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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.58 Million 0.39% of portfolio
28,445
Q3 2025 Reduced 0.67%
$42.5B
$3.62 Million 0.39% of portfolio
27,142
Q3 2025 Reduced 3.34%
$0
$3.55 Million 0.38% of portfolio
9,363
Q1 2021 Added 1.56%
$0
$3.31 Million 0.36% of portfolio
13,667
Q3 2025 Reduced 1.37%
$273B
$3.23 Million 0.35% of portfolio
9,714
Q3 2025 Reduced 0.76%
$180B
$3.28 Million 0.35% of portfolio
11,622
Q3 2025 Reduced 1.17%
$0
$3.3 Million 0.35% of portfolio
4,417
Q3 2025 Added 8.42%
$0
$3.17 Million 0.34% of portfolio
58,489
Q3 2025 Reduced 0.71%
$98.9B
$3.03 Million 0.33% of portfolio
17,742
Q3 2025 Added 1.11%
$462B
$3.02 Million 0.32% of portfolio
4
Q1 2025 New
$0
$2.98 Million 0.32% of portfolio
19,975
Q3 2025 Reduced 1.02%
$172B
$2.97 Million 0.32% of portfolio
3,230
Q3 2025 Added 3.76%
$0
$2.98 Million 0.32% of portfolio
51,744
Q3 2025 Reduced 5.77%
$61.3B
$2.88 Million 0.31% of portfolio
14,137
Q3 2025 Reduced 1.93%
$0
$2.85 Million 0.31% of portfolio
43,476
Q3 2025 Reduced 0.81%
$0
$2.75 Million 0.3% of portfolio
60,817
Q3 2025 Reduced 0.97%
$281B
$2.68 Million 0.29% of portfolio
16,846
Q3 2025 Reduced 1.51%
$0
$2.71 Million 0.29% of portfolio
55,005
Q3 2025 Reduced 0.22%
$0
$2.67 Million 0.29% of portfolio
22,129
Q3 2025 Reduced 8.74%
$0
$2.73 Million 0.29% of portfolio
51,167
Q3 2025 Reduced 0.87%
$69.6B
$2.61 Million 0.28% of portfolio
11,087
Q3 2025 Reduced 9.55%
$3.03B
$2.64 Million 0.28% of portfolio
103,447
Q3 2025 Added 14.46%
$102B
$2.56 Million 0.28% of portfolio
41,972
Q3 2025 Reduced 0.14%
$165B
$2.57 Million 0.28% of portfolio
2,380
Q3 2024 Reduced 0.83%
$73.3B
$2.47 Million 0.27% of portfolio
69,504
Q3 2025 Reduced 0.59%
$75.6B
$2.48 Million 0.27% of portfolio
36,946
Q3 2025 Reduced 3.91%
$0
$2.43 Million 0.26% of portfolio
12,486
Q3 2025 Reduced 11.6%
$144B
$2.37 Million 0.26% of portfolio
9,443
Q3 2025 Reduced 2.04%
$34.7B
$2.46 Million 0.26% of portfolio
17,355
Q3 2025 Reduced 0.86%
$0
$2.46 Million 0.26% of portfolio
27,500
Q3 2025 Reduced 3.72%
$256B
$2.42 Million 0.26% of portfolio
14,480
Q3 2025 Reduced 1.12%
$0
$2.31 Million 0.25% of portfolio
30,345
Q3 2025 Added 15.97%
$97B
$2.33 Million 0.25% of portfolio
12,108
Q3 2025 Reduced 0.48%
$102B
$2.36 Million 0.25% of portfolio
8,732
Q3 2025 Reduced 3.8%
$240B
$2.33 Million 0.25% of portfolio
9,839
Q3 2025 Reduced 3.44%
$0
$2.28 Million 0.25% of portfolio
38,742
Q3 2025 Added 22.53%
$0
$2.23 Million 0.24% of portfolio
130,826
Q3 2025 Reduced 5.4%
$0
$2.21 Million 0.24% of portfolio
147,107
Q3 2025 Reduced 5.62%
$0
$2.1 Million 0.23% of portfolio
36,483
Q3 2025 Added 24.4%
$292B
$2.18 Million 0.23% of portfolio
4,563
Q3 2025 Added 2.19%
$0
$2.15 Million 0.23% of portfolio
19,389
Q3 2025 Reduced 0.28%
$143B
$2.16 Million 0.23% of portfolio
4,714
Q3 2025 Reduced 1.11%
$377B
$2.06 Million 0.22% of portfolio
5,074
Q3 2025 Reduced 1.53%
$0
$2.04 Million 0.22% of portfolio
46,383
Q3 2025 Added 0.48%
$196B
$2.08 Million 0.22% of portfolio
12,519
Q3 2025 Reduced 1.4%
$0
$2.03 Million 0.22% of portfolio
39,964
Q3 2025 Reduced 0.16%
$278B
$2.01 Million 0.22% of portfolio
19,531
Q3 2025 Reduced 3.17%
$0
$2.08 Million 0.22% of portfolio
28,368
Q3 2025 Added 0.0%
$202B
$2.03 Million 0.22% of portfolio
376
Q3 2025 Reduced 0.79%

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
Track This Portfolio

Track Institute For Wealth Management, Llc. Portfolio

Follow Institute For Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email