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 501–538 of 538
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BJ | BJS WHSL CLUB HLDGS INC | 3K | $100K–$500K | SH |
| IWP | ISHARES TR | 2K | $100K–$500K | SH |
| NUMV | NUSHARES ETF TR | 6K | $100K–$500K | SH |
| DLN | WISDOMTREE TR | 3K | $100K–$500K | SH |
| QUAD | QUAD / GRAPHICS INC | 36K | $100K–$500K | SH |
| WCN | WASTE CONNECTIONS INC | 1K | $100K–$500K | SH |
| DLTR | DOLLAR TREE INC | 2K | $100K–$500K | SH |
| GWX | SPDR INDEX SHS FDS | 5K | $100K–$500K | SH |
| TER | TERADYNE INC | 1K | $100K–$500K | SH |
| KNG | FIRST TR EXCHANGE-TRADED FD | 4K | $100K–$500K | SH |
| NOC | NORTHROP GRUMMAN CORP | 385 | $100K–$500K | SH |
| CHW | CALAMOS GBL DYN INCOME FUND | 29K | $100K–$500K | SH |
| DVY | ISHARES TR | 2K | $100K–$500K | SH |
| IWF | ISHARES TR | 455 | $100K–$500K | SH |
| PTY | PIMCO CORPORATE & INCOME OPP | 17K | $100K–$500K | SH |
| RL | RALPH LAUREN CORP | 606 | $100K–$500K | SH |
| ESGU | ISHARES TR | 1K | $100K–$500K | SH |
| MCY | MERCURY GENL CORP NEW | 2K | $100K–$500K | SH |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | 9K | $100K–$500K | SH |
| FLTR | VANECK ETF TRUST | 8K | $100K–$500K | SH |
| RMT | ROYCE MICRO-CAP TR INC | 20K | $100K–$500K | SH |
| ITB | ISHARES TR | 2K | $100K–$500K | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 2K | $100K–$500K | SH |
| VB | VANGUARD INDEX FDS | 780 | $100K–$500K | SH |
| APA | APA CORPORATION | 8K | $100K–$500K | SH |
| TSI | TCW STRATEGIC INCOME FD INC | 40K | $100K–$500K | SH |
| THW | ABRDN WORLD HEALTHCARE FUND | 14K | $100K–$500K | SH |
| NAD | NUVEEN QUALITY MUNCP INCOME | 14K | $100K–$500K | SH |
| VGM | INVESCO TR INVT GRADE MUNS | 15K | $100K–$500K | SH |
| VKQ | INVESCO MUNICIPAL TRUST | 15K | $100K–$500K | SH |
| ARI | APOLLO COML REAL EST FIN INC | 12K | $100K–$500K | SH |
| GOOGL | ALPHABET INC | 300 | $50K–$100K | SH (Put) |
| ACRE | ARES COML REAL ESTATE CORP | 13K | $50K–$100K | SH |
| GGT | GABELLI MULTIMEDIA TR INC | 13K | $50K–$100K | SH |
| ORCL | ORACLE CORP | 200 | $15K–$50K | SH (Put) |
| RC | READY CAPITAL CORP | 17K | $15K–$50K | SH |
| CRWS | CROWN CRAFTS INC | 10K | $15K–$50K | SH |
| ASST | STRIVE INC | 35K | $15K–$50K | SH |