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
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