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 301–350 of 538
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ABNB | AIRBNB INC | 4K | $500K+ | SH |
| GDV | GABELLI DIVID & INCOME TR | 19K | $500K+ | SH |
| CIEN | CIENA CORP | 2K | $500K+ | SH |
| XSVM | INVESCO EXCHANGE TRADED FD T | 9K | $500K+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 11K | $500K+ | SH |
| IBB | ISHARES TR | 3K | $500K+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 5K | $500K+ | SH |
| NOV | NOV INC | 33K | $500K+ | SH |
| AEP | AMERICAN ELEC PWR CO INC | 4K | $500K+ | SH |
| ABSI | ABSCI CORPORATION | 146K | $500K+ | SH |
| XLB | SELECT SECTOR SPDR TR | 11K | $500K+ | SH |
| VTWO | VANGUARD SCOTTSDALE FDS | 5K | $500K+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 10K | $500K+ | SH |
| NVS | NOVARTIS AG | 4K | $500K+ | SH |
| TFPM | TRIPLE FLAG PRECIOUS METAL | 15K | $100K–$500K | SH |
| PEY | INVESCO EXCHANGE TRADED FD T | 24K | $100K–$500K | SH |
| HLT | HILTON WORLDWIDE HLDGS INC | 2K | $100K–$500K | SH |
| DDS | DILLARDS INC | 819 | $100K–$500K | SH |
| INTC | INTEL CORP | 13K | $100K–$500K | SH |
| UHAL.B | U HAUL HOLDING COMPANY | 10K | $100K–$500K | SH |
| PNC | PNC FINL SVCS GROUP INC | 2K | $100K–$500K | SH |
| ALK | ALASKA AIR GROUP INC | 10K | $100K–$500K | SH |
| REGN | REGENERON PHARMACEUTICALS | 616 | $100K–$500K | SH |
| AZN | ASTRAZENECA PLC | 5K | $100K–$500K | SH |
| ROAD | CONSTRUCTION PARTNERS INC | 4K | $100K–$500K | SH |
| DAL | DELTA AIR LINES INC DEL | 7K | $100K–$500K | SH |
| RRX | REGAL REXNORD CORPORATION | 3K | $100K–$500K | SH |
| GEN | GEN DIGITAL INC | 17K | $100K–$500K | SH |
| WDC | WESTERN DIGITAL CORP | 3K | $100K–$500K | SH |
| NUE | NUCOR CORP | 3K | $100K–$500K | SH |
| USMV | ISHARES TR | 5K | $100K–$500K | SH |
| EXPE | EXPEDIA GROUP INC | 2K | $100K–$500K | SH |
| WCC | WESCO INTL INC | 2K | $100K–$500K | SH |
| SU | SUNCOR ENERGY INC NEW | 10K | $100K–$500K | SH |
| MMM | 3M CO | 3K | $100K–$500K | SH |
| SGOV | ISHARES TR | 4K | $100K–$500K | SH |
| EA | ELECTRONIC ARTS INC | 2K | $100K–$500K | SH |
| DON | WISDOMTREE TR | 8K | $100K–$500K | SH |
| MAS | MASCO CORP | 7K | $100K–$500K | SH |
| DIAX | NUVEEN DOW 30 DYNMC OVERWRT | 28K | $100K–$500K | SH |
| IEMG | ISHARES INC | 6K | $100K–$500K | SH |
| LIN | LINDE PLC | 1K | $100K–$500K | SH |
| EW | EDWARDS LIFESCIENCES CORP | 5K | $100K–$500K | SH |
| IDVO | AMPLIFY ETF TR | 11K | $100K–$500K | SH |
| ALV | AUTOLIV INC | 4K | $100K–$500K | SH |
| QQEW | FIRST TR EXCHANGE-TRADED FD | 3K | $100K–$500K | SH |
| CNQ | CANADIAN NAT RES LTD | 12K | $100K–$500K | SH |
| GPC | GENUINE PARTS CO | 3K | $100K–$500K | SH |
| BAR | GRANITESHARES GOLD TR | 10K | $100K–$500K | SH |
| AIR | AAR CORP | 5K | $100K–$500K | SH |