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
$1.93 Million 0.22% of portfolio
6,796
Q2 2025 Added 53.48%
$0
$1.9 Million 0.22% of portfolio
33,347
Q2 2025 Reduced 0.73%
$7.31B
$1.82 Million 0.21% of portfolio
13,048
Q2 2025 Reduced 2.06%
$0
$1.83 Million 0.21% of portfolio
46,937
Q2 2025 Reduced 1.85%
$0
$1.85 Million 0.21% of portfolio
29,520
Q2 2025 Reduced 0.98%
$0
$1.86 Million 0.21% of portfolio
31,619
Q2 2025 Added 2.38%
$0
$1.84 Million 0.21% of portfolio
21,596
Q1 2025 Added 149.84%
$56.8B
$1.74 Million 0.2% of portfolio
22,502
Q2 2025 Added 18.68%
$0
$1.78 Million 0.2% of portfolio
10,086
Q2 2025 Added 197.17%
$76.5B
$1.71 Million 0.2% of portfolio
9,182
Q2 2025 Reduced 0.47%
$228B
$1.73 Million 0.2% of portfolio
4,465
Q2 2025 Reduced 5.3%
$59.2B
$1.7 Million 0.19% of portfolio
6,985
Q2 2025 Reduced 2.2%
$467B
$1.66 Million 0.19% of portfolio
10,887
Q2 2025 Reduced 1.86%
$0
$1.62 Million 0.19% of portfolio
2,610
Q2 2025 Reduced 26.04%
$93.6B
$1.53 Million 0.18% of portfolio
21,561
Q2 2025 Reduced 0.09%
$0
$1.6 Million 0.18% of portfolio
29,328
Q2 2025 Added 179.26%
$0
$1.59 Million 0.18% of portfolio
39,272
Q2 2025 Reduced 2.72%
$5.94B
$1.46 Million 0.17% of portfolio
9,291
Q2 2025 Reduced 9.83%
$0
$1.46 Million 0.17% of portfolio
25,634
Q2 2025 Added 3.68%
$65.5B
$1.46 Million 0.17% of portfolio
5,461
Q2 2025 Reduced 0.44%
$125B
$1.45 Million 0.17% of portfolio
10,903
Q2 2025 Reduced 8.99%
$191B
$1.51 Million 0.17% of portfolio
17,716
Q2 2025 Added 0.17%
$102B
$1.52 Million 0.17% of portfolio
3,423
Q2 2025 Reduced 2.59%
$0
$1.46 Million 0.17% of portfolio
21,443
Q2 2025 Added 0.23%
$0
$1.45 Million 0.17% of portfolio
11,417
Q2 2025 Reduced 0.44%
$93.3B
$1.46 Million 0.17% of portfolio
4,406
Q2 2025 Reduced 0.86%
$0
$1.36 Million 0.16% of portfolio
7,923
Q2 2025 Reduced 13.44%
$70.3B
$1.41 Million 0.16% of portfolio
11,778
Q2 2025 Reduced 2.79%
$0
$1.41 Million 0.16% of portfolio
4,647
Q2 2025 Added 0.09%
$63.6B
$1.39 Million 0.16% of portfolio
7,098
Q2 2025 Reduced 7.59%
$59.9B
$1.37 Million 0.16% of portfolio
16,056
Q2 2025 Reduced 0.7%
$0
$1.41 Million 0.16% of portfolio
35,976
Q2 2025 Added 4.15%
$3.07B
$1.42 Million 0.16% of portfolio
29,785
Q2 2025 Reduced 0.53%
$87B
$1.39 Million 0.16% of portfolio
5,086
Q2 2025 Reduced 0.14%
$31.6B
$1.32 Million 0.15% of portfolio
12,489
Q2 2025 Added 5.21%
$40.3B
$1.35 Million 0.15% of portfolio
738
Q2 2025 Reduced 2.89%
$50.8B
$1.27 Million 0.15% of portfolio
17,041
Q1 2025 Reduced 1.27%
$0
$1.28 Million 0.15% of portfolio
9,482
Q2 2025 Reduced 0.41%
$0
$1.35 Million 0.15% of portfolio
18,049
Q2 2025 Reduced 2.12%
$95.5B
$1.28 Million 0.15% of portfolio
3,725
Q2 2025 Reduced 2.21%
$35.4B
$1.34 Million 0.15% of portfolio
16,717
Q2 2025 Reduced 4.57%
$0
$1.33 Million 0.15% of portfolio
20,768
Q3 2024 Reduced 0.08%
$161B
$1.34 Million 0.15% of portfolio
2,458
Q2 2025 Reduced 1.76%
$145B
$1.2 Million 0.14% of portfolio
5,134
Q2 2025 Reduced 1.78%
$71.8B
$1.25 Million 0.14% of portfolio
5,569
Q2 2025 Reduced 0.16%
$19.1B
$1.23 Million 0.14% of portfolio
3,034
Q2 2025 Added 0.33%
$0
$1.24 Million 0.14% of portfolio
3,415
Q2 2025 Reduced 6.72%
$30.3B
$1.21 Million 0.14% of portfolio
21,166
Q2 2025 Reduced 4.82%
$210B
$1.2 Million 0.14% of portfolio
41,329
Q2 2025 Reduced 1.1%

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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