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 251–300 of 538
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DKNG | DRAFTKINGS INC NEW | 20K | $500K+ | SH |
| JETS | ETF SER SOLUTIONS | 24K | $500K+ | SH |
| LUV | SOUTHWEST AIRLS CO | 16K | $500K+ | SH |
| IEFA | ISHARES TR | 7K | $500K+ | SH |
| CMPR | CIMPRESS PLC | 10K | $500K+ | SH |
| SLB | SLB LIMITED | 17K | $500K+ | SH |
| NVO | NOVO-NORDISK A S | 12K | $500K+ | SH |
| ECF | ELLSWORTH GROWTH & INCOME FD | 54K | $500K+ | SH |
| TT | TRANE TECHNOLOGIES PLC | 2K | $500K+ | SH |
| MELI | MERCADOLIBRE INC | 307 | $500K+ | SH |
| QLD | PROSHARES TR | 9K | $500K+ | SH |
| CHI | CALAMOS CONV OPPORTUNITIES & | 59K | $500K+ | SH |
| ULTA | ULTA BEAUTY INC | 1K | $500K+ | SH |
| EPS | WISDOMTREE TR | 9K | $500K+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 3K | $500K+ | SH |
| RITM | RITHM CAPITAL CORP | 55K | $500K+ | SH |
| EMR | EMERSON ELEC CO | 5K | $500K+ | SH |
| XMVM | INVESCO EXCHANGE TRADED FD T | 9K | $500K+ | SH |
| VPL | VANGUARD INTL EQUITY INDEX F | 7K | $500K+ | SH |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | 62K | $500K+ | SH |
| APO | APOLLO GLOBAL MGMT INC | 4K | $500K+ | SH |
| PEP | PEPSICO INC | 4K | $500K+ | SH |
| AFRM | AFFIRM HLDGS INC | 8K | $500K+ | SH |
| F | FORD MTR CO | 44K | $500K+ | SH |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | 9K | $500K+ | SH |
| KEY | KEYCORP | 28K | $500K+ | SH |
| DDOG | DATADOG INC | 4K | $500K+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 1K | $500K+ | SH |
| USB | US BANCORP DEL | 11K | $500K+ | SH |
| JCI | JOHNSON CTLS INTL PLC | 5K | $500K+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 979 | $500K+ | SH |
| D | DOMINION ENERGY INC | 10K | $500K+ | SH |
| CTVA | CORTEVA INC | 8K | $500K+ | SH |
| CPNG | COUPANG INC | 24K | $500K+ | SH |
| DIVO | AMPLIFY ETF TR | 13K | $500K+ | SH |
| IT | GARTNER INC | 2K | $500K+ | SH |
| BND | VANGUARD BD INDEX FDS | 8K | $500K+ | SH |
| USA | LIBERTY ALL STAR EQUITY FD | 89K | $500K+ | SH |
| FANG | DIAMONDBACK ENERGY INC | 4K | $500K+ | SH |
| XLU | SELECT SECTOR SPDR TR | 13K | $500K+ | SH |
| EDV | VANGUARD WORLD FD | 8K | $500K+ | SH |
| PFE | PFIZER INC | 22K | $500K+ | SH |
| ALL | ALLSTATE CORP | 3K | $500K+ | SH |
| SPGP | INVESCO EXCHANGE TRADED FD T | 5K | $500K+ | SH |
| RCL | ROYAL CARIBBEAN GROUP | 2K | $500K+ | SH |
| LULU | LULULEMON ATHLETICA INC | 3K | $500K+ | SH |
| ADSK | AUTODESK INC | 2K | $500K+ | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 2K | $500K+ | SH |
| MO | ALTRIA GROUP INC | 9K | $500K+ | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 3K | $500K+ | SH |