If

Institute for Wealth Management, LLC.

13F
Institute for Wealth Management, LLC.
Last update 2025-07-18 561 Stocks (40 new)
Value $897.00 Mil Turnover 3 %
Countries:
Top Holdings: NVDA(13.87%)AAPL(2.88%)MSFT(2.71%)AMZN(2.20%)AXON(1.91%)
Summary Stock Picks Current Portfolio
Institute for Wealth Managemen... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA
NVIDIA Corp
787,254
124,378.2
-1.04%
13.870
-0.12%
0.000
+69.89%
+28.41%
4,204,658.7
Semiconductors
AAPL
Apple Inc
125,768
25,803.7
-1.49%
2.880
-0.05%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
MSFT
Microsoft Corp
48,821
24,284.1
-2.40%
2.710
-0.06%
0.000
+38.94%
+21.47%
3,790,969.0
Software
AMZN
Amazon.com Inc
89,836
19,709.1
-7.10%
2.200
-0.17%
0.000
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
AXON
Axon Enterprise Inc
20,694
17,133.4
+0.33%
1.910
+0.01%
0.030
+35.13%
+27.22%
58,862.2
Aerospace & Defense
META
Meta Platforms Inc
20,541
15,161.3
-0.09%
1.690
0%
0.000
+40.55%
+20.48%
1,770,790.4
Interactive Media
QQQ
INVESCO QQQ Trust
26,322
14,520.4
+2.70%
1.620
+0.04%
0.000
+26.52%
+10.07%
357,775.2
 
GOOGL
Alphabet Inc
58,586
10,324.5
+0.58%
1.150
+0.01%
0.000
+22.57%
-2.01%
2,250,461.0
Interactive Media
COST
Costco Wholesale Corp
9,216
9,123.7
-3.01%
1.020
-0.03%
0.000
-4.25%
+4.03%
421,724.5
Retail - Defensive
TSLA
Tesla Inc
26,867
8,534.4
-1.00%
0.950
-0.01%
0.000
+36.57%
-18.37%
1,061,788.2
Vehicles & Parts

Institute for Wealth Management, LLC.'s Historical Top Holdings Breakdowns

Institute for Wealth Management, LLC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
USMV
iShares MSCI USA Min Vol Factor ETF
2025-06-30
Reduce
Reduce
-0.57%
●
85.42 ($92.04) 94.39
$92.95
0.99%
Reduce -80.87%
11,114
-46,982
VBK
Vanguard Small Cap Growth ETF
2025-06-30
New Buy
New Buy
+0.31%
●
219.76 ($257.42) 276.94
$283.00
9.94%
New holding
10,148
10,148
VBR
Vanguard Small Cap Value ETF
2025-06-30
Add
Add
+0.28%
●
162.76 ($185.12) 195.77
$200.50
8.31%
Add 211.09%
18,970
12,872
EUSB
iShares ESG Advanced Total USD Bond Market ETF
iShares ESG Advanced Total USD Bond Market ETF
2025-06-30
New Buy
New Buy
+0.22%
●
42.54 ($43) 43.56
$43.11
0.26%
New holding
46,163
46,163
AMZN
Amazon.com Inc
2025-06-30
Reduce
Reduce
-0.17%
●
167.32 ($197.77) 223.3
$226.13
14.34%
Reduce -7.1%
89,836
-6,870
SHV
iShares Short Treasury Bond ETF
2025-06-30
Add
Add
+0.14%
●
110.06 ($110.26) 110.46
$110.30
0.04%
Add 26.68%
54,712
11,524
XLG
Invesco S&P 500 Top 50 ETF
2025-06-30
Reduce
Reduce
-0.13%
●
40.94 ($47.54) 52.1
$53.12
11.74%
Reduce -28.63%
54,910
-22,029
VOE
Vanguard Mid-Cap Value ETF
2025-06-30
Add
Add
+0.13%
●
141.87 ($158.37) 164.49
$167.16
5.55%
Add 44.18%
24,176
7,408
VTV
Vanguard Value ETF
2025-06-30
Add
Add
+0.13%
●
153.67 ($168.97) 176.74
$177.66
5.14%
Add 197.17%
10,086
6,692
VHT
Vanguard Health Care ETF
2025-06-30
Reduce
Reduce
-0.13%
●
236.71 ($247.43) 264.73
$243.33
-1.66%
Reduce -55.85%
2,963
-3,748

Institute for Wealth Management, LLC. Total Holding History ($B)

To

Institute for Wealth Management, LLC.'s Asset Allocation

To

Institute for Wealth Management, LLC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Institute for Wealth Management, LLC.'s Hypothetical Growth since 2025-06-30

Institute for Wealth Management, LLC.'s Yearly Returns

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Institute for Wealth Management, LLC.'s Holdings Heat Map

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