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
+28.18%
+5.54%
3,456,204.6
Semiconductors
AAPL 		Apple Inc
127,676
28,360.7
+0.71%
3.640
+0.03%
0.000
-13.23%
-18.37%
3,045,713.6
Hardware
MSFT 		Microsoft Corp
50,019
18,776.8
-0.68%
2.410
-0.02%
0.000
+18.73%
+12.03%
3,496,120.0
Software
AMZN 		Amazon.com Inc
96,706
18,399.3
+5.87%
2.360
+0.13%
0.000
+6.41%
-2.65%
2,267,334.4
Retail - Cyclical
QQQ 		INVESCO QQQ Trust
25,630
12,018.3
+24.98%
1.540
+0.31%
0.000
+8.71%
+3.81%
337,188.1
 
META 		Meta Platforms Inc
20,559
11,849.5
+1.57%
1.520
+0.02%
0.000
+11.21%
+19.27%
1,754,271.3
Interactive Media
AXON 		Axon Enterprise Inc
20,626
10,848.3
-0.39%
1.390
-0.01%
0.030
+58.59%
+33.24%
61,646.2
Aerospace & Defense
GOOGL 		Alphabet Inc
58,248
9,007.5
+0.56%
1.160
+0.01%
0.000
+0.89%
-8.15%
2,114,332.8
Interactive Media
COST 		Costco Wholesale Corp
9,502
8,987.0
-1.31%
1.150
-0.01%
0.000
-1.01%
+11.04%
450,102.6
Retail - Defensive
SBUX 		Starbucks Corp
77,892
7,640.4
-0.69%
0.980
-0.01%
0.010
-14.41%
-0.54%
101,866.9
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 Fund2025-03-31Add
+0.78%
●
185.73 ($206.07) 221.19
$205.08
-0.48%
Add 2349.06%
33,993
32,605
LRCX 		Lam Research Corp2025-03-31New Buy
+0.69%
●
72.44 ($78.75) 89.02
$86.35
9.65%
New holding
73,713
73,713
USMV 		iShares MSCI USA Min Vol Factor ETF2025-03-31Add
+0.59%
●
87.68 ($92.03) 94.57
$93.75
1.87%
Add 528.68%
58,096
48,855
SPY 		SPDR S&P 500 ETF Trust2025-03-31Reduce
-0.55%
●
551.42 ($587.78) 612.93
$599.14
1.93%
Reduce -45.09%
9,175
-7,534
RXRX 		Recursion Pharmaceuticals Inc2025-03-31Sold Out
-0.49%
●
5.29 ($7.29) 10.87
$5.49
-24.69%
Sold Out
0
-580,997
BRK.A 		Berkshire Hathaway Inc2025-03-31New Buy
+0.41%
●
663000 ($729331) 801950
$740,395.50
1.52%
New holding
4
4
VTWV 		Vanguard Russell 2000 Value Index Fund2025-03-31Add
+0.39%
●
131.51 ($142.32) 149.24
$136.00
-4.44%
Add 106.15%
43,992
22,652
QQQ 		INVESCO QQQ Trust2025-03-31Add
+0.31%
●
468.34 ($508.07) 539.52
$529.92
4.30%
Add 24.98%
25,630
5,122
VWO 		Vanguard FTSE Emerging Markets ETF2025-03-31Add
+0.19%
●
42.5 ($45.01) 46.71
$48.24
7.18%
Add 120.39%
59,596
32,555
IWC 		iShares Micro-Cap ETF2025-03-31Add
+0.17%
●
110.91 ($124.62) 133.46
$125.45
0.67%
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

Size field:

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

Institute for Wealth Management, LLC. News

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