Institute For Wealth Management, Llc. Portfolio Holdings
Institute For Wealth Management, Llc.
- $737 Million
- Q2 2024
Institute For Wealth Management, Llc. has filed its 13F form on July 25, 2024 for Q2 2024 where it was disclosed a total value porftolio of $737 Million distributed in 505 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $101M, Apple Inc. with a value of $27M, Microsoft Corp with a value of $22.7M, Amazon Com Inc with a value of $17.6M, and Invesco Qqq Trust, Series 1 with a value of $14.2M.
Examining the 13F form we can see an decrease of $29.9M in the current position value, from $766M to 737M.
Below you can find more details about Institute For Wealth Management, Llc. portfolio as well as his latest detailed transactions.
Portfolio value
$737 Million
Technology: $231 Million
ETFs: $206 Million
Financial Services: $62.4 Million
Consumer Cyclical: $59.1 Million
Industrials: $46.5 Million
Healthcare: $46.5 Million
Communication Services: $39.8 Million
Energy: $16.2 Million
Other: $28 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 505
- Current Value $737 Million
- Prior Value $766 Million
- Filing
- Period Q2 2024
- Filing Date July 25, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 23 stocks
- Additional Purchases 199 stocks
- Sold out of 0 stocks
- Reduced holdings in 178 stocks