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CIK: 0001533954
Total reported value
$1.1B
$1.1B
559 檔
18.7%
According to the latest 13F quarterly dataset, Institute for Wealth Management, LLC. managed an equity portfolio of $1.1B at the end of Q2 2025, spanning 559 distinct U.S. exchange-listed positions.
Institute for Wealth Management, LLC. executed strategic sector rebalancing during Q2 2025, establishing 39 new positions while fully exiting 4 holdings and trimming 96 positions.
Showing top 200 holdings (of 559 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 13.87% | -0.72% | -2.61% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.88% | -0.30% | -1.49% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.71% | -0.19% | -2.40% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.20% | -0.08% | -7.10% | |
| 5 | AXON | Axon Enterprise Inc | Stock-Industrials | 1.91% | +0.05% | +0.33% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.71% | -1.12% | +8.55% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.69% | +0.05% | -0.09% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.15% | +0.02% | +0.58% | |
| 9 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.02% | -0.20% | -3.01% | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.95% | +0.04% | -1.00% | |
| 11 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.81% | -0.01% | -0.43% | |
| 12 | LRCX | Lam Research CORP | Stock-Tech | 0.80% | +1.12% | -0.33% | |
| 13 | VTWG | Vanguard Russell 2000 Growth | ETF-Small Cap | 0.79% | +0.01% | -0.47% | |
| 14 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.78% | -0.04% | -1.88% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.78% | -0.01% | -0.79% | |
| 16 | ADBE | Adobe Inc | Stock-Tech | 0.77% | -0.14% | -0.21% | |
| 17 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.75% | — | -1.36% | |
| 18 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.75% | -0.01% | -2.16% | |
| 19 | URI | United Rentals Inc | Stock-Industrials | 0.71% | +0.12% | +0.06% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.70% | +0.01% | -6.02% | |
| 21 | XLI | Ss Industrial Select Sector | ETF-Other | 0.70% | -0.01% | -1.53% | |
| 22 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.69% | -0.02% | -0.90% | |
| 23 | TXN | Texas Instruments Inc | Stock-Tech | 0.68% | +0.14% | +0.11% | |
| 24 | VTWV | Vanguard Russell 2000 Value | ETF-Small Cap | 0.68% | -0.03% | — | |
| 25 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.67% | -0.09% | +26.68% | |
| 26 | FTNT | Fortinet Inc | Stock-Tech | 0.67% | +0.27% | -0.19% | |
| 27 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.65% | -0.09% | -1.62% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.64% | -0.17% | +1.42% | |
| 29 | XLF | Ss Financial Select Sector | ETF-Other | 0.63% | -0.05% | -0.21% | |
| 30 | NFLX | Netflix Inc | Stock-Comm Services | 0.62% | -0.13% | -2.38% | |
| 31 | XLK | Ss Technology Select Sector | ETF-Tech | 0.61% | +0.11% | +1.04% | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 0.60% | -0.07% | -0.55% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.57% | -0.08% | +0.12% | |
| 34 | PDP | Invesco Dorsey Wright Moment | ETF-Other | 0.55% | +0.02% | -1.67% | |
| 35 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.55% | +0.28% | -6.13% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.53% | -0.03% | -1.65% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.52% | -0.04% | +1.37% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.52% | +0.04% | -3.60% | |
| 39 | BA | Boeing Co/the | Stock-Industrials | 0.49% | -0.07% | +3.10% | |
| 40 | ORCL | Oracle CORP | Stock-Tech | 0.46% | -0.07% | -2.03% | |
| 41 | AMD | Advanced Micro Devices | Stock-Tech | 0.46% | +0.79% | -5.72% | |
| 42 | VUG | Vanguard Growth ETF | ETF-Other | 0.45% | -0.04% | -6.79% | |
| 43 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.44% | -0.05% | +44.18% | |
| 44 | BAC | Bank Of America CORP | Stock-Financials | 0.42% | -0.02% | -0.65% | |
| 45 | PWB | Invesco Large Cap Growth ETF | ETF-Large Cap & Growth | 0.42% | +0.02% | -0.52% | |
| 46 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.41% | -0.05% | +211.09% | |
| 47 | AMAT | Applied Materials Inc | Stock-Tech | 0.40% | +0.51% | -0.03% | |
| 48 | HIG | Hartford Insurance Group Inc | Stock-Financials | 0.40% | -0.08% | -2.95% | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.40% | -0.02% | -0.83% | |
| 50 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.37% | +0.01% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.6% | -2.61% | Trim |
| 2 | AXON | Axon Enterprise Inc | +0.5% | +0.33% | Add |
| 3 | VBK | Vanguard Small-cap Grwth ETF | +0.3% | NEW | New buy |
| 4 | MSFT | Microsoft CORP | +0.3% | -2.40% | Trim |
| 5 | VBR | Vanguard Small-cap Value ETF | +0.3% | +211.09% | Add |
| 6 | EUSB | Ishr Esg Advn Universal Bd-$ | +0.2% | NEW | New buy |
| 7 | AVGO | Broadcom Inc | +0.2% | -6.02% | Trim |
| 8 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +8.55% | Add |
| 9 | META | Meta Platforms Inc-class A | +0.2% | -0.09% | Trim |
| 10 | VGT | Vanguard Info Tech ETF | +0.1% | +62.70% | Add |
| 11 | VTV | Vanguard Value ETF | +0.1% | +197.17% | Add |
| 12 | LRCX | Lam Research CORP | +0.1% | -0.33% | Trim |
| 13 | NFLX | Netflix Inc | +0.1% | -2.38% | Trim |
| 14 | ORCL | Oracle CORP | +0.1% | -2.03% | Trim |
| 15 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | +179.26% | Add |
| 16 | NUHY | Nuveen Esg Hi Yld CORP Bnd | +0.1% | NEW | New buy |
| 17 | GS | Goldman Sachs Group Inc | +0.1% | -0.43% | Trim |
| 18 | VOE | Vanguard Mid-cap Value ETF | +0.1% | +44.18% | Add |
| 19 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | +53.48% | Add |
| 20 | COF | Capital One Financial CORP | +0.1% | NEW | New buy |
| 21 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | +26.68% | Add |
| 22 | GRNY | Fundstr Gran Sh US Lrg Cap | +0.1% | +42.28% | Add |
| 23 | EDV | Vanguard Extended Dur Treas | +0.1% | NEW | New buy |
| 24 | TSLA | Tesla Inc | +0.1% | -1.00% | Trim |
| 25 | DIS | Walt Disney Co/the | +0.1% | -1.62% | Trim |
| 26 | AMD | Advanced Micro Devices | +0.1% | -5.72% | Trim |
| 27 | BA | Boeing Co/the | +0.1% | +3.10% | Add |
| 28 | NET | Cloudflare Inc - Class A | +0.1% | -7.59% | Trim |
| 29 | CIEN | Ciena CORP | +0.1% | NEW | New buy |
| 30 | URI | United Rentals Inc | 0% | +0.06% | Add |
| 31 | XLK | Ss Technology Select Sector | 0% | +1.04% | Add |
| 32 | ETN | Eaton Corporation plc | 0% | +0.20% | Add |
| 33 | MRVL | Marvell Technology Inc | 0% | +18.68% | Add |
| 34 | HWM | Howmet Aerospace Inc | 0% | -0.47% | Trim |
| 35 | RBLX | Roblox CORP -class A | 0% | -7.70% | Trim |
| 36 | GEV | GE Vernova Inc | 0% | -6.08% | Trim |
| 37 | IJR | Ishares Core S&p Small-cap E | 0% | +141.26% | Add |
| 38 | HHH | Howard Hughes Holdings Inc | 0% | +155.41% | Add |
| 39 | RRR | Red Rock Resorts Inc-class A | 0% | +83.88% | Add |
| 40 | STX | Seagate Technology Holdings plc | 0% | NEW | New buy |
| 41 | MLPA | Global X Mlp ETF | 0% | NEW | New buy |
| 42 | XLP | Ss Consumer Staples Sel Sect | 0% | NEW | New buy |
| 43 | KMX | Carmax Inc | 0% | NEW | New buy |
| 44 | SMH | Vaneck Semiconductor ETF | 0% | -6.13% | Trim |
| 45 | AMAT | Applied Materials Inc | 0% | -0.03% | Trim |
| 46 | PWB | Invesco Large Cap Growth ETF | 0% | -0.52% | Trim |
| 47 | NOW | Servicenow Inc | 0% | -2.51% | Trim |
| 48 | GE | General Electric | 0% | -2.36% | Trim |
| 49 | KLAC | Kla CORP | 0% | — | Unchanged |
| 50 | DELL | Dell Technologies -c | 0% | -2.54% | 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 559 disclosed positions in Q2 2025.
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 18.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
VBK
市值: $2.8M
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $403.5K
During Q2 2025, Institute for Wealth Management, LLC.'s top holdings by market value included NVDA (13.9%)、AAPL (2.9%)、MSFT (2.7%). The largest single position, NVDA, represented 13.9% of total portfolio value.
In Q2 2025, Institute for Wealth Management, LLC. made 189 total portfolio adjustments, initiating 39 new buys, adding to 50 positions, trimming 96 holdings, and fully liquidating 4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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