Institute For Wealth Management, Llc. Portfolio Holdings

Institute For Wealth Management, Llc.

  • $929 Million
  • Q3 2025

Institute For Wealth Management, Llc. has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $929 Million distributed in 558 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $142M, Apple Inc. with a value of $31.6M, Microsoft Corp with a value of $24.9M, Amazon Com Inc with a value of $18.6M, and Invesco Qqq Trust, Series 1 with a value of $16.9M.

Examining the 13F form we can see an increase of $55.7M in the current position value, from $874M to 929M.

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

Portfolio value $929 Million
ETFs: $286 Million
Technology: $283 Million
Financial Services: $87.5 Million
Consumer Cyclical: $72.2 Million
Industrials: $66.5 Million
Communication Services: $52.3 Million
Healthcare: $36.8 Million
Consumer Defensive: $15.6 Million
Other: $26.9 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16.9 Million 1.82% of portfolio
28,202
Q3 2025 Added 7.14%
$0
$7.85 Million 0.84% of portfolio
33,562
Q3 2025 Reduced 0.8%
$0
$7.37 Million 0.79% of portfolio
230,881
Q3 2025 Reduced 3.68%
$0
$7.29 Million 0.78% of portfolio
10,941
Q3 2025 Added 17.58%
$0
$7.2 Million 0.77% of portfolio
131,208
Q3 2025 Reduced 0.34%
$0
$7.14 Million 0.77% of portfolio
49,069
Q3 2025 Reduced 1.15%
$0
$6.78 Million 0.73% of portfolio
43,494
Q3 2025 Reduced 1.13%
$0
$6.53 Million 0.7% of portfolio
42,311
Q3 2025 Reduced 0.34%
$0
$6.48 Million 0.7% of portfolio
47,904
Q3 2025 Reduced 0.04%
$0
$5.96 Million 0.64% of portfolio
18,264
Q3 2025 Added 2.42%
$0
$5.98 Million 0.64% of portfolio
21,214
Q3 2025 Reduced 1.89%
$0
$5.7 Million 0.61% of portfolio
105,903
Q3 2025 Reduced 1.46%
$0
$5.34 Million 0.57% of portfolio
45,193
Q3 2025 Reduced 1.36%
$0
$4.34 Million 0.47% of portfolio
20,779
Q3 2025 Added 9.54%
$0
$4.2 Million 0.45% of portfolio
24,051
Q3 2025 Reduced 0.52%
$0
$3.95 Million 0.43% of portfolio
31,518
Q3 2025 Reduced 0.61%
$0
$3.83 Million 0.41% of portfolio
12,867
Q3 2025 Added 26.79%
$0
$3.7 Million 0.4% of portfolio
7,710
Q3 2025 Reduced 16.13%
$0
$3.58 Million 0.39% of portfolio
28,445
Q3 2025 Reduced 0.67%
$0
$3.55 Million 0.38% of portfolio
9,363
Q1 2021 Added 1.56%
$0
$3.31 Million 0.36% of portfolio
13,667
Q3 2025 Reduced 1.37%
$0
$3.3 Million 0.35% of portfolio
4,417
Q3 2025 Added 8.42%
$0
$3.17 Million 0.34% of portfolio
58,489
Q3 2025 Reduced 0.71%
$0
$2.98 Million 0.32% of portfolio
19,975
Q3 2025 Reduced 1.02%
$0
$2.98 Million 0.32% of portfolio
51,744
Q3 2025 Reduced 5.77%
$0
$2.85 Million 0.31% of portfolio
43,476
Q3 2025 Reduced 0.81%
$0
$2.75 Million 0.3% of portfolio
60,817
Q3 2025 Reduced 0.97%
$0
$2.71 Million 0.29% of portfolio
55,005
Q3 2025 Reduced 0.22%
$0
$2.67 Million 0.29% of portfolio
22,129
Q3 2025 Reduced 8.74%
$0
$2.73 Million 0.29% of portfolio
51,167
Q3 2025 Reduced 0.87%
$0
$2.43 Million 0.26% of portfolio
12,486
Q3 2025 Reduced 11.6%
$0
$2.46 Million 0.26% of portfolio
27,500
Q3 2025 Reduced 3.72%
$0
$2.31 Million 0.25% of portfolio
30,345
Q3 2025 Added 15.97%
$0
$2.28 Million 0.25% of portfolio
38,742
Q3 2025 Added 22.53%
$0
$2.23 Million 0.24% of portfolio
130,826
Q3 2025 Reduced 5.4%
$0
$2.21 Million 0.24% of portfolio
147,107
Q3 2025 Reduced 5.62%
$0
$2.1 Million 0.23% of portfolio
36,483
Q3 2025 Added 24.4%
$0
$2.15 Million 0.23% of portfolio
19,389
Q3 2025 Reduced 0.28%
$0
$2.04 Million 0.22% of portfolio
46,383
Q3 2025 Added 0.48%
$0
$2.03 Million 0.22% of portfolio
39,964
Q3 2025 Reduced 0.16%
$0
$2.08 Million 0.22% of portfolio
28,368
Q3 2025 Added 0.0%
$0
$1.93 Million 0.21% of portfolio
7,433
Q3 2025 Added 150.86%
$0
$1.99 Million 0.21% of portfolio
6,786
Q3 2025 Reduced 0.15%
$0
$1.96 Million 0.21% of portfolio
32,725
Q3 2025 Reduced 1.87%
$0
$1.93 Million 0.21% of portfolio
21,574
Q3 2025 Reduced 0.1%
$0
$1.89 Million 0.2% of portfolio
10,147
Q3 2025 Added 0.6%
$0
$1.76 Million 0.19% of portfolio
2,623
Q3 2025 Added 0.5%
$0
$1.77 Million 0.19% of portfolio
45,144
Q3 2025 Reduced 3.82%
$0
$1.74 Million 0.19% of portfolio
14,446
Q3 2025 Reduced 0.3%

Summary

  • Portfolio
  • No. of Stocks 558
  • Current Value $929 Million
  • Prior Value $874 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 45 stocks
  • Additional Purchases 163 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 255 stocks
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