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 |
|---|---|
ANETARISTA NETWORKS INC | $339K |
TOLTOLL BROTHERS INC | $338K |
TWLOTWILIO INC | $338K |
FISFIDELITY NATL INFORMATION SV | $337K |
AWMSKYWORKS SOLUTIONS INC | $336K |
SOSOUTHERN CO | $335K |
TTDTHE TRADE DESK INC | $335K |
PSKYPARAMOUNT SKYDANCE CORP | $335K |
HDBHDFC BANK LTD | $334K |
ADEAADEIA INC | $332K |
WBDWARNER BROS DISCOVERY INC | $331K |
FXLFIRST TR EXCHANGE TRADED FD | $328K |
IBITISHARES BITCOIN TRUST ETF | $328K |
MLPAGLOBAL X FDS | $328K |
LYVLIVE NATION ENTERTAINMENT IN | $327K |
ODDODDITY TECH LTD | $325K |
NYTNEW YORK TIMES CO | $323K |
QQNITY ELECTRONICS INC | $322K |
NUMGNUSHARES ETF TR | $322K |
BORRBORR DRILLING LTD | $322K |
PKNREVVITY INC | $318K |
EWBCEAST WEST BANCORP INC | $318K |
MGCVANGUARD WORLD FD | $312K |
TELTE CONNECTIVITY PLC | $311K |
MNSTMONSTER BEVERAGE CORP NEW | $309K |
CARRCARRIER GLOBAL CORPORATION | $307K |
BSXBOSTON SCIENTIFIC CORP | $305K |
FTCFIRST TR EXCHANGE-TRADED ALP | $303K |
MGMMGM RESORTS INTERNATIONAL | $301K |
IWOISHARES TR | $301K |
SSOPROSHARES TR | $298K |
A4SAMERIPRISE FINL INC | $296K |
WYWEYERHAEUSER CO MTN BE | $294K |
NXPINXP SEMICONDUCTORS N V | $294K |
SDYSPDR SERIES TRUST | $293K |
CSQCALAMOS STRATEGIC TOTAL RETU | $290K |
DSLDOUBLELINE INCOME SOLUTIONS | $290K |
AAMIACADIAN ASSET MANAGEMENT INC | $290K |
ALLEALLEGION PLC | $289K |
AROCARCHROCK INC | $289K |
FDLFIRST TR EXCHANGE-TRADED FD | $288K |
JDJD.COM INC | $286K |
GRNJTIDAL TRUST III | $286K |
ASGIABRDN GLOBAL INFRA INCOME FU | $284K |
OKEONEOK INC NEW | $284K |
DGDOLLAR GEN CORP NEW | $283K |
GLBEGLOBAL E ONLINE LTD | $282K |
AZOAUTOZONE INC | $281K |
IJKISHARES TR | $280K |
NULGNUSHARES ETF TR | $280K |
VCSHVANGUARD SCOTTSDALE FDS | $279K |
MORTVANECK ETF TRUST | $278K |
GWREGUIDEWIRE SOFTWARE INC | $277K |
CIIBLACKROCK ENHANCED LARGE CAP | $277K |
IDXXIDEXX LABS INC | $276K |
COWZPACER FDS TR | $274K |
EFAISHARES TR | $274K |
NULVNUSHARES ETF TR | $272K |
GSYINVESCO ACTIVELY MANAGED EXC | $272K |
ESGEISHARES INC | $271K |
8CWCROWN CASTLE INC | $271K |
ETHWBITWISE ETHEREUM ETF | $270K |
SEICSEI INVTS CO | $268K |
SUSLISHARES TR | $266K |
NJRNEW JERSEY RES CORP | $265K |
KBESPDR SERIES TRUST | $265K |
EXLSEXLSERVICE HOLDINGS INC | $264K |
MSGEMADISON SQUARE GARDEN ENTMT | $264K |
PGFINVESCO EXCHANGE TRADED FD T | $262K |
IGFISHARES TR | $261K |
AMTAMERICAN TOWER CORP NEW | $257K |
AERAERCAP HOLDINGS NV | $256K |
IEFISHARES TR | $256K |
ITA*ISHARES TR | $254K |
PCARPACCAR INC | $254K |
SPYXSPDR SERIES TRUST | $254K |
AMLPALPS ETF TR | $253K |
SYYSYSCO CORP | $252K |
MAGSLISTED FDS TR | $251K |
CMGCHIPOTLE MEXICAN GRILL INC | $251K |
LHLABCORP HOLDINGS INC | $251K |
ITWILLINOIS TOOL WKS INC | $251K |
DBDEUTSCHE BANK A G | $251K |
QXOQXO INC | $250K |
HYGVFLEXSHARES TR | $249K |
PRIPRIMERICA INC | $248K |
WTWWILLIS TOWERS WATSON PLC LTD | $248K |
AGGYWISDOMTREE TR | $247K |
MG1MGE ENERGY INC | $247K |
SOXXISHARES TR | $247K |
RDDTREDDIT INC | $246K |
GISGENERAL MLS INC | $245K |
IVESWEDBUSH SER TR | $244K |
FTCSFIRST TR EXCHANGE-TRADED FD | $244K |
EESWISDOMTREE TR | $244K |
DYHTARGET CORP | $242K |
QRVOQORVO INC | $241K |
NSCNORFOLK SOUTHN CORP | $239K |
RMERESMED INC | $239K |
ECLECOLAB INC | $237K |