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 | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | VOTVANGUARD INDEX FDS | 6,796 | $1.9M | 0.22% | |
| 102 | PFMINVESCO EXCHANGE TRADED FD T | 40,030 | $1.9M | 0.21% | |
| 103 | XHBSPDR SERIES TRUST | 19,444 | $1.9M | 0.21% | |
| 104 | VEAVANGUARD TAX-MANAGED FDS | 33,347 | $1.9M | 0.21% | |
| 105 | HDHOME DEPOT INC | 5,153 | $1.9M | 0.21% | |
| 106 | VGSHVANGUARD SCOTTSDALE FDS | 31,619 | $1.9M | 0.21% | |
| 107 | IHIISHARES TR | 29,520 | $1.8M | 0.21% | |
| 108 | VONVVANGUARD SCOTTSDALE FDS | 21,596 | $1.8M | 0.21% | |
| 109 | XYLDGLOBAL X FDS | 46,937 | $1.8M | 0.20% | |
| 110 | HHYATT HOTELS CORP | 13,048 | $1.8M | 0.20% | |
| 111 | VTVVANGUARD INDEX FDS | 10,086 | $1.8M | 0.20% | |
| 112 | MRVLMARVELL TECHNOLOGY INC | 22,502 | $1.7M | 0.19% | |
| 113 | CATCATERPILLAR INC | 4,465 | $1.7M | 0.19% | |
| 114 | HWMHOWMET AEROSPACE INC | 9,182 | $1.7M | 0.19% | |
| 115 | LNGCHENIERE ENERGY INC | 6,985 | $1.7M | 0.19% | |
| 116 | JNJJOHNSON & JOHNSON | 10,887 | $1.7M | 0.19% | |
| 117 | IVVISHARES TR | 2,610 | $1.6M | 0.18% | |
| 118 | JOETVIRTUS ETF TR II | 39,272 | $1.6M | 0.18% | |
| 119 | JEPQJ P MORGAN EXCHANGE TRADED F | 29,328 | $1.6M | 0.18% | |
| 120 | VONGVANGUARD SCOTTSDALE FDS | 14,489 | $1.6M | 0.18% | |
| 121 | NKENIKE INC | 21,561 | $1.5M | 0.17% | |
| 122 | VRTXVERTEX PHARMACEUTICALS INC | 3,423 | $1.5M | 0.17% | |
| 123 | TRVCCITIGROUP INC | 17,716 | $1.5M | 0.17% | |
| 124 | TRVTRAVELERS COMPANIES INC | 5,461 | $1.5M | 0.16% | |
| 125 | MTNVAIL RESORTS INC | 9,291 | $1.5M | 0.16% | |
| 126 | XSMOINVESCO EXCHANGE TRADED FD T | 21,443 | $1.5M | 0.16% | |
| 127 | JEPIJ P MORGAN EXCHANGE TRADED F | 25,634 | $1.5M | 0.16% | |
| 128 | CITHE CIGNA GROUP | 4,406 | $1.5M | 0.16% | |
| 129 | VFHVANGUARD WORLD FD | 11,417 | $1.5M | 0.16% | |
| 130 | KKRKKR & CO INC | 10,903 | $1.4M | 0.16% | |
| 131 | XYZBLOCK INC | 21,166 | $1.4M | 0.16% | |
| 132 | GRNYTIDAL TRUST I | 62,950 | $1.4M | 0.16% | |
| 133 | JOEST JOE CO | 29,785 | $1.4M | 0.16% | |
| 134 | VTIVANGUARD INDEX FDS | 4,647 | $1.4M | 0.16% | |
| 135 | ESGEISHARES INC | 35,976 | $1.4M | 0.16% | |
| 136 | EOGEOG RES INC | 11,778 | $1.4M | 0.16% | |
| 137 | NETCLOUDFLARE INC | 7,098 | $1.4M | 0.15% | |
| 138 | MARMARRIOTT INTL INC NEW | 5,086 | $1.4M | 0.15% | |
| 139 | FISVFISERV INC | 8,044 | $1.4M | 0.15% | |
| 140 | AIGAMERICAN INTL GROUP INC | 16,056 | $1.4M | 0.15% | |
| 141 | VOXVANGUARD WORLD FD | 7,923 | $1.4M | 0.15% | |
| 142 | EWJISHARES INC | 18,049 | $1.4M | 0.15% | |
| 143 | FICOFAIR ISAAC CORP | 738 | $1.3M | 0.15% | |
| 144 | CSDINVESCO EXCHANGE TRADED FD T | 16,058 | $1.3M | 0.15% | |
| 145 | CSGPCOSTAR GROUP INC | 16,717 | $1.3M | 0.15% | |
| 146 | ISRGINTUITIVE SURGICAL INC | 2,458 | $1.3M | 0.15% | |
| 147 | PBEINVESCO EXCHANGE TRADED FD T | 20,768 | $1.3M | 0.15% | |
| 148 | PHMPULTE GROUP INC | 12,489 | $1.3M | 0.15% | |
| 149 | ITOTISHARES TR | 9,482 | $1.3M | 0.14% | |
| 150 | SHWSHERWIN WILLIAMS CO | 3,725 | $1.3M | 0.14% | |
| 151 | EBAEBAY INC. | 17,041 | $1.3M | 0.14% | |
| 152 | GEVGE VERNOVA INC | 2,394 | $1.3M | 0.14% | |
| 153 | RBLXROBLOX CORP | 11,989 | $1.3M | 0.14% | |
| 154 | CSCOCISCO SYS INC | 18,015 | $1.2M | 0.14% | |
| 155 | SNOWSNOWFLAKE INC | 5,569 | $1.2M | 0.14% | |
| 156 | EFGISHARES TR | 11,103 | $1.2M | 0.14% | |
| 157 | VCRVANGUARD WORLD FD | 3,415 | $1.2M | 0.14% | |
| 158 | XNTKSPDR SERIES TRUST | 5,210 | $1.2M | 0.14% | |
| 159 | TTDTHE TRADE DESK INC | 17,130 | $1.2M | 0.14% | |
| 160 | ITGARTNER INC | 3,034 | $1.2M | 0.14% | |
| 161 | AORISHARES TR | 19,862 | $1.2M | 0.14% | |
| 162 | TAT&T INC | 41,329 | $1.2M | 0.13% | |
| 163 | HONHONEYWELL INTL INC | 5,134 | $1.2M | 0.13% | |
| 164 | LMTLOCKHEED MARTIN CORP | 2,555 | $1.2M | 0.13% | |
| 165 | BBHVANECK ETF TRUST | 7,581 | $1.2M | 0.13% | |
| 166 | INTUINTUIT | 1,473 | $1.2M | 0.13% | |
| 167 | SHOPSHOPIFY INC | 9,989 | $1.2M | 0.13% | |
| 168 | UNPUNION PAC CORP | 4,975 | $1.1M | 0.13% | |
| 169 | PGPROCTER AND GAMBLE CO | 7,170 | $1.1M | 0.13% | |
| 170 | VSSVANGUARD INTL EQUITY INDEX F | 8,457 | $1.1M | 0.13% | |
| 171 | DFASDIMENSIONAL ETF TRUST | 17,625 | $1.1M | 0.13% | |
| 172 | CITCINTAS CORP | 5,019 | $1.1M | 0.12% | |
| 173 | ELVELEVANCE HEALTH INC | 2,855 | $1.1M | 0.12% | |
| 174 | GQ9SPDR GOLD TR | 3,631 | $1.1M | 0.12% | |
| 175 | XLYSELECT SECTOR SPDR TR | 5,059 | $1.1M | 0.12% | |
| 176 | FVDFIRST TR EXCHANGE-TRADED FD | 24,592 | $1.1M | 0.12% | |
| 177 | VIGVANGUARD SPECIALIZED FUNDS | 5,359 | $1.1M | 0.12% | |
| 178 | JHMLJOHN HANCOCK EXCHANGE TRADED | 14,897 | $1.1M | 0.12% | |
| 179 | NVONOVO-NORDISK A S | 15,826 | $1.1M | 0.12% | |
| 180 | XLCSELECT SECTOR SPDR TR | 9,942 | $1.1M | 0.12% | |
| 181 | ABTABBOTT LABS | 7,743 | $1.1M | 0.12% | |
| 182 | IBMINTERNATIONAL BUSINESS MACHS | 3,560 | $1.0M | 0.12% | |
| 183 | FFIVF5 INC | 3,562 | $1.0M | 0.12% | |
| 184 | USMVISHARES TR | 11,114 | $1.0M | 0.12% | |
| 185 | LENLENNAR CORP | 9,436 | $1.0M | 0.12% | |
| 186 | BMYBRISTOL-MYERS SQUIBB CO | 22,410 | $1.0M | 0.12% | |
| 187 | HESHESS CORP | 7,435 | $1.0M | 0.11% | |
| 188 | PIDINVESCO EXCHANGE TRADED FD T | 50,237 | $1.0M | 0.11% | |
| 189 | SCHWSCHWAB CHARLES CORP | 11,262 | $1.0M | 0.11% | |
| 190 | VGKVANGUARD INTL EQUITY INDEX F | 13,242 | $1.0M | 0.11% | |
| 191 | PJPINVESCO EXCHANGE TRADED FD T | 12,769 | $1.0M | 0.11% | |
| 192 | CMCSACOMCAST CORP NEW | 28,550 | $1.0M | 0.11% | |
| 193 | FDSFACTSET RESH SYS INC | 2,246 | $1.0M | 0.11% | |
| 194 | MSCIMSCI INC | 1,724 | $994K | 0.11% | |
| 195 | HCAHCA HEALTHCARE INC | 2,561 | $981K | 0.11% | |
| 196 | DXJWISDOMTREE TR | 8,456 | $966K | 0.11% | |
| 197 | MGKVANGUARD WORLD FD | 2,633 | $964K | 0.11% | |
| 198 | MTUMISHARES TR | 4,012 | $964K | 0.11% | |
| 199 | PRUPRUDENTIAL FINL INC | 8,920 | $958K | 0.11% | |
| 200 | BABAALIBABA GROUP HLDG LTD | 8,420 | $954K | 0.11% |