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CIK: 0001533954
Total reported value
$1.1B
$1.1B
550 檔
15.8%
The Q3 2024 SEC filing reveals that Institute for Wealth Management, LLC. held a total portfolio value of $1.1B, covering 550 public equity positions.
In Q3 2024, Institute for Wealth Management, LLC. displayed an active expansion posture, initiating 52 new positions and adding to 67 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 550 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 12.39% | -0.72% | -0.68% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.76% | -0.30% | -0.37% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.75% | -0.19% | -0.59% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.16% | -0.08% | +0.93% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.46% | +0.05% | -1.03% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.32% | -1.12% | -27.59% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.26% | +0.02% | -0.67% | |
| 8 | ADBE | Adobe Inc | Stock-Tech | 1.23% | -0.14% | +0.03% | |
| 9 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.09% | -0.20% | +6.56% | |
| 10 | AXON | Axon Enterprise Inc | Stock-Industrials | 1.05% | +0.05% | -0.07% | |
| 11 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.97% | -0.04% | -0.18% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.92% | +0.04% | -3.58% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.82% | -0.01% | +0.08% | |
| 14 | URI | United Rentals Inc | Stock-Industrials | 0.81% | +0.12% | -0.75% | |
| 15 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.78% | -0.01% | +5.70% | |
| 16 | TXN | Texas Instruments Inc | Stock-Tech | 0.77% | +0.14% | -0.19% | |
| 17 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.77% | — | -0.32% | |
| 18 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.76% | — | +6.35% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.75% | +0.04% | +2.46% | |
| 20 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.74% | -0.02% | +0.00% | |
| 21 | XLI | Ss Industrial Select Sector | ETF-Other | 0.71% | -0.01% | +0.29% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.69% | -0.17% | -0.20% | |
| 23 | AMD | Advanced Micro Devices | Stock-Tech | 0.67% | +0.79% | +4.92% | |
| 24 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.65% | -0.01% | -0.84% | |
| 25 | XLF | Ss Financial Select Sector | ETF-Other | 0.64% | -0.05% | +0.40% | |
| 26 | PDP | Invesco Dorsey Wright Moment | ETF-Other | 0.62% | +0.02% | -0.09% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | -0.08% | -0.37% | |
| 28 | MA | Mastercard Inc - A | Stock-Financials | 0.61% | -0.07% | -1.83% | |
| 29 | XLK | Ss Technology Select Sector | ETF-Tech | 0.59% | +0.11% | +0.32% | |
| 30 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.59% | -0.01% | +489.15% | |
| 31 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.57% | -0.09% | +1.01% | |
| 32 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.57% | +0.28% | +1.38% | |
| 33 | FTNT | Fortinet Inc | Stock-Tech | 0.57% | +0.27% | +0.07% | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.54% | -0.04% | -1.11% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.52% | +0.01% | +906.27% | |
| 36 | AMAT | Applied Materials Inc | Stock-Tech | 0.51% | +0.51% | -1.81% | |
| 37 | AMGN | Amgen Inc | Stock-Healthcare | 0.50% | -0.07% | -1.03% | |
| 38 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.49% | -0.03% | -1.06% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.49% | -0.02% | -3.42% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.48% | -0.03% | +0.47% | |
| 41 | HIG | Hartford Insurance Group Inc | Stock-Financials | 0.45% | -0.08% | -0.56% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.43% | -0.04% | -1.21% | |
| 43 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.43% | -0.02% | +28.55% | |
| 44 | PWB | Invesco Large Cap Growth ETF | ETF-Large Cap & Growth | 0.41% | +0.02% | -0.03% | |
| 45 | BAC | Bank Of America CORP | Stock-Financials | 0.40% | -0.02% | -1.45% | |
| 46 | VTWV | Vanguard Russell 2000 Value | ETF-Small Cap | 0.40% | -0.03% | +0.35% | |
| 47 | ORCL | Oracle CORP | Stock-Tech | 0.40% | -0.07% | -6.68% | |
| 48 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.40% | -0.04% | -1.92% | |
| 49 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.39% | +0.01% | NEW | |
| 50 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.39% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | USMV | Ishares Msci USA Min Vol Fac | +0.5% | +489.15% | Add |
| 2 | AXON | Axon Enterprise Inc | +0.2% | -0.07% | Trim |
| 3 | TSLA | Tesla Inc | +0.2% | -3.58% | Trim |
| 4 | SBUX | Starbucks CORP | +0.2% | -0.18% | Trim |
| 5 | AAPL | Apple Inc | +0.1% | -0.37% | Trim |
| 6 | URI | United Rentals Inc | +0.1% | -0.75% | Trim |
| 7 | FTNT | Fortinet Inc | +0.1% | +0.07% | Add |
| 8 | XLG | Invesco S&p 500 Top 50 ETF | +0.1% | +28.55% | Add |
| 9 | META | Meta Platforms Inc-class A | +0.1% | -1.03% | Trim |
| 10 | PYPL | Paypal Holdings Inc | +0.1% | -1.92% | Trim |
| 11 | VKTX | Viking Therapeutics Inc | +0.1% | +13.52% | Add |
| 12 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +59.45% | Add |
| 13 | DHI | Dr Horton Inc | +0.1% | NEW | New buy |
| 14 | COST | Costco Wholesale CORP | +0.1% | +6.56% | Add |
| 15 | ESGU | Ishares Esg Aware Msci USA | +0.1% | +6.35% | Add |
| 16 | BX | Blackstone Inc | +0.1% | -0.04% | Trim |
| 17 | LOW | Lowe's Cos Inc | +0.1% | -2.32% | Trim |
| 18 | ARES | Ares Management CORP - A | +0.1% | +5.99% | Add |
| 19 | XHB | Ss Spdr S&p Homebldrs ETF | +0.1% | +2.33% | Add |
| 20 | JD | Jd.com Inc-adr | +0.1% | NEW | New buy |
| 21 | THO | Thor Industries Inc | +0.1% | NEW | New buy |
| 22 | VSS | Vanguard Ftse All Wo X-us Sc | +0.1% | NEW | New buy |
| 23 | DFH | Dream Finders Homes Inc - A | +0.1% | NEW | New buy |
| 24 | JPST | Jpmorgan Ultra-short Income | +0.1% | NEW | New buy |
| 25 | ROP | Roper Technologies Inc | +0.1% | NEW | New buy |
| 26 | PDD | Pdd Holdings Inc | +0.1% | NEW | New buy |
| 27 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | 0% | +5.70% | Add |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -0.37% | Trim |
| 29 | HIG | Hartford Insurance Group Inc | 0% | -0.56% | Trim |
| 30 | NKE | Nike Inc -cl B | 0% | +5.42% | Add |
| 31 | VOE | Vanguard Mid-cap Value ETF | 0% | +22.44% | Add |
| 32 | BMY | Bristol-myers Squibb Co | 0% | +3.44% | Add |
| 33 | SSD | Simpson Manufacturing Co Inc | 0% | NEW | New buy |
| 34 | AKX | Ansys Inc | 0% | NEW | New buy |
| 35 | PHM | Pultegroup Inc | 0% | -0.94% | Trim |
| 36 | WDAY | Workday Inc-class A | 0% | NEW | New buy |
| 37 | LUV | Southwest Airlines Co | 0% | NEW | New buy |
| 38 | ZTS | Zoetis Inc | 0% | +51.95% | Add |
| 39 | PENN | Penn Entertainment Inc | 0% | NEW | New buy |
| 40 | FFIV | F5 Inc | 0% | +32.12% | Add |
| 41 | JELD | Jeld-wen Holding Inc | 0% | NEW | New buy |
| 42 | POOL | Pool CORP | 0% | NEW | New buy |
| 43 | NCNO | Ncino Inc | 0% | NEW | New buy |
| 44 | NDSN | Nordson CORP | 0% | NEW | New buy |
| 45 | LEA | Lear CORP | 0% | NEW | New buy |
| 46 | XLI | Ss Industrial Select Sector | 0% | +0.29% | Add |
| 47 | AXP | American Express Co | 0% | -0.19% | Trim |
| 48 | IWM | Ishares Russell 2000 ETF | 0% | +8.05% | Add |
| 49 | SHW | Sherwin-williams Co/the | 0% | +1.22% | Add |
| 50 | LEN | Lennar Corp-a | 0% | -0.26% | Trim |
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 550 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, MSFT) accounted for 15.8% of total reported equity market value during Q3 2024.
Top New Position Initiated
DHI
市值: $469.7K
Top Position Liquidated / Trimmed
RXRX
前期市值: $4.4M
During Q3 2024, Institute for Wealth Management, LLC.'s top holdings by market value included NVDA (12.4%)、AAPL (3.8%)、MSFT (2.8%). The largest single position, NVDA, represented 12.4% of total portfolio value.
In Q3 2024, Institute for Wealth Management, LLC. made 194 total portfolio adjustments, initiating 52 new buys, adding to 67 positions, trimming 66 holdings, and fully liquidating 9 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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