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 |
|---|---|
GLWCORNING INC | $530K |
VPLVANGUARD INTL EQUITY INDEX F | $523K |
DONSPDR DOW JONES INDL AVERAGE | $519K |
MOALTRIA GROUP INC | $518K |
JCIJOHNSON CTLS INTL PLC | $517K |
QLDPROSHARES TR | $516K |
FFORD MTR CO | $515K |
EDVVANGUARD WORLD FD | $514K |
DDOMINION ENERGY INC | $514K |
SPGPINVESCO EXCHANGE TRADED FD T | $513K |
PEYINVESCO EXCHANGE TRADED FD T | $513K |
XGDVXGABELLI DIVID & INCOME TR | $512K |
ERICTELEFONAKTIEBOLAGET LM ERICS | $511K |
XLVSELECT SECTOR SPDR TR | $508K |
ALKALASKA AIR GROUP INC | $507K |
XSVMINVESCO EXCHANGE TRADED FD T | $506K |
FISFIDELITY NATL INFORMATION SV | $496K |
KEYKEYCORP | $490K |
TMUST-MOBILE US INC | $489K |
GENGEN DIGITAL INC | $488K |
FANGDIAMONDBACK ENERGY INC | $482K |
USBUS BANCORP DEL | $482K |
XLBSELECT SECTOR SPDR TR | $482K |
ULTAULTA BEAUTY INC | $481K |
RRXREGAL REXNORD CORPORATION | $478K |
ROADCONSTRUCTION PARTNERS INC | $474K |
LINLINDE PLC | $472K |
XLUSELECT SECTOR SPDR TR | $469K |
NUENUCOR CORP | $458K |
AEPAMERICAN ELEC PWR CO INC | $458K |
HYGVFLEXSHARES TR | $456K |
DFIVDIMENSIONAL ETF TRUST | $451K |
FCNFTI CONSULTING INC | $449K |
NVSNNOVARTIS AG | $447K |
MASMASCO CORP | $445K |
CIENCIENA CORP | $444K |
MDYSPDR S&P MIDCAP 400 ETF TR | $443K |
VTWOVANGUARD SCOTTSDALE FDS | $441K |
CARRCARRIER GLOBAL CORPORATION | $435K |
UBERUBER TECHNOLOGIES INC | $431K |
TFLOISHARES TR | $431K |
TTTRANE TECHNOLOGIES PLC | $426K |
AAONAAON INC | $426K |
CMPRCIMPRESS PLC | $426K |
MMM3M CO | $425K |
DONWISDOMTREE TR | $424K |
RDNRADIAN GROUP INC | $421K |
BNDXVANGUARD CHARLOTTE FDS | $420K |
REGNREGENERON PHARMACEUTICALS | $419K |
GGGGRACO INC | $417K |
IBBISHARES TR | $416K |
SUSUNCOR ENERGY INC NEW | $412K |
GPCGENUINE PARTS CO | $412K |
KNSLKINSALE CAP GROUP INC | $410K |
DIAXNUVEEN DOW 30 DYNMC OVERWRT | $406K |
AWMSKYWORKS SOLUTIONS INC | $406K |
QQEWFIRST TR EXCHANGE-TRADED FD | $404K |
APDAIR PRODS & CHEMS INC | $403K |
EWEDWARDS LIFESCIENCES CORP | $403K |
PNCPNC FINL SVCS GROUP INC | $402K |
CMGCHIPOTLE MEXICAN GRILL INC | $401K |
WYWEYERHAEUSER CO MTN BE | $399K |
IBITISHARES BITCOIN TRUST ETF | $396K |
0VVBPARAMOUNT GLOBAL | $394K |
XRTSPDR SERIES TRUST | $393K |
PKNREVVITY INC | $393K |
CRCCANADIAN NAT RES LTD | $392K |
SUSBISHARES TR | $392K |
AKXANSYS INC | $389K |
WMBWILLIAMS COS INC | $388K |
GWREGUIDEWIRE SOFTWARE INC | $384K |
WCCWESCO INTL INC | $382K |
BTOHANCOCK JOHN FINL OPPTYS FD | $381K |
CFCF INDS HLDGS INC | $378K |
4I1PHILIP MORRIS INTL INC | $378K |
LYVLIVE NATION ENTERTAINMENT IN | $376K |
AMTAMERICAN TOWER CORP NEW | $375K |
ABSIABSCI CORPORATION | $374K |
WTRGESSENTIAL UTILS INC | $373K |
YUMYUM BRANDS INC | $372K |
MORNMORNINGSTAR INC | $367K |
NULVNUSHARES ETF TR | $365K |
TMOTHERMO FISHER SCIENTIFIC INC | $365K |
AZNASTRAZENECA PLC | $365K |
XNIEXVIRTUS EQUITY & CONV INCM FD | $359K |
WDAYWORKDAY INC | $355K |
PEPPEPSICO INC | $355K |
SOSOUTHERN CO | $353K |
TFPMTRIPLE FLAG PRECIOUS METAL | $353K |
STXSEAGATE TECHNOLOGY HLDNGS PL | $351K |
HDBHDFC BANK LTD | $350K |
TFCTRUIST FINL CORP | $349K |
GDDYGODADDY INC | $348K |
IEMGISHARES INC | $346K |
EAELECTRONIC ARTS INC | $344K |
JDJD.COM INC | $343K |
8CWCROWN CASTLE INC | $343K |
THOTHOR INDS INC | $342K |
DDSDILLARDS INC | $341K |
ORLYOREILLY AUTOMOTIVE INC | $341K |