Institute for Wealth Management, LLC. Q1 2025 Filing
Filed April 21, 2025
Portfolio Value
$779.4B
Holdings
524
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (524 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 808,338 | $87.6B | 11.24% | Put |
| 2 | AAPLAPPLE INC | 127,676 | $28.4B | 3.64% | |
| 3 | MSFTMICROSOFT CORP | 50,019 | $18.8B | 2.41% | |
| 4 | AMZNAMAZON COM INC | 96,706 | $18.4B | 2.36% | |
| 5 | NDQINVESCO QQQ TR | 25,630 | $12.0B | 1.54% | |
| 6 | METAMETA PLATFORMS INC | 20,559 | $11.8B | 1.52% | |
| 7 | AXONAXON ENTERPRISE INC | 20,626 | $10.8B | 1.39% | |
| 8 | GOOGLALPHABET INC | 58,248 | $9.0B | 1.16% | |
| 9 | COSTCOSTCO WHSL CORP NEW | 9,502 | $9.0B | 1.15% | |
| 10 | SBUXSTARBUCKS CORP | 77,892 | $7.6B | 0.98% | |
| 11 | TSLATESLA INC | 27,139 | $7.0B | 0.90% | |
| 12 | ADBEADOBE INC | 17,947 | $6.9B | 0.88% | |
| 13 | VTWGVANGUARD SCOTTSDALE FDS | 33,993 | $6.3B | 0.81% | |
| 14 | SPYXSPDR SER TR | 134,556 | $6.2B | 0.79% | |
| 15 | ESGUISHARES TR | 50,322 | $6.1B | 0.79% | |
| 16 | SCHGSCHWAB STRATEGIC TR | 241,612 | $6.0B | 0.78% | |
| 17 | VTWVVANGUARD SCOTTSDALE FDS | 43,992 | $5.9B | 0.75% | |
| 18 | XLISELECT SECTOR SPDR TR | 43,116 | $5.7B | 0.73% | |
| 19 | GSGOLDMAN SACHS GROUP INC | 10,294 | $5.6B | 0.72% | |
| 20 | BRK/BBERKSHIRE HATHAWAY INC DEL | 10,465 | $5.6B | 0.72% | |
| 21 | XMMOINVESCO EXCHANGE TRADED FD T | 48,356 | $5.5B | 0.71% | |
| 22 | FTNTFORTINET INC | 56,678 | $5.5B | 0.70% | |
| 23 | USMVISHARES TR | 58,096 | $5.4B | 0.70% | |
| 24 | XLFSELECT SECTOR SPDR TR | 107,704 | $5.4B | 0.69% | |
| 25 | LRCXLAM RESEARCH CORP | 73,713 | $5.4B | 0.69% | |
| 26 | TXNTEXAS INSTRS INC | 29,487 | $5.3B | 0.68% | |
| 27 | URIUNITED RENTALS INC | 8,391 | $5.3B | 0.67% | |
| 28 | MAMASTERCARD INCORPORATED | 9,590 | $5.3B | 0.67% | |
| 29 | SPYSPDR S&P 500 ETF TR | 9,175 | $5.1B | 0.66% | |
| 30 | LLYELI LILLY & CO | 6,166 | $5.1B | 0.65% | |
| 31 | SHVISHARES TR | 43,188 | $4.8B | 0.61% | |
| 32 | VVISA INC | 13,602 | $4.8B | 0.61% | |
| 33 | DISDISNEY WALT CO | 47,422 | $4.7B | 0.60% | |
| 34 | PDPINVESCO EXCHANGE TRADED FD T | 46,597 | $4.7B | 0.60% | |
| 35 | XLKSELECT SECTOR SPDR TR | 21,399 | $4.4B | 0.57% | |
| 36 | AVGOBROADCOM INC | 24,310 | $4.1B | 0.52% | |
| 37 | ABBVABBVIE INC | 19,255 | $4.0B | 0.52% | |
| 38 | SMHVANECK ETF TRUST | 18,997 | $4.0B | 0.52% | |
| 39 | NFLXNETFLIX INC | 4,284 | $4.0B | 0.51% | |
| 40 | JPMJPMORGAN CHASE & CO. | 15,897 | $3.9B | 0.50% | |
| 41 | AMGNAMGEN INC | 12,155 | $3.8B | 0.49% | |
| 42 | VUGVANGUARD INDEX FDS | 9,863 | $3.7B | 0.47% | |
| 43 | HIGHARTFORD INSURANCE GROUP INC | 28,934 | $3.6B | 0.46% | |
| 44 | XLGINVESCO EXCHANGE TRADED FD T | 76,939 | $3.5B | 0.45% | |
| 45 | BABOEING CO | 20,167 | $3.4B | 0.44% | |
| 46 | BACBANK AMERICA CORP | 79,817 | $3.3B | 0.43% | |
| 47 | BRK-BBERKSHIRE HATHAWAY INC DEL | 4 | $3.2B | 0.41% | |
| 48 | AMDADVANCED MICRO DEVICES INC | 30,918 | $3.2B | 0.41% | |
| 49 | PWBINVESCO EXCHANGE TRADED FD T | 31,875 | $3.1B | 0.39% | |
| 50 | FDXFEDEX CORP | 12,311 | $3.0B | 0.39% | |
| 51 | DSIISHARES TR | 29,226 | $3.0B | 0.38% | |
| 52 | IWVISHARES TR | 9,363 | $3.0B | 0.38% | |
| 53 | AMATAPPLIED MATLS INC | 19,756 | $2.9B | 0.37% | |
| 54 | BMVPINVESCO EXCHANGE TRADED FD T | 59,605 | $2.8B | 0.36% | |
| 55 | CRMSALESFORCE INC | 10,332 | $2.8B | 0.36% | |
| 56 | ORCLORACLE CORP | 19,380 | $2.7B | 0.35% | |
| 57 | QUALISHARES TR | 15,849 | $2.7B | 0.35% | |
| 58 | VWOVANGUARD INTL EQUITY INDEX F | 59,596 | $2.7B | 0.35% | |
| 59 | VOEVANGUARD INDEX FDS | 16,768 | $2.7B | 0.35% | |
| 60 | GOOGALPHABET INC | 17,075 | $2.7B | 0.34% | |
| 61 | XLESELECT SECTOR SPDR TR | 28,538 | $2.7B | 0.34% | |
| 62 | PANWPALO ALTO NETWORKS INC | 15,253 | $2.6B | 0.33% | |
| 63 | IEVISHARES TR | 44,379 | $2.6B | 0.33% | |
| 64 | AXPAMERICAN EXPRESS CO | 9,599 | $2.6B | 0.33% | |
| 65 | IWMISHARES TR | 12,847 | $2.6B | 0.33% | |
| 66 | NOWSERVICENOW INC | 3,193 | $2.5B | 0.33% | |
| 67 | PYPLPAYPAL HLDGS INC | 38,519 | $2.5B | 0.32% | |
| 68 | PRFINVESCO EXCHANGE TRADED FD T | 61,814 | $2.5B | 0.32% | |
| 69 | IVWISHARES TR | 26,702 | $2.5B | 0.32% | |
| 70 | CMECME GROUP INC | 9,275 | $2.5B | 0.32% | |
| 71 | BXSLBLACKSTONE SECD LENDING FD | 75,080 | $2.4B | 0.31% | |
| 72 | BXBLACKSTONE INC | 17,313 | $2.4B | 0.31% | |
| 73 | QYLDGLOBAL X FDS | 144,433 | $2.4B | 0.31% | |
| 74 | LOWLOWES COS INC | 10,278 | $2.4B | 0.31% | |
| 75 | RYLDGLOBAL X FDS | 158,405 | $2.4B | 0.31% | |
| 76 | EFAXSPDR INDEX SHS FDS | 55,435 | $2.4B | 0.31% | |
| 77 | ARESARES MANAGEMENT CORPORATION | 16,030 | $2.4B | 0.30% | |
| 78 | EEMISHARES TR | 52,475 | $2.3B | 0.29% | |
| 79 | DEDEERE & CO | 4,802 | $2.3B | 0.29% | |
| 80 | IWCISHARES TR | 20,181 | $2.2B | 0.29% | |
| 81 | GEGE AEROSPACE | 11,054 | $2.2B | 0.28% | |
| 82 | VKTXVIKING THERAPEUTICS INC | 90,337 | $2.2B | 0.28% | |
| 83 | WMWASTE MGMT INC DEL | 8,972 | $2.1B | 0.27% | |
| 84 | CSXCSX CORP | 70,005 | $2.1B | 0.26% | |
| 85 | QCOMQUALCOMM INC | 13,187 | $2.0B | 0.26% | |
| 86 | ETNEATON CORP PLC | 7,400 | $2.0B | 0.26% | |
| 87 | DWDMORGAN STANLEY | 17,134 | $2.0B | 0.26% | |
| 88 | RTXRTX CORPORATION | 15,068 | $2.0B | 0.26% | |
| 89 | GMGENERAL MTRS CO | 42,372 | $2.0B | 0.26% | |
| 90 | IVVISHARES TR | 3,529 | $2.0B | 0.25% | |
| 91 | HDHOME DEPOT INC | 5,366 | $2.0B | 0.25% | |
| 92 | SPHQINVESCO EXCHANGE TRADED FD T | 28,540 | $1.9B | 0.24% | |
| 93 | XYLDGLOBAL X FDS | 47,820 | $1.9B | 0.24% | |
| 94 | CPCANADIAN PACIFIC KANSAS CITY | 26,713 | $1.9B | 0.24% | |
| 95 | XHBSPDR SER TR | 19,167 | $1.9B | 0.24% | |
| 96 | PFMINVESCO EXCHANGE TRADED FD T | 40,300 | $1.8B | 0.24% | |
| 97 | JNJJOHNSON & JOHNSON | 11,093 | $1.8B | 0.24% | |
| 98 | WMTWALMART INC | 20,735 | $1.8B | 0.23% | |
| 99 | VGSHVANGUARD SCOTTSDALE FDS | 30,883 | $1.8B | 0.23% | |
| 100 | BKNGBOOKING HOLDINGS INC | 391 | $1.8B | 0.23% |
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