9.98K $7.95M
VTWG
Vanguard Russell 2000 Growth E

ETFs
-270
- 0.8%
$208.02 - $237.84 $56.2K - $64.2K
33.6K $7.85M
ABBV
Abb Vie Inc.

Healthcare
-352
- 1.84%
$184.85 - $231.54 $65.1K - $81.5K
18.7K $4.34M
GOOG
Alphabet Inc.

Communication Services
-230
- 1.38%
$175.16 - $255.24 $40.3K - $58.7K
16.4K $3.99M
ORCL
Oracle Corp

Technology
-199
- 1.05%
$218.96 - $328.33 $43.6K - $65.3K
18.8K $5.28M
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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