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 Market Cap. of $50 Millions to $300 Millions
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