Institute for Wealth Management, LLC. Q2 2025 Filing
Filed July 18, 2025
Portfolio Value
$896.8M
Holdings
559
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (559 positions)
| Stock | Value |
|---|---|
VOTVANGUARD INDEX FDS | $1.9M |
PFMINVESCO EXCHANGE TRADED FD T | $1.9M |
XHBSPDR SERIES TRUST | $1.9M |
VEAVANGUARD TAX-MANAGED FDS | $1.9M |
HDHOME DEPOT INC | $1.9M |
VGSHVANGUARD SCOTTSDALE FDS | $1.9M |
IHIISHARES TR | $1.8M |
VONVVANGUARD SCOTTSDALE FDS | $1.8M |
XYLDGLOBAL X FDS | $1.8M |
HHYATT HOTELS CORP | $1.8M |
VTVVANGUARD INDEX FDS | $1.8M |
MRVLMARVELL TECHNOLOGY INC | $1.7M |
CATCATERPILLAR INC | $1.7M |
HWMHOWMET AEROSPACE INC | $1.7M |
LNGCHENIERE ENERGY INC | $1.7M |
JNJJOHNSON & JOHNSON | $1.7M |
IVVISHARES TR | $1.6M |
JOETVIRTUS ETF TR II | $1.6M |
JEPQJ P MORGAN EXCHANGE TRADED F | $1.6M |
VONGVANGUARD SCOTTSDALE FDS | $1.6M |
NKENIKE INC | $1.5M |
VRTXVERTEX PHARMACEUTICALS INC | $1.5M |
TRVCCITIGROUP INC | $1.5M |
TRVTRAVELERS COMPANIES INC | $1.5M |
MTNVAIL RESORTS INC | $1.5M |
XSMOINVESCO EXCHANGE TRADED FD T | $1.5M |
JEPIJ P MORGAN EXCHANGE TRADED F | $1.5M |
CITHE CIGNA GROUP | $1.5M |
VFHVANGUARD WORLD FD | $1.5M |
KKRKKR & CO INC | $1.4M |
XYZBLOCK INC | $1.4M |
GRNYTIDAL TRUST I | $1.4M |
JOEST JOE CO | $1.4M |
VTIVANGUARD INDEX FDS | $1.4M |
ESGEISHARES INC | $1.4M |
EOGEOG RES INC | $1.4M |
NETCLOUDFLARE INC | $1.4M |
MARMARRIOTT INTL INC NEW | $1.4M |
FISVFISERV INC | $1.4M |
AIGAMERICAN INTL GROUP INC | $1.4M |
VOXVANGUARD WORLD FD | $1.4M |
EWJISHARES INC | $1.4M |
FICOFAIR ISAAC CORP | $1.3M |
CSDINVESCO EXCHANGE TRADED FD T | $1.3M |
CSGPCOSTAR GROUP INC | $1.3M |
ISRGINTUITIVE SURGICAL INC | $1.3M |
PBEINVESCO EXCHANGE TRADED FD T | $1.3M |
PHMPULTE GROUP INC | $1.3M |
ITOTISHARES TR | $1.3M |
SHWSHERWIN WILLIAMS CO | $1.3M |
EBAEBAY INC. | $1.3M |
GEVGE VERNOVA INC | $1.3M |
RBLXROBLOX CORP | $1.3M |
CSCOCISCO SYS INC | $1.2M |
SNOWSNOWFLAKE INC | $1.2M |
EFGISHARES TR | $1.2M |
VCRVANGUARD WORLD FD | $1.2M |
XNTKSPDR SERIES TRUST | $1.2M |
TTDTHE TRADE DESK INC | $1.2M |
ITGARTNER INC | $1.2M |
AORISHARES TR | $1.2M |
TAT&T INC | $1.2M |
HONHONEYWELL INTL INC | $1.2M |
LMTLOCKHEED MARTIN CORP | $1.2M |
BBHVANECK ETF TRUST | $1.2M |
INTUINTUIT | $1.2M |
SHOPSHOPIFY INC | $1.2M |
UNPUNION PAC CORP | $1.1M |
PGPROCTER AND GAMBLE CO | $1.1M |
VSSVANGUARD INTL EQUITY INDEX F | $1.1M |
DFASDIMENSIONAL ETF TRUST | $1.1M |
CITCINTAS CORP | $1.1M |
ELVELEVANCE HEALTH INC | $1.1M |
GQ9SPDR GOLD TR | $1.1M |
XLYSELECT SECTOR SPDR TR | $1.1M |
FVDFIRST TR EXCHANGE-TRADED FD | $1.1M |
VIGVANGUARD SPECIALIZED FUNDS | $1.1M |
JHMLJOHN HANCOCK EXCHANGE TRADED | $1.1M |
NVONOVO-NORDISK A S | $1.1M |
XLCSELECT SECTOR SPDR TR | $1.1M |
ABTABBOTT LABS | $1.1M |
IBMINTERNATIONAL BUSINESS MACHS | $1.0M |
FFIVF5 INC | $1.0M |
USMVISHARES TR | $1.0M |
LENLENNAR CORP | $1.0M |
BMYBRISTOL-MYERS SQUIBB CO | $1.0M |
HESHESS CORP | $1.0M |
PIDINVESCO EXCHANGE TRADED FD T | $1.0M |
SCHWSCHWAB CHARLES CORP | $1.0M |
VGKVANGUARD INTL EQUITY INDEX F | $1.0M |
PJPINVESCO EXCHANGE TRADED FD T | $1.0M |
CMCSACOMCAST CORP NEW | $1.0M |
FDSFACTSET RESH SYS INC | $1.0M |
MSCIMSCI INC | $994K |
HCAHCA HEALTHCARE INC | $981K |
DXJWISDOMTREE TR | $966K |
MGKVANGUARD WORLD FD | $964K |
MTUMISHARES TR | $964K |
PRUPRUDENTIAL FINL INC | $958K |
BABAALIBABA GROUP HLDG LTD | $954K |