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 401–450 of 538
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TOL | TOLL BROTHERS INC | 3K | $100K–$500K | SH |
| FIS | FIDELITY NATL INFORMATION SV | 5K | $100K–$500K | SH |
| SWKS | SKYWORKS SOLUTIONS INC | 5K | $100K–$500K | SH |
| TTD | THE TRADE DESK INC | 9K | $100K–$500K | SH |
| PSKY | PARAMOUNT SKYDANCE CORP | 25K | $100K–$500K | SH |
| SO | SOUTHERN CO | 4K | $100K–$500K | SH |
| HDB | HDFC BANK LTD | 9K | $100K–$500K | SH |
| ADEA | ADEIA INC | 19K | $100K–$500K | SH |
| WBD | WARNER BROS DISCOVERY INC | 11K | $100K–$500K | SH |
| MLPA | GLOBAL X FDS | 7K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 7K | $100K–$500K | SH |
| FXL | FIRST TR EXCHANGE TRADED FD | 2K | $100K–$500K | SH |
| LYV | LIVE NATION ENTERTAINMENT IN | 2K | $100K–$500K | SH |
| ODD | ODDITY TECH LTD | 8K | $100K–$500K | SH |
| NYT | NEW YORK TIMES CO | 5K | $100K–$500K | SH |
| NUMG | NUSHARES ETF TR | 7K | $100K–$500K | SH |
| Q | QNITY ELECTRONICS INC | 4K | $100K–$500K | SH |
| BORR | BORR DRILLING LTD | 80K | $100K–$500K | SH |
| RVTY | REVVITY INC | 3K | $100K–$500K | SH |
| EWBC | EAST WEST BANCORP INC | 3K | $100K–$500K | SH |
| MGC | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| TEL | TE CONNECTIVITY PLC | 1K | $100K–$500K | SH |
| MNST | MONSTER BEVERAGE CORP NEW | 4K | $100K–$500K | SH |
| CARR | CARRIER GLOBAL CORPORATION | 6K | $100K–$500K | SH |
| BSX | BOSTON SCIENTIFIC CORP | 3K | $100K–$500K | SH |
| FTC | FIRST TR EXCHANGE-TRADED ALP | 2K | $100K–$500K | SH |
| MGM | MGM RESORTS INTERNATIONAL | 8K | $100K–$500K | SH |
| IWO | ISHARES TR | 934 | $100K–$500K | SH |
| SSO | PROSHARES TR | 5K | $100K–$500K | SH |
| AMP | AMERIPRISE FINL INC | 605 | $100K–$500K | SH |
| WY | WEYERHAEUSER CO MTN BE | 12K | $100K–$500K | SH |
| NXPI | NXP SEMICONDUCTORS N V | 1K | $100K–$500K | SH |
| SDY | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | 15K | $100K–$500K | SH |
| DSL | DOUBLELINE INCOME SOLUTIONS | 26K | $100K–$500K | SH |
| AAMI | ACADIAN ASSET MANAGEMENT INC | 6K | $100K–$500K | SH |
| ALLE | ALLEGION PLC | 2K | $100K–$500K | SH |
| AROC | ARCHROCK INC | 11K | $100K–$500K | SH |
| FDL | FIRST TR EXCHANGE-TRADED FD | 7K | $100K–$500K | SH |
| GRNJ | TIDAL TRUST III | 11K | $100K–$500K | SH |
| JD | JD.COM INC | 10K | $100K–$500K | SH |
| ASGI | ABRDN GLOBAL INFRA INCOME FU | 13K | $100K–$500K | SH |
| OKE | ONEOK INC NEW | 4K | $100K–$500K | SH |
| DG | DOLLAR GEN CORP NEW | 2K | $100K–$500K | SH |
| GLBE | GLOBAL E ONLINE LTD | 7K | $100K–$500K | SH |
| AZO | AUTOZONE INC | 83 | $100K–$500K | SH |
| IJK | ISHARES TR | 3K | $100K–$500K | SH |
| NULG | NUSHARES ETF TR | 3K | $100K–$500K | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 4K | $100K–$500K | SH |
| MORT | VANECK ETF TRUST | 26K | $100K–$500K | SH |