Institute For Wealth Management, Llc. Portfolio Holdings

Institute For Wealth Management, Llc.

  • $874 Million
  • Q2 2025

Institute For Wealth Management, Llc. has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $874 Million distributed in 561 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $124M, Apple Inc. with a value of $25.8M, Microsoft Corp with a value of $24.3M, Amazon Com Inc with a value of $19.7M, and Axon Enterprise, Inc. with a value of $17.1M.

Examining the 13F form we can see an increase of $111M in the current position value, from $763M to 874M.

Below you can find more details about Institute For Wealth Management, Llc. portfolio as well as his latest detailed transactions.

Portfolio value $874 Million
ETFs: $264 Million
Technology: $257 Million
Financial Services: $84.7 Million
Consumer Cyclical: $69.1 Million
Industrials: $67.9 Million
Communication Services: $48.9 Million
Healthcare: $36.8 Million
Consumer Defensive: $16.2 Million
Other: $26.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.29 Million 0.38% of portfolio
9,363
Q1 2021 Added 1.56%
$190B
$3.2 Million 0.37% of portfolio
3,113
Q2 2025 Reduced 2.51%
$246B
$3.12 Million 0.36% of portfolio
9,788
Q2 2025 Added 1.97%
$59.3B
$2.95 Million 0.34% of portfolio
14,415
Q2 2025 Reduced 5.49%
$1.47T
$2.95 Million 0.34% of portfolio
16,612
Q2 2025 Reduced 2.71%
$0
$2.99 Million 0.34% of portfolio
13,857
Q2 2025 Added 7.86%
$447B
$2.92 Million 0.33% of portfolio
4
Q1 2025 New
$0
$2.91 Million 0.33% of portfolio
58,905
Q2 2025 Reduced 1.16%
$0
$2.86 Million 0.33% of portfolio
54,910
Q2 2025 Reduced 28.63%
$77.8B
$2.86 Million 0.33% of portfolio
38,449
Q2 2025 Reduced 0.18%
$0
$2.77 Million 0.32% of portfolio
43,831
Q2 2025 Reduced 1.23%
$308B
$2.78 Million 0.32% of portfolio
10,793
Q2 2025 Reduced 2.36%
$0
$2.81 Million 0.32% of portfolio
10,148
Q2 2025 New
$59.5B
$2.79 Million 0.32% of portfolio
12,258
Q2 2025 Reduced 0.43%
$246B
$2.78 Million 0.32% of portfolio
10,190
Q2 2025 Reduced 1.37%
$0
$2.7 Million 0.31% of portfolio
4,074
Q2 2025 Added 62.7%
$143B
$2.65 Million 0.3% of portfolio
7,415
Q2 2025 Added 0.2%
$0
$2.6 Million 0.3% of portfolio
61,415
Q2 2025 Reduced 0.65%
$130B
$2.62 Million 0.3% of portfolio
17,548
Q2 2025 Added 1.36%
$0
$2.61 Million 0.3% of portfolio
55,128
Q2 2025 Reduced 0.55%
$0
$2.58 Million 0.3% of portfolio
14,124
Q2 2025 Reduced 10.88%
$0
$2.58 Million 0.29% of portfolio
20,181
Q1 2025 Added 149.09%
$94.3B
$2.5 Million 0.29% of portfolio
9,077
Q2 2025 Reduced 2.13%
$0
$2.49 Million 0.28% of portfolio
51,614
Q2 2025 Reduced 1.64%
$144B
$2.42 Million 0.28% of portfolio
4,767
Q2 2025 Reduced 0.73%
$265B
$2.41 Million 0.28% of portfolio
17,105
Q2 2025 Reduced 0.17%
$0
$2.42 Million 0.28% of portfolio
28,563
Q2 2025 Added 0.09%
$0
$2.32 Million 0.27% of portfolio
155,872
Q2 2025 Reduced 1.6%
$1.99B
$2.39 Million 0.27% of portfolio
90,377
Q2 2025 Added 0.04%
$69.1B
$2.28 Million 0.26% of portfolio
69,915
Q2 2025 Reduced 0.13%
$0
$2.31 Million 0.26% of portfolio
138,301
Q2 2025 Reduced 4.25%
$4.76B
$2.29 Million 0.26% of portfolio
74,326
Q2 2025 Reduced 1.0%
$31.8B
$2.22 Million 0.25% of portfolio
12,828
Q2 2025 Reduced 19.98%
$32.5B
$2.15 Million 0.25% of portfolio
17,506
Q2 2025 Reduced 2.54%
$218B
$2.19 Million 0.25% of portfolio
379
Q2 2025 Reduced 3.07%
$83.4B
$2.07 Million 0.24% of portfolio
42,030
Q2 2025 Reduced 0.81%
$232B
$2.14 Million 0.24% of portfolio
14,644
Q2 2025 Reduced 2.81%
$136B
$2.13 Million 0.24% of portfolio
2,380
Q3 2024 Reduced 0.83%
$169B
$2.14 Million 0.24% of portfolio
9,640
Q2 2025 Reduced 6.21%
$0
$2.01 Million 0.23% of portfolio
46,163
Q2 2025 New
$181B
$2.02 Million 0.23% of portfolio
12,697
Q2 2025 Reduced 3.72%
$279B
$1.97 Million 0.23% of portfolio
20,170
Q2 2025 Reduced 2.72%
$0
$1.98 Million 0.23% of portfolio
26,167
Q2 2025 Added 2.19%
$0
$2.02 Million 0.23% of portfolio
28,367
Q2 2025 Reduced 0.61%
$90.9B
$2.02 Million 0.23% of portfolio
12,166
Q2 2025 Added 0.01%
$90.5B
$2 Million 0.23% of portfolio
8,737
Q2 2025 Reduced 2.62%
$0
$1.93 Million 0.22% of portfolio
40,030
Q2 2025 Reduced 0.67%
$433B
$1.89 Million 0.22% of portfolio
5,153
Q2 2025 Reduced 3.97%
$0
$1.92 Million 0.22% of portfolio
19,444
Q2 2025 Added 1.45%

Summary

  • Portfolio
  • No. of Stocks 561
  • Current Value $874 Million
  • Prior Value $763 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 40 stocks
  • Additional Purchases 119 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 275 stocks
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