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 |
|---|---|
TJXTJX COS INC NEW | $947K |
DKNGDRAFTKINGS INC NEW | $945K |
MCDMCDONALDS CORP | $941K |
NUHYNUSHARES ETF TR | $932K |
COPCONOCOPHILLIPS | $931K |
UNHUNITEDHEALTH GROUP INC | $929K |
OXYOCCIDENTAL PETE CORP | $925K |
PRFZINVESCO EXCHANGE TRADED FD T | $912K |
MCOMOODYS CORP | $909K |
DTDWISDOMTREE TR | $893K |
PWVINVESCO EXCHANGE TRADED FD T | $889K |
CHTRCHARTER COMMUNICATIONS INC N | $889K |
AIVLWISDOMTREE TR | $889K |
MCKMCKESSON CORP | $887K |
LVLNSPDR SERIES TRUST | $885K |
PSXPHILLIPS 66 | $879K |
BACVERIZON COMMUNICATIONS INC | $874K |
APOAPOLLO GLOBAL MGMT INC | $874K |
JHMDJOHN HANCOCK EXCHANGE TRADED | $867K |
PWRQUANTA SVCS INC | $863K |
MSGSMADISON SQUARE GRDN SPRT COR | $861K |
DFACDIMENSIONAL ETF TRUST | $855K |
CRWDCROWDSTRIKE HLDGS INC | $855K |
VNQVANGUARD INDEX FDS | $850K |
ONEQFIDELITY COMWLTH TR | $844K |
UPSUNITED PARCEL SERVICE INC | $821K |
METMETLIFE INC | $821K |
GILDGILEAD SCIENCES INC | $820K |
UHAL/BU HAUL HOLDING COMPANY | $819K |
CETCENTRAL SECS CORP | $812K |
MLB1MERCADOLIBRE INC | $812K |
SPGIS&P GLOBAL INC | $811K |
APHAMPHENOL CORP NEW | $810K |
SCHDSCHWAB STRATEGIC TR | $809K |
BNDVANGUARD BD INDEX FDS | $809K |
XBISPDR SERIES TRUST | $804K |
ACNACCENTURE PLC IRELAND | $799K |
NULGNUSHARES ETF TR | $799K |
EZMWISDOMTREE TR | $790K |
ACGLARCH CAP GROUP LTD | $790K |
CMICUMMINS INC | $761K |
MRKMERCK & CO INC | $737K |
VHTVANGUARD WORLD FD | $735K |
IHEISHARES TR | $733K |
IJRISHARES TR | $731K |
GSYINVESCO ACTIVELY MANAGED EXC | $727K |
KOCOCA COLA CO | $724K |
WYNNWYNN RESORTS LTD | $715K |
BXMTBLACKSTONE MTG TR INC | $707K |
VPUVANGUARD WORLD FD | $706K |
DOLWISDOMTREE TR | $694K |
VOOVANGUARD INDEX FDS | $686K |
HLTHILTON WORLDWIDE HLDGS INC | $684K |
HHHHOWARD HUGHES HOLDINGS INC | $683K |
VCSHVANGUARD SCOTTSDALE FDS | $677K |
RRRRED ROCK RESORTS INC | $675K |
HQYHEALTHEQUITY INC | $667K |
DDDUPONT DE NEMOURS INC | $658K |
DFATDIMENSIONAL ETF TRUST | $657K |
XOMEXXON MOBIL CORP | $656K |
IYTISHARES TR | $652K |
CTVACORTEVA INC | $649K |
EPSWISDOMTREE TR | $634K |
ELANELANCO ANIMAL HEALTH INC | $632K |
RCLROYAL CARIBBEAN GROUP | $631K |
WFCWELLS FARGO CO NEW | $629K |
COFCAPITAL ONE FINL CORP | $626K |
CHICALAMOS CONV OPPORTUNITIES & | $623K |
PLTRPALANTIR TECHNOLOGIES INC | $622K |
DHRDANAHER CORPORATION | $616K |
RSPINVESCO EXCHANGE TRADED FD T | $612K |
VLOVALERO ENERGY CORP | $609K |
ASMLASML HOLDING N V | $607K |
ADPAUTOMATIC DATA PROCESSING IN | $606K |
EMREMERSON ELEC CO | $604K |
ICEINTERCONTINENTAL EXCHANGE IN | $597K |
USALIBERTY ALL STAR EQUITY FD | $596K |
AQLTISHARES TR | $586K |
CHHCHOICE HOTELS INTL INC | $586K |
AGGYWISDOMTREE TR | $582K |
MIGAMICROSTRATEGY INC | $582K |
NUMGNUSHARES ETF TR | $579K |
CVXCHEVRON CORP NEW | $578K |
ECFELLSWORTH GROWTH & INCOME FD | $572K |
RITMRITHM CAPITAL CORP | $571K |
VISVANGUARD WORLD FD | $569K |
ADSKAUTODESK INC | $565K |
EMEEMCOR GROUP INC | $562K |
ALSALLSTATE CORP | $559K |
PFEPFIZER INC | $554K |
VDCVANGUARD WORLD FD | $553K |
JETSETF SER SOLUTIONS | $553K |
MUMICRON TECHNOLOGY INC | $552K |
XMVMINVESCO EXCHANGE TRADED FD T | $549K |
EXPEEXPEDIA GROUP INC | $547K |
DDOGDATADOG INC | $544K |
AFRMAFFIRM HLDGS INC | $543K |
ABNBAIRBNB INC | $540K |
LUVSOUTHWEST AIRLS CO | $534K |
IWDISHARES TR | $531K |