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Institute For Wealth Management

Latest statistics and disclosures from Institute for Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, SPY, AAPL, MSFT, QQQ, and represent 26.07% of Institute for Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SPY (+$59M), RXRX (+$5.8M), QQQ, ARES, CIBR, IWM, DFAC, CTAS, VHT, WMT.
Started 45 new stock positions in FIS, IGT, DSL, DFUV, DFAC, SUSL, RXRX, SITE, COR, ARW.
Reduced shares in these 10 stocks: NVDA, SHV, TFLO, IWN, BIL, SCHD, VUG, VTIP, ABNB, AAL.
Sold out of its positions in ARKQ, AEG, UHAL, AAL, BIIB, MVT, MUI, BCX, DMB, EXPE.
Institute for Wealth Management was a net buyer of stock by $79M.
Institute for Wealth Management has $776M in assets under management (AUM), dropping by 25.88%.
Central Index Key (CIK): 0001533954

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Portfolio Holdings for Institute for Wealth Management

Institute for Wealth Management holds 501 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Institute for Wealth Management has 501 total positions. Only the first 250 positions are shown.

Sign up to view all of the Institute for Wealth Management March 31, 2024 positions
Download the Institute for Wealth Management March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	9.5	$74M		82k	903.56	View chart
Spdr S&p 500 Etf Tr Tr Unit Call Option (Principal) (SPY)	8.9	$69M	+602%	132k	523.07	View chart
Apple (AAPL)	2.8	$21M		125k	171.48	View chart
Microsoft Corporation (MSFT)	2.5	$19M		46k	420.72	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.4	$19M	+20%	42k	444.01	View chart
Amazon (AMZN)	2.1	$16M		89k	180.38	View chart
Meta Platforms Cl A (META)	1.3	$9.8M		20k	485.58	View chart
Adobe Systems Incorporated (ADBE)	1.2	$9.4M		19k	504.60	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$9.2M		61k	150.93	View chart
Lam Research Corporation (LRCX)	0.9	$7.3M		7.5k	971.57	View chart
Starbucks Corporation (SBUX)	0.9	$6.9M		75k	91.39	View chart
Axon Enterprise (AXON)	0.8	$6.5M		21k	312.88	View chart
Costco Wholesale Corporation (COST)	0.8	$6.2M		8.5k	732.61	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.8	$5.8M		63k	92.72	View chart
United Rentals (URI)	0.8	$5.8M		8.1k	721.07	View chart
Recursion Pharmaceuticals In Cl A (RXRX)	0.7	$5.8M	NEW	581k	9.97	View chart
Walt Disney Company (DIS)	0.7	$5.7M		46k	122.36	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.7	$5.6M		49k	114.86	View chart
Advanced Micro Devices (AMD)	0.7	$5.6M		31k	180.49	View chart
Ishares Tr Russell 2000 Etf Call Option (Principal) (IWM)	0.7	$5.3M	+23%	25k	210.30	View chart
Eli Lilly & Co. (LLY)	0.7	$5.2M		6.7k	778.00	View chart
Texas Instruments Incorporated (TXN)	0.7	$5.2M	+2%	30k	174.21	View chart
Select Sector Spdr Tr Indl (XLI)	0.7	$5.2M		41k	125.96	View chart
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)	0.7	$5.1M		118k	42.80	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.6	$5.0M		44k	114.96	View chart
Mastercard Incorporated Cl A (MA)	0.6	$4.8M		9.9k	481.58	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.6	$4.8M		48k	98.78	View chart
Select Sector Spdr Tr Financial (XLF)	0.6	$4.7M		112k	42.12	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$4.6M	+6%	11k	420.53	View chart
Goldman Sachs (GS)	0.6	$4.4M		10k	417.69	View chart
Select Sector Spdr Tr Technology (XLK)	0.6	$4.3M		21k	208.27	View chart
Tesla Motors (TSLA)	0.6	$4.3M	+3%	25k	175.79	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$4.2M	-7%	12k	344.21	View chart
Applied Materials (AMAT)	0.5	$4.2M		20k	206.23	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.5	$4.0M	+13%	18k	224.98	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$3.9M	-5%	24k	164.35	View chart
Fortinet (FTNT)	0.5	$3.9M		57k	68.31	View chart
Visa Com Cl A (V)	0.5	$3.8M		14k	279.07	View chart
Abbvie (ABBV)	0.5	$3.7M		20k	182.10	View chart
Amgen (AMGN)	0.5	$3.5M	-2%	12k	284.31	View chart
Broadcom (AVGO)	0.4	$3.2M	-2%	2.4k	1325.55	View chart
FedEx Corporation (FDX)	0.4	$3.2M		11k	289.73	View chart
Hartford Financial Services (HIG)	0.4	$3.2M	+3%	31k	103.05	View chart
JPMorgan Chase & Co. (JPM)	0.4	$3.2M	-2%	16k	200.30	View chart
Bank of America Corporation (BAC)	0.4	$3.1M		82k	37.92	View chart
Boeing Company (BA)	0.4	$3.1M	-7%	16k	192.99	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.4	$3.0M		33k	89.29	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.4	$2.9M	-6%	165k	17.91	View chart
Ishares Tr Short Treas Bd (SHV)	0.4	$2.9M	-26%	27k	110.54	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.4	$2.8M		9.4k	300.08	View chart
Invesco Exchange Traded Fd T Bloomberg Mvp Mu (BMVP)	0.4	$2.8M		61k	45.46	View chart
Select Sector Spdr Tr Energy (XLE)	0.4	$2.7M	+5%	29k	94.41	View chart
salesforce (CRM)	0.3	$2.7M		9.0k	301.17	View chart
Paypal Holdings (PYPL)	0.3	$2.7M	+5%	40k	66.99	View chart
CSX Corporation (CSX)	0.3	$2.7M		72k	37.07	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$2.7M	-2%	18k	152.26	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.3	$2.6M		26k	100.81	View chart
Netflix (NFLX)	0.3	$2.6M		4.2k	607.33	View chart
Global X Fds Russell 2000 (RYLD)	0.3	$2.6M	+14%	152k	16.91	View chart
Ishares Tr Europe Etf (IEV)	0.3	$2.6M		46k	55.67	View chart
Oracle Corporation (ORCL)	0.3	$2.5M		20k	125.61	View chart
Marathon Petroleum Corp (MPC)	0.3	$2.5M		12k	201.50	View chart
Lowe's Companies (LOW)	0.3	$2.5M		9.6k	254.72	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.3	$2.4M		9.0k	270.80	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.3	$2.4M		63k	38.47	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$2.4M	-4%	28k	84.44	View chart
Canadian Pacific Kansas City (CP)	0.3	$2.4M		27k	88.17	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.3	$2.4M		56k	42.13	View chart
Qualcomm (QCOM)	0.3	$2.3M		14k	169.30	View chart
Palo Alto Networks (PANW)	0.3	$2.3M	+4%	8.2k	284.13	View chart
Eaton Corp SHS (ETN)	0.3	$2.2M		7.1k	312.68	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.3	$2.2M		54k	41.08	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$2.2M		17k	131.37	View chart
American Express Company (AXP)	0.3	$2.1M		9.4k	227.69	View chart
Global X Fds S&p 500 Covered (XYLD)	0.3	$2.1M	-6%	52k	40.79	View chart
Home Depot (HD)	0.3	$2.1M	-2%	5.5k	383.59	View chart
Vail Resorts (MTN)	0.3	$2.1M	+4%	9.4k	222.83	View chart
Cme (CME)	0.3	$2.0M		9.3k	215.30	View chart
Dell Technologies CL C (DELL)	0.3	$2.0M		18k	114.11	View chart
General Electric Com New (GE)	0.3	$2.0M		11k	175.54	View chart
Servicenow (NOW)	0.3	$2.0M		2.6k	762.38	View chart
Spdr Ser Tr S&p Homebuild (XHB)	0.3	$2.0M		18k	111.59	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$2.0M	-9%	34k	58.07	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$1.9M		3.7k	525.67	View chart
Deere & Company (DE)	0.2	$1.9M		4.7k	410.74	View chart
United Parcel Service CL B (UPS)	0.2	$1.9M		13k	148.63	View chart
Block Cl A (SQ)	0.2	$1.9M		23k	84.58	View chart
Waste Management (WM)	0.2	$1.9M		8.8k	213.15	View chart
Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX)	0.2	$1.9M	+2%	45k	41.59	View chart
CoStar (CSGP)	0.2	$1.9M		19k	96.60	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.2	$1.8M	NEW	14k	132.98	View chart
Hyatt Hotels Corp Com Cl A (H)	0.2	$1.8M		11k	159.61	View chart
Caterpillar (CAT)	0.2	$1.7M	-6%	4.8k	366.43	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$1.7M		29k	60.42	View chart
Invesco Exchange Traded Fd T Divid Achievev (PFM)	0.2	$1.7M		41k	42.57	View chart
Bristol Myers Squibb (BMY)	0.2	$1.7M	+5%	32k	54.23	View chart
Kla Corp Com New (KLAC)	0.2	$1.7M		2.4k	698.57	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.2	$1.7M		29k	58.59	View chart
Nike CL B (NKE)	0.2	$1.7M		18k	93.98	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.2	$1.7M	+8%	53k	31.15	View chart
Johnson & Johnson (JNJ)	0.2	$1.7M	+7%	11k	158.19	View chart
Cigna Corp (CI)	0.2	$1.7M		4.6k	363.20	View chart
General Motors Company (GM)	0.2	$1.7M		36k	45.35	View chart
Morgan Stanley Com New (MS)	0.2	$1.6M		18k	94.16	View chart
Novo-nordisk A S Adr (NVO)	0.2	$1.6M		13k	128.40	View chart
Vanguard World Health Car Etf (VHT)	0.2	$1.6M	+98%	6.0k	270.50	View chart
UnitedHealth (UNH)	0.2	$1.6M		3.2k	494.77	View chart
Anthem (ELV)	0.2	$1.6M		3.0k	518.54	View chart
EOG Resources (EOG)	0.2	$1.6M		12k	127.84	View chart
St. Joe Company (JOE)	0.2	$1.6M	+7%	27k	57.97	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.2	$1.5M		11k	139.82	View chart
Raytheon Technologies Corp (RTX)	0.2	$1.5M		16k	97.53	View chart
Lennar Corp Cl A (LEN)	0.2	$1.5M		8.7k	171.98	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$1.5M		3.6k	418.06	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$1.5M	+2%	2.8k	524.28	View chart
Virtus Etf Tr Ii Virtus Us Qlty (JOET)	0.2	$1.5M		42k	34.42	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$1.4M	-11%	24k	57.86	View chart
Travelers Companies (TRV)	0.2	$1.4M		6.1k	230.12	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$1.4M	-3%	16k	86.48	View chart
American Intl Group Com New (AIG)	0.2	$1.4M	+8%	18k	78.17	View chart
Absci Corp (ABSI)	0.2	$1.4M		243k	5.68	View chart
Ishares Msci Jpn Etf New (EWJ)	0.2	$1.4M		19k	71.35	View chart
Invesco Exchange Traded Fd T Biotechnology (PBE)	0.2	$1.4M		21k	64.72	View chart
Marriott Intl Cl A (MAR)	0.2	$1.3M		5.3k	252.30	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$1.3M	-8%	3.3k	397.81	View chart
Blackstone Mtg Tr Com Cl A (BXMT)	0.2	$1.3M	+2%	66k	19.91	View chart
Phillips 66 (PSX)	0.2	$1.3M	+10%	8.0k	163.34	View chart
Comcast Corp Cl A (CMCSA)	0.2	$1.3M		30k	43.35	View chart
ConocoPhillips (COP)	0.2	$1.3M		10k	127.28	View chart
Sherwin-Williams Company (SHW)	0.2	$1.3M		3.7k	347.36	View chart
Gartner (IT)	0.2	$1.3M	-5%	2.7k	476.67	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.2	$1.3M		21k	60.32	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.2	$1.3M	+379%	23k	56.39	View chart
Vaneck Etf Trust Biotech Etf (BBH)	0.2	$1.3M		7.7k	166.34	View chart
Union Pacific Corporation (UNP)	0.2	$1.3M		5.2k	245.95	View chart
Pulte (PHM)	0.2	$1.3M		11k	120.62	View chart
Booking Holdings (BKNG)	0.2	$1.3M		345.00	3627.88	View chart
Vanguard World Financials Etf (VFH)	0.2	$1.2M	+5%	12k	102.39	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$1.2M	-21%	15k	80.63	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$1.2M	-11%	24k	50.17	View chart
Lockheed Martin Corporation (LMT)	0.2	$1.2M	-2%	2.6k	454.89	View chart
Procter & Gamble Company (PG)	0.2	$1.2M	+14%	7.2k	162.24	View chart
Wal-Mart Stores (WMT)	0.2	$1.2M	+217%	19k	60.17	View chart
Cheniere Energy Com New (LNG)	0.2	$1.2M		7.2k	161.27	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.2M	-6%	28k	41.77	View chart
Invesco Exchange Traded Fd T S&p Spin Off (CSD)	0.1	$1.2M		16k	70.97	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$1.1M		11k	103.79	View chart
Honeywell International (HON)	0.1	$1.1M		5.5k	205.27	View chart
Hess (HES)	0.1	$1.1M		7.4k	152.64	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$1.1M	+2%	3.5k	317.69	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.1M	-3%	7.1k	155.92	View chart
Merck & Co (MRK)	0.1	$1.1M		8.4k	131.95	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$1.1M	+42%	18k	62.34	View chart
The Trade Desk Com Cl A (TTD)	0.1	$1.1M	+22%	12k	87.42	View chart
Abbott Laboratories (ABT)	0.1	$1.1M		9.3k	113.66	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$1.1M		5.5k	191.86	View chart
Prudential Financial (PRU)	0.1	$1.1M		9.0k	117.40	View chart
Occidental Petroleum Corporation (OXY)	0.1	$1.0M	+17%	16k	64.99	View chart
Invesco Exchange Traded Fd T Pharmaceuticals (PJP)	0.1	$1.0M		13k	80.16	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$1.0M		25k	42.23	View chart
Marvell Technology (MRVL)	0.1	$1.0M	-4%	15k	70.88	View chart
Citigroup Com New (C)	0.1	$1.0M	+2%	16k	63.24	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.0M		2.6k	399.03	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$1.0M		5.7k	182.63	View chart
McDonald's Corporation (MCD)	0.1	$1.0M		3.6k	281.98	View chart
Fiserv (FI)	0.1	$1.0M		6.4k	159.82	View chart
Verizon Communications (VZ)	0.1	$1.0M	-5%	24k	41.96	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.1	$1.0M		16k	64.76	View chart
Ishares Tr Rus 2000 Val Etf Call Option (Principal) (IWN)	0.1	$1.0M	-27%	6.3k	158.81	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$990k		7.5k	131.23	View chart
Vanguard World Energy Etf (VDE)	0.1	$989k	+3%	7.5k	131.70	View chart
Spdr Ser Tr Nyse Tech Etf (XNTK)	0.1	$972k		5.3k	182.39	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.1	$962k		52k	18.54	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.1	$957k		8.8k	108.51	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$953k	+6%	30k	32.23	View chart
Fair Isaac Corporation (FICO)	0.1	$945k		756.00	1250.39	View chart
U Haul Holding Company Com Ser N (UHAL.B)	0.1	$938k		14k	66.68	View chart
Cisco Systems (CSCO)	0.1	$922k	-3%	19k	49.91	View chart
eBay (EBAY)	0.1	$913k		17k	52.78	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$895k	-13%	12k	72.63	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.1	$890k		23k	39.28	View chart
Danaher Corporation (DHR)	0.1	$888k	+2%	3.6k	249.70	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.1	$887k		8.7k	101.78	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$886k	-4%	13k	67.34	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$876k		4.8k	183.89	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$873k		907.00	962.09	View chart
Hca Holdings (HCA)	0.1	$873k		2.6k	333.53	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$871k	-8%	10k	83.58	View chart
Ishares Tr Micro-cap Etf (IWC)	0.1	$855k	-9%	7.1k	121.19	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$855k	NEW	27k	31.95	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$854k		7.4k	115.30	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.1	$832k		15k	56.68	View chart
Snowflake Cl A (SNOW)	0.1	$827k	+19%	5.1k	161.61	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.1	$827k		12k	70.72	View chart
Central Securities (CET)	0.1	$826k		20k	41.77	View chart
Cintas Corporation (CTAS)	0.1	$824k	NEW	1.2k	687.03	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.1	$819k		8.6k	94.89	View chart
Wynn Resorts (WYNN)	0.1	$819k		8.0k	102.23	View chart
Diamondback Energy (FANG)	0.1	$818k		4.1k	198.17	View chart
Ford Motor Company (F)	0.1	$812k		61k	13.28	View chart
Madison Square Grdn Sprt Cor Cl A (MSGS)	0.1	$811k		4.4k	184.52	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$811k	-20%	1.7k	480.84	View chart
Nucor Corporation (NUE)	0.1	$806k		4.1k	197.91	View chart
MetLife (MET)	0.1	$799k	+25%	11k	74.11	View chart
Dupont De Nemours (DD)	0.1	$796k		10k	76.67	View chart
At&t (T)	0.1	$784k	-2%	45k	17.60	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$782k	-6%	13k	61.02	View chart
Kkr & Co (KKR)	0.1	$781k	+52%	7.8k	100.58	View chart
Valero Energy Corporation (VLO)	0.1	$774k		4.5k	170.69	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$771k	-3%	1.4k	556.42	View chart
John Hancock Exchange Traded Multi Intl Etf (JHMD)	0.1	$763k		22k	34.53	View chart
TJX Companies (TJX)	0.1	$757k		7.5k	101.42	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$755k	+3%	9.9k	76.28	View chart
Ishares Tr U.s. Pharma Etf (IHE)	0.1	$734k	+197%	11k	67.89	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$732k	-5%	4.3k	169.38	View chart
International Business Machines (IBM)	0.1	$729k	-7%	3.8k	190.94	View chart
S&p Global (SPGI)	0.1	$721k	+44%	1.7k	425.46	View chart
FactSet Research Systems (FDS)	0.1	$721k		1.6k	454.42	View chart
Vanguard World Extended Dur (EDV)	0.1	$716k	-2%	9.4k	76.60	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$708k	-13%	9.3k	76.03	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$704k		2.0k	346.57	View chart
Viking Therapeutics (VKTX)	0.1	$704k	-27%	8.6k	82.00	View chart
Spdr Ser Tr S&p Regl Bkg (KRE)	0.1	$700k		14k	50.28	View chart
Cummins (CMI)	0.1	$698k		2.4k	294.66	View chart
Intuit (INTU)	0.1	$694k		1.1k	650.23	View chart
Ishares Tr Us Trsprtion (IYT)	0.1	$683k	+297%	9.7k	70.40	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$681k		3.6k	187.36	View chart
Pfizer (PFE)	0.1	$678k		24k	27.75	View chart
Chevron Corporation (CVX)	0.1	$666k	-7%	4.2k	157.73	View chart
Rithm Capital Corp Com New (RITM)	0.1	$664k	+39%	60k	11.16	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$663k	+185%	12k	54.43	View chart
McKesson Corporation (MCK)	0.1	$656k	+12%	1.2k	536.94	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$650k	+3%	6.1k	106.48	View chart
Draftkings Com Cl A (DKNG)	0.1	$648k	-3%	14k	45.41	View chart
Skyworks Solutions (SWKS)	0.1	$646k		6.0k	108.32	View chart
Msci (MSCI)	0.1	$646k		1.2k	560.46	View chart
Exxon Mobil Corporation (XOM)	0.1	$645k	-9%	5.5k	116.25	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$640k	-8%	3.9k	162.86	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$637k	+6%	14k	47.06	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$634k	+2%	8.2k	77.31	View chart
Moody's Corporation (MCO)	0.1	$633k		1.6k	393.05	View chart
Choice Hotels International (CHH)	0.1	$632k		5.0k	126.35	View chart
Howmet Aerospace (HWM)	0.1	$632k		9.2k	68.43	View chart
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)	0.1	$625k	+5%	13k	49.89	View chart
Charles Schwab Corporation (SCHW)	0.1	$618k	+20%	8.5k	72.34	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$615k	+157%	3.0k	204.11	View chart
Wisdomtree Tr Intl Lrgcap Dv (DOL)	0.1	$614k		12k	51.71	View chart
Dow (DOW)	0.1	$608k		11k	57.93	View chart
Wells Fargo & Company (WFC)	0.1	$602k		10k	57.96	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.1	$601k		6.9k	87.48	View chart

Past Filings by Institute for Wealth Management

SEC 13F filings are viewable for Institute for Wealth Management going back to 2011

Institute for Wealth Management 2024 Q1 filed April 30, 2024
Institute for Wealth Management 2023 Q4 filed Jan. 31, 2024
Institute for Wealth Management 2023 Q3 filed Oct. 13, 2023
Institute for Wealth Management 2023 Q2 filed July 25, 2023
Institute for Wealth Management 2023 Q1 filed April 20, 2023
Institute for Wealth Management 2022 Q4 filed Feb. 2, 2023
Institute for Wealth Management 2022 Q3 filed Oct. 18, 2022
Institute for Wealth Management 2022 Q2 filed July 25, 2022
Institute for Wealth Management 2022 Q1 filed April 29, 2022
Institute for Wealth Management 2021 Q4 filed Jan. 21, 2022
Institute for Wealth Management 2021 Q3 filed Nov. 15, 2021
Institute for Wealth Management 2021 Q2 filed July 21, 2021
Institute for Wealth Management 2021 Q1 filed May 4, 2021
Institute for Wealth Management 2020 Q4 filed Feb. 1, 2021
Institute for Wealth Management 2020 Q3 filed Nov. 3, 2020
Institute for Wealth Management 2020 Q2 filed July 30, 2020

View all past filings

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