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 151–200 of 538
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| LNG | CHENIERE ENERGY INC | 7K | $1M+ | SH |
| IJR | ISHARES TR | 11K | $1M+ | SH |
| EOG | EOG RES INC | 13K | $1M+ | SH |
| AIG | AMERICAN INTL GROUP INC | 15K | $1M+ | SH |
| AOR | ISHARES TR | 20K | $1M+ | SH |
| KKR | KKR & CO INC | 10K | $1M+ | SH |
| XLC | SELECT SECTOR SPDR TR | 11K | $1M+ | SH |
| PJP | INVESCO EXCHANGE TRADED FD T | 12K | $1M+ | SH |
| XYZ | BLOCK INC | 19K | $1M+ | SH |
| MGK | VANGUARD WORLD FD | 3K | $1M+ | SH |
| XLY | SELECT SECTOR SPDR TR | 10K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 18K | $1M+ | SH |
| VSS | VANGUARD INTL EQUITY INDEX F | 8K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 2K | $1M+ | SH |
| XBI | SPDR SERIES TRUST | 10K | $1M+ | SH |
| DXJ | WISDOMTREE TR | 8K | $1M+ | SH |
| CMI | CUMMINS INC | 2K | $1M+ | SH |
| SPGI | S&P GLOBAL INC | 2K | $1M+ | SH |
| UNP | UNION PAC CORP | 5K | $1M+ | SH |
| SHW | SHERWIN WILLIAMS CO | 4K | $1M+ | SH |
| HCA | HCA HEALTHCARE INC | 2K | $1M+ | SH |
| MCO | MOODYS CORP | 2K | $1M+ | SH |
| BABA | ALIBABA GROUP HLDG LTD | 8K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 20K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 11K | $1M+ | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 13K | $1M+ | SH |
| KVUE | KENVUE INC | 63K | $1M+ | SH |
| PID | INVESCO EXCHANGE TRADED FD T | 49K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 3K | $1M+ | SH |
| TJX | TJX COS INC NEW | 7K | $1M+ | SH |
| T | AT&T INC | 43K | $1M+ | SH |
| CSGP | COSTAR GROUP INC | 16K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 4K | $1M+ | SH |
| CI | THE CIGNA GROUP | 4K | $1M+ | SH |
| KRE | SPDR SERIES TRUST | 16K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 7K | $1M+ | SH |
| PRFZ | INVESCO EXCHANGE TRADED FD T | 22K | $1M+ | SH |
| MRK | MERCK & CO INC | 10K | $1M+ | SH |
| MSCI | MSCI INC | 2K | $500K+ | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 3K | $500K+ | SH |
| MCK | MCKESSON CORP | 1K | $500K+ | SH |
| COP | CONOCOPHILLIPS | 10K | $500K+ | SH |
| DTD | WISDOMTREE TR | 11K | $500K+ | SH |
| HQY | HEALTHEQUITY INC | 11K | $500K+ | SH |
| RBLX | ROBLOX CORP | 12K | $500K+ | SH |
| PRU | PRUDENTIAL FINL INC | 9K | $500K+ | SH |
| ABT | ABBOTT LABS | 8K | $500K+ | SH |
| IHE | ISHARES TR | 11K | $500K+ | SH |
| MCD | MCDONALDS CORP | 3K | $500K+ | SH |
| MSGS | MADISON SQUARE GRDN SPRT COR | 4K | $500K+ | SH |