Institute for Wealth Management, LLC. Q1 2025 Filing
Filed April 21, 2025
Portfolio Value
$779.4M
Holdings
524
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (524 positions)
| Stock | Value |
|---|---|
HCAHCA HEALTHCARE INC | $884 |
DFACDIMENSIONAL ETF TRUST | $884 |
SCHWSCHWAB CHARLES CORP | $883 |
PWVINVESCO EXCHANGE TRADED FD T | $869 |
DTDWISDOMTREE TR | $865 |
NETCLOUDFLARE INC | $865 |
LVLNSPDR SER TR | $851 |
SCHDSCHWAB STRATEGIC TR | $850 |
PRFZINVESCO EXCHANGE TRADED FD T | $849 |
XLCSELECT SECTOR SPDR TR | $846 |
MCOMOODYS CORP | $844 |
MRKMERCK & CO INC | $843 |
MGKVANGUARD WORLD FD | $836 |
ACGLARCH CAP GROUP LTD | $834 |
ACNACCENTURE PLC IRELAND | $834 |
AORISHARES TR | $830 |
METMETLIFE INC | $819 |
GILDGILEAD SCIENCES INC | $819 |
MSGSMADISON SQUARE GRDN SPRT COR | $816 |
MCKMCKESSON CORP | $815 |
VDEVANGUARD WORLD FD | $813 |
SPGIS&P GLOBAL INC | $812 |
GRNYTIDAL ETF TR | $804 |
CETCENTRAL SECS CORP | $799 |
IHEISHARES TR | $796 |
XBISPDR SER TR | $784 |
JHMDJOHN HANCOCK EXCHANGE TRADED | $779 |
GEVGE VERNOVA INC | $778 |
BNDVANGUARD BD INDEX FDS | $777 |
VOOVANGUARD INDEX FDS | $772 |
EZMWISDOMTREE TR | $762 |
DKNGDRAFTKINGS INC NEW | $757 |
RBLXROBLOX CORP | $757 |
KOCOCA COLA CO | $751 |
XOMEXXON MOBIL CORP | $750 |
CHTRCHARTER COMMUNICATIONS INC N | $749 |
DDDUPONT DE NEMOURS INC | $742 |
MTUMISHARES TR | $726 |
CMICUMMINS INC | $724 |
ONEQFIDELITY COMWLTH TR | $717 |
VISVANGUARD WORLD FD | $703 |
FANGDIAMONDBACK ENERGY INC | $676 |
PLTRPALANTIR TECHNOLOGIES INC | $664 |
NULGNUSHARES ETF TR | $663 |
GSYINVESCO ACTIVELY MANAGED EXC | $656 |
VPUVANGUARD WORLD FD | $649 |
CVXCHEVRON CORP NEW | $644 |
DOLWISDOMTREE TR | $643 |
DHRDANAHER CORPORATION | $641 |
CRWDCROWDSTRIKE HLDGS INC | $640 |
WYNNWYNN RESORTS LTD | $638 |
CHHCHOICE HOTELS INTL INC | $633 |
DFATDIMENSIONAL ETF TRUST | $628 |
IYTISHARES TR | $624 |
ADPAUTOMATIC DATA PROCESSING IN | $615 |
VDCVANGUARD WORLD FD | $611 |
VCSHVANGUARD SCOTTSDALE FDS | $607 |
MLB1MERCADOLIBRE INC | $606 |
VLOVALERO ENERGY CORP | $598 |
EPSWISDOMTREE TR | $587 |
CTVACORTEVA INC | $587 |
VTVVANGUARD INDEX FDS | $586 |
PFEPFIZER INC | $579 |
RSPINVESCO EXCHANGE TRADED FD T | $579 |
ALSALLSTATE CORP | $575 |
AGGYWISDOMTREE TR | $573 |
SPGPINVESCO EXCHANGE TRADED FD T | $569 |
HQYHEALTHEQUITY INC | $569 |
WFCWELLS FARGO CO NEW | $563 |
IWDISHARES TR | $562 |
RITMRITHM CAPITAL CORP | $560 |
EXPEEXPEDIA GROUP INC | $554 |
ICEINTERCONTINENTAL EXCHANGE IN | $551 |
XLVSELECT SECTOR SPDR TR | $550 |
PWRQUANTA SVCS INC | $550 |
TMUST-MOBILE US INC | $548 |
JEPQJ P MORGAN EXCHANGE TRADED F | $543 |
HLTHILTON WORLDWIDE HLDGS INC | $542 |
AQLTISHARES TR | $540 |
PEYINVESCO EXCHANGE TRADED FD T | $540 |
REGNREGENERON PHARMACEUTICALS | $538 |
XMVMINVESCO EXCHANGE TRADED FD T | $535 |
ALKALASKA AIR GROUP INC | $529 |
USALIBERTY ALL STAR EQUITY FD | $515 |
CHICALAMOS CONV OPPORTUNITIES & | $514 |
ECFELLSWORTH GROWTH & INCOME FD | $511 |
ASMLASML HOLDING N V | $502 |
APHAMPHENOL CORP NEW | $501 |
EMREMERSON ELEC CO | $497 |
JETSETF SER SOLUTIONS | $495 |
GLWCORNING INC | $490 |
FFORD MTR CO | $490 |
XSVMINVESCO EXCHANGE TRADED FD T | $488 |
ABNBAIRBNB INC | $486 |
MASMASCO CORP | $484 |
UBERUBER TECHNOLOGIES INC | $483 |
VPLVANGUARD INTL EQUITY INDEX F | $482 |
ADSKAUTODESK INC | $478 |
XGDVXGABELLI DIVID & INCOME TR | $475 |
AEPAMERICAN ELEC PWR CO INC | $474 |