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
$19.1B
$399,000 0.05% of portfolio
15,558
Q2 2025 Added 0.06%
$20.2B
$412,000 0.05% of portfolio
3,398
Q1 2025 Reduced 1.74%
$0
$456,000 0.05% of portfolio
11,123
Q2 2025 Added 9.06%
$41.4B
$343,000 0.04% of portfolio
3,348
Q2 2025 Reduced 1.99%
$14.3B
$357,000 0.04% of portfolio
16,619
Q2 2025 Reduced 2.86%
$0
$316,000 0.04% of portfolio
7,491
Q1 2024 New
$0
$309,000 0.04% of portfolio
5,774
Q2 2025 Reduced 1.72%
$0
$340,000 0.04% of portfolio
6,786
Q2 2025 New
$7.71B
$341,000 0.04% of portfolio
818
Q2 2025 Reduced 27.03%
$17.8B
$336,000 0.04% of portfolio
2,702
Q2 2025 Added 6.84%
$0
$392,000 0.04% of portfolio
15,576
Q2 2025 Added 24.53%
$91.5B
$375,000 0.04% of portfolio
1,701
Q2 2025 Reduced 2.52%
$38.8B
$337,000 0.04% of portfolio
6,855
Q2 2025 Added 0.01%
$0
$337,000 0.04% of portfolio
3,773
Q2 2025 Added 10.22%
$0
$308,000 0.04% of portfolio
4,060
Q2 2025 New
$42.4B
$371,000 0.04% of portfolio
2,510
Q2 2025 Reduced 4.05%
$0
$381,000 0.04% of portfolio
10,784
Q3 2024 Reduced 0.19%
$65.7B
$350,000 0.04% of portfolio
4,573
Q2 2025 Reduced 4.35%
$0
$306,000 0.04% of portfolio
1,950
Q4 2024 Reduced 2.5%
$159B
$311,000 0.04% of portfolio
2,980
Q4 2024 Added 9.2%
$0
$318,000 0.04% of portfolio
2,388
Q2 2025 Reduced 34.45%
$52.4B
$323,000 0.04% of portfolio
2,535
Q2 2025 Reduced 9.88%
$10B
$373,000 0.04% of portfolio
10,062
Q2 2025 Reduced 5.18%
$5.08B
$366,000 0.04% of portfolio
50,595
Q2 2025 Added 3.37%
$45.6B
$355,000 0.04% of portfolio
1,483
Q1 2025 Added 2.7%
$40.6B
$351,000 0.04% of portfolio
2,435
Q2 2025 New
$221M
$374,000 0.04% of portfolio
145,792
Q1 2025 Reduced 68.66%
$0
$315,000 0.04% of portfolio
25,774
Q2 2025 Added 92.07%
$23.2B
$348,000 0.04% of portfolio
1,936
Q2 2025 Reduced 3.54%
$100B
$353,000 0.04% of portfolio
3,853
Q2 2025 Reduced 0.82%
$47.2B
$344,000 0.04% of portfolio
2,160
Q2 2025 Reduced 1.95%
$21.3B
$384,000 0.04% of portfolio
1,634
Q2 2025 Reduced 9.07%
$82.7B
$315,000 0.04% of portfolio
85
Q3 2024 Added 1.19%
$0
$365,000 0.04% of portfolio
8,712
Q2 2025 Added 27.72%
$53.7B
$320,000 0.04% of portfolio
1,276
Q2 2025 Reduced 16.87%
$5.92B
$342,000 0.04% of portfolio
3,857
Q4 2024 Added 7.08%
$193B
$365,000 0.04% of portfolio
901
Q2 2025 Reduced 1.74%
$0
$324,000 0.04% of portfolio
3,956
Q2 2025 Reduced 0.33%
$0
$359,000 0.04% of portfolio
15,054
Q2 2025 Reduced 0.65%
$72.3B
$388,000 0.04% of portfolio
6,181
Q2 2025 Added 1.34%
$2.96B
$312,000 0.04% of portfolio
6,219
Q1 2025 New
$20.1B
$333,000 0.04% of portfolio
582
Q2 2025 Added 15.71%
$16.9B
$314,000 0.04% of portfolio
1,864
Q1 2025 New
$40B
$376,000 0.04% of portfolio
2,490
Q2 2025 Reduced 5.07%
$10.9B
$367,000 0.04% of portfolio
1,171
Q1 2025 New
$3.51B
$321,000 0.04% of portfolio
5,978
Q4 2024 New
$5.46B
$320,000 0.04% of portfolio
6,919
Q1 2025 Reduced 0.93%
$251B
$365,000 0.04% of portfolio
5,234
Q2 2025 Reduced 3.43%
$11.2B
$382,000 0.04% of portfolio
2,064
Q4 2024 Added 17.67%

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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