Institute For Wealth Management, Llc. Portfolio Holdings
Institute For Wealth Management, Llc.
- $763 Million
- Q1 2025
Institute For Wealth Management, Llc. has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $763 Million distributed in 526 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $86.2M, Apple Inc. with a value of $28.4M, Microsoft Corp with a value of $18.8M, Amazon Com Inc with a value of $18.4M, and Invesco Qqq Trust, Series 1 with a value of $12M.
Examining the 13F form we can see an decrease of $25.1M in the current position value, from $788M to 763M.
Below you can find more details about Institute For Wealth Management, Llc. portfolio as well as his latest detailed transactions.
Portfolio value
$763 Million
ETFs: $236 Million
Technology: $204 Million
Financial Services: $79.4 Million
Consumer Cyclical: $64.9 Million
Industrials: $56.2 Million
Communication Services: $40.4 Million
Healthcare: $38.2 Million
Consumer Defensive: $16 Million
Other: $27 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 526
- Current Value $763 Million
- Prior Value $788 Million
- Filing
- Period Q1 2025
- Filing Date April 21, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 46 stocks
- Additional Purchases 134 stocks
- Sold out of 0 stocks
- Reduced holdings in 230 stocks