Institute For Wealth Management, Llc. Reduced Holdings in Q4 2025

Institute For Wealth Management, Llc.

  • $911 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-127K
- 96.55%
$53.81 - $56.64 $6.82M - $7.18M
4.53K $250K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-47.6K
- 97.08%
$142.82 - $150.36 $6.8M - $7.16M
1.44K $210K
AXON
Axon Enterprise, Inc.

Industrials
-130
- 0.63%
$554.37 - $759.44 $72.1K - $98.7K
20.4K $11.3M
META
Meta Platforms, Inc.

Communication Services
-286
- 1.42%
$609.01 - $751.67 $174K - $215K
19.9K $12.1M
NVDA
Nvidia Corp

Technology
-10.3K
- 1.35%
$179.83 - $207.04 $1.86M - $2.14M
753K $141M
ORCL
Oracle Corp

Technology
-2.22K
- 11.79%
$217.57 - $313.0 $482K - $694K
16.6K $3.64M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-31K
- 83.45%
$42.19 - $45.31 $1.31M - $1.41M
6.15K $274K
URI
United Rentals, Inc.

Industrials
-40
- 0.49%
$806.61 - $1020.0 $32.3K - $40.8K
8.2K $6.62M
IVW
Ishares S&P 500 Growth ETF

ETFs
-10K
- 45.22%
$118.29 - $126.28 $1.18M - $1.26M
12.1K $1.47M
TSLA
Tesla, Inc.

Consumer Cyclical
-297
- 1.13%
$401.99 - $468.37 $119K - $139K
25.9K $10.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.59K
- 5.65%
$589.5 - $635.77 $940K - $1.01M
26.6K $16.1M
MSFT
Microsoft Corp

Technology
-671
- 1.39%
$496.82 - $542.07 $333K - $364K
47.5K $24.1M
BX
Blackstone Inc.

Financial Services
-724
- 4.08%
$138.42 - $168.45 $100K - $122K
17K $2.36M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1K
- 9.16%
$653.02 - $687.39 $654K - $689K
9.94K $6.62M
ADBE
Adobe Inc.

Technology
-416
- 2.4%
$325.07 - $359.91 $135K - $150K
16.9K $5.5M
EFG
Msci Eafe Growth ETF

ETFs
-5.26K
- 45.76%
$112.91 - $117.61 $594K - $618K
6.23K $715K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.57K
- 20.59%
$191.01 - $199.18 $491K - $512K
9.92K $1.93M
TTD
Trade Desk, Inc.

Technology
-8.73K
- 49.67%
$41.93 - $54.13 $366K - $472K
8.84K $370K
DIS
Walt Disney CO

Communication Services
-639
- 1.4%
$105.69 - $116.65 $67.5K - $74.5K
45.1K $4.76M
PDP
Invesco Exchange Traded Fd Tr

ETFs
-2.13K
- 4.7%
$112.93 - $123.06 $240K - $262K
43.1K $4.87M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-9.24K
- 62.99%
$50.2 - $50.36 $464K - $465K
5.43K $273K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-4.41K
- 60.61%
$97.52 - $102.52 $430K - $452K
2.86K $279K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-4.24K
- 46.91%
$92.34 - $95.43 $391K - $405K
4.8K $451K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-5.07K
- 59.13%
$79.55 - $80.13 $404K - $406K
3.51K $279K
MA
Mastercard Inc

Financial Services
-115
- 1.2%
$536.85 - $580.45 $61.7K - $66.8K
9.49K $5.1M
GS
Goldman Sachs Group Inc

Financial Services
-205
- 2.05%
$744.6 - $838.97 $153K - $172K
9.78K $7.58M
DD
Du Pont De Nemours, Inc.

Basic Materials
-97
- 1.06%
$34.69 - $82.16 $3.36K - $7.97K
9.1K $361K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-7.82K
- 58.2%
$44.07 - $44.82 $345K - $350K
5.62K $247K
JPM
Jpmorgan Chase & CO

Financial Services
-340
- 2.12%
$294.11 - $320.41 $100K - $109K
15.7K $4.72M
HD
Home Depot, Inc.

Consumer Cyclical
-261
- 5.14%
$358.03 - $397.02 $93.4K - $104K
4.81K $1.72M
FISV
Fiserv Inc

Technology
-2.62K
- 33.65%
N/A
5.17K $647K
ARES
Ares Management Corp

Financial Services
-703
- 5.73%
$140.88 - $155.5 $99K - $109K
11.6K $1.64M
FFIV
F5, Inc.

Technology
-4
- 0.11%
$234.0 - $343.17 $936 - $1.37K
3.56K $832K
CSGP
Costar Group, Inc.

Real Estate
-611
- 3.76%
$67.23 - $84.8 $41.1K - $51.8K
15.7K $1.07M
V
Visa Inc.

Financial Services
-277
- 2.06%
$325.75 - $352.42 $90.2K - $97.6K
13.1K $4.28M
APO
Apollo Global Management, Inc.

Financial Services
-2.11K
- 34.32%
$118.22 - $133.75 $250K - $283K
4.04K $528K
FDS
Factset Research Systems Inc

Financial Services
-948
- 40.72%
$253.62 - $294.11 $240K - $279K
1.38K $377K
NVO
Novo Nordisk A S

Healthcare
-3.48K
- 22.0%
$45.68 - $59.65 $159K - $208K
12.3K $598K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-960
- 23.6%
$245.79 - $258.02 $236K - $248K
3.11K $764K
LOW
Lowes Companies Inc

Consumer Cyclical
-16
- 0.17%
$225.0 - $247.99 $3.6K - $3.97K
9.43K $2.12M
XLI
Industrial Sector Spdr

ETFs
-1.04K
- 2.46%
$149.9 - $155.79 $156K - $162K
41.3K $6.27M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-436
- 5.39%
$153.8 - $189.34 $67.1K - $82.6K
7.65K $1.21M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.17K
- 37.68%
$199.44 - $208.01 $233K - $243K
1.93K $395K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-3.26K
- 11.48%
$72.21 - $75.0 $235K - $244K
25.1K $1.84M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-573
- 5.51%
$475.68 - $513.11 $273K - $294K
9.83K $5M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-5.77K
- 24.18%
$37.61 - $39.41 $217K - $227K
18.1K $698K
DKNG
Draft Kings Inc.

Consumer Cyclical
-1.7K
- 7.75%
$27.92 - $35.5 $47.5K - $60.4K
20.2K $598K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-440
- 1.19%
$61.89 - $76.13 $27.2K - $33.5K
36.5K $2.26M
CHTR
Charter Communications, Inc.

Communication Services
-490
- 30.55%
$201.84 - $282.74 $98.9K - $139K
1.11K $224K
Activity Summary
Buys All Purchases 165 New Holdings 29 Increased Positions 136 Sells All Sells 309 Reductions 309 Sold out 0 Options Calls 0 Puts 6
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