Institute for Wealth Management, LLC. Q2 2025 Filing
Filed July 18, 2025
Portfolio Value
$896.8B
Holdings
559
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (559 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 787,254 | $124.4B | 13.87% | |
| 2 | AAPLAPPLE INC | 125,768 | $25.8B | 2.88% | |
| 3 | MSFTMICROSOFT CORP | 48,821 | $24.3B | 2.71% | |
| 4 | AMZNAMAZON COM INC | 89,836 | $19.7B | 2.20% | |
| 5 | AXONAXON ENTERPRISE INC | 20,694 | $17.1B | 1.91% | |
| 6 | NDQINVESCO QQQ TR | 27,822 | $15.3B | 1.71% | Put |
| 7 | METAMETA PLATFORMS INC | 20,541 | $15.2B | 1.69% | |
| 8 | GOOGLALPHABET INC | 58,586 | $10.3B | 1.15% | |
| 9 | COSTCOSTCO WHSL CORP NEW | 9,216 | $9.1B | 1.02% | |
| 10 | TSLATESLA INC | 26,867 | $8.5B | 0.95% | |
| 11 | GSGOLDMAN SACHS GROUP INC | 10,250 | $7.3B | 0.81% | |
| 12 | LRCXLAM RESEARCH CORP | 73,473 | $7.2B | 0.80% | |
| 13 | VTWGVANGUARD SCOTTSDALE FDS | 33,832 | $7.1B | 0.79% | |
| 14 | SBUXSTARBUCKS CORP | 76,429 | $7.0B | 0.78% | |
| 15 | SCHGSCHWAB STRATEGIC TR | 239,701 | $7.0B | 0.78% | |
| 16 | ADBEADOBE INC | 17,909 | $6.9B | 0.77% | |
| 17 | ESGUISHARES TR | 49,640 | $6.7B | 0.75% | |
| 18 | SPYXSPDR SERIES TRUST | 131,654 | $6.7B | 0.75% | |
| 19 | URIUNITED RENTALS INC | 8,396 | $6.3B | 0.71% | |
| 20 | AVGOBROADCOM INC | 22,846 | $6.3B | 0.70% | |
| 21 | XLISELECT SECTOR SPDR TR | 42,456 | $6.3B | 0.70% | |
| 22 | XMMOINVESCO EXCHANGE TRADED FD T | 47,922 | $6.2B | 0.69% | |
| 23 | TXNTEXAS INSTRS INC | 29,519 | $6.1B | 0.68% | |
| 24 | VTWVVANGUARD SCOTTSDALE FDS | 43,992 | $6.1B | 0.68% | |
| 25 | SHVISHARES TR | 54,712 | $6.0B | 0.67% | |
| 26 | FTNTFORTINET INC | 56,573 | $6.0B | 0.67% | |
| 27 | DISDISNEY WALT CO | 46,652 | $5.8B | 0.65% | |
| 28 | SPYSPDR S&P 500 ETF TR | 9,305 | $5.7B | 0.64% | |
| 29 | XLFSELECT SECTOR SPDR TR | 107,475 | $5.6B | 0.63% | |
| 30 | NFLXNETFLIX INC | 4,182 | $5.6B | 0.62% | |
| 31 | XLKSELECT SECTOR SPDR TR | 21,622 | $5.5B | 0.61% | |
| 32 | MAMASTERCARD INCORPORATED | 9,537 | $5.4B | 0.60% | |
| 33 | BRK/BBERKSHIRE HATHAWAY INC DEL | 10,478 | $5.1B | 0.57% | |
| 34 | PDPINVESCO EXCHANGE TRADED FD T | 45,817 | $5.0B | 0.55% | |
| 35 | SMHVANECK ETF TRUST | 17,833 | $5.0B | 0.55% | |
| 36 | VVISA INC | 13,377 | $4.7B | 0.53% | |
| 37 | JPMJPMORGAN CHASE & CO. | 16,115 | $4.7B | 0.52% | |
| 38 | LLYELI LILLY & CO | 5,944 | $4.6B | 0.52% | |
| 39 | BABOEING CO | 20,792 | $4.4B | 0.49% | |
| 40 | ORCLORACLE CORP | 18,987 | $4.2B | 0.46% | |
| 41 | AMDADVANCED MICRO DEVICES INC | 29,149 | $4.1B | 0.46% | |
| 42 | VUGVANGUARD INDEX FDS | 9,193 | $4.0B | 0.45% | |
| 43 | VOEVANGUARD INDEX FDS | 24,176 | $4.0B | 0.44% | |
| 44 | BACBANK AMERICA CORP | 79,300 | $3.8B | 0.42% | |
| 45 | PWBINVESCO EXCHANGE TRADED FD T | 31,710 | $3.7B | 0.42% | |
| 46 | VBRVANGUARD INDEX FDS | 18,970 | $3.7B | 0.41% | |
| 47 | AMATAPPLIED MATLS INC | 19,751 | $3.6B | 0.40% | |
| 48 | HIGHARTFORD INSURANCE GROUP INC | 28,081 | $3.6B | 0.40% | |
| 49 | ABBVABBVIE INC | 19,095 | $3.5B | 0.40% | |
| 50 | DSIISHARES TR | 28,636 | $3.3B | 0.37% | |
| 51 | IWVISHARES TR | 9,363 | $3.3B | 0.37% | |
| 52 | AMGNAMGEN INC | 11,760 | $3.3B | 0.37% | |
| 53 | NOWSERVICENOW INC | 3,113 | $3.2B | 0.36% | |
| 54 | AXPAMERICAN EXPRESS CO | 9,788 | $3.1B | 0.35% | |
| 55 | IWMISHARES TR | 13,857 | $3.0B | 0.33% | |
| 56 | PANWPALO ALTO NETWORKS INC | 14,415 | $2.9B | 0.33% | |
| 57 | GOOGALPHABET INC | 16,612 | $2.9B | 0.33% | |
| 58 | BRK-BBERKSHIRE HATHAWAY INC DEL | 4 | $2.9B | 0.33% | |
| 59 | VWOVANGUARD INTL EQUITY INDEX F | 58,905 | $2.9B | 0.32% | |
| 60 | BMVPINVESCO EXCHANGE TRADED FD T | 59,203 | $2.9B | 0.32% | |
| 61 | XLGINVESCO EXCHANGE TRADED FD T | 54,910 | $2.9B | 0.32% | |
| 62 | PYPLPAYPAL HLDGS INC | 38,449 | $2.9B | 0.32% | |
| 63 | VBKVANGUARD INDEX FDS | 10,148 | $2.8B | 0.31% | |
| 64 | FDXFEDEX CORP | 12,258 | $2.8B | 0.31% | |
| 65 | CRMSALESFORCE INC | 10,190 | $2.8B | 0.31% | |
| 66 | GEGE AEROSPACE | 10,793 | $2.8B | 0.31% | |
| 67 | IEVISHARES TR | 43,831 | $2.8B | 0.31% | |
| 68 | VGTVANGUARD WORLD FD | 4,074 | $2.7B | 0.30% | |
| 69 | IVWISHARES TR | 24,248 | $2.7B | 0.30% | |
| 70 | ETNEATON CORP PLC | 7,415 | $2.6B | 0.30% | |
| 71 | BXBLACKSTONE INC | 17,548 | $2.6B | 0.29% | |
| 72 | EFAXSPDR INDEX SHS FDS | 55,128 | $2.6B | 0.29% | |
| 73 | PRFINVESCO EXCHANGE TRADED FD T | 61,415 | $2.6B | 0.29% | |
| 74 | QUALISHARES TR | 14,124 | $2.6B | 0.29% | |
| 75 | IWCISHARES TR | 20,181 | $2.6B | 0.29% | |
| 76 | CMECME GROUP INC | 9,077 | $2.5B | 0.28% | |
| 77 | EEMISHARES TR | 51,614 | $2.5B | 0.28% | |
| 78 | DEDEERE & CO | 4,767 | $2.4B | 0.27% | |
| 79 | XLESELECT SECTOR SPDR TR | 28,563 | $2.4B | 0.27% | |
| 80 | DWDMORGAN STANLEY | 17,105 | $2.4B | 0.27% | |
| 81 | VKTXVIKING THERAPEUTICS INC | 90,377 | $2.4B | 0.27% | |
| 82 | RYLDGLOBAL X FDS | 155,872 | $2.3B | 0.26% | |
| 83 | QYLDGLOBAL X FDS | 138,301 | $2.3B | 0.26% | |
| 84 | BXSLBLACKSTONE SECD LENDING FD | 74,326 | $2.3B | 0.25% | |
| 85 | CSXCSX CORP | 69,915 | $2.3B | 0.25% | |
| 86 | ARESARES MANAGEMENT CORPORATION | 12,828 | $2.2B | 0.25% | |
| 87 | BKNGBOOKING HOLDINGS INC | 379 | $2.2B | 0.24% | |
| 88 | DELLDELL TECHNOLOGIES INC | 17,506 | $2.1B | 0.24% | |
| 89 | LOWLOWES COS INC | 9,640 | $2.1B | 0.24% | |
| 90 | RTXRTX CORPORATION | 14,644 | $2.1B | 0.24% | |
| 91 | KLACKLA CORP | 2,380 | $2.1B | 0.24% | |
| 92 | CPCANADIAN PACIFIC KANSAS CITY | 26,392 | $2.1B | 0.23% | |
| 93 | GMGENERAL MTRS CO | 42,030 | $2.1B | 0.23% | |
| 94 | QCOMQUALCOMM INC | 12,697 | $2.0B | 0.23% | |
| 95 | SPHQINVESCO EXCHANGE TRADED FD T | 28,367 | $2.0B | 0.23% | |
| 96 | MPCMARATHON PETE CORP | 12,166 | $2.0B | 0.23% | |
| 97 | EUSBISHARES TR | 46,163 | $2.0B | 0.22% | |
| 98 | WMWASTE MGMT INC DEL | 8,737 | $2.0B | 0.22% | |
| 99 | CIBRFIRST TR EXCHANGE TRADED FD | 26,167 | $2.0B | 0.22% | |
| 100 | WMTWALMART INC | 20,170 | $2.0B | 0.22% |
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