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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.5 Million 1.66% of portfolio
26,322
Q2 2025 Added 2.7%
$0
$7.05 Million 0.81% of portfolio
33,832
Q2 2025 Reduced 0.47%
$0
$7 Million 0.8% of portfolio
239,701
Q2 2025 Reduced 0.79%
$0
$6.72 Million 0.77% of portfolio
49,640
Q2 2025 Reduced 1.36%
$0
$6.71 Million 0.77% of portfolio
131,654
Q2 2025 Reduced 2.16%
$0
$6.26 Million 0.72% of portfolio
42,456
Q2 2025 Reduced 1.53%
$0
$6.16 Million 0.71% of portfolio
47,922
Q2 2025 Reduced 0.9%
$0
$6.12 Million 0.7% of portfolio
43,992
Q1 2025 Added 106.15%
$0
$6.04 Million 0.69% of portfolio
54,712
Q2 2025 Added 26.68%
$0
$5.75 Million 0.66% of portfolio
9,305
Q2 2025 Added 1.42%
$0
$5.63 Million 0.64% of portfolio
107,475
Q2 2025 Reduced 0.21%
$0
$5.48 Million 0.63% of portfolio
21,622
Q2 2025 Added 1.04%
$0
$4.98 Million 0.57% of portfolio
45,817
Q2 2025 Reduced 1.67%
$0
$4.97 Million 0.57% of portfolio
17,833
Q2 2025 Reduced 6.13%
$0
$4.03 Million 0.46% of portfolio
9,193
Q2 2025 Reduced 6.79%
$0
$3.98 Million 0.45% of portfolio
24,176
Q2 2025 Added 44.18%
$0
$3.7 Million 0.42% of portfolio
18,970
Q2 2025 Added 211.09%
$0
$3.33 Million 0.38% of portfolio
28,636
Q2 2025 Reduced 2.02%
$0
$3.29 Million 0.38% of portfolio
9,363
Q1 2021 Added 1.56%
$0
$2.99 Million 0.34% of portfolio
13,857
Q2 2025 Added 7.86%
$0
$2.91 Million 0.33% of portfolio
58,905
Q2 2025 Reduced 1.16%
$0
$2.86 Million 0.33% of portfolio
54,910
Q2 2025 Reduced 28.63%
$0
$2.77 Million 0.32% of portfolio
43,831
Q2 2025 Reduced 1.23%
$0
$2.81 Million 0.32% of portfolio
10,148
Q2 2025 New
$0
$2.7 Million 0.31% of portfolio
4,074
Q2 2025 Added 62.7%
$0
$2.67 Million 0.31% of portfolio
24,248
Q2 2025 Reduced 9.19%
$0
$2.6 Million 0.3% of portfolio
61,415
Q2 2025 Reduced 0.65%
$0
$2.61 Million 0.3% of portfolio
55,128
Q2 2025 Reduced 0.55%
$0
$2.58 Million 0.3% of portfolio
14,124
Q2 2025 Reduced 10.88%
$0
$2.58 Million 0.29% of portfolio
20,181
Q1 2025 Added 149.09%
$0
$2.49 Million 0.28% of portfolio
51,614
Q2 2025 Reduced 1.64%
$0
$2.42 Million 0.28% of portfolio
28,563
Q2 2025 Added 0.09%
$0
$2.32 Million 0.27% of portfolio
155,872
Q2 2025 Reduced 1.6%
$0
$2.31 Million 0.26% of portfolio
138,301
Q2 2025 Reduced 4.25%
$0
$2.01 Million 0.23% of portfolio
46,163
Q2 2025 New
$0
$1.98 Million 0.23% of portfolio
26,167
Q2 2025 Added 2.19%
$0
$2.02 Million 0.23% of portfolio
28,367
Q2 2025 Reduced 0.61%
$0
$1.93 Million 0.22% of portfolio
40,030
Q2 2025 Reduced 0.67%
$0
$1.92 Million 0.22% of portfolio
19,444
Q2 2025 Added 1.45%
$0
$1.93 Million 0.22% of portfolio
6,796
Q2 2025 Added 53.48%
$0
$1.9 Million 0.22% of portfolio
33,347
Q2 2025 Reduced 0.73%
$0
$1.83 Million 0.21% of portfolio
46,937
Q2 2025 Reduced 1.85%
$0
$1.85 Million 0.21% of portfolio
29,520
Q2 2025 Reduced 0.98%
$0
$1.86 Million 0.21% of portfolio
31,619
Q2 2025 Added 2.38%
$0
$1.84 Million 0.21% of portfolio
21,596
Q1 2025 Added 149.84%
$0
$1.78 Million 0.2% of portfolio
10,086
Q2 2025 Added 197.17%
$0
$1.62 Million 0.19% of portfolio
2,610
Q2 2025 Reduced 26.04%
$0
$1.6 Million 0.18% of portfolio
29,328
Q2 2025 Added 179.26%
$0
$1.58 Million 0.18% of portfolio
14,489
Q1 2025 New

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
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