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 351–400 of 538
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PM | PHILIP MORRIS INTL INC | 3K | $100K–$500K | SH |
| TFLO | ISHARES TR | 8K | $100K–$500K | SH |
| RDN | RADIAN GROUP INC | 11K | $100K–$500K | SH |
| MAT | MATTEL INC | 21K | $100K–$500K | SH |
| IWD | ISHARES TR | 2K | $100K–$500K | SH |
| TFC | TRUIST FINL CORP | 8K | $100K–$500K | SH |
| FDS | FACTSET RESH SYS INC | 1K | $100K–$500K | SH |
| XRT | SPDR SERIES TRUST | 5K | $100K–$500K | SH |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 5K | $100K–$500K | SH |
| PCG | PG&E CORP | 24K | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 2K | $100K–$500K | SH |
| SPHR | SPHERE ENTERTAINMENT CO | 4K | $100K–$500K | SH |
| BHF | BRIGHTHOUSE FINL INC | 6K | $100K–$500K | SH |
| GSHD | GOOSEHEAD INS INC | 5K | $100K–$500K | SH |
| WTRG | ESSENTIAL UTILS INC | 10K | $100K–$500K | SH |
| WMB | WILLIAMS COS INC | 6K | $100K–$500K | SH |
| ACN | ACCENTURE PLC IRELAND | 1K | $100K–$500K | SH |
| RKT | ROCKET COS INC | 20K | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC | 5K | $100K–$500K | SH |
| WHR | WHIRLPOOL CORP | 5K | $100K–$500K | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 1K | $100K–$500K | SH |
| BTO | HANCOCK JOHN FINL OPPTYS FD | 11K | $100K–$500K | SH |
| YUM | YUM BRANDS INC | 2K | $100K–$500K | SH |
| ACGL | ARCH CAP GROUP LTD | 4K | $100K–$500K | SH |
| OS | ONESTREAM INC | 20K | $100K–$500K | SH |
| SUSB | ISHARES TR | 15K | $100K–$500K | SH |
| MHO | M/I HOMES INC | 3K | $100K–$500K | SH |
| CHH | CHOICE HOTELS INTL INC | 4K | $100K–$500K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 612 | $100K–$500K | SH |
| BITB | BITWISE BITCOIN ETF TR | 8K | $100K–$500K | SH |
| BLK | BLACKROCK INC | 344 | $100K–$500K | SH |
| BN | BROOKFIELD CORP | 8K | $100K–$500K | SH |
| EFV | ISHARES TR | 5K | $100K–$500K | SH |
| LPLA | LPL FINL HLDGS INC | 1K | $100K–$500K | SH |
| DD | DUPONT DE NEMOURS INC | 9K | $100K–$500K | SH |
| WMS | ADVANCED DRAIN SYS INC DEL | 3K | $100K–$500K | SH |
| LW | LAMB WESTON HLDGS INC | 9K | $100K–$500K | SH |
| VCLT | VANGUARD SCOTTSDALE FDS | 5K | $100K–$500K | SH |
| NIE | VIRTUS EQUITY & CONV INCM FD | 15K | $100K–$500K | SH |
| EWW | ISHARES INC | 5K | $100K–$500K | SH |
| VYM | VANGUARD WHITEHALL FDS | 2K | $100K–$500K | SH |
| DHI | D R HORTON INC | 2K | $100K–$500K | SH |
| RBC | RBC BEARINGS INC | 783 | $100K–$500K | SH |
| DFUV | DIMENSIONAL ETF TRUST | 7K | $100K–$500K | SH |
| TMUS | T-MOBILE US INC | 2K | $100K–$500K | SH |
| FISV | FISERV INC | 5K | $100K–$500K | SH |
| PGP | PIMCO GLOBAL STOCKSPLS INCM | 38K | $100K–$500K | SH |
| PSI | INVESCO EXCHANGE TRADED FD T | 4K | $100K–$500K | SH |
| ANET | ARISTA NETWORKS INC | 3K | $100K–$500K | SH |
| TWLO | TWILIO INC | 2K | $100K–$500K | SH |