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CIK: 0001533954
Total reported value
$1.1B
$1.1B
505 檔
16.1%
In Q2 2024, Institute for Wealth Management, LLC.'s U.S. equity holdings reached a combined market value of $1.1B, distributed across 505 disclosed stock positions.
During Q2 2024, Institute for Wealth Management, LLC.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 505 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 13.48% | -0.72% | +895.05% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.62% | -0.30% | +2.78% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.05% | -0.19% | +11.06% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.35% | -0.08% | +1.87% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.90% | -1.12% | -29.42% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.48% | +0.02% | -0.96% | |
| 7 | ADBE | Adobe Inc | Stock-Tech | 1.40% | -0.14% | +0.82% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.38% | +0.05% | +1.59% | |
| 9 | LRCXEUR | Lam Research CORP | Stock-Tech | 1.07% | — | — | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.04% | -0.20% | +7.52% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.85% | -0.01% | -0.47% | |
| 12 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.82% | -0.04% | +4.83% | |
| 13 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.82% | +0.05% | +0.01% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.79% | +0.04% | -3.00% | |
| 15 | TXN | Texas Instruments Inc | Stock-Tech | 0.77% | +0.14% | -0.82% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.76% | +0.04% | +16.99% | |
| 17 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.74% | -0.02% | -0.46% | |
| 18 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.74% | -0.01% | +4.73% | |
| 19 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.71% | — | +1.96% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.69% | -0.17% | -92.78% | |
| 21 | URI | United Rentals Inc | Stock-Industrials | 0.69% | +0.12% | -1.43% | |
| 22 | XLI | Ss Industrial Select Sector | ETF-Other | 0.68% | -0.01% | +0.99% | |
| 23 | AMD | Advanced Micro Devices | Stock-Tech | 0.67% | +0.79% | +0.70% | |
| 24 | AMAT | Applied Materials Inc | Stock-Tech | 0.64% | +0.51% | +0.05% | |
| 25 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.64% | -0.01% | +0.59% | |
| 26 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.64% | +0.28% | +1.30% | |
| 27 | XLK | Ss Technology Select Sector | ETF-Tech | 0.63% | +0.11% | +0.23% | |
| 28 | PDP | Invesco Dorsey Wright Moment | ETF-Other | 0.63% | +0.02% | -0.44% | |
| 29 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.62% | -0.09% | +0.64% | |
| 30 | XLF | Ss Financial Select Sector | ETF-Other | 0.62% | -0.05% | -0.13% | |
| 31 | MA | Mastercard Inc - A | Stock-Financials | 0.59% | -0.07% | -0.10% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | -0.08% | -1.71% | |
| 33 | RXRX | Recursion Pharmaceuticals-a | Stock-Healthcare | 0.58% | — | -0.03% | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.56% | -0.04% | -8.76% | |
| 35 | AMGN | Amgen Inc | Stock-Healthcare | 0.52% | -0.07% | +1.50% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.51% | +0.01% | -1.40% | |
| 37 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.50% | -0.03% | -8.64% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.48% | -0.03% | +0.07% | |
| 39 | FTNT | Fortinet Inc | Stock-Tech | 0.47% | +0.27% | +1.37% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.47% | -0.02% | +0.47% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.45% | -0.04% | +4.98% | |
| 42 | FDX | Fedex CORP | Stock-Industrials | 0.44% | -0.12% | -0.72% | |
| 43 | BAC | Bank Of America CORP | Stock-Financials | 0.43% | -0.02% | -0.24% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.43% | -0.06% | — | |
| 45 | PWB | Invesco Large Cap Growth ETF | ETF-Large Cap & Growth | 0.41% | +0.02% | -1.22% | |
| 46 | HIG | Hartford Insurance Group Inc | Stock-Financials | 0.41% | -0.08% | -1.43% | |
| 47 | BA | Boeing Co/the | Stock-Industrials | 0.40% | -0.07% | +2.16% | |
| 48 | NFLX | Netflix Inc | Stock-Comm Services | 0.39% | -0.13% | +1.37% | |
| 49 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.39% | -0.02% | — | |
| 50 | VTWV | Vanguard Russell 2000 Value | ETF-Small Cap | 0.39% | -0.03% | +96.25% |
According to official SEC Form 13F filings, Institute for Wealth Management, LLC. reported a total U.S. public equity portfolio value of $1.1B across 505 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, MSFT) accounted for 16.1% of total reported equity market value during Q2 2024.
During Q2 2024, Institute for Wealth Management, LLC.'s top holdings by market value included NVDA (13.5%)、AAPL (3.6%)、MSFT (3.0%). The largest single position, NVDA, represented 13.5% of total portfolio value.
In Q2 2024, Institute for Wealth Management, LLC. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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