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 101–150 of 538
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WM | WASTE MGMT INC DEL | 9K | $1M+ | SH |
| XHB | SPDR SERIES TRUST | 19K | $1M+ | SH |
| QUAL | ISHARES TR | 10K | $1M+ | SH |
| VOT | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| MPC | MARATHON PETE CORP | 12K | $1M+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 25K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| CP | CANADIAN PACIFIC KANSAS CITY | 25K | $1M+ | SH |
| ARES | ARES MANAGEMENT CORPORATION | 12K | $1M+ | SH |
| MRVL | MARVELL TECHNOLOGY INC | 22K | $1M+ | SH |
| HWM | HOWMET AEROSPACE INC | 9K | $1M+ | SH |
| NET | CLOUDFLARE INC | 9K | $1M+ | SH |
| IHI | ISHARES TR | 29K | $1M+ | SH |
| IVV | ISHARES TR | 3K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 12K | $1M+ | SH |
| JOE | ST JOE CO | 29K | $1M+ | SH |
| GEV | GE VERNOVA INC | 3K | $1M+ | SH |
| XYLD | GLOBAL X FDS | 42K | $1M+ | SH |
| PBE | INVESCO EXCHANGE TRADED FD T | 20K | $1M+ | SH |
| VOX | VANGUARD WORLD FD | 9K | $1M+ | SH |
| HD | HOME DEPOT INC | 5K | $1M+ | SH |
| VFH | VANGUARD WORLD FD | 12K | $1M+ | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 13K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| GRNY | TIDAL TRUST I | 64K | $1M+ | SH |
| CSD | INVESCO EXCHANGE TRADED FD T | 16K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 6K | $1M+ | SH |
| JOET | VIRTUS ETF TR II | 37K | $1M+ | SH |
| VCR | VANGUARD WORLD FD | 4K | $1M+ | SH |
| EBAY | EBAY INC. | 17K | $1M+ | SH |
| SHOP | SHOPIFY INC | 9K | $1M+ | SH |
| IVW | ISHARES TR | 12K | $1M+ | SH |
| TRV | TRAVELERS COMPANIES INC | 5K | $1M+ | SH |
| XSMO | INVESCO EXCHANGE TRADED FD T | 21K | $1M+ | SH |
| GLD | SPDR GOLD TR | 4K | $1M+ | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 3K | $1M+ | SH |
| PHM | PULTE GROUP INC | 12K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 25K | $1M+ | SH |
| MAR | MARRIOTT INTL INC NEW | 5K | $1M+ | SH |
| EWJ | ISHARES INC | 18K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 16K | $1M+ | SH |
| XNTK | SPDR SERIES TRUST | 5K | $1M+ | SH |
| BBH | VANECK ETF TRUST | 7K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 6K | $1M+ | SH |
| ITOT | ISHARES TR | 9K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 2K | $1M+ | SH |
| CSCO | CISCO SYS INC | 18K | $1M+ | SH |
| NKE | NIKE INC | 21K | $1M+ | SH |
| FICO | FAIR ISAAC CORP | 798 | $1M+ | SH |
| FVD | FIRST TR EXCHANGE-TRADED FD | 29K | $1M+ | SH |