Institute for Wealth Management, LLC. Q2 2025 Filing
Filed July 18, 2025
Portfolio Value
$896.8M
Holdings
559
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (559 positions)
| Stock | Value |
|---|---|
NVDANVIDIA CORPORATION | $124K |
AAPLAPPLE INC | $26K |
MSFTMICROSOFT CORP | $24K |
AMZNAMAZON COM INC | $20K |
AXONAXON ENTERPRISE INC | $17K |
NDQINVESCO QQQ TR | $15K |
METAMETA PLATFORMS INC | $15K |
GOOGLALPHABET INC | $10K |
COSTCOSTCO WHSL CORP NEW | $9K |
TSLATESLA INC | $9K |
GSGOLDMAN SACHS GROUP INC | $7K |
LRCXLAM RESEARCH CORP | $7K |
VTWGVANGUARD SCOTTSDALE FDS | $7K |
SBUXSTARBUCKS CORP | $7K |
SCHGSCHWAB STRATEGIC TR | $7K |
ADBEADOBE INC | $7K |
ESGUISHARES TR | $7K |
SPYXSPDR SERIES TRUST | $7K |
URIUNITED RENTALS INC | $6K |
AVGOBROADCOM INC | $6K |
XLISELECT SECTOR SPDR TR | $6K |
XMMOINVESCO EXCHANGE TRADED FD T | $6K |
TXNTEXAS INSTRS INC | $6K |
VTWVVANGUARD SCOTTSDALE FDS | $6K |
SHVISHARES TR | $6K |
FTNTFORTINET INC | $6K |
DISDISNEY WALT CO | $6K |
SPYSPDR S&P 500 ETF TR | $6K |
XLFSELECT SECTOR SPDR TR | $6K |
NFLXNETFLIX INC | $6K |
XLKSELECT SECTOR SPDR TR | $5K |
MAMASTERCARD INCORPORATED | $5K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $5K |
PDPINVESCO EXCHANGE TRADED FD T | $5K |
SMHVANECK ETF TRUST | $5K |
VVISA INC | $5K |
JPMJPMORGAN CHASE & CO. | $5K |
LLYELI LILLY & CO | $5K |
BABOEING CO | $4K |
ORCLORACLE CORP | $4K |
AMDADVANCED MICRO DEVICES INC | $4K |
VUGVANGUARD INDEX FDS | $4K |
VOEVANGUARD INDEX FDS | $4K |
BACBANK AMERICA CORP | $4K |
PWBINVESCO EXCHANGE TRADED FD T | $4K |
VBRVANGUARD INDEX FDS | $4K |
AMATAPPLIED MATLS INC | $4K |
HIGHARTFORD INSURANCE GROUP INC | $4K |
ABBVABBVIE INC | $4K |
DSIISHARES TR | $3K |
IWVISHARES TR | $3K |
AMGNAMGEN INC | $3K |
NOWSERVICENOW INC | $3K |
AXPAMERICAN EXPRESS CO | $3K |
IWMISHARES TR | $3K |
PANWPALO ALTO NETWORKS INC | $3K |
GOOGALPHABET INC | $3K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $3K |
VWOVANGUARD INTL EQUITY INDEX F | $3K |
BMVPINVESCO EXCHANGE TRADED FD T | $3K |
XLGINVESCO EXCHANGE TRADED FD T | $3K |
PYPLPAYPAL HLDGS INC | $3K |
VBKVANGUARD INDEX FDS | $3K |
FDXFEDEX CORP | $3K |
GEGE AEROSPACE | $3K |
CRMSALESFORCE INC | $3K |
IEVISHARES TR | $3K |
VGTVANGUARD WORLD FD | $3K |
IVWISHARES TR | $3K |
ETNEATON CORP PLC | $3K |
BXBLACKSTONE INC | $3K |
EFAXSPDR INDEX SHS FDS | $3K |
PRFINVESCO EXCHANGE TRADED FD T | $3K |
QUALISHARES TR | $3K |
IWCISHARES TR | $3K |
CMECME GROUP INC | $3K |
EEMISHARES TR | $2K |
DEDEERE & CO | $2K |
XLESELECT SECTOR SPDR TR | $2K |
DWDMORGAN STANLEY | $2K |
VKTXVIKING THERAPEUTICS INC | $2K |
RYLDGLOBAL X FDS | $2K |
QYLDGLOBAL X FDS | $2K |
BXSLBLACKSTONE SECD LENDING FD | $2K |
CSXCSX CORP | $2K |
ARESARES MANAGEMENT CORPORATION | $2K |
BKNGBOOKING HOLDINGS INC | $2K |
DELLDELL TECHNOLOGIES INC | $2K |
LOWLOWES COS INC | $2K |
RTXRTX CORPORATION | $2K |
KLACKLA CORP | $2K |
CPCANADIAN PACIFIC KANSAS CITY | $2K |
GMGENERAL MTRS CO | $2K |
QCOMQUALCOMM INC | $2K |
SPHQINVESCO EXCHANGE TRADED FD T | $2K |
MPCMARATHON PETE CORP | $2K |
EUSBISHARES TR | $2K |
WMWASTE MGMT INC DEL | $2K |
CIBRFIRST TR EXCHANGE TRADED FD | $2K |
WMTWALMART INC | $2K |
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