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	Shares	Value	% Portfolio
501	QRVOQORVO INC	2,856	$206K	0.03%
502	SYKSTRYKER CORPORATION	551	$205K	0.03%
503	MOHMOLINA HEALTHCARE INC	622	$204K	0.03%
504	BARGRANITESHARES GOLD TR	6,630	$204K	0.03%
505	ITBISHARES TR	2,150	$204K	0.03%
506	EVRGEVERGY INC	2,958	$203K	0.03%
507	ARWARROW ELECTRS INC	1,960	$203K	0.03%
508	PTYPIMCO CORPORATE & INCOME OPP	13,730	$198K	0.03%
509	QUADQUAD / GRAPHICS INC	36,179	$197K	0.03%
510	CHWCALAMOS GBL DYN INCOME FUND	30,500	$194K	0.02%
511	RMTROYCE MICRO-CAP TR INC	20,700	$174K	0.02%
512	FFC0OAKTREE SPECIALTY LENDING CO	11,346	$174K	0.02%
513	DSLDOUBLELINE INCOME SOLUTIONS	13,419	$169K	0.02%
514	MORTVANECK ETF TRUST	14,775	$165K	0.02%
515	NADNUVEEN QUALITY MUNCP INCOME	13,804	$159K	0.02%
516	WBDWARNER BROS DISCOVERY INC	14,523	$155K	0.02%
517	VGMINVESCO TR INVT GRADE MUNS	15,100	$150K	0.02%
518	VKQINVESCO MUNICIPAL TRUST	15,400	$148K	0.02%
519	NWBINORTHWEST BANCSHARES INC MD	12,231	$147K	0.02%
520	RWAYRUNWAY GROWTH FINANCE CORP	11,610	$120K	0.02%
521	HLMNHILLMAN SOLUTIONS CORP	11,441	$100K	0.01%
522	RCREADY CAPITAL CORP	16,762	$85K	0.01%
523	GGTGABELLI MULTIMEDIA TR INC	14,571	$67K	0.01%
524	ACREARES COML REAL ESTATE CORP	14,244	$65K	0.01%

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