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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$52.2B
$17.1 Million 1.96% of portfolio
20,694
Q2 2025 Added 0.33%
$108B
$7 Million 0.8% of portfolio
76,429
Q2 2025 Reduced 1.88%
$172B
$6.93 Million 0.79% of portfolio
17,909
Q2 2025 Reduced 0.21%
$61.7B
$6.33 Million 0.72% of portfolio
8,396
Q2 2025 Added 0.06%
$118B
$6.3 Million 0.72% of portfolio
22,846
Q2 2025 Reduced 6.02%
$82.7B
$5.98 Million 0.68% of portfolio
56,573
Q2 2025 Reduced 0.19%
$177B
$5.74 Million 0.66% of portfolio
29,519
Q2 2025 Added 0.11%
$139B
$4.36 Million 0.5% of portfolio
20,792
Q2 2025 Added 3.1%
$160B
$3.62 Million 0.41% of portfolio
19,751
Q2 2025 Reduced 0.03%
$39.2B
$3.56 Million 0.41% of portfolio
28,081
Q2 2025 Reduced 2.95%
$164B
$3.28 Million 0.38% of portfolio
11,760
Q2 2025 Reduced 3.25%
$196B
$3.2 Million 0.37% of portfolio
3,113
Q2 2025 Reduced 2.51%
$60.8B
$2.95 Million 0.34% of portfolio
14,415
Q2 2025 Reduced 5.49%
$90.2B
$2.86 Million 0.33% of portfolio
38,449
Q2 2025 Reduced 0.18%
$63.3B
$2.79 Million 0.32% of portfolio
12,258
Q2 2025 Reduced 0.43%
$156B
$2.65 Million 0.3% of portfolio
7,415
Q2 2025 Added 0.2%
$100B
$2.5 Million 0.29% of portfolio
9,077
Q2 2025 Reduced 2.13%
$156B
$2.42 Million 0.28% of portfolio
4,767
Q2 2025 Reduced 0.73%
$75.2B
$2.28 Million 0.26% of portfolio
69,915
Q2 2025 Reduced 0.13%
$32B
$2.22 Million 0.25% of portfolio
12,828
Q2 2025 Reduced 19.98%
$34B
$2.15 Million 0.25% of portfolio
17,506
Q2 2025 Reduced 2.54%
$75.9B
$2.07 Million 0.24% of portfolio
42,030
Q2 2025 Reduced 0.81%
$128B
$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%
$178B
$2.02 Million 0.23% of portfolio
12,697
Q2 2025 Reduced 3.72%
$85.5B
$2.02 Million 0.23% of portfolio
12,166
Q2 2025 Added 0.01%
$94.3B
$2 Million 0.23% of portfolio
8,737
Q2 2025 Reduced 2.62%
$63.3B
$1.74 Million 0.2% of portfolio
22,502
Q2 2025 Added 18.68%
$78.7B
$1.71 Million 0.2% of portfolio
9,182
Q2 2025 Reduced 0.47%
$56.3B
$1.7 Million 0.19% of portfolio
6,985
Q2 2025 Reduced 2.2%
$96.1B
$1.53 Million 0.18% of portfolio
21,561
Q2 2025 Reduced 0.09%
$61.2B
$1.46 Million 0.17% of portfolio
5,461
Q2 2025 Reduced 0.44%
$131B
$1.45 Million 0.17% of portfolio
10,903
Q2 2025 Reduced 8.99%
$186B
$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%
$90.4B
$1.46 Million 0.17% of portfolio
4,406
Q2 2025 Reduced 0.86%
$69.4B
$1.41 Million 0.16% of portfolio
11,778
Q2 2025 Reduced 2.79%
$56.2B
$1.39 Million 0.16% of portfolio
7,098
Q2 2025 Reduced 7.59%
$60.9B
$1.37 Million 0.16% of portfolio
16,056
Q2 2025 Reduced 0.7%
$90.6B
$1.39 Million 0.16% of portfolio
5,086
Q2 2025 Reduced 0.14%
$26.5B
$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%
$44.7B
$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%
$37.8B
$1.34 Million 0.15% of portfolio
16,717
Q2 2025 Reduced 4.57%
$175B
$1.34 Million 0.15% of portfolio
2,458
Q2 2025 Reduced 1.76%
$151B
$1.2 Million 0.14% of portfolio
5,134
Q2 2025 Reduced 1.78%
$70.2B
$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%

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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