Institute for Wealth Management, LLC. Q1 2025 Filing
Filed April 21, 2025
Portfolio Value
$779.4M
Holdings
524
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (524 positions)
| Stock | Value |
|---|---|
HCAHCA HEALTHCARE INC | $884K |
DFACDIMENSIONAL ETF TRUST | $884K |
SCHWSCHWAB CHARLES CORP | $883K |
PWVINVESCO EXCHANGE TRADED FD T | $869K |
DTDWISDOMTREE TR | $865K |
NETCLOUDFLARE INC | $865K |
LVLNSPDR SER TR | $851K |
SCHDSCHWAB STRATEGIC TR | $850K |
PRFZINVESCO EXCHANGE TRADED FD T | $849K |
XLCSELECT SECTOR SPDR TR | $846K |
MCOMOODYS CORP | $844K |
MRKMERCK & CO INC | $843K |
MGKVANGUARD WORLD FD | $836K |
ACGLARCH CAP GROUP LTD | $834K |
ACNACCENTURE PLC IRELAND | $834K |
AORISHARES TR | $830K |
METMETLIFE INC | $819K |
GILDGILEAD SCIENCES INC | $819K |
MSGSMADISON SQUARE GRDN SPRT COR | $816K |
MCKMCKESSON CORP | $815K |
VDEVANGUARD WORLD FD | $813K |
SPGIS&P GLOBAL INC | $812K |
GRNYTIDAL ETF TR | $804K |
CETCENTRAL SECS CORP | $799K |
IHEISHARES TR | $796K |
XBISPDR SER TR | $784K |
JHMDJOHN HANCOCK EXCHANGE TRADED | $779K |
GEVGE VERNOVA INC | $778K |
BNDVANGUARD BD INDEX FDS | $777K |
VOOVANGUARD INDEX FDS | $772K |
EZMWISDOMTREE TR | $762K |
DKNGDRAFTKINGS INC NEW | $757K |
RBLXROBLOX CORP | $757K |
KOCOCA COLA CO | $751K |
XOMEXXON MOBIL CORP | $750K |
CHTRCHARTER COMMUNICATIONS INC N | $749K |
DDDUPONT DE NEMOURS INC | $742K |
MTUMISHARES TR | $726K |
CMICUMMINS INC | $724K |
ONEQFIDELITY COMWLTH TR | $717K |
VISVANGUARD WORLD FD | $703K |
FANGDIAMONDBACK ENERGY INC | $676K |
PLTRPALANTIR TECHNOLOGIES INC | $664K |
NULGNUSHARES ETF TR | $663K |
GSYINVESCO ACTIVELY MANAGED EXC | $656K |
VPUVANGUARD WORLD FD | $649K |
CVXCHEVRON CORP NEW | $644K |
DOLWISDOMTREE TR | $643K |
DHRDANAHER CORPORATION | $641K |
CRWDCROWDSTRIKE HLDGS INC | $640K |
WYNNWYNN RESORTS LTD | $638K |
CHHCHOICE HOTELS INTL INC | $633K |
DFATDIMENSIONAL ETF TRUST | $628K |
IYTISHARES TR | $624K |
ADPAUTOMATIC DATA PROCESSING IN | $615K |
VDCVANGUARD WORLD FD | $611K |
VCSHVANGUARD SCOTTSDALE FDS | $607K |
MLB1MERCADOLIBRE INC | $606K |
VLOVALERO ENERGY CORP | $598K |
EPSWISDOMTREE TR | $587K |
CTVACORTEVA INC | $587K |
VTVVANGUARD INDEX FDS | $586K |
RSPINVESCO EXCHANGE TRADED FD T | $579K |
PFEPFIZER INC | $579K |
ALSALLSTATE CORP | $575K |
AGGYWISDOMTREE TR | $573K |
HQYHEALTHEQUITY INC | $569K |
SPGPINVESCO EXCHANGE TRADED FD T | $569K |
WFCWELLS FARGO CO NEW | $563K |
IWDISHARES TR | $562K |
RITMRITHM CAPITAL CORP | $560K |
EXPEEXPEDIA GROUP INC | $554K |
ICEINTERCONTINENTAL EXCHANGE IN | $551K |
PWRQUANTA SVCS INC | $550K |
XLVSELECT SECTOR SPDR TR | $550K |
TMUST-MOBILE US INC | $548K |
JEPQJ P MORGAN EXCHANGE TRADED F | $543K |
HLTHILTON WORLDWIDE HLDGS INC | $542K |
PEYINVESCO EXCHANGE TRADED FD T | $540K |
AQLTISHARES TR | $540K |
REGNREGENERON PHARMACEUTICALS | $538K |
XMVMINVESCO EXCHANGE TRADED FD T | $535K |
ALKALASKA AIR GROUP INC | $529K |
USALIBERTY ALL STAR EQUITY FD | $515K |
CHICALAMOS CONV OPPORTUNITIES & | $514K |
ECFELLSWORTH GROWTH & INCOME FD | $511K |
ASMLASML HOLDING N V | $502K |
APHAMPHENOL CORP NEW | $501K |
EMREMERSON ELEC CO | $497K |
JETSETF SER SOLUTIONS | $495K |
FFORD MTR CO | $490K |
GLWCORNING INC | $490K |
XSVMINVESCO EXCHANGE TRADED FD T | $488K |
ABNBAIRBNB INC | $486K |
MASMASCO CORP | $484K |
UBERUBER TECHNOLOGIES INC | $483K |
VPLVANGUARD INTL EQUITY INDEX F | $482K |
ADSKAUTODESK INC | $478K |
XGDVXGABELLI DIVID & INCOME TR | $475K |
AEPAMERICAN ELEC PWR CO INC | $474K |