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 |
|---|---|
STXSEAGATE TECHNOLOGY HLDNGS PL | $536K |
ICEINTERCONTINENTAL EXCHANGE IN | $535K |
ABNBAIRBNB INC | $535K |
XGDVXGABELLI DIVID & INCOME TR | $531K |
CIENCIENA CORP | $529K |
XSVMINVESCO EXCHANGE TRADED FD T | $527K |
DFIVDIMENSIONAL ETF TRUST | $527K |
IBBISHARES TR | $522K |
UPSUNITED PARCEL SERVICE INC | $520K |
NOVNOV INC | $512K |
AEPAMERICAN ELEC PWR CO INC | $510K |
XLBSELECT SECTOR SPDR TR | $508K |
ABSIABSCI CORPORATION | $508K |
VTWOVANGUARD SCOTTSDALE FDS | $504K |
BNDXVANGUARD CHARLOTTE FDS | $502K |
NVSNNOVARTIS AG | $500K |
TFPMTRIPLE FLAG PRECIOUS METAL | $499K |
HLTHILTON WORLDWIDE HLDGS INC | $498K |
PEYINVESCO EXCHANGE TRADED FD T | $498K |
DDSDILLARDS INC | $496K |
INTCINTEL CORP | $494K |
UHAL/BU HAUL HOLDING COMPANY | $488K |
PNCPNC FINL SVCS GROUP INC | $478K |
ALKALASKA AIR GROUP INC | $478K |
AZNASTRAZENECA PLC | $475K |
REGNREGENERON PHARMACEUTICALS | $475K |
ROADCONSTRUCTION PARTNERS INC | $472K |
GENGEN DIGITAL INC | $464K |
RRXREGAL REXNORD CORPORATION | $464K |
DALDELTA AIR LINES INC DEL | $464K |
WDCWESTERN DIGITAL CORP | $460K |
NUENUCOR CORP | $460K |
USMVISHARES TR | $451K |
EXPEEXPEDIA GROUP INC | $449K |
WCCWESCO INTL INC | $449K |
SUSUNCOR ENERGY INC NEW | $444K |
MMM3M CO | $444K |
SGOVISHARES TR | $442K |
EAELECTRONIC ARTS INC | $439K |
DONWISDOMTREE TR | $437K |
MASMASCO CORP | $436K |
DIAXNUVEEN DOW 30 DYNMC OVERWRT | $429K |
EWEDWARDS LIFESCIENCES CORP | $427K |
IEMGISHARES INC | $427K |
LINLINDE PLC | $427K |
IDVOAMPLIFY ETF TR | $423K |
ALVAUTOLIV INC | $421K |
QQEWFIRST TR EXCHANGE-TRADED FD | $421K |
CRCCANADIAN NAT RES LTD | $421K |
GPCGENUINE PARTS CO | $417K |
BARGRANITESHARES GOLD TR | $415K |
AIRAAR CORP | $413K |
RDNRADIAN GROUP INC | $412K |
4I1PHILIP MORRIS INTL INC | $412K |
TFLOISHARES TR | $412K |
MATMATTEL INC | $411K |
IWDISHARES TR | $405K |
TFCTRUIST FINL CORP | $401K |
FDSFACTSET RESH SYS INC | $400K |
XRTSPDR SERIES TRUST | $400K |
CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $394K |
PCGPG&E CORP | $392K |
BHFBRIGHTHOUSE FINL INC | $387K |
SPHRSPHERE ENTERTAINMENT CO | $387K |
ADPAUTOMATIC DATA PROCESSING IN | $387K |
GSHDGOOSEHEAD INS INC | $386K |
WMBWILLIAMS COS INC | $385K |
WTRGESSENTIAL UTILS INC | $385K |
ACNACCENTURE PLC IRELAND | $384K |
UBERUBER TECHNOLOGIES INC | $383K |
RKTROCKET COS INC | $383K |
WHRWHIRLPOOL CORP | $381K |
LHXL3HARRIS TECHNOLOGIES INC | $379K |
BTOHANCOCK JOHN FINL OPPTYS FD | $378K |
YUMYUM BRANDS INC | $377K |
OSONESTREAM INC | $376K |
ACGLARCH CAP GROUP LTD | $376K |
SUSBISHARES TR | $375K |
MHOM/I HOMES INC | $374K |
CHHCHOICE HOTELS INTL INC | $370K |
BITBBITWISE BITCOIN ETF TR | $369K |
MDYSPDR S&P MIDCAP 400 ETF TR | $369K |
BLKBLACKROCK INC | $368K |
BNBROOKFIELD CORP | $367K |
LPLALPL FINL HLDGS INC | $366K |
EFVISHARES TR | $366K |
WMSADVANCED DRAIN SYS INC DEL | $365K |
LWLAMB WESTON HLDGS INC | $365K |
DDDUPONT DE NEMOURS INC | $365K |
VCLTVANGUARD SCOTTSDALE FDS | $364K |
XNIEXVIRTUS EQUITY & CONV INCM FD | $364K |
EWWISHARES INC | $361K |
VYMVANGUARD WHITEHALL FDS | $354K |
DHID R HORTON INC | $351K |
RBCRBC BEARINGS INC | $351K |
DFUVDIMENSIONAL ETF TRUST | $349K |
FISVFISERV INC | $347K |
TMUST-MOBILE US INC | $347K |
XPGPXPIMCO GLOBAL STOCKSPLS INCM | $344K |
PSIINVESCO EXCHANGE TRADED FD T | $344K |