Institute For Wealth Management, Llc. Portfolio Holdings
Institute For Wealth Management, Llc.
- $781 Million
- Q3 2024
Institute For Wealth Management, Llc. has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $781 Million distributed in 550 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $98.2M, Apple Inc. with a value of $29.8M, Microsoft Corp with a value of $21.8M, Amazon Com Inc with a value of $17.1M, and Meta Platforms, Inc. with a value of $11.6M.
Examining the 13F form we can see an increase of $44.2M in the current position value, from $737M to 781M.
Below you can find more details about Institute For Wealth Management, Llc. portfolio as well as his latest detailed transactions.
Portfolio value
$781 Million
Technology: $234 Million
ETFs: $222 Million
Financial Services: $69.2 Million
Consumer Cyclical: $67.3 Million
Industrials: $54.8 Million
Healthcare: $45.2 Million
Communication Services: $41 Million
Consumer Defensive: $15.8 Million
Other: $31.3 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 550
- Current Value $781 Million
- Prior Value $737 Million
- Filing
- Period Q3 2024
- Filing Date November 12, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 55 stocks
- Additional Purchases 157 stocks
- Sold out of 0 stocks
- Reduced holdings in 234 stocks