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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$38.5B
$10.8 Million 1.42% of portfolio
20,626
Q1 2025 Reduced 0.39%
$93.5B
$7.64 Million 1.0% of portfolio
77,892
Q1 2025 Reduced 0.69%
$160B
$6.88 Million 0.9% of portfolio
17,947
Q1 2025 Added 0.3%
$177B
$5.74 Million 0.75% of portfolio
29,487
Q1 2025 Reduced 0.46%
$171B
$5.62 Million 0.74% of portfolio
10,294
Q1 2025 Reduced 0.69%
$73.1B
$5.46 Million 0.72% of portfolio
56,678
Q1 2025 Reduced 1.4%
$39.5B
$5.26 Million 0.69% of portfolio
8,391
Q1 2025 Added 9.14%
$153B
$4.68 Million 0.61% of portfolio
47,422
Q1 2025 Added 0.45%
$67.3B
$4.07 Million 0.53% of portfolio
24,310
Q1 2025 Added 0.94%
$146B
$3.79 Million 0.5% of portfolio
12,155
Q1 2025 Reduced 1.15%
$36.3B
$3.58 Million 0.47% of portfolio
28,934
Q1 2025 Reduced 3.36%
$95B
$3.44 Million 0.45% of portfolio
20,167
Q1 2025 Added 5.71%
$138B
$3.18 Million 0.42% of portfolio
30,918
Q1 2025 Reduced 0.69%
$53.4B
$3 Million 0.39% of portfolio
12,311
Q1 2025 Added 11.22%
$117B
$2.87 Million 0.38% of portfolio
19,756
Q1 2025 Reduced 0.5%
$181B
$2.58 Million 0.34% of portfolio
9,599
Q1 2025 Added 2.87%
$69.7B
$2.51 Million 0.33% of portfolio
38,519
Q1 2025 Reduced 0.66%
$153B
$2.54 Million 0.33% of portfolio
3,193
Q1 2025 Added 21.78%
$85.2B
$2.42 Million 0.32% of portfolio
17,313
Q1 2025 Added 5.1%
$93.6B
$2.46 Million 0.32% of portfolio
9,275
Q1 2025 Added 0.24%
$23.6B
$2.35 Million 0.31% of portfolio
16,030
Q1 2025 Added 1.58%
$132B
$2.4 Million 0.31% of portfolio
10,278
Q1 2025 Reduced 0.01%
$133B
$2.25 Million 0.3% of portfolio
4,802
Q1 2025 Reduced 0.23%
$195B
$2.21 Million 0.29% of portfolio
11,054
Q1 2025 Reduced 0.51%
$153B
$2.03 Million 0.27% of portfolio
13,187
Q1 2025 Added 0.05%
$57.7B
$2.06 Million 0.27% of portfolio
70,005
Q1 2025 Reduced 0.94%
$93.4B
$2.08 Million 0.27% of portfolio
8,972
Q1 2025 Reduced 0.52%
$180B
$2 Million 0.26% of portfolio
17,134
Q1 2025 Reduced 0.83%
$63.1B
$1.99 Million 0.26% of portfolio
42,372
Q1 2025 Added 18.68%
$185B
$2 Million 0.26% of portfolio
15,068
Q1 2025 Reduced 1.1%
$103B
$2.01 Million 0.26% of portfolio
7,400
Q1 2025 Added 4.93%
$176B
$1.8 Million 0.24% of portfolio
391
Q1 2025 Added 4.55%
$63.2B
$1.77 Million 0.23% of portfolio
12,165
Q4 2024 Reduced 2.13%
$55.8B
$1.65 Million 0.22% of portfolio
7,142
Q1 2025 Reduced 1.11%
$123B
$1.7 Million 0.22% of portfolio
3,514
Q1 2025 Reduced 2.77%
$88B
$1.62 Million 0.21% of portfolio
2,380
Q3 2024 Reduced 0.83%
$21.3B
$1.64 Million 0.21% of portfolio
17,962
Q1 2025 Reduced 0.61%
$150B
$1.56 Million 0.2% of portfolio
4,715
Q1 2025 Reduced 6.23%
$63.9B
$1.55 Million 0.2% of portfolio
12,116
Q1 2025 Reduced 1.02%
$58.5B
$1.45 Million 0.19% of portfolio
5,485
Q1 2025 Reduced 1.95%
$99.1B
$1.46 Million 0.19% of portfolio
4,444
Q1 2025 Reduced 1.02%
$70.7B
$1.37 Million 0.18% of portfolio
21,580
Q1 2025 Reduced 0.21%
$104B
$1.38 Million 0.18% of portfolio
22,556
Q1 2025 Reduced 12.88%
$31.6B
$1.39 Million 0.18% of portfolio
17,517
Q1 2025 Reduced 0.17%
$84.2B
$1.39 Million 0.18% of portfolio
11,980
Q1 2025 Added 58.38%
$45.9B
$1.4 Million 0.18% of portfolio
760
Q1 2025 Added 3.54%
$60.4B
$1.41 Million 0.18% of portfolio
16,169
Q1 2025 Reduced 5.93%
$31B
$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%

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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