Institute For Wealth Management, Llc. Portfolio Holdings

Institute For Wealth Management, Llc.

  • $874 Million
  • Q2 2025

Institute For Wealth Management, Llc. has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $874 Million distributed in 561 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $124M, Apple Inc. with a value of $25.8M, Microsoft Corp with a value of $24.3M, Amazon Com Inc with a value of $19.7M, and Axon Enterprise, Inc. with a value of $17.1M.

Examining the 13F form we can see an increase of $111M in the current position value, from $763M to 874M.

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

Portfolio value $874 Million
ETFs: $264 Million
Technology: $257 Million
Financial Services: $84.7 Million
Consumer Cyclical: $69.1 Million
Industrials: $67.9 Million
Communication Services: $48.9 Million
Healthcare: $36.8 Million
Consumer Defensive: $16.2 Million
Other: $26.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$229B
$2.19 Million 0.25% of portfolio
379
Q2 2025 Reduced 3.07%
$69.5B
$2.07 Million 0.24% of portfolio
42,030
Q2 2025 Reduced 0.81%
$219B
$2.14 Million 0.24% of portfolio
14,644
Q2 2025 Reduced 2.81%
$126B
$2.13 Million 0.24% of portfolio
2,380
Q3 2024 Reduced 0.83%
$141B
$2.14 Million 0.24% of portfolio
9,640
Q2 2025 Reduced 6.21%
$177B
$2.02 Million 0.23% of portfolio
12,697
Q2 2025 Reduced 3.72%
$260B
$1.97 Million 0.23% of portfolio
20,170
Q2 2025 Reduced 2.72%
$87.4B
$2.02 Million 0.23% of portfolio
12,166
Q2 2025 Added 0.01%
$93.2B
$2 Million 0.23% of portfolio
8,737
Q2 2025 Reduced 2.62%
$380B
$1.89 Million 0.22% of portfolio
5,153
Q2 2025 Reduced 3.97%
$7.44B
$1.82 Million 0.21% of portfolio
13,048
Q2 2025 Reduced 2.06%
$61.4B
$1.74 Million 0.2% of portfolio
22,502
Q2 2025 Added 18.68%
$76.2B
$1.71 Million 0.2% of portfolio
9,182
Q2 2025 Reduced 0.47%
$220B
$1.73 Million 0.2% of portfolio
4,465
Q2 2025 Reduced 5.3%
$55.6B
$1.7 Million 0.19% of portfolio
6,985
Q2 2025 Reduced 2.2%
$439B
$1.66 Million 0.19% of portfolio
10,887
Q2 2025 Reduced 1.86%
$6.64B
$1.46 Million 0.17% of portfolio
9,291
Q2 2025 Reduced 9.83%
$62.5B
$1.46 Million 0.17% of portfolio
5,461
Q2 2025 Reduced 0.44%
$125B
$1.45 Million 0.17% of portfolio
10,903
Q2 2025 Reduced 8.99%
$182B
$1.51 Million 0.17% of portfolio
17,716
Q2 2025 Added 0.17%
$121B
$1.52 Million 0.17% of portfolio
3,423
Q2 2025 Reduced 2.59%
$91.6B
$1.46 Million 0.17% of portfolio
4,406
Q2 2025 Reduced 0.86%
$69.1B
$1.41 Million 0.16% of portfolio
11,778
Q2 2025 Reduced 2.79%
$53.9B
$1.39 Million 0.16% of portfolio
7,098
Q2 2025 Reduced 7.59%
$61.9B
$1.37 Million 0.16% of portfolio
16,056
Q2 2025 Reduced 0.7%
$2.94B
$1.42 Million 0.16% of portfolio
29,785
Q2 2025 Reduced 0.53%
$88.6B
$1.39 Million 0.16% of portfolio
5,086
Q2 2025 Reduced 0.14%
$27.6B
$1.32 Million 0.15% of portfolio
12,489
Q2 2025 Added 5.21%
$38.7B
$1.35 Million 0.15% of portfolio
738
Q2 2025 Reduced 2.89%
$44.9B
$1.27 Million 0.15% of portfolio
17,041
Q1 2025 Reduced 1.27%
$88.1B
$1.28 Million 0.15% of portfolio
3,725
Q2 2025 Reduced 2.21%
$34.6B
$1.34 Million 0.15% of portfolio
16,717
Q2 2025 Reduced 4.57%
$181B
$1.34 Million 0.15% of portfolio
2,458
Q2 2025 Reduced 1.76%
$159B
$1.2 Million 0.14% of portfolio
5,134
Q2 2025 Reduced 1.78%
$67.9B
$1.25 Million 0.14% of portfolio
5,569
Q2 2025 Reduced 0.16%
$28.2B
$1.23 Million 0.14% of portfolio
3,034
Q2 2025 Added 0.33%
$30.3B
$1.21 Million 0.14% of portfolio
21,166
Q2 2025 Reduced 4.82%
$195B
$1.2 Million 0.14% of portfolio
41,329
Q2 2025 Reduced 1.1%
$65.6B
$1.26 Million 0.14% of portfolio
11,989
Q2 2025 Reduced 7.7%
$280B
$1.25 Million 0.14% of portfolio
18,015
Q2 2025 Reduced 0.47%
$36.3B
$1.23 Million 0.14% of portfolio
17,130
Q1 2025 Added 41.3%
$108B
$1.18 Million 0.14% of portfolio
2,555
Q2 2025 Reduced 0.89%
$22.3B
$1.12 Million 0.13% of portfolio
5,019
Q2 2025 Reduced 9.73%
$141B
$1.14 Million 0.13% of portfolio
4,975
Q2 2025 Reduced 0.26%
$216B
$1.16 Million 0.13% of portfolio
1,473
Q2 2025 Reduced 1.14%
$67.5B
$1.11 Million 0.13% of portfolio
2,855
Q1 2025 Reduced 0.38%
$375B
$1.14 Million 0.13% of portfolio
7,170
Q2 2025 Reduced 1.08%
$147B
$1.15 Million 0.13% of portfolio
9,989
Q2 2025 Reduced 7.67%
$102B
$1.04 Million 0.12% of portfolio
22,410
Q2 2025 Reduced 0.65%

Summary

  • Portfolio
  • No. of Stocks 561
  • Current Value $874 Million
  • Prior Value $763 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 40 stocks
  • Additional Purchases 119 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 275 stocks
Track This Portfolio

Track Institute For Wealth Management, Llc. Portfolio

Follow Institute For Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email