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Size ($ in 1000's)
At 12/31/2023: $616,409
At 09/30/2023: $554,500
Institute for Wealth Management LLC. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Institute for Wealth Management LLC. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Institute for Wealth Management LLC. top holdings by largest position size, as per the latest 13f filing made by Institute for Wealth Management LLC..
In the Institute for Wealth Management LLC.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Institute for Wealth Management LLC. in that top holding, then the share count change between reporting periods, and finally the Institute for Wealth Management LLC. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| NVIDIA CORPORATION |
83,380 |
-135 |
$41,292 | | NVDA | 83,380 | -135 | $41,292 | | APPLE INC |
122,660 |
-2,830 |
$23,616 | | AAPL | 122,660 | -2,830 | $23,616 | | MICROSOFT CORP |
45,429 |
-3,606 |
$17,083 | | MSFT | 45,429 | -3,606 | $17,083 | | AMAZON COM INC |
88,888 |
+113 |
$13,506 | | AMZN | 88,888 | +113 | $13,506 |  INVESCO QQQ TR |
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$13,007 | | QQQ | 33,261 | -3,092 | $13,621 | | Put | 1,500 | UNCH | $614 | | ADOBE INC |
18,504 |
-559 |
$11,040 | | ADBE | 18,504 | -559 | $11,040 | | SPDR S&P 500 ETF TR (SPY) |
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$8,922 | | SPY | 17,772 | -2,351 | $8,447 | | Call | 1,000 | -3,500 | $475 | | ALPHABET INC |
61,319 |
-123 |
$8,566 | | GOOGL | 61,319 | -123 | $8,566 | | STARBUCKS CORP |
75,135 |
-249 |
$7,214 | | SBUX | 75,135 | -249 | $7,214 | | META PLATFORMS INC |
20,180 |
-418 |
$7,143 | | META | 20,180 | -418 | $7,143 | | TESLA INC |
23,825 |
-313 |
$5,920 | | TSLA | 23,825 | -313 | $5,920 | | LAM RESEARCH CORP |
7,532 |
UNCH |
$5,900 | | LRCX | 7,532 | UNCH | $5,900 | | COSTCO WHSL CORP NEW |
8,526 |
-56 |
$5,628 | | COST | 8,526 | -56 | $5,628 | | AXON ENTERPRISE INC |
20,750 |
-139 |
$5,360 | | AXON | 20,750 | -139 | $5,360 | | SCHWAB STRATEGIC TR |
63,679 |
-2,394 |
$5,283 | | SCHG | 63,679 | -2,394 | $5,283 | | TEXAS INSTRS INC |
29,278 |
+272 |
$4,991 | | TXN | 29,278 | +272 | $4,991 | | ISHARES TR (ESGU) |
44,500 |
-680 |
$4,669 | | ESGU | 44,500 | -680 | $4,669 | | SELECT SECTOR SPDR TR (XLI) |
40,334 |
+32 |
$4,598 | | XLI | 40,334 | +32 | $4,598 | | UNITED RENTALS INC |
7,980 |
-69 |
$4,576 | | URI | 7,980 | -69 | $4,576 | | SPDR SER TR (SPYX) |
116,446 |
-704 |
$4,519 | | SPYX | 116,446 | -704 | $4,519 | | BOEING CO |
17,255 |
+1,364 |
$4,498 | | BA | 17,255 | +1,364 | $4,498 | | ADVANCED MICRO DEVICES INC |
30,372 |
-529 |
$4,477 | | AMD | 30,372 | -529 | $4,477 | | INVESCO EXCHANGE TRADED FD T (XMMO) |
48,932 |
-112 |
$4,395 | | XMMO | 48,932 | -112 | $4,395 | | MASTERCARD INCORPORATED |
10,132 |
-40 |
$4,321 | | MA | 10,132 | -40 | $4,321 | | SELECT SECTOR SPDR TR (XLF) |
112,909 |
+6,172 |
$4,245 | | XLF | 112,909 | +6,172 | $4,245 | | DISNEY WALT CO |
46,419 |
+3,771 |
$4,191 | | DIS | 46,419 | +3,771 | $4,191 | | ISHARES TR (IWM) |
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$4,141 | | IWM | 14,131 | +1,374 | $2,836 | | Call | 6,500 | +3,000 | $1,305 | | INVESCO EXCHANGE TRADED FD T (PDP) |
48,392 |
-3,140 |
$4,137 | | PDP | 48,392 | -3,140 | $4,137 | | VANGUARD INDEX FDS (VUG) |
13,237 |
-345 |
$4,115 | | VUG | 13,237 | -345 | $4,115 | | GOLDMAN SACHS GROUP INC |
10,419 |
-16 |
$4,019 | | GS | 10,419 | -16 | $4,019 | | SELECT SECTOR SPDR TR (XLK) |
20,822 |
+249 |
$4,008 | | XLK | 20,822 | +249 | $4,008 | | ISHARES TR (SHV) |
36,034 |
+2,636 |
$3,968 | | SHV | 36,034 | +2,636 | $3,968 | | ELI LILLY & CO |
6,639 |
-126 |
$3,870 | | LLY | 6,639 | -126 | $3,870 | | ISHARES TR (QUAL) |
25,327 |
+303 |
$3,727 | | QUAL | 25,327 | +303 | $3,727 | | BERKSHIRE HATHAWAY INC DEL |
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$3,652 | | BRK.B | 10,238 | -82 | $3,652 | | VISA INC |
13,956 |
-23 |
$3,633 | | V | 13,956 | -23 | $3,633 | | AMGEN INC |
12,594 |
-131 |
$3,627 | | AMGN | 12,594 | -131 | $3,627 | | FORTINET INC |
57,032 |
-657 |
$3,338 | | FTNT | 57,032 | -657 | $3,338 | | APPLIED MATLS INC |
20,323 |
-65 |
$3,294 | | AMAT | 20,323 | -65 | $3,294 | | ABBVIE INC |
20,290 |
-338 |
$3,144 | | ABBV | 20,290 | -338 | $3,144 | | GLOBAL X FDS |
175,893 |
-5,690 |
$3,050 | | QYLD | 175,893 | -5,690 | $3,050 | | BROADCOM INC |
2,501 |
-32 |
$2,791 | | AVGO | 2,501 | -32 | $2,791 | | FEDEX CORP |
10,985 |
-68 |
$2,779 | | FDX | 10,985 | -68 | $2,779 | | VANECK ETF TRUST (SMH) |
15,775 |
+92 |
$2,758 | | SMH | 15,775 | +92 | $2,758 | | JPMORGAN CHASE & CO |
16,196 |
-241 |
$2,755 | | JPM | 16,196 | -241 | $2,755 | | BANK AMERICA CORP |
81,773 |
-277 |
$2,753 | | BAC | 81,773 | -277 | $2,753 | | INVESCO EXCHANGE TRADED FD T (PWB) |
33,192 |
-5,298 |
$2,579 | | PWB | 33,192 | -5,298 | $2,579 | | ISHARES TR (IWV) |
9,363 |
UNCH |
$2,563 | | IWV | 9,363 | UNCH | $2,563 | | ALPHABET INC |
17,996 |
-75 |
$2,536 | | GOOG | 17,996 | -75 | $2,536 | | CSX CORP |
72,472 |
-485 |
$2,513 | | CSX | 72,472 | -485 | $2,513 |
See Full List: All Stocks Held By Institute for Wealth Management LLC.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Institute for Wealth Management LLC.
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