Institute For Wealth Management, Llc. Reduced Holdings in Q4 2024

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
-1.49K
- 7.15%
$47.57 - $52.44 $71K - $78.2K
19.4K $927K
CSX
Csx Corp

Industrials
-297
- 0.42%
$31.58 - $36.88 $9.38K - $11K
70.7K $2.28M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.62K
- 31.65%
$59.25 - $72.99 $96.2K - $118K
3.51K $209K
INTC
Intel Corp

Technology
-5.15K
- 27.08%
$19.07 - $26.23 $98.2K - $135K
13.9K $278K
OXY
Occidental Petroleum Corp

Energy
-2.31K
- 9.19%
$45.36 - $55.91 $105K - $129K
22.8K $1.13M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-201
- 1.88%
$442.29 - $483.08 $88.9K - $97.1K
10.5K $4.75M
NUE
Nucor Corp

Basic Materials
-252
- 6.62%
$115.78 - $167.74 $29.2K - $42.3K
3.56K $415K
HD
Home Depot, Inc.

Consumer Cyclical
-162
- 2.86%
$385.02 - $431.37 $62.4K - $69.9K
5.5K $2.14M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.28K
- 35.69%
$87.1 - $98.49 $112K - $126K
2.31K $201K
DD
Du Pont De Nemours, Inc.

Basic Materials
-202
- 1.98%
$75.95 - $88.05 $15.3K - $17.8K
10K $763K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-1.18K
- 14.84%
$70.63 - $78.23 $83.3K - $92.2K
6.77K $480K
MRK
Merck & Co., Inc.

Healthcare
-59
- 0.62%
$96.31 - $114.76 $5.68K - $6.77K
9.47K $941K
DHI
Horton D R Inc

Consumer Cyclical
-79
- 3.21%
$137.24 - $194.56 $10.8K - $15.4K
2.38K $333K
VNQ
Vanguard Specialized Funds Van

ETFs
-68
- 0.44%
$87.85 - $98.6 $5.97K - $6.7K
15.3K $1.36M
SWKS
Skyworks Solutions, Inc.

Technology
-767
- 12.24%
$83.18 - $99.15 $63.8K - $76K
5.5K $487K
VZ
Verizon Communications Inc

Communication Services
-135
- 0.56%
$39.6 - $45.21 $5.35K - $6.1K
24K $958K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-46
- 4.78%
$501.29 - $612.85 $23.1K - $28.2K
917 $477K
WY
Weyerhaeuser CO

Real Estate
-774
- 4.62%
$27.21 - $33.7 $21.1K - $26.1K
16K $449K
RTX
Raytheon Technologies Corp

Industrials
-266
- 1.72%
$114.45 - $127.21 $30.4K - $33.8K
15.2K $1.76M
UNP
Union Pacific Corp

Industrials
-78
- 1.54%
$223.15 - $249.32 $17.4K - $19.4K
4.99K $1.14M
PFE
Pfizer Inc

Healthcare
-1.8K
- 7.25%
$24.8 - $30.19 $44.7K - $54.4K
23.1K $612K
CCI
Crown Castle International Corp

Real Estate
-87
- 2.44%
$89.78 - $119.11 $7.81K - $10.4K
3.48K $316K
CVX
Chevron Corp

Energy
-656
- 14.43%
$141.15 - $162.53 $92.6K - $107K
3.89K $563K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-1.01K
- 14.4%
$103.6 - $112.52 $104K - $113K
5.99K $628K
MU
Micron Technology Inc

Technology
-45
- 0.88%
$84.16 - $113.41 $3.79K - $5.1K
5.05K $425K
XLE
Energy Sector Spdr

ETFs
-456
- 1.57%
$83.32 - $97.27 $38K - $44.4K
28.6K $2.45M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-6.98K
- 4.51%
$17.93 - $18.8 $125K - $131K
148K $2.69M
XOM
Exxon Mobil Corp

Energy
-317
- 4.7%
$105.51 - $125.37 $33.4K - $39.7K
6.43K $691K
ACGL
Arch Capital Group Ltd.

Financial Services
-60
- 1.33%
$88.71 - $114.86 $5.32K - $6.89K
4.46K $411K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-136
- 0.74%
$238.25 - $261.28 $32.4K - $35.5K
18.3K $4.44M
VTWV
Vanguard Russell 2000 Value Et

ETFs
-237
- 1.1%
$143.69 - $159.92 $34.1K - $37.9K
21.3K $3.09M
PM
Philip Morris International Inc.

Consumer Defensive
-713
- 25.56%
$118.38 - $133.06 $84.4K - $94.9K
2.08K $249K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-691
- 6.11%
$71.75 - $75.11 $49.6K - $51.9K
10.6K $763K
GPC
Genuine Parts CO

Consumer Cyclical
-43
- 1.23%
$113.11 - $143.63 $4.86K - $6.18K
3.46K $403K
CARR
Carrier Global Corp

Industrials
-99
- 1.62%
$66.69 - $82.65 $6.6K - $8.18K
6.02K $410K
MAS
Masco Corp

Industrials
-20
- 0.29%
$72.52 - $85.73 $1.45K - $1.71K
6.98K $506K
F
Ford Motor CO

Consumer Cyclical
-4K
- 6.56%
$9.69 - $11.4 $38.8K - $45.6K
57K $563K
VOE
Vanguard Mid Cap Value Index F

ETFs
-168
- 1.94%
$160.89 - $176.18 $27K - $29.6K
8.51K $1.38M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
-53
- 0.11%
$17.41 - $19.29 $923 - $1.02K
47.2K $822K
AEP
American Electric Power CO Inc

Utilities
-264
- 5.66%
$90.91 - $102.21 $24K - $27K
4.4K $405K
FANG
Diamondback Energy, Inc.

Energy
-200
- 4.51%
$153.06 - $199.5 $30.6K - $39.9K
4.23K $693K
XLV
Select Sector Spdr Fund Health

ETFs
-48
- 1.22%
$136.28 - $154.74 $6.54K - $7.43K
3.87K $532K
NVS
Novartis Ag

Healthcare
-33
- 0.88%
$96.78 - $117.18 $3.19K - $3.87K
3.7K $359K
AZN
Astrazeneca PLC

Healthcare
-39
- 0.72%
$63.2 - $79.58 $2.46K - $3.1K
5.35K $350K
VPU
Vanguard Utilities ETF

ETFs
-142
- 3.41%
$160.52 - $179.11 $22.8K - $25.4K
4.02K $656K
PEP
Pepsico Inc

Consumer Defensive
-59
- 1.89%
$151.29 - $176.1 $8.93K - $10.4K
3.07K $466K
VLO
Valero Energy Corp

Energy
-25
- 0.55%
$118.59 - $144.02 $2.96K - $3.6K
4.53K $555K
CET
Central Securities Corp

Financial Services
-1.22K
- 6.16%
$45.38 - $49.1 $55.3K - $59.9K
18.6K $847K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
-94
- 0.8%
$49.25 - $53.57 $4.63K - $5.04K
11.7K $579K
Activity Summary
Buys All Purchases 149 New Holdings 17 Increased Positions 132 Sells All Sells 247 Reductions 247 Sold out 0 Options Calls 1 Puts 1
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