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
VFH
Vanguard Financial ETF

ETFs
-386
- 3.12%
$108.87 - $126.2 $42K - $48.7K
12K $1.42M
DAL
Delta Air Lines, Inc.

Industrials
-187
- 2.66%
$47.46 - $65.77 $8.88K - $12.3K
6.85K $414K
MSGS
Madison Square Garden Sports Corp.

Communication Services
-71
- 1.65%
$208.82 - $235.85 $14.8K - $16.7K
4.23K $955K
VUG
Vanguard Growth ETF

ETFs
-564
- 5.09%
$378.79 - $428.11 $214K - $241K
10.5K $4.32M
PDP
Invesco Exchange Traded Fd Tr

ETFs
-1.3K
- 2.71%
$102.88 - $117.55 $134K - $153K
46.6K $5.01M
VOX
Vanguard Communication Service

ETFs
-106
- 1.16%
$144.31 - $163.57 $15.3K - $17.3K
9.07K $1.41M
DFS
Discover Financial Services

Financial Services
-20
- 0.84%
$136.3 - $182.67 $2.73K - $3.65K
2.36K $409K
WFC
Wells Fargo & Company

Financial Services
-525
- 6.27%
$54.98 - $77.35 $28.9K - $40.6K
7.85K $551K
HON
Honeywell International Inc

Industrials
-79
- 1.48%
$202.84 - $236.0 $16K - $18.6K
5.27K $1.19M
TTD
Trade Desk, Inc.

Technology
-73
- 0.6%
$108.7 - $139.51 $7.94K - $10.2K
12.1K $1.42M
HQY
Healthequity, Inc.

Healthcare
-12
- 0.18%
$78.18 - $104.65 $938 - $1.26K
6.55K $628K
SCHW
Schwab Charles Corp

Financial Services
-173
- 1.51%
$63.31 - $82.85 $11K - $14.3K
11.3K $835K
IVW
Ishares S&P 500 Growth ETF

ETFs
-584
- 2.16%
$94.43 - $105.47 $55.1K - $61.6K
26.5K $2.69M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-52
- 2.53%
$173.13 - $258.09 $9K - $13.4K
2.01K $462K
CME
Cme Group Inc.

Financial Services
-19
- 0.2%
$221.17 - $246.02 $4.2K - $4.67K
9.25K $2.15M
VCR
Vanguard Consumer Discretionar

ETFs
-72
- 1.89%
$328.51 - $401.37 $23.7K - $28.9K
3.73K $1.4M
MAR
Marriott International Inc

Consumer Cyclical
-140
- 2.72%
$246.06 - $292.59 $34.4K - $41K
5.01K $1.4M
C
Citigroup Inc

Financial Services
-33
- 0.18%
$61.31 - $72.5 $2.02K - $2.39K
17.9K $1.26M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-114
- 0.23%
$119.61 - $136.3 $13.6K - $15.5K
48.6K $6M
RBLX
Roblox Corp

Communication Services
-438
- 3.0%
$39.86 - $61.45 $17.5K - $26.9K
14.2K $819K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.37K
- 3.41%
$77.25 - $91.3 $106K - $125K
38.8K $3.31M
COST
Costco Wholesale Corp

Consumer Defensive
-98
- 1.01%
$873.59 - $994.69 $85.6K - $97.5K
9.63K $8.82M
WMT
Walmart Inc.

Consumer Defensive
-51
- 0.24%
$79.1 - $95.7 $4.03K - $4.88K
21.2K $1.91M
BILL
Bill.Com Holdings, Inc.

Technology
-386
- 5.24%
$51.23 - $97.41 $19.8K - $37.6K
6.98K $591K
SNOW
Snowflake Inc.

Technology
-86
- 1.45%
$109.65 - $186.51 $9.43K - $16K
5.85K $903K
AXP
American Express CO

Financial Services
-52
- 0.55%
$267.35 - $305.57 $13.9K - $15.9K
9.33K $2.77M
XLF
Financial Sector Spdr

ETFs
-2.33K
- 2.07%
$44.89 - $51.34 $105K - $120K
110K $5.32M
MA
Mastercard Inc

Financial Services
-99
- 1.02%
$491.3 - $536.15 $48.6K - $53.1K
9.65K $5.08M
GM
General Motors CO

Consumer Cyclical
-62
- 0.17%
$44.82 - $60.2 $2.78K - $3.73K
35.7K $1.9M
BAC
Bank Of America Corp

Financial Services
-653
- 0.81%
$39.22 - $47.77 $25.6K - $31.2K
79.7K $3.5M
META
Meta Platforms, Inc.

Communication Services
-34
- 0.17%
$554.08 - $632.68 $18.8K - $21.5K
20.2K $11.9M
MS
Morgan Stanley

Financial Services
-171
- 0.98%
$104.42 - $134.99 $17.9K - $23.1K
17.3K $2.17M
SQ
Block, Inc.

Technology
-565
- 2.47%
$65.06 - $98.92 $36.8K - $55.9K
22.3K $1.89M
GOOG
Alphabet Inc.

Communication Services
-153
- 0.88%
$163.08 - $198.16 $25K - $30.3K
17.2K $3.27M
JPM
Jpmorgan Chase & CO

Financial Services
-356
- 2.18%
$205.18 - $250.29 $73K - $89.1K
16K $3.83M
PLTR
Palantir Technologies Inc.

Technology
-853
- 5.79%
$36.46 - $82.38 $31.1K - $70.3K
13.9K $1.05M
CRM
Salesforce, Inc.

Technology
-123
- 1.17%
$270.87 - $367.87 $33.3K - $45.2K
10.4K $3.47M
NFLX
Netflix Inc

Communication Services
-4
- 0.09%
$687.65 - $936.56 $2.75K - $3.75K
4.28K $3.81M
GS
Goldman Sachs Group Inc

Financial Services
-53
- 0.51%
$486.1 - $608.57 $25.8K - $32.3K
10.4K $5.94M
FTNT
Fortinet, Inc.

Technology
-260
- 0.45%
$76.49 - $99.21 $19.9K - $25.8K
57.5K $5.43M
GOOGL
Alphabet Inc.

Communication Services
-2.3K
- 3.82%
$161.86 - $196.66 $373K - $453K
57.9K $11M
AAPL
Apple Inc.

Technology
-1.14K
- 0.89%
$221.69 - $259.02 $252K - $294K
127K $31.7M
AMZN
Amazon Com Inc

Consumer Cyclical
-403
- 0.44%
$180.88 - $232.93 $72.9K - $93.9K
91.3K $20M
TSLA
Tesla, Inc.

Consumer Cyclical
-558
- 2.01%
$213.65 - $479.86 $119K - $268K
27.2K $11M
AXON
Axon Enterprise, Inc.

Industrials
-114
- 0.55%
$399.22 - $689.78 $45.5K - $78.6K
20.7K $12.3M
NVDA
Nvidia Corp

Technology
-11.5K
- 1.42%
$117.0 - $148.88 $1.34M - $1.7M
797K $107M
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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