Institute for Wealth Management, Llc.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 524Value: $693.1MLatest: 2025Q1

Institute for Wealth Management, LLC. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 524 holdings worth $0.7 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "NCNO",
  "ARES",
  "ABSI",
  "JAZZ",
  "NOVT",
  "QRVO",
  "RRX",
  "POOL",
  "MORN",
  "GLBE",
  "ARW",
  "RBC",
  "H",
  "MSGS",
  null,
  null,
  "SNOW",
  "MU",
  "ACN",
  "MMM",
  "ABNB",
  "ABT",
  null,
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  null,
  null,
  "VONG",
  null,
  "ALL",
  "GOOGL",
  "VDE",
  "CET",
  "AXP",
  null,
  "AFRM",
  "JOE",
  "AIG",
  "ASML",
  "T",
  "ENOV",
  "BLK",
  "ASGI",
  null,
  "CAT",
  "AVGO",
  "LOW",
  "CP.TO",
  "CII",
  "HHH",
  "CSQ",
  null,
  null,
  null,
  "CCI",
  "CMI",
  null,
  "KFY",
  "USA",
  null,
  "D",
  "NAD",
  "NWBI",
  "PTY",
  "RDFN",
  "EBAY",
  "PDI",
  "RC",
  "WTRG",
  null,
  null,
  "EOG",
  "EXPE",
  "FFIV",
  null,
  null,
  null,
  null,
  null,
  "RWAY",
  "GILD",
  null,
  "GIS",
  "HLT",
  "ACRE",
  "HON",
  "HD",
  "CHW",
  "AZN",
  "MCD",
  "INTU",
  null,
  null,
  "UNP",
  "QCOM",
  "GLPI",
  null,
  "ISRG",
  null,
  null,
  "BTO",
  "HTD",
  "HWM",
  "LEN",
  null,
  "ITW",
  "INGR",
  "AMAT",
  null,
  "EMR",
  "BKNG",
  "ICE",
  "META",
  null,
  "VKQ",
  null,
  null,
  null,
  null,
  "IVW",
  null,
  null,
  null,
  null,
  null,
  "QUAD",
  "RRR",
  null,
  "TSI",
  null,
  null,
  "RMT",
  "DIAX",
  "CHI",
  null,
  "KNSL",
  "LHX",
  "LRCX",
  "LIN",
  null,
  null,
  null,
  null,
  null,
  "GGT",
  null,
  "MPC",
  "PGP",
  "PWR",
  "MRVL",
  null,
  "MA",
  "BMI",
  "MSFT",
  "MDLZ",
  "CNR",
  "MS",
  "TMUS",
  "EVRG",
  "FICO",
  "FIS",
  "GE",
  "GPC",
  null,
  "HQY",
  "GWRE",
  "HIG",
  "HES",
  "NVS",
  "OXY",
  null,
  "ORLY",
  null,
  "PCAR",
  "DLN",
  "ALK",
  "AER",
  "BX",
  "AMP",
  "ANSS",
  "DG",
  "IJR",
  "EFG",
  "KKR",
  "KLAC",
  "IWD",
  "ORCL",
  "NOC",
  "OKE",
  null,
  "VHT",
  null,
  null,
  null,
  "EEM",
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  null,
  "PNC",
  null,
  "VGSH",
  "IEMG",
  "IJK",
  null,
  null,
  "IVV",
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "BXSL",
  "ECL",
  "NVDA",
  "GS",
  null,
  "INTC",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "LPLA",
  "AMGN",
  "MAS",
  "MSTR",
  "PARA",
  null,
  "REGN",
  "IOT",
  "IEFA",
  "SPGI",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "ROST",
  "RTX",
  "GLD",
  null,
  null,
  "RITM",
  "AMT",
  "IBM",
  "STGW",
  "SYK",
  "SBUX",
  "ERIC",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TFPM.TO",
  "TFC",
  "TWLO",
  "TRV",
  "UBER",
  "UPS",
  "VNQ",
  "MET",
  "UHAL-B",
  "WMS",
  "ASH",
  "RCL",
  "VOE",
  "SCHW",
  "MNST",
  "EWBC",
  "VWO",
  "GDV",
  null,
  "VSS",
  null,
  "IWV",
  "PRF",
  null,
  "DSL",
  "EME",
  "VIG",
  "TTE",
  null,
  "ULTA",
  "IWO",
  "XLB",
  "SU",
  "WY",
  null,
  "GDDY",
  "GGG",
  null,
  "IT",
  "GPN",
  null,
  "RDN",
  null,
  "VYM",
  null,
  "DD",
  "VRTX",
  "MGC",
  null,
  "EA",
  "EW",
  "TT",
  null,
  "PRI",
  "MTN",
  "ADSK",
  "GM",
  "ACGL",
  "TOL",
  "AXON",
  "THO",
  "APH",
  "AMD",
  "ALLE",
  "SDY",
  "FI",
  "NTRA",
  "TAP",
  "IP",
  "F",
  "WM",
  "FTNT",
  "WCN",
  "ECF",
  "AEP",
  "FDS",
  "NVO",
  "DHI",
  "AMZN",
  "MSI",
  "HCA",
  null,
  "LUV",
  "VGM",
  null,
  "AAON",
  null,
  "HDB",
  null,
  "PDD",
  "RGA",
  null,
  "DKNG",
  "VPL",
  null,
  "VGT",
  null,
  "USB",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "VGK",
  null,
  null,
  "MGK",
  null,
  null,
  "VTWO",
  "BNDX",
  "BND",
  "VBR",
  "VOT",
  "VOO",
  null,
  "VTV",
  "V",
  "VKTX",
  null,
  "WBD",
  "WMT",
  "WCC",
  "WFC",
  "WMB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "WYNN",
  "WDAY",
  "YUM",
  null,
  "EVTC",
  "ELAN",
  "FCN",
  "CNQ",
  "GEN",
  "SCHD",
  "DVY",
  "SCHG",
  "JD",
  "MSCI",
  "KEY",
  "HLMN",
  "JCI",
  "NXPI",
  "LH",
  "MOH",
  "MGM",
  "SO",
  "TTD",
  null,
  "OTIS",
  "PSX",
  "CRM",
  "SWKS",
  "RVTY",
  "RBLX",
  "SYY",
  "DIA",
  null,
  "LII",
  "LYV",
  null,
  null,
  "CMPR",
  "MTUM",
  null,
  "GEV",
  "MELI",
  "MCK",
  null,
  "ESGU",
  "NUE",
  "FDX",
  null,
  null,
  null,
  "LULU",
  "ADP",
  "AZO",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BAX",
  "BILL",
  "BXMT",
  "BA",
  null,
  "BHF",
  "BMY",
  "CARR",
  "CF",
  "CVX",
  "LNG",
  "CHTR",
  "CMG",
  "CHH",
  "CTAS",
  "CSCO",
  "NET",
  "C",
  "CME",
  "KO",
  "CMCSA",
  "COP",
  "ROAD",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "CRWD",
  "CVS",
  "CSX",
  "DHR",
  "DDOG",
  "DELL",
  "DE",
  "FANG",
  "DAL",
  null,
  null,
  "DFAC",
  "DDS",
  "DFS",
  "RSP",
  "EWJ",
  "EFA",
  "MCO",
  "USMV",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  "APO",
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 524
Total Value: 693095385
Accession Number: 0001667731-25-000461
Form Type: 13F-HR
CIK: institute-for-wealth-management
Manager Name: Institute-For-Wealth-Management

Data Enrichment

78% identified

409 identified115 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

524 positions • $693.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 27

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Apple Inc.

AAPL|037833100

Shares:127.7K

Value:$28.4M

% of Portfolio:4.1% ($28.4M/$693.1M)

MICROSOFT CORP

MSFT|594918104

Shares:50.0K

Value:$18.8M

% of Portfolio:2.7% ($18.8M/$693.1M)

AMAZON COM INC

AMZN|023135106

Shares:96.7K

Value:$18.4M

% of Portfolio:2.7% ($18.4M/$693.1M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:25.6K

Value:$12.0M

% of Portfolio:1.7% ($12.0M/$693.1M)

Meta Platforms, Inc.

META|30303M102

Shares:20.6K

Value:$11.8M

% of Portfolio:1.7% ($11.8M/$693.1M)

AXON ENTERPRISE, INC.

AXON|05464C101

Shares:20.6K

Value:$10.8M

% of Portfolio:1.6% ($10.8M/$693.1M)

Alphabet Inc.

GOOGL|02079K305

Shares:58.2K

Value:$9.0M

% of Portfolio:1.3% ($9.0M/$693.1M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:9.5K

Value:$9.0M

% of Portfolio:1.3% ($9.0M/$693.1M)

STARBUCKS CORP

SBUX|855244109

Shares:77.9K

Value:$7.6M

% of Portfolio:1.1% ($7.6M/$693.1M)

Tesla, Inc.

TSLA|88160R101

Shares:27.1K

Value:$7.0M

% of Portfolio:1.0% ($7.0M/$693.1M)

ADOBE INC.

ADBE|00724F101

Shares:17.9K

Value:$6.9M

% of Portfolio:1.0% ($6.9M/$693.1M)

92206C623

Shares:34.0K

Value:$6.3M

% of Portfolio:0.9% ($6.3M/$693.1M)

78468R796

Shares:134.6K

Value:$6.2M

% of Portfolio:0.9% ($6.2M/$693.1M)

46435G425

ESGU|46435G425

Shares:50.3K

Value:$6.1M

% of Portfolio:0.9% ($6.1M/$693.1M)

808524300

SCHG|808524300

Shares:241.6K

Value:$6.0M

% of Portfolio:0.9% ($6.0M/$693.1M)

92206C649

Shares:44.0K

Value:$5.9M

% of Portfolio:0.8% ($5.9M/$693.1M)

81369Y704

Shares:43.1K

Value:$5.7M

% of Portfolio:0.8% ($5.7M/$693.1M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:10.3K

Value:$5.6M

% of Portfolio:0.8% ($5.6M/$693.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:10.5K

Value:$5.6M

% of Portfolio:0.8% ($5.6M/$693.1M)

46137V464

Shares:48.4K

Value:$5.5M

% of Portfolio:0.8% ($5.5M/$693.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	127.7K	QoQ +0.71% (-906) YoY +2.21% (+2.8K)	All Managers (Combined)	$28.4M	4.1% ($28.4M/$693.1M)	QoQ -10.66% (-$3.4M) YoY +32.41% (+$6.9M)
MICROSOFT CORP(MSFTcusip594918104)	50.0K	QoQ -0.67% (-342) YoY +9.16% (-4.2K)	All Managers (Combined)	$18.8M	2.7% ($18.8M/$693.1M)	QoQ -11.54% (-$2.5M) YoY -2.59% (-$499.8K)
AMAZON COM INC(AMZNcusip023135106)	96.7K	QoQ +5.87% (-5.4K) YoY +8.37% (+7.5K)	All Managers (Combined)	$18.4M	2.7% ($18.4M/$693.1M)	QoQ -8.18% (-$1.6M) YoY +14.31% (+$2.3M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	25.6K	QoQ +24.97% (+5.1K) YoY -	All Managers (Combined)	$12.0M	1.7% ($12.0M/$693.1M)	QoQ +14.63% (+$1.5M) YoY +1704.50% (+$11.4M)
Meta Platforms, Inc.(METAcusip30303M102)	20.6K	QoQ +1.57% (-318) YoY +1.95% (+394)	All Managers (Combined)	$11.8M	1.7% ($11.8M/$693.1M)	QoQ -0.01% (-$1.8K) YoY +21.01% (+$2.1M)
AXON ENTERPRISE, INC.(AXONcusip05464C101)	20.6K	QoQ -0.38% (-80) YoY -0.99% (-207)	All Managers (Combined)	$10.8M	1.6% ($10.8M/$693.1M)	QoQ -11.84% (-$1.5M) YoY +66.42% (-$4.3M)
Alphabet Inc.(GOOGLcusip02079K305)	58.2K	QoQ +0.55% (-322) YoY -4.86% (-3.0K)	All Managers (Combined)	$9.0M	1.3% ($9.0M/$693.1M)	QoQ -17.85% (-$2.0M) YoY -2.52% (-$233.1K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	9.5K	QoQ -1.30% (-126) YoY +11.93% (+1.0K)	All Managers (Combined)	$9.0M	1.3% ($9.0M/$693.1M)	QoQ +1.87% (-$165.1K) YoY +44.50% (+$2.8M)
STARBUCKS CORP(SBUXcusip855244109)	77.9K	QoQ -0.69% (-543) YoY +3.67% (+2.8K)	All Managers (Combined)	$7.6M	1.1% ($7.6M/$693.1M)	QoQ +6.75% (-$483.2K) YoY +11.27% (+$774.2K)
Tesla, Inc.(TSLAcusip88160R101)	27.1K	QoQ -0.09% (-25) YoY +10.42% (+2.6K)	All Managers (Combined)	$7.0M	1.0% ($7.0M/$693.1M)	QoQ -35.88% (-$3.9M) YoY +62.79% (+$2.7M)
ADOBE INC.(ADBEcusip00724F101)	17.9K	QoQ +0.29% (-53) YoY -3.70% (-690)	All Managers (Combined)	$6.9M	1.0% ($6.9M/$693.1M)	QoQ -13.49% (-$1.1M) YoY -26.80% (-$2.5M)
(cusip92206C623)✕	34.0K	QoQ +2349.06% (+32.6K) YoY NEW(+34.0K)	All Managers (Combined)	$6.3M	0.9% ($6.3M/$693.1M)	QoQ +2071.91% (+$6.0M) YoY NEW(+$6.3M)
(cusip78468R796)✕	134.6K	QoQ -2.61% (-3.6K) YoY +14.01% (+16.5K)	All Managers (Combined)	$6.2M	0.9% ($6.2M/$693.1M)	QoQ -7.47% (-$497.2K) YoY +21.86% (+$1.1M)
(ESGUcusip46435G425)	50.3K	QoQ -0.72% (-367) YoY +14.96% (+6.6K)	All Managers (Combined)	$6.1M	0.9% ($6.1M/$693.1M)	QoQ -6.05% (-$395.1K) YoY +21.91% (+$1.1M)
(SCHGcusip808524300)	241.6K	QoQ -0.79% (-1.9K) YoY +284.27% (+178.7K)	All Managers (Combined)	$6.0M	0.9% ($6.0M/$693.1M)	QoQ -10.87% (-$737.9K) YoY +3.77% (+$220.3K)
(cusip92206C649)✕	44.0K	QoQ +106.14% (+22.7K) YoY +301.53% (+33.0K)	All Managers (Combined)	$5.9M	0.8% ($5.9M/$693.1M)	QoQ +89.72% (+$2.8M) YoY +282.20% (+$4.3M)
(cusip81369Y704)✕	43.1K	QoQ +2.13% (+901) YoY +5.28% (+2.2K)	All Managers (Combined)	$5.7M	0.8% ($5.7M/$693.1M)	QoQ +1.59% (+$88.9K) YoY +9.55% (+$493.0K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	10.3K	QoQ -0.69% (-72) YoY -1.44% (-151)	All Managers (Combined)	$5.6M	0.8% ($5.6M/$693.1M)	QoQ -5.25% (-$312.2K) YoY +28.89% (-$1.3M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	10.5K	QoQ -0.09% (-10) YoY -4.00% (-437)	All Managers (Combined)	$5.6M	0.8% ($5.6M/$693.1M)	QoQ +17.38% (-$825.4K) YoY +21.57% (-$989.0K)
(cusip46137V464)✕	48.4K	QoQ -0.49% (-239) YoY -1.17% (-577)	All Managers (Combined)	$5.5M	0.8% ($5.5M/$693.1M)	QoQ -8.36% (-$502.0K) YoY -2.12% (-$119.4K)