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 51–100 of 538
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| HIG | HARTFORD INSURANCE GROUP INC | 26K | $1M+ | SH |
| IWV | ISHARES TR | 9K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 10K | $1M+ | SH |
| NTES | NETEASE INC | 25K | $1M+ | SH |
| GM | GENERAL MTRS CO | 41K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 4K | $1M+ | SH |
| IWM | ISHARES TR | 13K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 60K | $1M+ | SH |
| FDX | FEDEX CORP | 11K | $1M+ | SH |
| IWC | ISHARES TR | 20K | $1M+ | SH |
| SHV | ISHARES TR | 28K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 4 | $1M+ | SH |
| IEV | ISHARES TR | 44K | $1M+ | SH |
| MS | MORGAN STANLEY | 17K | $1M+ | SH |
| XLG | INVESCO EXCHANGE TRADED FD T | 50K | $1M+ | SH |
| KLAC | KLA CORP | 2K | $1M+ | SH |
| PRF | INVESCO EXCHANGE TRADED FD T | 60K | $1M+ | SH |
| BMVP | INVESCO EXCHANGE TRADED FD T | 57K | $1M+ | SH |
| COR | CENCORA INC | 8K | $1M+ | SH |
| EEM | ISHARES TR | 50K | $1M+ | SH |
| DE | DEERE & CO | 6K | $1M+ | SH |
| BX | BLACKSTONE INC | 17K | $1M+ | SH |
| CAT | CATERPILLAR INC | 5K | $1M+ | SH |
| RTX | RTX CORPORATION | 14K | $1M+ | SH |
| CRM | SALESFORCE INC | 10K | $1M+ | SH |
| CSX | CSX CORP | 69K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 14K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 55K | $1M+ | SH |
| CME | CME GROUP INC | 9K | $1M+ | SH |
| ETN | EATON CORP PLC | 7K | $1M+ | SH |
| LOW | LOWES COS INC | 9K | $1M+ | SH |
| RYLD | GLOBAL X FDS | 145K | $1M+ | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 31K | $1M+ | SH |
| VHT | VANGUARD WORLD FD | 8K | $1M+ | SH |
| WMT | WALMART INC | 20K | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 38K | $1M+ | SH |
| DELL | DELL TECHNOLOGIES INC | 17K | $1M+ | SH |
| QYLD | GLOBAL X FDS | 122K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 10K | $1M+ | SH |
| QCOM | QUALCOMM INC | 13K | $1M+ | SH |
| PYPL | PAYPAL HLDGS INC | 37K | $1M+ | SH |
| NOW | SERVICENOW INC | 14K | $1M+ | SH |
| AN | AUTONATION INC | 10K | $1M+ | SH |
| BXSL | BLACKSTONE SECD LENDING FD | 79K | $1M+ | SH |
| PFM | INVESCO EXCHANGE TRADED FD T | 40K | $1M+ | SH |
| BKNG | BOOKING HOLDINGS INC | 383 | $1M+ | SH |
| H | HYATT HOTELS CORP | 13K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 32K | $1M+ | SH |
| C | CITIGROUP INC | 17K | $1M+ | SH |
| VONV | VANGUARD SCOTTSDALE FDS | 22K | $1M+ | SH |