Institute For Wealth Management, Llc. Portfolio Holdings
Institute For Wealth Management, Llc.
- $788 Million
- Q4 2024
Institute For Wealth Management, Llc. has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $788 Million distributed in 507 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $107M, Apple Inc. with a value of $31.7M, Microsoft Corp with a value of $21.2M, Amazon Com Inc with a value of $20M, and Axon Enterprise, Inc. with a value of $12.3M.
Examining the 13F form we can see an increase of $6.93M in the current position value, from $781M to 788M.
Below you can find more details about Institute For Wealth Management, Llc. portfolio as well as his latest detailed transactions.
Portfolio value
$788 Million
Technology: $240 Million
ETFs: $222 Million
Financial Services: $74.2 Million
Consumer Cyclical: $70.1 Million
Industrials: $55.8 Million
Communication Services: $43.1 Million
Healthcare: $41.6 Million
Consumer Defensive: $15.3 Million
Other: $25.2 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 507
- Current Value $788 Million
- Prior Value $781 Million
- Filing
- Period Q4 2024
- Filing Date January 23, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 17 stocks
- Additional Purchases 132 stocks
- Sold out of 0 stocks
- Reduced holdings in 247 stocks