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 |
|---|---|
XLBSELECT SECTOR SPDR TR | $472K |
ELANELANCO ANIMAL HEALTH INC | $469K |
VYMVANGUARD WHITEHALL FDS | $469K |
MOALTRIA GROUP INC | $469K |
LINLINDE PLC | $469K |
ERICTELEFONAKTIEBOLAGET LM ERICS | $467K |
AAONAAON INC | $463K |
IGVISHARES TR | $458K |
TMOTHERMO FISHER SCIENTIFIC INC | $456K |
FCNFTI CONSULTING INC | $456K |
FISFIDELITY NATL INFORMATION SV | $455K |
WYWEYERHAEUSER CO MTN BE | $455K |
GENGEN DIGITAL INC | $454K |
USBUS BANCORP DEL | $450K |
KEYKEYCORP | $450K |
DONSPDR DOW JONES INDL AVERAGE | $448K |
MIGAMICROSTRATEGY INC | $448K |
MDYSPDR S&P MIDCAP 400 ETF TR | $443K |
SUSUNCOR ENERGY INC NEW | $437K |
PKNREVVITY INC | $434K |
JDJD.COM INC | $433K |
IBBISHARES TR | $431K |
APDAIR PRODS & CHEMS INC | $430K |
NUENUCOR CORP | $427K |
BNDXVANGUARD CHARLOTTE FDS | $426K |
TFLOISHARES TR | $424K |
PEPPEPSICO INC | $423K |
WTRGESSENTIAL UTILS INC | $419K |
DONWISDOMTREE TR | $419K |
MMM3M CO | $419K |
DFIVDIMENSIONAL ETF TRUST | $415K |
RCLROYAL CARIBBEAN GROUP | $415K |
NVSNNOVARTIS AG | $412K |
KNSLKINSALE CAP GROUP INC | $412K |
HYGVFLEXSHARES TR | $411K |
YUMYUM BRANDS INC | $411K |
CMPRCIMPRESS PLC | $410K |
DIAXNUVEEN DOW 30 DYNMC OVERWRT | $410K |
VTWOVANGUARD SCOTTSDALE FDS | $408K |
GGGGRACO INC | $405K |
GPCGENUINE PARTS CO | $404K |
DFSEURDISCOVER FINL SVCS | $403K |
DDOGDATADOG INC | $402K |
DDSDILLARDS INC | $401K |
AZNASTRAZENECA PLC | $398K |
MUMICRON TECHNOLOGY INC | $395K |
JCIJOHNSON CTLS INTL PLC | $392K |
OKEONEOK INC NEW | $391K |
QLDPROSHARES TR | $390K |
ULTAULTA BEAUTY INC | $389K |
RDNRADIAN GROUP INC | $386K |
CRCCANADIAN NAT RES LTD | $385K |
CARRCARRIER GLOBAL CORPORATION | $380K |
EMEEMCOR GROUP INC | $379K |
PNCPNC FINL SVCS GROUP INC | $379K |
AMTAMERICAN TOWER CORP NEW | $379K |
0VVBPARAMOUNT GLOBAL | $378K |
RRXREGAL REXNORD CORPORATION | $376K |
EWEDWARDS LIFESCIENCES CORP | $373K |
LUVSOUTHWEST AIRLS CO | $369K |
ASHASHLAND INC | $368K |
BTOHANCOCK JOHN FINL OPPTYS FD | $367K |
NUMGNUSHARES ETF TR | $366K |
ABSIABSCI CORPORATION | $365K |
WMBWILLIAMS COS INC | $364K |
ORLYOREILLY AUTOMOTIVE INC | $364K |
AKXANSYS INC | $363K |
GDDYGODADDY INC | $361K |
PCARPACCAR INC | $360K |
ROSTROSS STORES INC | $359K |
CMGCHIPOTLE MEXICAN GRILL INC | $359K |
QQEWFIRST TR NAS100 EQ WEIGHTED | $358K |
SOSOUTHERN CO | $357K |
8CWCROWN CASTLE INC | $356K |
AFRMAFFIRM HLDGS INC | $355K |
AWMSKYWORKS SOLUTIONS INC | $355K |
XRTSPDR SER TR | $353K |
PDDPDD HOLDINGS INC | $352K |
MORNMORNINGSTAR INC | $351K |
ENOVENOVIS CORPORATION | $347K |
WDAYWORKDAY INC | $346K |
BHFBRIGHTHOUSE FINL INC | $346K |
LYVLIVE NATION ENTERTAINMENT IN | $342K |
GWREGUIDEWIRE SOFTWARE INC | $336K |
XNIEXVIRTUS EQUITY & CONV INCM FD | $335K |
GPNGLOBAL PMTS INC | $334K |
TFCTRUIST FINL CORP | $334K |
ZTSZOETIS INC | $333K |
4I1PHILIP MORRIS INTL INC | $329K |
LULULULULEMON ATHLETICA INC | $328K |
TTTRANE TECHNOLOGIES PLC | $328K |
AZOAUTOZONE INC | $323K |
CFCF INDS HLDGS INC | $321K |
LHXL3HARRIS TECHNOLOGIES INC | $321K |
ROADCONSTRUCTION PARTNERS INC | $320K |
WCCWESCO INTL INC | $320K |
DOWDOW INC | $319K |
EAELECTRONIC ARTS INC | $318K |
HDBHDFC BANK LTD | $317K |
IEMGISHARES INC | $317K |