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
501	DOWDOW INC	8,847	$234K	0.03%
502	IWPISHARES TR	1,679	$232K	0.03%
503	PDIPIMCO DYNAMIC INCOME FD	12,205	$231K	0.03%
504	STGWSTAGWELL INC	51,309	$230K	0.03%
505	EAGGISHARES TR	4,829	$229K	0.03%
506	MDLZMONDELEZ INTL INC	3,391	$228K	0.03%
507	NUKZEXCHANGE TRADED CONCEPTS TRU	4,047	$228K	0.03%
508	INGRINGREDION INC	1,675	$227K	0.03%
509	BAXBAXTER INTL INC	7,460	$225K	0.03%
510	JAZZJAZZ PHARMACEUTICALS PLC	2,110	$223K	0.02%
511	ITA*ISHARES TR	1,186	$223K	0.02%
512	CVSCVS HEALTH CORP	3,231	$222K	0.02%
513	MSGEMADISON SQUARE GARDEN ENTMT	5,556	$222K	0.02%
514	BARGRANITESHARES GOLD TR	6,789	$221K	0.02%
515	PCARPACCAR INC	2,322	$220K	0.02%
516	TIPISHARES TR	2,006	$220K	0.02%
517	SYKSTRYKER CORPORATION	553	$218K	0.02%
518	IDXXIDEXX LABS INC	408	$218K	0.02%
519	EESWISDOMTREE TR	4,290	$218K	0.02%
520	AQLTISHARES TR	1,630	$216K	0.02%
521	EWCISHARES INC	4,654	$215K	0.02%
522	MOHMOLINA HEALTHCARE INC	722	$214K	0.02%	Put
523	NJRNEW JERSEY RES CORP	4,778	$214K	0.02%
524	ILMNILLUMINA INC	2,228	$212K	0.02%
525	GLPIGAMING & LEISURE PPTYS INC	4,530	$211K	0.02%
526	FLTRVANECK ETF TRUST	8,300	$211K	0.02%
527	IGVISHARES TR	1,930	$211K	0.02%
528	HTDHANCOCK JOHN TAX-ADVANTAGED	8,992	$210K	0.02%
529	PTYPIMCO CORPORATE & INCOME OPP	15,036	$209K	0.02%
530	CHWCALAMOS GBL DYN INCOME FUND	29,300	$208K	0.02%
531	TTENTOTALENERGIES SE	3,391	$208K	0.02%
532	BRBRBELLRING BRANDS INC	3,567	$206K	0.02%
533	RGAREINSURANCE GRP OF AMERICA I	1,042	$206K	0.02%
534	NOCNORTHROP GRUMMAN CORP	411	$205K	0.02%
535	QUADQUAD / GRAPHICS INC	36,179	$204K	0.02%
536	IEIISHARES TR	1,714	$204K	0.02%
537	SNPSSYNOPSYS INC	399	$204K	0.02%
538	IPINTERNATIONAL PAPER CO	4,350	$203K	0.02%
539	IWFISHARES TR	477	$202K	0.02%
540	1GSNNOVANTA INC	1,564	$201K	0.02%
541	GEHCGE HEALTHCARE TECHNOLOGIES I	2,724	$201K	0.02%
542	GWXSPDR INDEX SHS FDS	5,405	$200K	0.02%
543	IEFISHARES TR	2,096	$200K	0.02%
544	OTISOTIS WORLDWIDE CORP	2,020	$200K	0.02%
545	ITBISHARES TR	2,150	$200K	0.02%
546	RMTROYCE MICRO-CAP TR INC	19,948	$184K	0.02%
547	HOUSANYWHERE REAL ESTATE INC	50,000	$181K	0.02%
548	WBDWARNER BROS DISCOVERY INC	14,213	$162K	0.02%
549	NADNUVEEN QUALITY MUNCP INCOME	13,804	$155K	0.02%
550	NWBINORTHWEST BANCSHARES INC MD	11,964	$152K	0.02%
551	THWABRDN WORLD HEALTHCARE FUND	14,333	$147K	0.02%
552	BORRBORR DRILLING LTD	80,000	$146K	0.02%
553	VGMINVESCO TR INVT GRADE MUNS	15,100	$143K	0.02%
554	VKQINVESCO MUNICIPAL TRUST	15,400	$140K	0.02%
555	RIGTRANSOCEAN LTD	38,110	$98K	0.01%
556	HLMNHILLMAN SOLUTIONS CORP	11,441	$81K	0.01%
557	RCREADY CAPITAL CORP	16,762	$73K	0.01%
558	GGTGABELLI MULTIMEDIA TR INC	14,571	$60K	0.01%
559	ACREARES COML REAL ESTATE CORP	11,244	$53K	0.01%

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