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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.97 Million 0.39% of portfolio
9,363
Q1 2021 Added 1.56%
$149B
$2.87 Million 0.38% of portfolio
19,756
Q1 2025 Reduced 0.5%
$268B
$2.77 Million 0.36% of portfolio
10,332
Q1 2025 Reduced 0.57%
$479B
$2.71 Million 0.36% of portfolio
19,380
Q1 2025 Reduced 3.35%
$0
$2.71 Million 0.36% of portfolio
15,849
Q1 2025 Reduced 20.32%
$0
$2.69 Million 0.35% of portfolio
16,768
Q1 2025 Added 96.97%
$0
$2.7 Million 0.35% of portfolio
59,596
Q1 2025 Added 120.39%
$0
$2.67 Million 0.35% of portfolio
28,538
Q1 2025 Reduced 0.08%
$1.1T
$2.67 Million 0.35% of portfolio
17,075
Q1 2025 Reduced 0.61%
$224B
$2.58 Million 0.34% of portfolio
9,599
Q1 2025 Added 2.87%
$58.6B
$2.6 Million 0.34% of portfolio
15,253
Q1 2025 Reduced 1.54%
$0
$2.58 Million 0.34% of portfolio
44,379
Q1 2025 Reduced 1.34%
$0
$2.56 Million 0.34% of portfolio
12,847
Q1 2025 Added 13.22%
$86.5B
$2.51 Million 0.33% of portfolio
38,519
Q1 2025 Reduced 0.66%
$204B
$2.54 Million 0.33% of portfolio
3,193
Q1 2025 Added 21.78%
$0
$2.5 Million 0.33% of portfolio
61,814
Q1 2025 Reduced 0.86%
$101B
$2.42 Million 0.32% of portfolio
17,313
Q1 2025 Added 5.1%
$95.6B
$2.46 Million 0.32% of portfolio
9,275
Q1 2025 Added 0.24%
$5.28B
$2.43 Million 0.32% of portfolio
75,080
Q1 2025 Added 3.82%
$0
$2.39 Million 0.31% of portfolio
158,405
Q1 2025 Added 0.81%
$29B
$2.35 Million 0.31% of portfolio
16,030
Q1 2025 Added 1.58%
$0
$2.4 Million 0.31% of portfolio
144,433
Q1 2025 Reduced 2.32%
$140B
$2.4 Million 0.31% of portfolio
10,278
Q1 2025 Reduced 0.01%
$0
$2.38 Million 0.31% of portfolio
55,435
Q1 2025 Reduced 2.14%
$0
$2.29 Million 0.3% of portfolio
52,475
Q1 2025 Reduced 0.82%
$156B
$2.25 Million 0.3% of portfolio
4,802
Q1 2025 Reduced 0.23%
$0
$2.24 Million 0.29% of portfolio
20,181
Q1 2025 Added 149.09%
$264B
$2.21 Million 0.29% of portfolio
11,054
Q1 2025 Reduced 0.51%
$2.13B
$2.18 Million 0.29% of portfolio
90,337
Q1 2025 Added 12.08%
$179B
$2.03 Million 0.27% of portfolio
13,187
Q1 2025 Added 0.05%
$68.6B
$2.06 Million 0.27% of portfolio
70,005
Q1 2025 Reduced 0.94%
$96B
$2.08 Million 0.27% of portfolio
8,972
Q1 2025 Reduced 0.52%
$223B
$2 Million 0.26% of portfolio
17,134
Q1 2025 Reduced 0.83%
$69.5B
$1.99 Million 0.26% of portfolio
42,372
Q1 2025 Added 18.68%
$204B
$2 Million 0.26% of portfolio
15,068
Q1 2025 Reduced 1.1%
$377B
$1.97 Million 0.26% of portfolio
5,366
Q1 2025 Reduced 2.49%
$129B
$2.01 Million 0.26% of portfolio
7,400
Q1 2025 Added 4.93%
$0
$1.98 Million 0.26% of portfolio
3,529
Q1 2025 Reduced 1.2%
$0
$1.89 Million 0.25% of portfolio
47,820
Q1 2025 Reduced 1.72%
$0
$1.89 Million 0.25% of portfolio
28,540
Q1 2025 Reduced 1.18%
$0
$1.86 Million 0.24% of portfolio
19,167
Q1 2025 Added 1.66%
$0
$1.81 Million 0.24% of portfolio
30,883
Q1 2025 Reduced 2.22%
$0
$1.84 Million 0.24% of portfolio
40,300
Q4 2024 Reduced 0.44%
$409B
$1.84 Million 0.24% of portfolio
11,093
Q1 2025 Reduced 0.6%
$218B
$1.8 Million 0.24% of portfolio
391
Q1 2025 Added 4.55%
$264B
$1.82 Million 0.24% of portfolio
20,735
Q1 2025 Reduced 2.04%
$0
$1.79 Million 0.24% of portfolio
29,813
Q1 2025 Added 1.82%
$0
$1.78 Million 0.23% of portfolio
21,596
Q1 2025 Added 149.84%
$0
$1.78 Million 0.23% of portfolio
6,711
Q1 2025 Added 131.1%

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
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