Institute For Wealth Management, Llc. Portfolio Holdings

Institute For Wealth Management, Llc.

  • $763 Million
  • Q1 2025

Institute For Wealth Management, Llc. has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $763 Million distributed in 526 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $86.2M, Apple Inc. with a value of $28.4M, Microsoft Corp with a value of $18.8M, Amazon Com Inc with a value of $18.4M, and Invesco Qqq Trust, Series 1 with a value of $12M.

Examining the 13F form we can see an decrease of $25.1M in the current position value, from $788M to 763M.

Below you can find more details about Institute For Wealth Management, Llc. portfolio as well as his latest detailed transactions.

Portfolio value $763 Million
ETFs: $236 Million
Technology: $204 Million
Financial Services: $79.4 Million
Consumer Cyclical: $64.9 Million
Industrials: $56.2 Million
Communication Services: $40.4 Million
Healthcare: $38.2 Million
Consumer Defensive: $16 Million
Other: $27 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$196B
$2 Million 0.26% of portfolio
17,134
Q1 2025 Reduced 0.83%
$67.1B
$1.99 Million 0.26% of portfolio
42,372
Q1 2025 Added 18.68%
$183B
$2 Million 0.26% of portfolio
15,068
Q1 2025 Reduced 1.1%
$365B
$1.97 Million 0.26% of portfolio
5,366
Q1 2025 Reduced 2.49%
$115B
$2.01 Million 0.26% of portfolio
7,400
Q1 2025 Added 4.93%
$406B
$1.84 Million 0.24% of portfolio
11,093
Q1 2025 Reduced 0.6%
$194B
$1.8 Million 0.24% of portfolio
391
Q1 2025 Added 4.55%
$258B
$1.82 Million 0.24% of portfolio
20,735
Q1 2025 Reduced 2.04%
$68.6B
$1.77 Million 0.23% of portfolio
12,165
Q4 2024 Reduced 2.13%
$59.3B
$1.65 Million 0.22% of portfolio
7,142
Q1 2025 Reduced 1.11%
$5.68B
$1.65 Million 0.22% of portfolio
10,304
Q1 2025 Reduced 5.42%
$127B
$1.7 Million 0.22% of portfolio
3,514
Q1 2025 Reduced 2.77%
$98.3B
$1.62 Million 0.21% of portfolio
2,380
Q3 2024 Reduced 0.83%
$24.5B
$1.64 Million 0.21% of portfolio
17,962
Q1 2025 Reduced 0.61%
$393B
$1.58 Million 0.21% of portfolio
3,023
Q1 2025 Reduced 0.1%
$5.65B
$1.63 Million 0.21% of portfolio
13,323
Q1 2025 Added 21.66%
$66.9B
$1.55 Million 0.2% of portfolio
12,116
Q1 2025 Reduced 1.02%
$61.3B
$1.45 Million 0.19% of portfolio
5,485
Q1 2025 Reduced 1.95%
$102B
$1.46 Million 0.19% of portfolio
4,444
Q1 2025 Reduced 1.02%
$2.49B
$1.41 Million 0.18% of portfolio
29,943
Q1 2025 Added 10.07%
$72.2B
$1.37 Million 0.18% of portfolio
21,580
Q1 2025 Reduced 0.21%
$103B
$1.38 Million 0.18% of portfolio
22,556
Q1 2025 Reduced 12.88%
$33.2B
$1.39 Million 0.18% of portfolio
17,517
Q1 2025 Reduced 0.17%
$98B
$1.39 Million 0.18% of portfolio
11,980
Q1 2025 Added 58.38%
$49.1B
$1.4 Million 0.18% of portfolio
760
Q1 2025 Added 3.54%
$62.3B
$1.41 Million 0.18% of portfolio
16,169
Q1 2025 Reduced 5.93%
$32.9B
$1.27 Million 0.17% of portfolio
3,024
Q1 2025 Added 12.17%
$30.3B
$1.27 Million 0.17% of portfolio
22,237
Q1 2025 Reduced 0.18%
$86.1B
$1.33 Million 0.17% of portfolio
3,809
Q1 2025 Reduced 7.68%
$56.6B
$1.2 Million 0.16% of portfolio
9,225
Q1 2025 Added 0.11%
$132B
$1.26 Million 0.16% of portfolio
17,686
Q1 2025 Reduced 1.06%
$41.4B
$1.19 Million 0.16% of portfolio
7,442
Q1 2025 Reduced 0.19%
$101B
$1.24 Million 0.16% of portfolio
2,855
Q1 2025 Reduced 0.38%
$182B
$1.24 Million 0.16% of portfolio
2,502
Q1 2025 Reduced 0.95%
$384B
$1.24 Million 0.16% of portfolio
7,248
Q1 2025 Reduced 0.34%
$23.3B
$1.22 Million 0.16% of portfolio
11,870
Q1 2025 Added 15.52%
$76.9B
$1.21 Million 0.16% of portfolio
5,093
Q1 2025 Added 1.62%
$131B
$1.18 Million 0.15% of portfolio
4,988
Q1 2025 Reduced 0.04%
$194B
$1.18 Million 0.15% of portfolio
41,790
Q1 2025 Reduced 0.27%
$125B
$1.15 Million 0.15% of portfolio
2,578
Q4 2024 Added 0.43%
$37.7B
$1.12 Million 0.15% of portfolio
22,791
Q1 2025 Added 0.0%
$27.6B
$1.11 Million 0.15% of portfolio
9,636
Q1 2025 Added 11.24%
$135B
$1.11 Million 0.15% of portfolio
5,227
Q1 2025 Reduced 0.74%
$50B
$1.17 Million 0.15% of portfolio
18,960
Q1 2025 Added 16.37%
$313B
$1.13 Million 0.15% of portfolio
8,578
Q1 2025 Added 1.1%
$21.1B
$1.14 Million 0.15% of portfolio
5,560
Q1 2025 Added 15.83%
$36.4B
$1.15 Million 0.15% of portfolio
17,041
Q1 2025 Reduced 1.27%
$233B
$1.12 Million 0.15% of portfolio
18,100
Q1 2025 Reduced 10.7%
$118B
$1.09 Million 0.14% of portfolio
10,380
Q1 2025 Reduced 2.83%

Summary

  • Portfolio
  • No. of Stocks 526
  • Current Value $763 Million
  • Prior Value $788 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 46 stocks
  • Additional Purchases 134 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 230 stocks
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