If

Institute for Wealth Management, LLC.

13F
Institute for Wealth Management, LLC.
Last update 2025-04-21 526 Stocks (45 new)
Value $779.00 Mil Turnover 8 %
Countries:
Top Holdings: NVDA(11.06%)AAPL(3.64%)MSFT(2.41%)AMZN(2.36%)QQQ(1.54%)
Summary Stock Picks Current Portfolio
Institute for Wealth Managemen... Top Holdings of 2025-03-31 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
795,538
86,220.4
-0.22%
11.060
-0.03%
0.000
+41.58%
+17.49%
3,847,137.1
Semiconductors
AAPL
Apple Inc
127,676
28,360.7
+0.71%
3.640
+0.03%
0.000
-10.05%
-19.51%
3,003,295.9
Hardware
MSFT
Microsoft Corp
50,019
18,776.8
-0.68%
2.410
-0.02%
0.000
+27.21%
+18.11%
3,686,095.8
Software
AMZN
Amazon.com Inc
96,706
18,399.3
+5.87%
2.360
+0.13%
0.000
+10.90%
+1.78%
2,370,631.5
Retail - Cyclical
QQQ
INVESCO QQQ Trust
25,630
12,018.3
+24.98%
1.540
+0.31%
0.000
+13.93%
+7.49%
350,448.7
 
META
Meta Platforms Inc
20,559
11,849.5
+1.57%
1.520
+0.02%
0.000
+21.84%
+25.51%
1,844,585.9
Interactive Media
AXON
Axon Enterprise Inc
20,626
10,848.3
-0.39%
1.390
-0.01%
0.030
+48.66%
+37.74%
63,728.7
Aerospace & Defense
GOOGL
Alphabet Inc
58,248
9,007.5
+0.56%
1.160
+0.01%
0.000
+10.17%
-5.47%
2,164,997.8
Interactive Media
COST
Costco Wholesale Corp
9,502
8,987.0
-1.31%
1.150
-0.01%
0.000
+5.08%
+7.78%
436,887.0
Retail - Defensive
SBUX
Starbucks Corp
77,892
7,640.4
-0.69%
0.980
-0.01%
0.010
-6.16%
+2.20%
104,673.8
Restaurants

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
VTWG
Vanguard Russell 2000 Growth Index Fund
Vanguard Russell 2000 Growth Index Fund
2025-03-31
Add
Add
+0.78%
●
185.73 ($206.07) 221.19
$207.76
0.82%
Add 2349.06%
33,993
32,605
LRCX
Lam Research Corp
2025-03-31
New Buy
New Buy
+0.69%
●
72.44 ($78.75) 89.02
$97.20
23.43%
New holding
73,713
73,713
USMV
iShares MSCI USA Min Vol Factor ETF
2025-03-31
Add
Add
+0.59%
●
87.68 ($92.03) 94.57
$93.01
1.06%
Add 528.68%
58,096
48,855
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Reduce
Reduce
-0.55%
●
551.42 ($587.78) 612.93
$614.91
4.62%
Reduce -45.09%
9,175
-7,534
RXRX
Recursion Pharmaceuticals Inc
2025-03-31
Sold Out
Sold Out
-0.49%
●
5.29 ($7.29) 10.87
$5.03
-31.07%
Sold Out
0
-580,997
BRK.A
Berkshire Hathaway Inc
2025-03-31
New Buy
New Buy
+0.41%
●
663000 ($729331) 801950
$730,939.90
0.22%
New holding
4
4
VTWV
Vanguard Russell 2000 Value Index Fund
Vanguard Russell 2000 Value Index Fund
2025-03-31
Add
Add
+0.39%
●
131.51 ($142.32) 149.24
$138.93
-2.38%
Add 106.15%
43,992
22,652
QQQ
INVESCO QQQ Trust
2025-03-31
Add
Add
+0.31%
●
468.34 ($508.07) 539.52
$548.09
7.88%
Add 24.98%
25,630
5,122
VWO
Vanguard FTSE Emerging Markets ETF
2025-03-31
Add
Add
+0.19%
●
42.5 ($45.01) 46.71
$49.39
9.73%
Add 120.39%
59,596
32,555
IWC
iShares Micro-Cap ETF
2025-03-31
Add
Add
+0.17%
●
110.91 ($124.62) 133.46
$127.59
2.38%
Add 149.09%
20,181
12,079

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 2025-03-31

Institute for Wealth Management, LLC.'s Yearly Returns

Year Portfolio % % Excess Gain %

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

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Institute for Wealth Management, LLC.'s Holdings Bubble Chart

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