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 |
|---|---|
POOLPOOL CORP | $317K |
BILLBILL HOLDINGS INC | $317K |
DLNWISDOMTREE TR | $315K |
SDYSPDR SER TR | $314K |
SUSBISHARES TR | $312K |
STGWSTAGWELL INC | $310K |
DFUVDIMENSIONAL ETF TRUST | $308K |
RRRRED ROCK RESORTS INC | $306K |
EFVISHARES TR | $305K |
DHID R HORTON INC | $302K |
GLBEGLOBAL E ONLINE LTD | $301K |
INTCINTEL CORP | $299K |
DALDELTA AIR LINES INC DEL | $298K |
SLBSCHLUMBERGER LTD | $294K |
HHHHOWARD HUGHES HOLDINGS INC | $293K |
THOTHOR INDS INC | $292K |
IOTSAMSARA INC | $292K |
BLKBLACKROCK INC | $292K |
GISGENERAL MLS INC | $291K |
IJRISHARES TR | $290K |
AMLPALPS ETF TR | $289K |
LHLABCORP HOLDINGS INC | $287K |
DYHTARGET CORP | $287K |
TFPMTRIPLE FLAG PRECIOUS METAL | $285K |
LIILENNOX INTL INC | $282K |
A4SAMERIPRISE FINL INC | $282K |
FDLFIRST TR MORNINGSTAR DIVID L | $282K |
EPDENTERPRISE PRODS PARTNERS L | $279K |
EFAISHARES TR | $279K |
VCLTVANGUARD SCOTTSDALE FDS | $278K |
NULVNUSHARES ETF TR | $276K |
ECLECOLAB INC | $276K |
CSQCALAMOS STRATEGIC TOTAL RETU | $275K |
TOLTOLL BROTHERS INC | $275K |
PGFINVESCO EXCHANGE TRADED FD T | $274K |
WMSADVANCED DRAIN SYS INC DEL | $274K |
DIVOAMPLIFY ETF TR | $273K |
WCNWASTE CONNECTIONS INC | $271K |
EWWISHARES INC | $271K |
EWBCEAST WEST BANCORP INC | $270K |
AQLTISHARES TR | $269K |
CNRCORE NATURAL RESOURCES INC | $267K |
NTRANATERA INC | $263K |
NCNONCINO INC | $263K |
ITWILLINOIS TOOL WKS INC | $263K |
RBCRBC BEARINGS INC | $263K |
PRIPRIMERICA INC | $261K |
JAZZJAZZ PHARMACEUTICALS PLC | $261K |
NXPINXP SEMICONDUCTORS N V | $260K |
CIIBLACKROCK ENHANCED LARGE CAP | $260K |
SGOVISHARES TR | $259K |
FXLFIRST TR EXCHANGE TRADED FD | $257K |
SYYSYSCO CORP | $257K |
BAXBAXTER INTL INC | $255K |
XLUSELECT SECTOR SPDR TR | $255K |
MGMMGM RESORTS INTERNATIONAL | $255K |
IJKISHARES TR | $252K |
FTCFIRST TRUST LRGCP GWT ALPHAD | $249K |
ASGIABRDN GLOBAL INFRA INCOME FU | $249K |
IGFISHARES TR | $249K |
KBESPDR SER TR | $248K |
TWLOTWILIO INC | $247K |
AERAERCAP HOLDINGS NV | $243K |
IWOISHARES TR | $243K |
GLPIGAMING & LEISURE PPTYS INC | $242K |
MGCVANGUARD WORLD FD | $241K |
EVTCEVERTEC INC | $241K |
PDIPIMCO DYNAMIC INCOME FD | $240K |
TSITCW STRATEGIC INCOME FD INC | $240K |
MDLZMONDELEZ INTL INC | $237K |
SSOPROSHARES TR | $237K |
1GSNNOVANTA INC | $235K |
ALLEALLEGION PLC | $235K |
EAGGISHARES TR | $234K |
MNSTMONSTER BEVERAGE CORP NEW | $234K |
LPLALPL FINL HLDGS INC | $233K |
GEHCGE HEALTHCARE TECHNOLOGIES I | $232K |
DDOMINION ENERGY INC | $231K |
IPINTERNATIONAL PAPER CO | $231K |
ABGCENCORA INC | $229K |
CVSCVS HEALTH CORP | $227K |
INGRINGREDION INC | $226K |
TIPISHARES TR | $224K |
IBITISHARES BITCOIN TRUST ETF | $222K |
KFYKORN FERRY | $222K |
NOCNORTHROP GRUMMAN CORP | $220K |
MSIMOTOROLA SOLUTIONS INC | $220K |
TTENTOTALENERGIES SE | $219K |
FLTRVANECK ETF TRUST | $217K |
XPGPXPIMCO GLOBAL STOCKSPLS INCM | $216K |
BMIBADGER METER INC | $216K |
HTDHANCOCK JOHN TAX-ADVANTAGED | $215K |
RGAREINSURANCE GRP OF AMERICA I | $211K |
OTISOTIS WORLDWIDE CORP | $210K |
RDFNREDFIN CORP | $210K |
DGDOLLAR GEN CORP NEW | $210K |
SUSLISHARES TR | $210K |
EESWISDOMTREE TR | $209K |
PSIINVESCO EXCHANGE TRADED FD T | $206K |
TAPMOLSON COORS BEVERAGE CO | $206K |