Institute For Wealth Management, Llc.
CIK Number: 0001533954
Main Sectors:
Top Industries:
Filing Date: Apr 21, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporat... | 167.02 | -2.7% | 795.54K | -0.22% | 86.22M | 6.91 | 11.06% | Share |
| 2 | AAPL | Apple Inc. | 239.69 | -0.04% | 127.68K | +0.71% | 28.36M | 55.83 | 3.64% | Share |
| 3 | MSFT | Microsoft Corpo... | 495.00 | -2.55% | 50.02K | -0.68% | 18.78M | 161.8 | 2.41% | Share |
| 4 | AMZN | Amazon.com, Inc... | 232.33 | -1.42% | 96.71K | +5.87% | 18.4M | 102.6 | 2.36% | Share |
| 5 | QQQ | Invesco QQQ Tru... | 576.06 | +0.14% | 25.63K | +24.98% | 12.02M | 348.65 | 1.54% | Share |
| 6 | META | Meta Platforms,... | 752.45 | +0.51% | 20.56K | +1.57% | 11.85M | 175.32 | 1.52% | Share |
| 7 | AXON | Axon Enterprise... | 728.41 | -0.24% | 20.63K | -0.39% | 10.85M | 27.82 | 1.39% | Share |
| 8 | GOOGL | Alphabet Inc. | 235.00 | +1.16% | 58.25K | +0.56% | 9.01M | 69.78 | 1.16% | Share |
| 9 | COST | Costco Wholesal... | 963.48 | +0.79% | 9.5K | -1.31% | 8.99M | 257.12 | 1.15% | Share |
| 10 | SBUX | Starbucks Corpo... | 85.43 | -1.82% | 77.89K | -0.69% | 7.64M | 75.27 | 0.98% | Share |
| 11 | TSLA | Tesla, Inc. | 350.84 | +3.64% | 27.14K | -0.09% | 7.03M | 70.81 | 0.90% | Share |
| 12 | ADBE | Adobe Inc. | 348.97 | +1.35% | 17.95K | +0.30% | 6.88M | 174.48 | 0.88% | Share |
| 13 | VTWG | Vanguard Russel... | 227.01 | +0.53% | 33.99K | +2.35K% | 6.33M | 186.5 | 0.81% | Share |
| 14 | SPYX | SPDR S&P 500 Fo... | 53.27 | -0.23% | 134.56K | -2.62% | 6.16M | 33.36 | 0.79% | Share |
| 15 | ESGU | iShares ESG Awa... | 141.42 | -0.21% | 50.32K | -0.72% | 6.13M | 90.81 | 0.79% | Share |
| 16 | SCHG | Schwab U.S. Lar... | 30.79 | -0.13% | 241.61K | -0.8% | 6.05M | 10.18 | 0.78% | Share |
| 17 | VTWV | Vanguard Russel... | 155.13 | +0.48% | 43.99K | +106.15% | 5.85M | 131.63 | 0.75% | Share |
| 18 | XLI | Industrial Sele... | 150.93 | -0.37% | 43.12K | +2.13% | 5.65M | 81.57 | 0.72% | Share |
| 19 | GS | The Goldman Sac... | 738.57 | -1.38% | 10.29K | -0.69% | 5.62M | 214.76 | 0.72% | Share |
| 20 | BRK-B | Berkshire Hatha... | 499.86 | -1.39% | 10.46K | -0.1% | 5.57M | 253.4 | 0.72% | Share |
| 21 | XMMO | Invesco S&P Mid... | 133.76 | +0.39% | 48.36K | -0.49% | 5.5M | 45.15 | 0.71% | Share |
| 22 | FTNT | Fortinet, Inc. | 78.83 | +3.13% | 56.68K | -1.4% | 5.46M | 20.84 | 0.70% | Share |
| 23 | USMV | iShares MSCI US... | 94.01 | -0.21% | 58.1K | +528.68% | 5.44M | 92.67 | 0.70% | Share |
| 24 | XLF | Financial Selec... | 53.09 | -1.79% | 107.7K | -2.2% | 5.36M | 28.91 | 0.69% | Share |
| 25 | LRCX | Lam Research Co... | 102.95 | +2.52% | 73.71K | +100.00% | 5.36M | 72.7 | 0.69% | Share |
| 26 | TXN | Texas Instrumen... | 187.93 | +0.34% | 29.49K | -0.46% | 5.3M | 113.41 | 0.68% | Share |
| 27 | URI | United Rentals,... | 975.77 | +1.15% | 8.39K | +9.14% | 5.26M | 174.57 | 0.67% | Share |
| 28 | MA | Mastercard Inco... | 584.12 | -1.93% | 9.59K | -0.6% | 5.26M | 238.15 | 0.67% | Share |
| 29 | SPY | SPDR S&P 500 ET... | 647.21 | -0.29% | 9.18K | -45.09% | 5.13M | 536.31 | 0.66% | Share |
| 30 | LLY | Eli Lilly and C... | 726.85 | -2.16% | 6.17K | -3.35% | 5.09M | 167.91 | 0.65% | Share |
| 31 | SHV | iShares Short T... | 110.23 | +0.05% | 43.19K | +14.94% | 4.77M | 110.38 | 0.61% | Share |
| 32 | V | Visa Inc. | 343.12 | -2.24% | 13.6K | -1.96% | 4.77M | 128.99 | 0.61% | Share |
| 33 | DIS | The Walt Disney... | 117.95 | -0.72% | 47.42K | +0.45% | 4.68M | 107.72 | 0.60% | Share |
| 34 | PDP | Invesco DWA Mom... | 112.07 | +0.05% | 46.6K | -0.01% | 4.66M | 48.52 | 0.60% | Share |
| 35 | XLK | Technology Sele... | 262.90 | +0.10% | 21.4K | +1.80% | 4.42M | 77.93 | 0.57% | Share |
| 36 | AVGO | Broadcom Inc. | 334.89 | +9.41% | 24.31K | +0.94% | 4.07M | 35.56 | 0.52% | Share |
| 37 | ABBV | AbbVie Inc. | 212.53 | -0.22% | 19.25K | -1.26% | 4.03M | 85.38 | 0.52% | Share |
| 38 | SMH | VanEck Semicond... | 293.28 | +1.18% | 19K | +3.68% | 4.02M | 105.88 | 0.52% | Share |
| 39 | NFLX | Netflix, Inc. | 1243.82 | -1.09% | 4.28K | +0.16% | 4M | 309.74 | 0.51% | Share |
| 40 | JPM | JPMorgan Chase ... | 294.56 | -3.05% | 15.9K | -0.38% | 3.9M | 115.46 | 0.50% | Share |
| 41 | AMGN | Amgen Inc. | 283.64 | +1.26% | 12.15K | -1.15% | 3.79M | 183.63 | 0.49% | Share |
| 42 | VUG | Vanguard Growth... | 462.61 | -0.3% | 9.86K | -6.27% | 3.66M | 171.47 | 0.47% | Share |
| 43 | HIG | The Hartford Fi... | 131.68 | -2.24% | 28.93K | -3.36% | 3.58M | 51.7 | 0.46% | Share |
| 44 | XLG | Invesco S&P 500... | 55.34 | -0.38% | 76.94K | -2.03% | 3.54M | 27.1 | 0.45% | Share |
| 45 | BA | The Boeing Comp... | 229.68 | -0.46% | 20.17K | +5.71% | 3.44M | 203.74 | 0.44% | Share |
| 46 | BAC | Bank of America... | 49.76 | -1.71% | 79.82K | +0.16% | 3.33M | 26.4 | 0.43% | Share |
| 47 | BRK-A | Berkshire Hatha... | 749551.00 | -1.35% | 4 | +100.00% | 3.19M | 798441.5 | 0.41% | Share |
| 48 | AMD | Advanced Micro ... | 151.14 | -6.58% | 30.92K | -0.69% | 3.18M | 88.53 | 0.41% | Share |
| 49 | PWB | Invesco Dynamic... | 119.59 | -0.4% | 31.88K | -0.02% | 3.06M | 41.47 | 0.39% | Share |
| 50 | FDX | FedEx Corporati... | 227.69 | +1.07% | 12.31K | +11.22% | 3M | 179.84 | 0.39% | Share |
| 51 | DSI | iShares MSCI KL... | 121.20 | -0.44% | 29.23K | -2.68% | 2.99M | 77.42 | 0.38% | Share |
| 52 | IWV | iShares Russell... | 368.90 | -0.19% | 9.36K | 0.00% | 2.97M | 199.61 | 0.38% | Share |
| 53 | AMAT | Applied Materia... | 162.75 | +2.85% | 19.76K | -0.5% | 2.87M | 46.17 | 0.37% | Share |
| 54 | BMVP | Invesco Bloombe... | 49.10 | 0.00% | 59.6K | 0.00% | 2.84M | 88.02 | 0.36% | Share |
| 55 | CRM | Salesforce, Inc... | 250.76 | +2.77% | 10.33K | -0.57% | 2.77M | 178.18 | 0.36% | Share |
| 56 | ORCL | Oracle Corporat... | 232.80 | +4.39% | 19.38K | -3.35% | 2.71M | 69.77 | 0.35% | Share |
| 57 | QUAL | iShares MSCI US... | 189.22 | -0.58% | 15.85K | -20.32% | 2.71M | 99.6 | 0.35% | Share |
| 58 | VWO | Vanguard Emergi... | 51.99 | +1.19% | 59.6K | +120.39% | 2.7M | 44.31 | 0.35% | Share |
| 59 | VOE | Vanguard Mid-Ca... | 172.72 | +0.11% | 16.77K | +96.97% | 2.69M | 151.32 | 0.35% | Share |
| 60 | GOOG | Alphabet Inc. | 235.17 | +1.08% | 17.07K | -0.61% | 2.67M | 67.42 | 0.34% | Share |
| 61 | XLE | Energy Select S... | 87.35 | -1.94% | 28.54K | -0.08% | 2.67M | 60.27 | 0.34% | Share |
| 62 | PANW | Palo Alto Netwo... | 194.46 | +1.10% | 15.25K | -1.54% | 2.6M | 46.19 | 0.33% | Share |
| 63 | IEV | iShares Europe ... | 64.19 | +0.44% | 44.38K | -1.34% | 2.58M | 46.29 | 0.33% | Share |
| 64 | AXP | American Expres... | 326.39 | -1.29% | 9.6K | +2.87% | 2.58M | 95.84 | 0.33% | Share |
| 65 | IWM | iShares Russell... | 237.73 | +0.48% | 12.85K | +13.22% | 2.56M | 196.85 | 0.33% | Share |
| 66 | NOW | ServiceNow, Inc... | 914.04 | +1.72% | 3.19K | +21.78% | 2.54M | 378.47 | 0.33% | Share |
| 67 | PYPL | PayPal Holdings... | 68.26 | -0.29% | 38.52K | -0.66% | 2.51M | 61.18 | 0.32% | Share |
| 68 | PRF | Invesco FTSE RA... | 44.46 | -0.2% | 61.81K | -0.86% | 2.5M | 20.31 | 0.32% | Share |
| 69 | IVW | iShares S&P 500... | 116.01 | -0.08% | 26.7K | +0.72% | 2.48M | 59.73 | 0.32% | Share |
| 70 | CME | CME Group Inc. | 261.94 | -2.05% | 9.28K | +0.24% | 2.46M | 190.25 | 0.32% | Share |
| 71 | BX | Blackstone Inc. | 169.98 | +0.05% | 17.31K | +5.10% | 2.42M | 57.59 | 0.31% | Share |
| 72 | QYLD | Global X NASDAQ... | 16.79 | +0.12% | 144.43K | -2.32% | 2.4M | 17.21 | 0.31% | Share |
| 73 | LOW | Lowe's Companie... | 270.00 | +2.05% | 10.28K | -0.01% | 2.4M | 128.56 | 0.31% | Share |
| 74 | RYLD | Global X Russel... | 15.20 | +0.26% | 158.41K | +0.81% | 2.39M | 17.75 | 0.31% | Share |
| 75 | EFAX | SPDR MSCI EAFE ... | 48.47 | +0.51% | 55.44K | -2.14% | 2.38M | 37.49 | 0.31% | Share |
| 76 | ARES | Ares Management... | 177.43 | -1.46% | 16.03K | +1.58% | 2.35M | 134.72 | 0.30% | Share |
| 77 | EEM | iShares MSCI Em... | 50.46 | +1.22% | 52.48K | -0.82% | 2.29M | 45.49 | 0.29% | Share |
| 78 | DE | Deere & Company | 473.10 | -0.38% | 4.8K | -0.23% | 2.25M | 219.62 | 0.29% | Share |
| 79 | IWC | iShares Micro-C... | 143.42 | +0.42% | 20.18K | +149.09% | 2.24M | 114.73 | 0.29% | Share |
| 80 | GE | GE Aerospace | 279.38 | -1.02% | 11.05K | -0.51% | 2.21M | 62.75 | 0.28% | Share |
| 81 | VKTX | Viking Therapeu... | 26.98 | +1.70% | 90.34K | +12.08% | 2.18M | 40.44 | 0.28% | Share |
| 82 | WM | Waste Managemen... | 220.07 | -2.17% | 8.97K | -0.52% | 2.08M | 97.47 | 0.27% | Share |
| 83 | CSX | CSX Corporation | 32.53 | -0.4% | 70K | -0.94% | 2.06M | 25.57 | 0.26% | Share |
| 84 | QCOM | QUALCOMM Incorp... | 159.84 | +0.08% | 13.19K | +0.05% | 2.03M | 61.14 | 0.26% | Share |
| 85 | ETN | Eaton Corporati... | 349.03 | +0.23% | 7.4K | +4.93% | 2.01M | 97.17 | 0.26% | Share |
| 86 | MS | Morgan Stanley | 148.13 | -1.59% | 17.13K | -0.83% | 2M | 54.89 | 0.26% | Share |
| 87 | RTX | RTX Corporation | 157.55 | -0.71% | 15.07K | -1.1% | 2M | 62.27 | 0.26% | Share |
| 88 | GM | General Motors ... | 58.28 | +0.23% | 42.37K | +18.68% | 1.99M | 38.52 | 0.26% | Share |
| 89 | IVV | iShares Core S&... | 650.45 | -0.27% | 3.53K | -1.2% | 1.98M | 325.37 | 0.25% | Share |
| 90 | HD | The Home Depot,... | 419.00 | +1.78% | 5.37K | -2.49% | 1.97M | 222.41 | 0.25% | Share |
| 91 | SPHQ | Invesco S&P 500... | 72.27 | -0.15% | 28.54K | -1.18% | 1.89M | 28.75 | 0.24% | Share |
| 92 | XYLD | Global X S&P 50... | 39.10 | -0.01% | 47.82K | -1.72% | 1.89M | 40.54 | 0.24% | Share |
| 93 | CP | Canadian Pacifi... | 76.63 | -0.17% | 26.71K | -0.25% | 1.88M | 80.79 | 0.24% | Share |
| 94 | XHB | SPDR S&P Homebu... | 119.32 | +1.80% | 19.17K | +1.66% | 1.86M | 47.81 | 0.24% | Share |
| 95 | PFM | Invesco Dividen... | 49.74 | +0.04% | 40.3K | 0.00% | 1.84M | 24.72 | 0.24% | Share |
| 96 | JNJ | Johnson & Johns... | 178.39 | -0.21% | 11.09K | -0.6% | 1.84M | 146.15 | 0.24% | Share |
| 97 | WMT | Walmart Inc. | 100.52 | -0.41% | 20.73K | -2.04% | 1.82M | 42.81 | 0.23% | Share |
| 98 | VGSH | Vanguard Short-... | 58.80 | +0.14% | 30.88K | -2.22% | 1.81M | 61.89 | 0.23% | Share |
| 99 | BKNG | Booking Holding... | 5505.80 | -1.43% | 391 | +4.55% | 1.8M | 2016.37 | 0.23% | Share |
| 100 | IHI | iShares U.S. Me... | 62.42 | +0.76% | 29.81K | +1.82% | 1.79M | 52 | 0.23% | Share |
| 101 | VONV | Vanguard Russel... | 88.49 | -0.26% | 21.6K | +149.84% | 1.78M | 79.48 | 0.23% | Share |
| 102 | VHT | Vanguard Health... | 256.95 | +0.48% | 6.71K | +131.09% | 1.78M | 255.08 | 0.23% | Share |
| 103 | MPC | Marathon Petrol... | 180.31 | +0.74% | 12.16K | 0.00% | 1.77M | 58.22 | 0.23% | Share |
| 104 | VEA | Vanguard Develo... | 58.97 | +0.49% | 33.59K | +73.25% | 1.71M | 44.37 | 0.22% | Share |
| 105 | VRTX | Vertex Pharmace... | 396.12 | -0.2% | 3.51K | -2.77% | 1.7M | 173.73 | 0.22% | Share |
| 106 | LNG | Cheniere Energy... | 235.69 | -0.54% | 7.14K | -1.11% | 1.65M | 59.59 | 0.21% | Share |
| 107 | MTN | Vail Resorts, I... | 157.89 | -0.57% | 10.3K | -5.42% | 1.65M | 229.45 | 0.21% | Share |
| 108 | DELL | Dell Technologi... | 124.82 | -1.46% | 17.96K | -0.61% | 1.64M | 28.42 | 0.21% | Share |
| 109 | H | Hyatt Hotels Co... | 144.95 | -0.23% | 13.32K | +21.66% | 1.63M | 80.89 | 0.21% | Share |
| 110 | KLAC | KLA Corporation | 905.09 | +3.64% | 2.38K | 0.00% | 1.62M | 289.42 | 0.21% | Share |
| 111 | CIBR | First Trust NAS... | 73.51 | +1.60% | 25.61K | +9.71% | 1.61M | 54.86 | 0.21% | Share |
| 112 | UNH | UnitedHealth Gr... | 315.40 | +1.62% | 3.02K | -0.1% | 1.58M | 316.46 | 0.20% | Share |
| 113 | CAT | Caterpillar Inc... | 423.12 | +0.69% | 4.71K | -6.23% | 1.56M | 155.39 | 0.20% | Share |
| 114 | EOG | EOG Resources, ... | 117.93 | -3.02% | 12.12K | -1.02% | 1.55M | 85.84 | 0.20% | Share |
| 115 | JOET | Virtus Terranov... | 41.72 | -0.59% | 40.37K | 0.00% | 1.48M | 26.94 | 0.19% | Share |
| 116 | CI | The Cigna Group | 305.37 | +0.44% | 4.44K | -1.02% | 1.46M | 178.26 | 0.19% | Share |
| 117 | TRV | The Travelers C... | 275.35 | -1.46% | 5.49K | -1.95% | 1.45M | 109.85 | 0.19% | Share |
| 118 | JEPI | JPMorgan Equity... | 56.76 | -0.01% | 24.73K | +0.67% | 1.41M | 54.77 | 0.18% | Share |
| 119 | JOE | The St. Joe Com... | 51.17 | +1.98% | 29.94K | +10.07% | 1.41M | 50.53 | 0.18% | Share |
| 120 | AIG | American Intern... | 79.23 | -3.06% | 16.17K | -5.93% | 1.41M | 55.92 | 0.18% | Share |
| 121 | FICO | Fair Isaac Corp... | 1533.53 | +0.96% | 760 | +3.54% | 1.4M | 530.79 | 0.18% | Share |
| 122 | CSGP | CoStar Group, I... | 89.46 | +0.40% | 17.52K | -0.17% | 1.39M | 46.44 | 0.18% | Share |
| 123 | KKR | KKR & Co. Inc. | 135.56 | -1.3% | 11.98K | +58.38% | 1.39M | 84.06 | 0.18% | Share |
| 124 | BMY | Bristol-Myers S... | 47.13 | +0.95% | 22.56K | -12.88% | 1.38M | 57.15 | 0.18% | Share |
| 125 | FI | Fiserv, Inc. | 135.00 | -0.87% | 6.22K | -0.77% | 1.37M | 114.35 | 0.18% | Share |
| 126 | VFH | Vanguard Financ... | 129.93 | -1.69% | 11.47K | -4.34% | 1.37M | 82.15 | 0.18% | Share |
| 127 | NKE | NIKE, Inc. | 73.90 | -1.92% | 21.58K | -0.21% | 1.37M | 88.99 | 0.18% | Share |
| 128 | VOX | Vanguard Commun... | 185.82 | +0.57% | 9.15K | +0.95% | 1.36M | 105.07 | 0.17% | Share |
| 129 | VGT | Vanguard Inform... | 698.85 | +0.19% | 2.5K | -20.66% | 1.36M | 310.83 | 0.17% | Share |
| 130 | VONG | Vanguard Russel... | 115.61 | -0.12% | 14.49K | +100.00% | 1.34M | 92.79 | 0.17% | Share |
| 131 | XSMO | Invesco S&P Sma... | 73.26 | -0.04% | 21.39K | 0.00% | 1.34M | 31.51 | 0.17% | Share |
| 132 | SHW | The Sherwin-Wil... | 372.67 | +1.88% | 3.81K | -7.68% | 1.33M | 200.94 | 0.17% | Share |
| 133 | VNQ | Vanguard Real E... | 92.45 | +1.11% | 14.68K | -3.72% | 1.33M | 87.73 | 0.17% | Share |
| 134 | PBE | Invesco Dynamic... | 71.01 | +1.07% | 20.77K | 0.00% | 1.32M | 47.35 | 0.17% | Share |
| 135 | VTI | Vanguard Total ... | 319.56 | -0.18% | 4.64K | +438.63% | 1.28M | 276.38 | 0.16% | Share |
| 136 | IT | Gartner, Inc. | 245.97 | +3.90% | 3.02K | +12.17% | 1.27M | 194.51 | 0.16% | Share |
| 137 | EWJ | iShares MSCI Ja... | 79.19 | +0.58% | 18.44K | +0.03% | 1.26M | 61.57 | 0.16% | Share |
| 138 | C | Citigroup Inc. | 95.43 | -1.7% | 17.69K | -1.06% | 1.26M | 64.81 | 0.16% | Share |
| 139 | ELV | Elevance Health... | 313.59 | +1.80% | 2.85K | -0.38% | 1.24M | 273.36 | 0.16% | Share |
| 140 | ISRG | Intuitive Surgi... | 466.86 | +2.71% | 2.5K | -0.95% | 1.24M | 209.55 | 0.16% | Share |
| 141 | PG | The Procter & G... | 160.06 | +0.55% | 7.25K | -0.34% | 1.24M | 112.78 | 0.16% | Share |
| 142 | PHM | PulteGroup, Inc... | 140.59 | +2.16% | 11.87K | +15.52% | 1.22M | 37.99 | 0.16% | Share |
| 143 | CSD | Invesco S&P Spi... | 89.45 | +0.72% | 16.23K | -0.55% | 1.22M | 42.34 | 0.16% | Share |
| 144 | MAR | Marriott Intern... | 264.70 | -1.54% | 5.09K | +1.62% | 1.21M | 128.14 | 0.16% | Share |
| 145 | XYZ | Block, Inc. | 74.96 | -1.04% | 22.24K | -0.18% | 1.21M | 97.83 | 0.15% | Share |
| 146 | ESGE | iShares ESG Awa... | 40.99 | +1.28% | 34.54K | -1.16% | 1.21M | 36.68 | 0.15% | Share |
| 147 | HWM | Howmet Aerospac... | 178.15 | -0.77% | 9.22K | +0.11% | 1.2M | 29.03 | 0.15% | Share |
| 148 | BBH | VanEck Biotech ... | 168.44 | +1.69% | 7.58K | -0.29% | 1.19M | 133.01 | 0.15% | Share |
| 149 | VCR | Vanguard Consum... | 392.11 | +0.11% | 3.66K | -1.85% | 1.19M | 239.26 | 0.15% | Share |
| 150 | HES | Hess Corporatio... | 148.97 | 0.00% | 7.44K | -0.19% | 1.19M | 43.67 | 0.15% | Share |