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 |
|---|---|
TJXTJX COS INC NEW | $947 |
DKNGDRAFTKINGS INC NEW | $945 |
MCDMCDONALDS CORP | $941 |
NUHYNUSHARES ETF TR | $932 |
COPCONOCOPHILLIPS | $931 |
UNHUNITEDHEALTH GROUP INC | $929 |
OXYOCCIDENTAL PETE CORP | $925 |
PRFZINVESCO EXCHANGE TRADED FD T | $912 |
MCOMOODYS CORP | $909 |
DTDWISDOMTREE TR | $893 |
PWVINVESCO EXCHANGE TRADED FD T | $889 |
CHTRCHARTER COMMUNICATIONS INC N | $889 |
AIVLWISDOMTREE TR | $889 |
MCKMCKESSON CORP | $887 |
LVLNSPDR SERIES TRUST | $885 |
PSXPHILLIPS 66 | $879 |
BACVERIZON COMMUNICATIONS INC | $874 |
APOAPOLLO GLOBAL MGMT INC | $874 |
JHMDJOHN HANCOCK EXCHANGE TRADED | $867 |
PWRQUANTA SVCS INC | $863 |
MSGSMADISON SQUARE GRDN SPRT COR | $861 |
DFACDIMENSIONAL ETF TRUST | $855 |
CRWDCROWDSTRIKE HLDGS INC | $855 |
VNQVANGUARD INDEX FDS | $850 |
ONEQFIDELITY COMWLTH TR | $844 |
UPSUNITED PARCEL SERVICE INC | $821 |
METMETLIFE INC | $821 |
GILDGILEAD SCIENCES INC | $820 |
UHAL/BU HAUL HOLDING COMPANY | $819 |
CETCENTRAL SECS CORP | $812 |
MLB1MERCADOLIBRE INC | $812 |
SPGIS&P GLOBAL INC | $811 |
APHAMPHENOL CORP NEW | $810 |
SCHDSCHWAB STRATEGIC TR | $809 |
BNDVANGUARD BD INDEX FDS | $809 |
XBISPDR SERIES TRUST | $804 |
ACNACCENTURE PLC IRELAND | $799 |
NULGNUSHARES ETF TR | $799 |
EZMWISDOMTREE TR | $790 |
ACGLARCH CAP GROUP LTD | $790 |
CMICUMMINS INC | $761 |
MRKMERCK & CO INC | $737 |
VHTVANGUARD WORLD FD | $735 |
IHEISHARES TR | $733 |
IJRISHARES TR | $731 |
GSYINVESCO ACTIVELY MANAGED EXC | $727 |
KOCOCA COLA CO | $724 |
WYNNWYNN RESORTS LTD | $715 |
BXMTBLACKSTONE MTG TR INC | $707 |
VPUVANGUARD WORLD FD | $706 |
DOLWISDOMTREE TR | $694 |
VOOVANGUARD INDEX FDS | $686 |
HLTHILTON WORLDWIDE HLDGS INC | $684 |
HHHHOWARD HUGHES HOLDINGS INC | $683 |
VCSHVANGUARD SCOTTSDALE FDS | $677 |
RRRRED ROCK RESORTS INC | $675 |
HQYHEALTHEQUITY INC | $667 |
DDDUPONT DE NEMOURS INC | $658 |
DFATDIMENSIONAL ETF TRUST | $657 |
XOMEXXON MOBIL CORP | $656 |
IYTISHARES TR | $652 |
CTVACORTEVA INC | $649 |
EPSWISDOMTREE TR | $634 |
ELANELANCO ANIMAL HEALTH INC | $632 |
RCLROYAL CARIBBEAN GROUP | $631 |
WFCWELLS FARGO CO NEW | $629 |
COFCAPITAL ONE FINL CORP | $626 |
CHICALAMOS CONV OPPORTUNITIES & | $623 |
PLTRPALANTIR TECHNOLOGIES INC | $622 |
DHRDANAHER CORPORATION | $616 |
RSPINVESCO EXCHANGE TRADED FD T | $612 |
VLOVALERO ENERGY CORP | $609 |
ASMLASML HOLDING N V | $607 |
ADPAUTOMATIC DATA PROCESSING IN | $606 |
EMREMERSON ELEC CO | $604 |
ICEINTERCONTINENTAL EXCHANGE IN | $597 |
USALIBERTY ALL STAR EQUITY FD | $596 |
AQLTISHARES TR | $586 |
CHHCHOICE HOTELS INTL INC | $586 |
AGGYWISDOMTREE TR | $582 |
MIGAMICROSTRATEGY INC | $582 |
NUMGNUSHARES ETF TR | $579 |
CVXCHEVRON CORP NEW | $578 |
ECFELLSWORTH GROWTH & INCOME FD | $572 |
RITMRITHM CAPITAL CORP | $571 |
VISVANGUARD WORLD FD | $569 |
ADSKAUTODESK INC | $565 |
EMEEMCOR GROUP INC | $562 |
ALSALLSTATE CORP | $559 |
PFEPFIZER INC | $554 |
VDCVANGUARD WORLD FD | $553 |
JETSETF SER SOLUTIONS | $553 |
MUMICRON TECHNOLOGY INC | $552 |
XMVMINVESCO EXCHANGE TRADED FD T | $549 |
EXPEEXPEDIA GROUP INC | $547 |
DDOGDATADOG INC | $544 |
AFRMAFFIRM HLDGS INC | $543 |
ABNBAIRBNB INC | $540 |
LUVSOUTHWEST AIRLS CO | $534 |
IWDISHARES TR | $531 |