Institute for Wealth Management, LLC. Portfolio Holdings
Q3 2025•555 long positions•$956.7M portfolio value
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Holding602 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Semiconductors Technology | $142.5M 14.89% | -$4.4M Sold | 0.003% 763.5K shares | 787.3K → 763.5K −$4.4M | -3.02% | $4.54T Mega Cap | Q2 2017 Held for 8y 5m | |
Consumer Electronics Technology | $31.6M 3.31% | -$385.3K Sold | 0.001% 124.3K shares | 125.8K → 124.3K −$385.3K | -1.2% | $3.78T Mega Cap | Q2 2017 Held for 8y 5m | |
Software - Infrastructure Technology | $24.9M 2.61% | -$338.2K Sold | 0.001% 48.2K shares | 48.8K → 48.2K −$338.2K | -1.34% | $3.85T Mega Cap | Q2 2017 Held for 8y 5m | |
Specialty Retail Consumer Cyclical | $18.6M 1.95% | -$1.1M Sold | 0.001% 84.8K shares | 89.8K → 84.8K −$1.1M | -5.61% | $2.34T Mega Cap | Q4 2018 Held for 6y 11m | |
ETF ETF | $16.9M 1.77% | +$1.1M Bought | — 28.2K shares | 26.3K → 28.2K +$1.1M | +7.14% | — — | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $14.8M 1.55% | -$294.5K Sold | 0.001% 20.1K shares | 20.5K → 20.1K −$294.5K | -1.95% | $1.84T Mega Cap | Q3 2017 Held for 8y 2m | |
Aerospace & Defense Industrials | $14.8M 1.54% | -$91.9K Sold | 0.026% 20.6K shares | 20.7K → 20.6K −$91.9K | -0.62% | $56.3B Large Cap | Q2 2017 Held for 8y 5m | |
Internet Content & Information Communication Services | $13.7M 1.43% | -$544.8K Sold | 0.0% 56.3K shares | 58.6K → 56.3K −$544.8K | -3.83% | $2.95T Mega Cap | Q4 2018 Held for 6y 11m | |
Auto - Manufacturers Consumer Cyclical | $11.7M 1.22% | -$280.2K Sold | 0.001% 26.2K shares | 26.9K → 26.2K −$280.2K | -2.34% | $1.48T Mega Cap | Q4 2018 Held for 6y 11m | |
Semiconductors Technology | $9.8M 1.03% | -$133.9 Sold | 0.006% 73.5K shares | 73.5K → 73.5K −$133.9 | -0.0% | $168.85B Large Cap | Q1 2019 Held for 6y 8m | |
Discount Stores Consumer Defensive | $8.5M 0.889% | -$25.0K Sold | 0.002% 9.2K shares | 9.2K → 9.2K −$25.0K | -0.29% | $410.27B Mega Cap | Q2 2017 Held for 8y 5m | |
Financial - Capital Markets Financial Services | $7.9M 0.831% | -$215.0K Sold | 0.003% 10.0K shares | 10.3K → 10.0K −$215.0K | -2.63% | $241.07B Mega Cap | Q4 2018 Held for 6y 11m | |
Rental & Leasing Services Industrials | $7.9M 0.822% | -$147.0K Sold | 0.013% 8.2K shares | 8.4K → 8.2K −$147.0K | -1.83% | $61.4B Large Cap | Q2 2017 Held for 8y 5m | |
ETF ETF | $7.8M 0.82% | -$63.1K Sold | — 33.6K shares | 33.8K → 33.6K −$63.1K | -0.8% | — — | Q2 2024 Held for 1y 5m | |
Semiconductors Technology | $7.6M 0.79% | +$21.1K Bought | 0.0% 22.9K shares | 22.8K → 22.9K +$21.1K | +0.28% | $1.56T Mega Cap | Q4 2018 Held for 6y 11m | |
ETF ETF | $7.4M 0.77% | -$281.4K Sold | — 230.9K shares | 239.7K → 230.9K −$281.4K | -3.68% | — — | Q2 2017 Held for 8y 5m | |
ETF ETF | $7.3M 0.762% | +$1.1M Bought | — 10.9K shares | 9.3K → 10.9K +$1.1M | +17.58% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $7.2M 0.752% | -$24.5K Sold | — 131.2K shares | 131.7K → 131.2K −$24.5K | -0.34% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $7.1M 0.747% | -$83.1K Sold | — 49.1K shares | 49.6K → 49.1K −$83.1K | -1.15% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $6.8M 0.709% | -$77.6K Sold | — 43.5K shares | 44.0K → 43.5K −$77.6K | -1.13% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $6.5M 0.682% | -$22.4K Sold | — 42.3K shares | 42.5K → 42.3K −$22.4K | -0.34% | — — | Q2 2017 Held for 8y 5m | |
ETF ETF | $6.5M 0.677% | -$2.4K Sold | — 47.9K shares | 47.9K → 47.9K −$2.4K | -0.04% | — — | Q4 2018 Held for 6y 11m | |
Restaurants Consumer Cyclical | $6.4M 0.667% | -$84.3K Sold | 0.007% 75.4K shares | 76.4K → 75.4K −$84.3K | -1.3% | $96.2B Large Cap | Q2 2018 Held for 7y 5m | |
Software - Infrastructure Technology | $6.1M 0.639% | -$204.2K Sold | 0.004% 17.3K shares | 17.9K → 17.3K −$204.2K | -3.23% | $147.66B Large Cap | Q2 2017 Held for 8y 5m | |
ETF ETF | $6.0M 0.625% | -$115.0K Sold | — 21.2K shares | 21.6K → 21.2K −$115.0K | -1.89% | — — | Q2 2017 Held for 8y 5m | |
ETF ETF | $6.0M 0.623% | +$140.7K Bought | — 18.3K shares | 17.8K → 18.3K +$140.7K | +2.42% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $5.7M 0.596% | -$84.7K Sold | — 105.9K shares | 107.5K → 105.9K −$84.7K | -1.46% | — — | Q2 2017 Held for 8y 5m | |
Financial - Credit Services Financial Services | $5.5M 0.571% | +$39.2K Bought | 0.001% 9.6K shares | 9.5K → 9.6K +$39.2K | +0.72% | $514.21B Mega Cap | Q4 2018 Held for 6y 11m | |
Semiconductors Technology | $5.4M 0.568% | +$9.4K Bought | 0.003% 29.6K shares | 29.5K → 29.6K +$9.4K | +0.17% | $167.04B Large Cap | Q2 2017 Held for 8y 5m | |
ETF ETF | $5.3M 0.558% | -$73.7K Sold | — 45.2K shares | 45.8K → 45.2K −$73.7K | -1.36% | — — | Q4 2018 Held for 6y 11m | |
Software - Infrastructure Technology | $5.3M 0.552% | -$56.0K Sold | 0.001% 18.8K shares | 19.0K → 18.8K −$56.0K | -1.05% | $801.76B Mega Cap | Q2 2017 Held for 8y 5m | |
Entertainment Communication Services | $5.2M 0.547% | -$108.5K Sold | 0.003% 45.7K shares | 46.7K → 45.7K −$108.5K | -2.03% | $205.86B Mega Cap | Q2 2017 Held for 8y 5m | |
Insurance - Diversified Financial Services | $5.2M 0.546% | -$40.2K Sold | 0.0% 10.4K shares | 10.5K → 10.4K −$40.2K | -0.76% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Banks - Diversified Financial Services | $5.1M 0.529% | -$23.7K Sold | 0.001% 16.0K shares | 16.1K → 16.0K −$23.7K | -0.47% | $867.35B Mega Cap | Q2 2017 Held for 8y 5m | |
Entertainment Communication Services | $5.0M 0.52% | -$38.4K Sold | 0.001% 4.2K shares | 4.2K → 4.2K −$38.4K | -0.77% | $509.45B Mega Cap | Q4 2018 Held for 6y 11m | |
Semiconductors Technology | $4.7M 0.49% | -$28.2K Sold | 0.002% 29.0K shares | 29.1K → 29.0K −$28.2K | -0.6% | $262.56B Mega Cap | Q4 2018 Held for 6y 11m | |
Software - Infrastructure Technology | $4.6M 0.482% | -$141.9K Sold | 0.007% 54.9K shares | 56.6K → 54.9K −$141.9K | -2.98% | $64.4B Large Cap | Q1 2020 Held for 5y 8m | |
Financial - Credit Services Financial Services | $4.6M 0.479% | +$14.7K Bought | 0.001% 13.4K shares | 13.4K → 13.4K +$14.7K | +0.32% | $662.60B Mega Cap | Q2 2017 Held for 8y 5m | |
Aerospace & Defense Industrials | $4.5M 0.467% | -$18.1K Sold | 0.003% 20.7K shares | 20.8K → 20.7K −$18.1K | -0.4% | $163.20B Large Cap | Q2 2017 Held for 8y 5m | |
Drug Manufacturers - General Healthcare | $4.4M 0.461% | -$122.1K Sold | 0.001% 5.8K shares | 5.9K → 5.8K −$122.1K | -2.69% | $684.00B Mega Cap | Q2 2017 Held for 8y 5m | |
Drug Manufacturers - General Healthcare | $4.3M 0.454% | -$81.5K Sold | 0.001% 18.7K shares | 19.1K → 18.7K −$81.5K | -1.84% | $409.03B Mega Cap | Q2 2017 Held for 8y 5m | |
ETF ETF | $4.3M 0.453% | +$377.6K Bought | — 20.8K shares | 19.0K → 20.8K +$377.6K | +9.54% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $4.2M 0.439% | -$21.8K Sold | — 24.1K shares | 24.2K → 24.1K −$21.8K | -0.52% | — — | Q4 2020 Held for 4y 11m | |
Banks - Diversified Financial Services | $4.0M 0.423% | -$45.9K Sold | 0.001% 78.4K shares | 79.3K → 78.4K −$45.9K | -1.12% | $382.12B Mega Cap | Q2 2017 Held for 8y 5m | |
Semiconductors Technology | $4.0M 0.421% | -$13.3K Sold | 0.002% 19.7K shares | 19.8K → 19.7K −$13.3K | -0.33% | $163.10B Large Cap | Q2 2017 Held for 8y 5m | |
Internet Content & Information Communication Services | $4.0M 0.417% | -$56.0K Sold | 0.0% 16.4K shares | 16.6K → 16.4K −$56.0K | -1.38% | $2.95T Mega Cap | Q4 2018 Held for 6y 11m | |
ETF ETF | $4.0M 0.415% | -$2.1M Sold | — 35.9K shares | 54.7K → 35.9K −$2.1M | -34.37% | — — | Q2 2017 Held for 8y 5m | |
ETF ETF | $4.0M 0.413% | -$24.1K Sold | — 31.5K shares | 31.7K → 31.5K −$24.1K | -0.61% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $3.8M 0.4% | +$809.2K Bought | — 12.9K shares | 10.1K → 12.9K +$809.2K | +26.79% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $3.7M 0.387% | -$711.3K Sold | — 7.7K shares | 9.2K → 7.7K −$711.3K | -16.13% | — — | Q1 2019 Held for 6y 8m |
