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
$4.4B
$2.06 Million 0.22% of portfolio
79,155
Q3 2025 Added 6.5%
$83.4B
$1.99 Million 0.21% of portfolio
9,021
Q3 2025 Added 3.25%
$26.5B
$1.96 Million 0.21% of portfolio
12,259
Q3 2025 Reduced 4.44%
$0
$1.93 Million 0.21% of portfolio
7,433
Q3 2025 Added 150.86%
$507B
$1.93 Million 0.21% of portfolio
10,389
Q3 2025 Reduced 4.57%
$0
$1.99 Million 0.21% of portfolio
6,786
Q3 2025 Reduced 0.15%
$0
$1.96 Million 0.21% of portfolio
32,725
Q3 2025 Reduced 1.87%
$0
$1.93 Million 0.21% of portfolio
21,574
Q3 2025 Reduced 0.1%
$7.84B
$1.82 Million 0.2% of portfolio
12,800
Q3 2025 Reduced 1.9%
$0
$1.89 Million 0.2% of portfolio
10,147
Q3 2025 Added 0.6%
$76.2B
$1.82 Million 0.2% of portfolio
21,639
Q3 2025 Reduced 3.84%
$86.8B
$1.78 Million 0.19% of portfolio
9,084
Q3 2025 Reduced 1.07%
$306B
$1.77 Million 0.19% of portfolio
11,367
Q3 2025 Added 181.43%
$0
$1.76 Million 0.19% of portfolio
2,623
Q3 2025 Added 0.5%
$195B
$1.78 Million 0.19% of portfolio
17,548
Q3 2025 Reduced 0.95%
$0
$1.77 Million 0.19% of portfolio
45,144
Q3 2025 Reduced 3.82%
$53B
$1.64 Million 0.18% of portfolio
6,985
Q2 2025 Reduced 2.2%
$0
$1.69 Million 0.18% of portfolio
28,193
Q3 2025 Reduced 4.5%
$27.6B
$1.68 Million 0.18% of portfolio
12,711
Q3 2025 Added 1.78%
$57.1B
$1.66 Million 0.18% of portfolio
11,989
Q2 2025 Reduced 7.7%
$47.9B
$1.55 Million 0.17% of portfolio
17,041
Q1 2025 Reduced 1.27%
$0
$1.55 Million 0.17% of portfolio
11,824
Q3 2025 Added 3.56%
$0
$1.61 Million 0.17% of portfolio
37,185
Q3 2025 Added 3.36%
$0
$1.54 Million 0.17% of portfolio
8,188
Q3 2025 Added 3.34%
$0
$1.6 Million 0.17% of portfolio
37,089
Q3 2025 Reduced 5.56%
$0
$1.57 Million 0.17% of portfolio
4,772
Q3 2025 Added 2.69%
$0
$1.55 Million 0.17% of portfolio
21,086
Q3 2025 Reduced 1.66%
$66.5B
$1.51 Million 0.16% of portfolio
7,045
Q3 2025 Reduced 0.75%
$189B
$1.45 Million 0.16% of portfolio
9,787
Q3 2025 Reduced 2.02%
$426B
$1.45 Million 0.16% of portfolio
8,090
Q3 2025 Reduced 3.92%
$0
$1.45 Million 0.16% of portfolio
18,055
Q3 2025 Added 0.03%
$64.1B
$1.45 Million 0.16% of portfolio
12,891
Q3 2025 Added 9.45%
$3.52B
$1.51 Million 0.16% of portfolio
30,504
Q3 2025 Added 2.41%
$0
$1.45 Million 0.16% of portfolio
20,768
Q3 2024 Reduced 0.08%
$79.5B
$1.49 Million 0.16% of portfolio
21,362
Q3 2025 Reduced 0.92%
$0
$1.44 Million 0.16% of portfolio
15,792
Q3 2025 Added 65.36%
$104B
$1.4 Million 0.15% of portfolio
10,736
Q3 2025 Reduced 1.53%
$0
$1.43 Million 0.15% of portfolio
24,991
Q3 2025 Reduced 2.51%
$0
$1.42 Million 0.15% of portfolio
3,584
Q3 2025 Added 4.95%
$0
$1.41 Million 0.15% of portfolio
9,679
Q3 2025 Added 2.08%
$0
$1.39 Million 0.15% of portfolio
5,110
Q3 2025 Reduced 1.92%
$27.8B
$1.37 Million 0.15% of portfolio
16,267
Q3 2025 Reduced 2.69%
$67B
$1.44 Million 0.15% of portfolio
5,140
Q3 2025 Reduced 5.88%
$0
$1.34 Million 0.14% of portfolio
7,364
Q3 2025 Added 37.41%
$0
$1.31 Million 0.14% of portfolio
11,489
Q3 2025 Added 3.48%
$0
$1.27 Million 0.14% of portfolio
19,682
Q3 2025 Reduced 0.91%
$110B
$1.26 Million 0.14% of portfolio
3,223
Q3 2025 Reduced 5.84%
$8.44B
$1.29 Million 0.14% of portfolio
13,563
Q3 2025 Added 112.72%
$120B
$1.26 Million 0.14% of portfolio
2,527
Q3 2025 Reduced 1.1%

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