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 |
|---|---|
MLPAGLOBAL X FDS | $340K |
DALDELTA AIR LINES INC DEL | $337K |
EFAISHARES TR | $337K |
TWLOTWILIO INC | $336K |
SGOVISHARES TR | $333K |
LIILENNOX INTL INC | $333K |
EFVISHARES TR | $329K |
XLFISELECT SECTOR SPDR TR | $328K |
BLKBLACKROCK INC | $324K |
DLNWISDOMTREE TR | $324K |
LHLABCORP HOLDINGS INC | $324K |
KMXCARMAX INC | $323K |
ROSTROSS STORES INC | $323K |
EWWISHARES INC | $322K |
BHFBRIGHTHOUSE FINL INC | $321K |
BILLBILL HOLDINGS INC | $320K |
LHXL3HARRIS TECHNOLOGIES INC | $320K |
OKEONEOK INC NEW | $318K |
VYMVANGUARD WHITEHALL FDS | $318K |
DFUVDIMENSIONAL ETF TRUST | $316K |
DSLDOUBLELINE INCOME SOLUTIONS | $315K |
RBCRBC BEARINGS INC | $314K |
NTRANATERA INC | $314K |
SDYSPDR SERIES TRUST | $314K |
AZOAUTOZONE INC | $314K |
ASHASHLAND INC | $312K |
A4SAMERIPRISE FINL INC | $311K |
PDDPDD HOLDINGS INC | $311K |
FXLFIRST TR EXCHANGE TRADED FD | $306K |
BNBROOKFIELD CORP | $305K |
ALLEALLEGION PLC | $304K |
IOTSAMSARA INC | $303K |
EWBCEAST WEST BANCORP INC | $303K |
AAMIACADIAN ASSET MANAGEMENT INC | $302K |
CSQCALAMOS STRATEGIC TOTAL RETU | $302K |
DHID R HORTON INC | $301K |
DIVOAMPLIFY ETF TR | $301K |
NXPINXP SEMICONDUCTORS N V | $299K |
TOLTOLL BROTHERS INC | $297K |
INTCINTEL CORP | $294K |
GLBEGLOBAL E ONLINE LTD | $292K |
MGMMGM RESORTS INTERNATIONAL | $291K |
POOLPOOL CORP | $290K |
VDEVANGUARD WORLD FD | $289K |
WMSADVANCED DRAIN SYS INC DEL | $289K |
FTCFIRST TR EXCHANGE-TRADED ALP | $286K |
ENOVENOVIS CORPORATION | $284K |
VCLTVANGUARD SCOTTSDALE FDS | $278K |
ASGIABRDN GLOBAL INFRA INCOME FU | $276K |
IJKISHARES TR | $275K |
SSOPROSHARES TR | $274K |
ZTSZOETIS INC | $274K |
MORTVANECK ETF TRUST | $272K |
FDLFIRST TR EXCHANGE-TRADED FD | $272K |
IWOISHARES TR | $272K |
GPNGLOBAL PMTS INC | $271K |
DGDOLLAR GEN CORP NEW | $271K |
XPGPXPIMCO GLOBAL STOCKSPLS INCM | $271K |
AMLPALPS ETF TR | $270K |
NCNONCINO INC | $268K |
IGFISHARES TR | $268K |
LPLALPL FINL HLDGS INC | $267K |
SEICSEI INVTS CO | $267K |
EVRGEVERGY INC | $267K |
PGFINVESCO EXCHANGE TRADED FD T | $265K |
ECLECOLAB INC | $264K |
LULULULULEMON ATHLETICA INC | $263K |
BMIBADGER METER INC | $263K |
AERAERCAP HOLDINGS NV | $262K |
ITWILLINOIS TOOL WKS INC | $262K |
PSIINVESCO EXCHANGE TRADED FD T | $261K |
RMERESMED INC | $259K |
SYYSYSCO CORP | $259K |
MGCVANGUARD WORLD FD | $258K |
CIIBLACKROCK ENHANCED LARGE CAP | $256K |
DYHTARGET CORP | $256K |
EPDENTERPRISE PRODS PARTNERS L | $255K |
NHCNATIONAL HEALTHCARE CORP | $255K |
RDFNREDFIN CORP | $255K |
PRIPRIMERICA INC | $252K |
WCNWASTE CONNECTIONS INC | $251K |
MNSTMONSTER BEVERAGE CORP NEW | $251K |
GISGENERAL MLS INC | $249K |
ARWARROW ELECTRS INC | $249K |
ABGCENCORA INC | $247K |
CPNGCOUPANG INC | $244K |
KBESPDR SERIES TRUST | $244K |
SPOTSPOTIFY TECHNOLOGY S A | $244K |
ANETARISTA NETWORKS INC | $243K |
QRVOQORVO INC | $242K |
CNRCORE NATURAL RESOURCES INC | $241K |
CSGSCSG SYS INTL INC | $241K |
KFYKORN FERRY | $240K |
TSITCW STRATEGIC INCOME FD INC | $239K |
ATRAPTARGROUP INC | $239K |
SUSLISHARES TR | $238K |
TELTE CONNECTIVITY PLC | $237K |
K6BKBR INC | $237K |
EVTCEVERTEC INC | $237K |
SLBSCHLUMBERGER LTD | $235K |