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
$244,000 0.03% of portfolio
4,380
Q2 2025 Reduced 6.53%
$0
$257,000 0.03% of portfolio
1,147
Q2 2025 Reduced 4.18%
$0
$291,000 0.03% of portfolio
2,432
Q2 2025 Reduced 61.24%
$0
$220,000 0.03% of portfolio
2,006
Q2 2025 Reduced 0.69%
$0
$229,000 0.03% of portfolio
4,829
Q2 2025 Reduced 2.37%
$1.87B
$221,000 0.03% of portfolio
6,789
Q2 2025 Added 2.4%
$0
$272,000 0.03% of portfolio
6,507
Q4 2024 Reduced 1.38%
$0
$286,000 0.03% of portfolio
1,896
Q2 2024 Reduced 0.89%
$0
$265,000 0.03% of portfolio
18,847
Q2 2025 Reduced 1.84%
$0
$261,000 0.03% of portfolio
4,365
Q4 2023 New
$0
$275,000 0.03% of portfolio
3,032
Q2 2024 Reduced 5.78%
$0
$272,000 0.03% of portfolio
953
Q2 2024 Reduced 89.46%
$0
$232,000 0.03% of portfolio
1,679
Q2 2025 New
$0
$223,000 0.03% of portfolio
1,186
Q2 2025 New
$0
$238,000 0.03% of portfolio
2,200
Q1 2024 New
$0
$268,000 0.03% of portfolio
4,530
Q2 2025 Reduced 0.55%
$0
$301,000 0.03% of portfolio
7,088
Q2 2025 Added 5.84%
$0
$270,000 0.03% of portfolio
5,529
Q2 2025 Reduced 0.7%
$0
$274,000 0.03% of portfolio
2,814
Q2 2025 Reduced 1.78%
$0
$211,000 0.02% of portfolio
8,300
Q2 2025 Reduced 2.35%
$0
$200,000 0.02% of portfolio
5,405
Q2 2025 New
$0
$218,000 0.02% of portfolio
4,290
Q4 2023 New
$0
$211,000 0.02% of portfolio
1,930
Q2 2025 Reduced 62.52%
$0
$204,000 0.02% of portfolio
1,714
Q2 2025 New
$0
$200,000 0.02% of portfolio
2,150
Q4 2024 New
$0
$201,000 0.02% of portfolio
477
Q2 2025 New
$0
$215,000 0.02% of portfolio
4,654
Q2 2025 New
$0
$216,000 0.02% of portfolio
1,630
Q2 2025 Reduced 18.74%
$0
$200,000 0.02% of portfolio
2,096
Q2 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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