CIK 1533954
Institute for Wealth Management, LLC.
Institutional 13F holdings & portfolio
Holdings
538
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 451–500 of 538
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GWRE | GUIDEWIRE SOFTWARE INC | 1K | $100K–$500K | SH |
| CII | BLACKROCK ENHANCED LARGE CAP | 12K | $100K–$500K | SH |
| IDXX | IDEXX LABS INC | 409 | $100K–$500K | SH |
| COWZ | PACER FDS TR | 5K | $100K–$500K | SH |
| EFA | ISHARES TR | 3K | $100K–$500K | SH |
| GSY | INVESCO ACTIVELY MANAGED EXC | 5K | $100K–$500K | SH |
| NULV | NUSHARES ETF TR | 6K | $100K–$500K | SH |
| ESGE | ISHARES INC | 6K | $100K–$500K | SH |
| CCI | CROWN CASTLE INC | 3K | $100K–$500K | SH |
| ETHW | BITWISE ETHEREUM ETF | 13K | $100K–$500K | SH |
| SEIC | SEI INVTS CO | 3K | $100K–$500K | SH |
| SUSL | ISHARES TR | 2K | $100K–$500K | SH |
| KBE | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| NJR | NEW JERSEY RES CORP | 6K | $100K–$500K | SH |
| MSGE | MADISON SQUARE GARDEN ENTMT | 5K | $100K–$500K | SH |
| EXLS | EXLSERVICE HOLDINGS INC | 6K | $100K–$500K | SH |
| PGF | INVESCO EXCHANGE TRADED FD T | 19K | $100K–$500K | SH |
| IGF | ISHARES TR | 4K | $100K–$500K | SH |
| AMT | AMERICAN TOWER CORP NEW | 1K | $100K–$500K | SH |
| AER | AERCAP HOLDINGS NV | 2K | $100K–$500K | SH |
| IEF | ISHARES TR | 3K | $100K–$500K | SH |
| SPYX | SPDR SERIES TRUST | 5K | $100K–$500K | SH |
| ITA | ISHARES TR | 1K | $100K–$500K | SH |
| PCAR | PACCAR INC | 2K | $100K–$500K | SH |
| AMLP | ALPS ETF TR | 5K | $100K–$500K | SH |
| SYY | SYSCO CORP | 3K | $100K–$500K | SH |
| MAGS | LISTED FDS TR | 4K | $100K–$500K | SH |
| LH | LABCORP HOLDINGS INC | 1K | $100K–$500K | SH |
| DB | DEUTSCHE BANK A G | 7K | $100K–$500K | SH |
| ITW | ILLINOIS TOOL WKS INC | 1K | $100K–$500K | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC | 7K | $100K–$500K | SH |
| QXO | QXO INC | 13K | $100K–$500K | SH |
| HYGV | FLEXSHARES TR | 6K | $100K–$500K | SH |
| PRI | PRIMERICA INC | 962 | $100K–$500K | SH |
| WTW | WILLIS TOWERS WATSON PLC LTD | 755 | $100K–$500K | SH |
| MGEE | MGE ENERGY INC | 3K | $100K–$500K | SH |
| SOXX | ISHARES TR | 823 | $100K–$500K | SH |
| AGGY | WISDOMTREE TR | 6K | $100K–$500K | SH |
| RDDT | REDDIT INC | 1K | $100K–$500K | SH |
| GIS | GENERAL MLS INC | 5K | $100K–$500K | SH |
| IVES | WEDBUSH SER TR | 8K | $100K–$500K | SH |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 3K | $100K–$500K | SH |
| EES | WISDOMTREE TR | 4K | $100K–$500K | SH |
| TGT | TARGET CORP | 2K | $100K–$500K | SH |
| QRVO | QORVO INC | 3K | $100K–$500K | SH |
| RMD | RESMED INC | 995 | $100K–$500K | SH |
| NSC | NORFOLK SOUTHN CORP | 830 | $100K–$500K | SH |
| ECL | ECOLAB INC | 904 | $100K–$500K | SH |
| LII | LENNOX INTL INC | 487 | $100K–$500K | SH |
| CHTR | CHARTER COMMUNICATIONS INC N | 1K | $100K–$500K | SH |