Institute For Wealth Management, LLC. Top Holdings and 13F Report (2024)

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About Institute For Wealth Management, LLC.

Investment Activity

Institute For Wealth Management, LLC. has $775.90 million in total holdings as of March 31, 2024.
Institute For Wealth Management, LLC. owns shares of 501 different stocks, but just 161 companies or ETFs make up 80% of its holdings.
Approximately 12.37% of the portfolio was purchased this quarter.
About 2.22% of the portfolio was sold this quarter.
This quarter, Institute For Wealth Management, LLC. has purchased 481 new stocks and bought additional shares in 162 stocks.
Institute For Wealth Management, LLC. sold shares of 211 stocks and completely divested from 25 stocks this quarter.

Largest Holdings

NVIDIA: $73,946,123
SPDR S&P 500 ETF Trust: $68,991,984
Apple: $21,418,797
Microsoft: $19,276,633
Invesco QQQ: $18,624,636

Largest New Holdings this Quarter

Recursion Pharmaceuticals: $5,794,055 Holding
Ares Management: $1,835,257 Holding
Dimensional U.S. Core Equity 2 ETF: $854,887 Holding
Cintas: $824,436 Holding
Fate Therapeutics: $491,254 Holding

Largest Purchases this Quarter

SPDR S&P 500 ETF Trust: 113,126 shares (about $59.17M)
Recursion Pharmaceuticals: 581,149 shares (about $5.79M)
Invesco QQQ: 7,185 shares (about $3.19M)
Ares Management: 13,801 shares (about $1.84M)
First Trust Nasdaq Cybersecurity ETF: 18,006 shares (about $1.02M)

Largest Sales this Quarter

NVIDIA: 1,541 shares (about $1.39M)
iShares Short Treasury Bond ETF: 9,547 shares (about $1.06M)
iShares Treasury Floating Rate Bond ETF: 8,233 shares (about $417.35K)
iShares Russell 2000 Value ETF: 2,415 shares (about $383.53K)
Schwab US Dividend Equity ETF: 4,091 shares (about $329.86K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$73,946,123	$1,392,380 ▼	-1.8%	81,839	9.5%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$68,991,984	$59,172,900 ▲	602.6%	131,898	8.9%	Finance
AAPL Apple	$21,418,797	$385,143 ▲	1.8%	124,906	2.8%	Computer and Technology
MSFT Microsoft	$19,276,633	$163,661 ▲	0.9%	45,818	2.5%	Computer and Technology
QQQ Invesco QQQ	$18,624,636	$3,190,245 ▲	20.7%	41,946	2.4%	Finance
AMZN Amazon.com	$16,095,805	$62,231 ▲	0.4%	89,233	2.1%	Retail/Wholesale
META Meta Platforms	$9,791,724	$7,284 ▼	-0.1%	20,165	1.3%	Computer and Technology
ADBE Adobe	$9,404,207	$67,112 ▲	0.7%	18,637	1.2%	Computer and Technology
GOOGL Alphabet	$9,240,667	$14,187 ▼	-0.2%	61,225	1.2%	Computer and Technology
LRCX Lam Research	$7,309,122	$8,744 ▼	-0.1%	7,523	0.9%	Computer and Technology
SBUX Starbucks	$6,866,248	$366 ▼	0.0%	75,131	0.9%	Retail/Wholesale
AXON Axon Enterprise	$6,518,230	$25,969 ▲	0.4%	20,833	0.8%	Industrial Products
COST Costco Wholesale	$6,219,100	$27,106 ▼	-0.4%	8,489	0.8%	Retail/Wholesale
SCHG Schwab U.S. Large-Cap Growth ETF	$5,829,646	$74,639 ▼	-1.3%	62,874	0.8%	ETF
URI United Rentals	$5,829,093	$74,991 ▲	1.3%	8,084	0.8%	Construction
RXRX Recursion Pharmaceuticals	$5,794,055	$5,794,055 ▲	New Holding	581,149	0.7%	Medical
DIS Walt Disney	$5,682,219	$2,447 ▲	0.0%	46,439	0.7%	Consumer Discretionary
XMMO Invesco S&P MidCap Momentum ETF	$5,620,416	$115 ▲	0.0%	48,933	0.7%	ETF
AMD Advanced Micro Devices	$5,557,156	$75,265 ▲	1.4%	30,789	0.7%	Computer and Technology
IWM iShares Russell 2000 ETF	$5,336,953	$998,287 ▲	23.0%	25,378	0.7%	Finance
LLY Eli Lilly and Company	$5,242,923	$77,800 ▲	1.5%	6,739	0.7%	Medical
TXN Texas Instruments	$5,220,192	$119,682 ▲	2.3%	29,965	0.7%	Computer and Technology
XLI Industrial Select Sector SPDR Fund	$5,158,151	$77,717 ▲	1.5%	40,951	0.7%	ETF
SPYX SPDR S&P Fossil Fuel Reserves Free ETF	$5,051,281	$67,410 ▲	1.4%	118,021	0.7%	ETF
ESGU iShares ESG Aware MSCI USA ETF	$5,031,855	$83,922 ▼	-1.6%	43,770	0.6%	Manufacturing
MA Mastercard	$4,786,383	$92,944 ▼	-1.9%	9,939	0.6%	Business Services
PDP Invesco Dorsey Wright Momentum ETF	$4,757,021	$23,114 ▼	-0.5%	48,158	0.6%	ETF
XLF Financial Select Sector SPDR Fund	$4,723,668	$32,053 ▼	-0.7%	112,148	0.6%	ETF
BRK.B Berkshire Hathaway	$4,584,657	$279,234 ▲	6.5%	10,902	0.6%	Finance
GS The Goldman Sachs Group	$4,362,771	$10,860 ▲	0.2%	10,445	0.6%	Finance
XLK Technology Select Sector SPDR Fund	$4,321,064	$15,621 ▼	-0.4%	20,747	0.6%	ETF
TSLA Tesla	$4,320,391	$132,194 ▲	3.2%	24,577	0.6%	Auto/Tires/Trucks
VUG Vanguard Growth ETF	$4,229,626	$326,653 ▼	-7.2%	12,288	0.5%	ETF
AMAT Applied Materials	$4,179,788	$11,342 ▼	-0.3%	20,268	0.5%	Computer and Technology
SMH VanEck Semiconductor ETF	$4,043,646	$494,516 ▲	13.9%	17,973	0.5%	Manufacturing
QUAL iShares MSCI USA Quality Factor ETF	$3,924,185	$238,308 ▼	-5.7%	23,877	0.5%	ETF
FTNT Fortinet	$3,888,235	$7,651 ▼	-0.2%	56,920	0.5%	Computer and Technology
V Visa	$3,818,798	$75,907 ▼	-1.9%	13,684	0.5%	Business Services
ABBV AbbVie	$3,670,557	$24,219 ▼	-0.7%	20,157	0.5%	Medical
AMGN Amgen	$3,506,959	$73,636 ▼	-2.1%	12,335	0.5%	Medical
AVGO Broadcom	$3,217,106	$98,091 ▼	-3.0%	2,427	0.4%	Computer and Technology
FDX FedEx	$3,190,490	$7,823 ▲	0.2%	11,012	0.4%	Transportation
HIG The Hartford Financial Services Group	$3,161,214	$112,632 ▲	3.7%	30,677	0.4%	Finance
JPM JPMorgan Chase & Co.	$3,150,447	$93,538 ▼	-2.9%	15,729	0.4%	Finance
BAC Bank of America	$3,098,924	$1,896 ▼	-0.1%	81,723	0.4%	Finance
BA Boeing	$3,064,252	$265,743 ▼	-8.0%	15,878	0.4%	Aerospace
PWB Invesco Large Cap Growth ETF	$2,956,982	$6,697 ▼	-0.2%	33,117	0.4%	ETF
QYLD Global X Nasdaq 100 Covered Call ETF	$2,948,944	$201,309 ▼	-6.4%	164,653	0.4%	Manufacturing
SHV iShares Short Treasury Bond ETF	$2,927,835	$1,055,312 ▼	-26.5%	26,487	0.4%	ETF
IWV iShares Russell 3000 ETF	$2,809,650		0.0%	9,363	0.4%	ETF
BMVP Invesco Bloomberg MVP Multi-factor ETF	$2,783,553		0.0%	61,231	0.4%	ETF
XLE Energy Select Sector SPDR Fund	$2,732,378	$138,592 ▲	5.3%	28,942	0.4%	ETF
CRM Salesforce	$2,712,314	$5,421 ▲	0.2%	9,006	0.3%	Computer and Technology
PYPL PayPal	$2,701,781	$134,047 ▲	5.2%	40,331	0.3%	Computer and Technology
CSX CSX	$2,685,512	$1,038 ▼	0.0%	72,444	0.3%	Transportation
GOOG Alphabet	$2,673,590	$66,539 ▼	-2.4%	17,559	0.3%	Computer and Technology
DSI iShares MSCI KLD 400 Social ETF	$2,582,291	$38,308 ▲	1.5%	25,615	0.3%	ETF
NFLX Netflix	$2,569,006	$19,435 ▲	0.8%	4,230	0.3%	Consumer Discretionary
RYLD Global X Russell 2000 Covered Call ETF	$2,564,394	$326,125 ▲	14.6%	151,650	0.3%	ETF
IEV iShares Europe ETF	$2,557,313	$10,132 ▼	-0.4%	45,937	0.3%	ETF
ORCL Oracle	$2,466,089	$46,475 ▼	-1.8%	19,633	0.3%	Computer and Technology
MPC Marathon Petroleum	$2,458,354	$7,657 ▲	0.3%	12,200	0.3%	Oils/Energy
LOW Lowe's Companies	$2,453,722	$9,934 ▼	-0.4%	9,633	0.3%	Retail/Wholesale
IWO iShares Russell 2000 Growth ETF	$2,447,762		0.0%	9,039	0.3%	ETF
PRF Invesco FTSE RAFI US 1000 ETF	$2,410,906	$11,810 ▼	-0.5%	62,670	0.3%	ETF
IVW iShares S&P 500 Growth ETF	$2,388,553	$107,239 ▼	-4.3%	28,287	0.3%	ETF
CP Canadian Pacific Kansas City	$2,376,623	$7,230 ▲	0.3%	26,955	0.3%	Transportation
XLG Invesco S&P 500 Top 50 ETF	$2,361,286	$24,562 ▲	1.1%	56,048	0.3%	ETF
QCOM QUALCOMM	$2,332,817	$16,592 ▲	0.7%	13,779	0.3%	Computer and Technology
PANW Palo Alto Networks	$2,320,801	$95,185 ▲	4.3%	8,168	0.3%	Computer and Technology
ETN Eaton	$2,222,823		0.0%	7,109	0.3%	Industrial Products
EEM iShares MSCI Emerging Markets ETF	$2,211,228	$15,775 ▲	0.7%	53,827	0.3%	Finance
BX Blackstone	$2,187,540	$11,692 ▼	-0.5%	16,652	0.3%	Finance
AXP American Express	$2,146,894	$10,474 ▼	-0.5%	9,429	0.3%	Finance
XYLD Global X S&P 500 Covered Call ETF	$2,138,080	$139,175 ▼	-6.1%	52,417	0.3%	ETF
HD Home Depot	$2,117,791	$58,305 ▼	-2.7%	5,521	0.3%	Retail/Wholesale
MTN Vail Resorts	$2,105,090	$88,241 ▲	4.4%	9,447	0.3%	Consumer Discretionary
CME CME Group	$2,011,530	$3,014 ▼	-0.1%	9,343	0.3%	Finance
DELL Dell Technologies	$2,006,215	$4,222 ▲	0.2%	17,581	0.3%	Computer and Technology
GE General Electric	$1,989,010	$176 ▼	0.0%	11,331	0.3%	Transportation
NOW ServiceNow	$1,982,196		0.0%	2,600	0.3%	Computer and Technology
XHB SPDR S&P Homebuilders ETF	$1,981,706	$4,017 ▲	0.2%	17,759	0.3%	ETF
VGSH Vanguard Short-Term Treasury Index ETF	$1,953,766	$193,373 ▼	-9.0%	33,645	0.3%	ETF
IVV iShares Core S&P 500 ETF	$1,940,758	$9,462 ▲	0.5%	3,692	0.3%	ETF
DE Deere & Company	$1,934,595	$7,804 ▲	0.4%	4,710	0.2%	Industrial Products
UPS United Parcel Service	$1,923,831	$10,255 ▲	0.5%	12,944	0.2%	Transportation
SQ Block	$1,921,235	$30,533 ▼	-1.6%	22,715	0.2%	Business Services
WM Waste Management	$1,877,442	$11,084 ▼	-0.6%	8,808	0.2%	Business Services
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF	$1,864,654	$45,247 ▲	2.5%	44,837	0.2%	ETF
CSGP CoStar Group	$1,856,556	$17,581 ▼	-0.9%	19,219	0.2%	Computer and Technology
ARES Ares Management	$1,835,257	$1,835,257 ▲	New Holding	13,801	0.2%	Finance
H Hyatt Hotels	$1,800,932	$3,033 ▲	0.2%	11,283	0.2%	Consumer Discretionary
CAT Caterpillar	$1,742,022	$120,190 ▼	-6.5%	4,754	0.2%	Industrial Products
SPHQ Invesco S&P 500 Quality ETF	$1,735,258	$60 ▲	0.0%	28,720	0.2%	ETF
PFM Invesco Dividend Achievers ETF	$1,723,221		0.0%	40,480	0.2%	Manufacturing
BMY Bristol-Myers Squibb	$1,712,458	$82,537 ▲	5.1%	31,578	0.2%	Medical
KLAC KLA	$1,696,128		0.0%	2,428	0.2%	Computer and Technology
IHI iShares U.S. Medical Devices ETF	$1,689,430	$352 ▼	0.0%	28,835	0.2%	ETF
NKE NIKE	$1,665,700	$10,056 ▼	-0.6%	17,724	0.2%	Consumer Discretionary
BXSL Blackstone Secured Lending Fund	$1,662,414	$127,404 ▲	8.3%	53,368	0.2%	Finance

Showing largest 100 holdings. View all holdings.

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Institute For Wealth Management, LLC. Top Holdings and 13F Report (2024)

About Institute For Wealth Management, LLC.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Institute For Wealth Management, LLC. Top Holdings and 13F Report (2024)

About Institute For Wealth Management, LLC.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofInstitute For Wealth Management, LLC.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information