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 |
|---|---|---|---|---|---|
| 101 | IHIISHARES TR | 29,813 | $1.8B | 0.23% | |
| 102 | VONVVANGUARD SCOTTSDALE FDS | 21,596 | $1.8B | 0.23% | |
| 103 | VHTVANGUARD WORLD FD | 6,711 | $1.8B | 0.23% | |
| 104 | MPCMARATHON PETE CORP | 12,165 | $1.8B | 0.23% | |
| 105 | VEAVANGUARD TAX-MANAGED FDS | 33,592 | $1.7B | 0.22% | |
| 106 | VRTXVERTEX PHARMACEUTICALS INC | 3,514 | $1.7B | 0.22% | |
| 107 | LNGCHENIERE ENERGY INC | 7,142 | $1.7B | 0.21% | |
| 108 | MTNVAIL RESORTS INC | 10,304 | $1.6B | 0.21% | |
| 109 | DELLDELL TECHNOLOGIES INC | 17,962 | $1.6B | 0.21% | |
| 110 | HHYATT HOTELS CORP | 13,323 | $1.6B | 0.21% | |
| 111 | KLACKLA CORP | 2,380 | $1.6B | 0.21% | |
| 112 | CIBRFIRST TR EXCHANGE TRADED FD | 25,606 | $1.6B | 0.21% | |
| 113 | UNHUNITEDHEALTH GROUP INC | 3,023 | $1.6B | 0.20% | |
| 114 | CATCATERPILLAR INC | 4,715 | $1.6B | 0.20% | |
| 115 | EOGEOG RES INC | 12,116 | $1.6B | 0.20% | |
| 116 | JOETVIRTUS ETF TR II | 40,372 | $1.5B | 0.19% | |
| 117 | CITHE CIGNA GROUP | 4,444 | $1.5B | 0.19% | |
| 118 | TRVTRAVELERS COMPANIES INC | 5,485 | $1.5B | 0.19% | |
| 119 | JEPIJ P MORGAN EXCHANGE TRADED F | 24,725 | $1.4B | 0.18% | |
| 120 | JOEST JOE CO | 29,943 | $1.4B | 0.18% | |
| 121 | AIGAMERICAN INTL GROUP INC | 16,169 | $1.4B | 0.18% | |
| 122 | FICOFAIR ISAAC CORP | 760 | $1.4B | 0.18% | |
| 123 | CSGPCOSTAR GROUP INC | 17,517 | $1.4B | 0.18% | |
| 124 | KKRKKR & CO INC | 11,980 | $1.4B | 0.18% | |
| 125 | BMYBRISTOL-MYERS SQUIBB CO | 22,556 | $1.4B | 0.18% | |
| 126 | FISVFISERV INC | 6,218 | $1.4B | 0.18% | |
| 127 | VFHVANGUARD WORLD FD | 11,468 | $1.4B | 0.18% | |
| 128 | NKENIKE INC | 21,580 | $1.4B | 0.18% | |
| 129 | VOXVANGUARD WORLD FD | 9,153 | $1.4B | 0.17% | |
| 130 | VGTVANGUARD WORLD FD | 2,504 | $1.4B | 0.17% | |
| 131 | VONGVANGUARD SCOTTSDALE FDS | 14,489 | $1.3B | 0.17% | |
| 132 | XSMOINVESCO EXCHANGE TRADED FD T | 21,393 | $1.3B | 0.17% | |
| 133 | SHWSHERWIN WILLIAMS CO | 3,809 | $1.3B | 0.17% | |
| 134 | VNQVANGUARD INDEX FDS | 14,682 | $1.3B | 0.17% | |
| 135 | PBEINVESCO EXCHANGE TRADED FD T | 20,768 | $1.3B | 0.17% | |
| 136 | VTIVANGUARD INDEX FDS | 4,643 | $1.3B | 0.16% | |
| 137 | ITGARTNER INC | 3,024 | $1.3B | 0.16% | |
| 138 | EWJISHARES INC | 18,440 | $1.3B | 0.16% | |
| 139 | TRVCCITIGROUP INC | 17,686 | $1.3B | 0.16% | |
| 140 | ELVELEVANCE HEALTH INC | 2,855 | $1.2B | 0.16% | |
| 141 | ISRGINTUITIVE SURGICAL INC | 2,502 | $1.2B | 0.16% | |
| 142 | PGPROCTER AND GAMBLE CO | 7,248 | $1.2B | 0.16% | |
| 143 | PHMPULTE GROUP INC | 11,870 | $1.2B | 0.16% | |
| 144 | CSDINVESCO EXCHANGE TRADED FD T | 16,225 | $1.2B | 0.16% | |
| 145 | MARMARRIOTT INTL INC NEW | 5,093 | $1.2B | 0.16% | |
| 146 | XYZBLOCK INC | 22,237 | $1.2B | 0.16% | |
| 147 | ESGEISHARES INC | 34,541 | $1.2B | 0.15% | |
| 148 | HWMHOWMET AEROSPACE INC | 9,225 | $1.2B | 0.15% | |
| 149 | BBHVANECK ETF TRUST | 7,581 | $1.2B | 0.15% | |
| 150 | VCRVANGUARD WORLD FD | 3,661 | $1.2B | 0.15% | |
| 151 | HESHESS CORP | 7,442 | $1.2B | 0.15% | |
| 152 | TAT&T INC | 41,790 | $1.2B | 0.15% | |
| 153 | UNPUNION PAC CORP | 4,988 | $1.2B | 0.15% | |
| 154 | EFGISHARES TR | 11,692 | $1.2B | 0.15% | |
| 155 | MRVLMARVELL TECHNOLOGY INC | 18,960 | $1.2B | 0.15% | |
| 156 | ITOTISHARES TR | 9,521 | $1.2B | 0.15% | |
| 157 | EBAEBAY INC. | 17,041 | $1.2B | 0.15% | |
| 158 | LMTLOCKHEED MARTIN CORP | 2,578 | $1.2B | 0.15% | |
| 159 | CITCINTAS CORP | 5,560 | $1.1B | 0.15% | |
| 160 | VBRVANGUARD INDEX FDS | 6,098 | $1.1B | 0.15% | |
| 161 | BABAALIBABA GROUP HLDG LTD | 8,578 | $1.1B | 0.15% | |
| 162 | OXYOCCIDENTAL PETE CORP | 22,791 | $1.1B | 0.14% | |
| 163 | CSCOCISCO SYS INC | 18,100 | $1.1B | 0.14% | |
| 164 | PJPINVESCO EXCHANGE TRADED FD T | 12,868 | $1.1B | 0.14% | |
| 165 | HONHONEYWELL INTL INC | 5,227 | $1.1B | 0.14% | |
| 166 | LENLENNAR CORP | 9,636 | $1.1B | 0.14% | |
| 167 | FVDFIRST TR VALUE LINE DIVID IN | 24,646 | $1.1B | 0.14% | |
| 168 | NVONOVO-NORDISK A S | 15,826 | $1.1B | 0.14% | |
| 169 | COPCONOCOPHILLIPS | 10,380 | $1.1B | 0.14% | |
| 170 | VOTVANGUARD INDEX FDS | 4,428 | $1.1B | 0.14% | |
| 171 | CMCSACOMCAST CORP NEW | 29,001 | $1.1B | 0.14% | |
| 172 | UPSUNITED PARCEL SERVICE INC | 9,659 | $1.1B | 0.14% | |
| 173 | DFASDIMENSIONAL ETF TRUST | 17,625 | $1.1B | 0.14% | |
| 174 | ABTABBOTT LABS | 7,861 | $1.0B | 0.13% | |
| 175 | APOAPOLLO GLOBAL MGMT INC | 7,613 | $1.0B | 0.13% | |
| 176 | VIGVANGUARD SPECIALIZED FUNDS | 5,356 | $1.0B | 0.13% | |
| 177 | SHOPSHOPIFY INC | 10,819 | $1.0B | 0.13% | |
| 178 | FDSFACTSET RESH SYS INC | 2,255 | $1.0B | 0.13% | |
| 179 | MCDMCDONALDS CORP | 3,268 | $1.0B | 0.13% | |
| 180 | MSCIMSCI INC | 1,777 | $1.0B | 0.13% | |
| 181 | XNTKSPDR SER TR | 5,210 | $999.3M | 0.13% | |
| 182 | JHMLJOHN HANCOCK EXCHANGE TRADED | 14,787 | $996.9M | 0.13% | |
| 183 | PRUPRUDENTIAL FINL INC | 8,915 | $995.6M | 0.13% | |
| 184 | PIDINVESCO EXCHANGE TRADED FD T | 51,484 | $981.8M | 0.13% | |
| 185 | GQ9SPDR GOLD TR | 3,395 | $978.3M | 0.13% | |
| 186 | VSSVANGUARD INTL EQUITY INDEX F | 8,463 | $978.3M | 0.13% | |
| 187 | XLYSELECT SECTOR SPDR TR | 4,900 | $967.6M | 0.12% | |
| 188 | AIVLWISDOMTREE TR | 8,756 | $961.4M | 0.12% | |
| 189 | FFIVF5 INC | 3,562 | $948.5M | 0.12% | |
| 190 | DXJWISDOMTREE TR | 8,537 | $940.7M | 0.12% | |
| 191 | TTDTHE TRADE DESK INC | 17,130 | $937.4M | 0.12% | |
| 192 | BXMTBLACKSTONE MTG TR INC | 46,765 | $935.3M | 0.12% | |
| 193 | TJXTJX COS INC NEW | 7,675 | $934.9M | 0.12% | |
| 194 | SNOWSNOWFLAKE INC | 6,378 | $932.2M | 0.12% | Call |
| 195 | BACVERIZON COMMUNICATIONS INC | 20,526 | $931.0M | 0.12% | |
| 196 | VGKVANGUARD INTL EQUITY INDEX F | 13,135 | $922.2M | 0.12% | |
| 197 | PSXPHILLIPS 66 | 7,444 | $919.2M | 0.12% | |
| 198 | INTUINTUIT | 1,490 | $914.8M | 0.12% | |
| 199 | UHAL/BU HAUL HOLDING COMPANY | 15,346 | $908.2M | 0.12% | |
| 200 | IBMINTERNATIONAL BUSINESS MACHS | 3,651 | $907.8M | 0.12% |