Institute for Wealth Management, LLC. Q4 2025 Filing
Filed January 27, 2026
Portfolio Value
$943.8M
Holdings
538
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (538 positions)
| Stock | Value |
|---|---|
MSGSMADISON SQUARE GRDN SPRT COR | $955K |
MCDMCDONALDS CORP | $955K |
MTNVAIL RESORTS INC | $951K |
LENLENNAR CORP | $948K |
APHAMPHENOL CORP NEW | $933K |
PSXPHILLIPS 66 | $933K |
ELANELANCO ANIMAL HEALTH INC | $928K |
GILDGILEAD SCIENCES INC | $917K |
VDEVANGUARD WORLD FD | $916K |
PWVINVESCO EXCHANGE TRADED FD T | $914K |
HONHONEYWELL INTL INC | $910K |
FFIVF5 INC | $908K |
SNOWSNOWFLAKE INC | $906K |
PLTRPALANTIR TECHNOLOGIES INC | $900K |
WYNNWYNN RESORTS LTD | $898K |
PWRQUANTA SVCS INC | $897K |
CMCSACOMCAST CORP NEW | $893K |
VOOVANGUARD INDEX FDS | $857K |
GLWCORNING INC | $853K |
ONEQFIDELITY COMWLTH TR | $845K |
CETCENTRAL SECS CORP | $834K |
EZMWISDOMTREE TR | $834K |
INTUINTUIT | $833K |
BACVERIZON COMMUNICATIONS INC | $830K |
METMETLIFE INC | $819K |
OXYOCCIDENTAL PETE CORP | $806K |
RRRRED ROCK RESORTS INC | $804K |
VPUVANGUARD WORLD FD | $801K |
AIVLWISDOMTREE TR | $797K |
MTUMISHARES TR | $777K |
ASMLASML HOLDING N V | $774K |
HHHHOWARD HUGHES HOLDINGS INC | $768K |
SCHDSCHWAB STRATEGIC TR | $765K |
CRWDCROWDSTRIKE HLDGS INC | $764K |
XLVSELECT SECTOR SPDR TR | $757K |
CITCINTAS CORP | $754K |
FEPIETF OPPORTUNITIES TRUST | $752K |
VAWVANGUARD WORLD FD | $751K |
IYTISHARES TR | $747K |
VLOVALERO ENERGY CORP | $738K |
BXMTBLACKSTONE MTG TR INC | $733K |
DOLWISDOMTREE TR | $731K |
DFATDIMENSIONAL ETF TRUST | $726K |
XOMEXXON MOBIL CORP | $725K |
KOCOCA COLA CO | $720K |
WFCWELLS FARGO CO NEW | $717K |
DFACDIMENSIONAL ETF TRUST | $716K |
COFCAPITAL ONE FINL CORP | $714K |
DHRDANAHER CORPORATION | $712K |
EFGISHARES TR | $709K |
HOUSANYWHERE REAL ESTATE INC | $708K |
VISVANGUARD WORLD FD | $702K |
DKNGDRAFTKINGS INC NEW | $696K |
JETSETF SER SOLUTIONS | $686K |
LUVSOUTHWEST AIRLS CO | $671K |
AQLTISHARES TR | $654K |
CMPRCIMPRESS PLC | $645K |
SLBSLB LIMITED | $637K |
NVONOVO-NORDISK A S | $628K |
ECFELLSWORTH GROWTH & INCOME FD | $626K |
TTTRANE TECHNOLOGIES PLC | $620K |
QLDPROSHARES TR | $618K |
MLB1MERCADOLIBRE INC | $618K |
CHICALAMOS CONV OPPORTUNITIES & | $615K |
ULTAULTA BEAUTY INC | $608K |
EPSWISDOMTREE TR | $607K |
RSPINVESCO EXCHANGE TRADED FD T | $605K |
RITMRITHM CAPITAL CORP | $604K |
EMREMERSON ELEC CO | $603K |
XMVMINVESCO EXCHANGE TRADED FD T | $601K |
VPLVANGUARD INTL EQUITY INDEX F | $596K |
ERICTELEFONAKTIEBOLAGET LM ERICS | $593K |
PEPPEPSICO INC | $585K |
APOAPOLLO GLOBAL MGMT INC | $585K |
AFRMAFFIRM HLDGS INC | $581K |
FFORD MTR CO | $578K |
NUKZEXCHANGE TRADED CONCEPTS TRU | $576K |
KEYKEYCORP | $574K |
DDOGDATADOG INC | $572K |
DONSPDR DOW JONES INDL AVERAGE | $569K |
USBUS BANCORP DEL | $568K |
JCIJOHNSON CTLS INTL PLC | $567K |
TMOTHERMO FISHER SCIENTIFIC INC | $567K |
DDOMINION ENERGY INC | $566K |
CTVACORTEVA INC | $566K |
CPNGCOUPANG INC | $560K |
DIVOAMPLIFY ETF TR | $559K |
ITGARTNER INC | $558K |
BNDVANGUARD BD INDEX FDS | $556K |
USALIBERTY ALL STAR EQUITY FD | $556K |
FANGDIAMONDBACK ENERGY INC | $552K |
XLUSELECT SECTOR SPDR TR | $548K |
PFEPFIZER INC | $547K |
EDVVANGUARD WORLD FD | $547K |
SPGPINVESCO EXCHANGE TRADED FD T | $543K |
ALSALLSTATE CORP | $543K |
LULULULULEMON ATHLETICA INC | $539K |
RCLROYAL CARIBBEAN GROUP | $539K |
ADSKAUTODESK INC | $538K |
MOALTRIA GROUP INC | $536K |