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
$81.1B
$1.77 Million 0.23% of portfolio
12,165
Q4 2024 Reduced 2.13%
$0
$1.71 Million 0.22% of portfolio
33,592
Q1 2025 Added 73.25%
$57.5B
$1.65 Million 0.22% of portfolio
7,142
Q1 2025 Reduced 1.11%
$6.32B
$1.65 Million 0.22% of portfolio
10,304
Q1 2025 Reduced 5.42%
$116B
$1.7 Million 0.22% of portfolio
3,514
Q1 2025 Reduced 2.77%
$121B
$1.62 Million 0.21% of portfolio
2,380
Q3 2024 Reduced 0.83%
$29.3B
$1.64 Million 0.21% of portfolio
17,962
Q1 2025 Reduced 0.61%
$284B
$1.58 Million 0.21% of portfolio
3,023
Q1 2025 Reduced 0.1%
$6.75B
$1.63 Million 0.21% of portfolio
13,323
Q1 2025 Added 21.66%
$0
$1.61 Million 0.21% of portfolio
25,606
Q1 2025 Added 9.71%
$189B
$1.56 Million 0.2% of portfolio
4,715
Q1 2025 Reduced 6.23%
$69.1B
$1.55 Million 0.2% of portfolio
12,116
Q1 2025 Reduced 1.02%
$61.6B
$1.45 Million 0.19% of portfolio
5,485
Q1 2025 Reduced 1.95%
$95.7B
$1.46 Million 0.19% of portfolio
4,444
Q1 2025 Reduced 1.02%
$0
$1.41 Million 0.19% of portfolio
24,725
Q1 2025 Added 0.67%
$0
$1.48 Million 0.19% of portfolio
40,372
Q4 2024 Reduced 0.65%
$0
$1.37 Million 0.18% of portfolio
11,468
Q1 2025 Reduced 4.34%
$80.5B
$1.37 Million 0.18% of portfolio
21,580
Q1 2025 Reduced 0.21%
$106B
$1.38 Million 0.18% of portfolio
22,556
Q1 2025 Reduced 12.88%
$33B
$1.39 Million 0.18% of portfolio
17,517
Q1 2025 Reduced 0.17%
$0
$1.34 Million 0.18% of portfolio
21,393
Q4 2024 Reduced 0.44%
$0
$1.36 Million 0.18% of portfolio
9,153
Q1 2025 Added 0.95%
$0
$1.34 Million 0.18% of portfolio
14,489
Q1 2025 New
$107B
$1.39 Million 0.18% of portfolio
11,980
Q1 2025 Added 58.38%
$45.1B
$1.4 Million 0.18% of portfolio
760
Q1 2025 Added 3.54%
$64.1B
$1.41 Million 0.18% of portfolio
16,169
Q1 2025 Reduced 5.93%
$0
$1.36 Million 0.18% of portfolio
2,504
Q1 2025 Reduced 20.66%
$33.4B
$1.27 Million 0.17% of portfolio
3,024
Q1 2025 Added 12.17%
$30.3B
$1.27 Million 0.17% of portfolio
22,237
Q1 2025 Reduced 0.18%
$93.5B
$1.33 Million 0.17% of portfolio
3,809
Q1 2025 Reduced 7.68%
$0
$1.32 Million 0.17% of portfolio
20,768
Q3 2024 Reduced 0.08%
$0
$1.33 Million 0.17% of portfolio
14,682
Q1 2025 Reduced 3.72%
$0
$1.26 Million 0.17% of portfolio
18,440
Q1 2025 Added 0.03%
$0
$1.28 Million 0.17% of portfolio
4,643
Q1 2025 Added 438.63%
$0
$1.21 Million 0.16% of portfolio
34,541
Q1 2025 Reduced 1.16%
$70B
$1.2 Million 0.16% of portfolio
9,225
Q1 2025 Added 0.11%
$151B
$1.26 Million 0.16% of portfolio
17,686
Q1 2025 Reduced 1.06%
$42.9B
$1.19 Million 0.16% of portfolio
7,442
Q1 2025 Reduced 0.19%
$91B
$1.24 Million 0.16% of portfolio
2,855
Q1 2025 Reduced 0.38%
$187B
$1.24 Million 0.16% of portfolio
2,502
Q1 2025 Reduced 0.95%
$0
$1.19 Million 0.16% of portfolio
3,661
Q1 2025 Reduced 1.85%
$386B
$1.24 Million 0.16% of portfolio
7,248
Q1 2025 Reduced 0.34%
$23.9B
$1.22 Million 0.16% of portfolio
11,870
Q1 2025 Added 15.52%
$87B
$1.21 Million 0.16% of portfolio
5,093
Q1 2025 Added 1.62%
$0
$1.19 Million 0.16% of portfolio
7,581
Q1 2025 Reduced 0.29%
$139B
$1.18 Million 0.15% of portfolio
4,988
Q1 2025 Reduced 0.04%
$0
$1.16 Million 0.15% of portfolio
9,521
Q1 2025 Added 0.27%
$0
$1.17 Million 0.15% of portfolio
11,692
Q1 2025 Added 1.01%
$203B
$1.18 Million 0.15% of portfolio
41,790
Q1 2025 Reduced 0.27%

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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