Institute For Wealth Management, LLC. Top Holdings and 13F Report (2024) → Invest in the 'Trojan Horse' of Alzheimer's Treatment (From Behind the Markets) (Ad) About Institute For Wealth Management, LLC.Investment ActivityInstitute For Wealth Management, LLC. has $775.90 million in total holdings as of March 31, 2024.Institute For Wealth Management, LLC. owns shares of 501 different stocks, but just 161 companies or ETFs make up 80% of its holdings.Approximately 12.37% of the portfolio was purchased this quarter.About 2.22% of the portfolio was sold this quarter.This quarter, Institute For Wealth Management, LLC. has purchased 481 new stocks and bought additional shares in 162 stocks.Institute For Wealth Management, LLC. sold shares of 211 stocks and completely divested from 25 stocks this quarter.Largest Holdings NVIDIA $73,946,123SPDR S&P 500 ETF Trust $68,991,984Apple $21,418,797Microsoft $19,276,633Invesco QQQ $18,624,636 Largest New Holdings this Quarter Recursion Pharmaceuticals $5,794,055 HoldingAres Management $1,835,257 HoldingDimensional U.S. Core Equity 2 ETF $854,887 HoldingCintas $824,436 HoldingFate Therapeutics $491,254 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 113,126 shares (about $59.17M)Recursion Pharmaceuticals 581,149 shares (about $5.79M)Invesco QQQ 7,185 shares (about $3.19M)Ares Management 13,801 shares (about $1.84M)First Trust Nasdaq Cybersecurity ETF 18,006 shares (about $1.02M) Largest Sales this Quarter NVIDIA 1,541 shares (about $1.39M)iShares Short Treasury Bond ETF 9,547 shares (about $1.06M)iShares Treasury Floating Rate Bond ETF 8,233 shares (about $417.35K)iShares Russell 2000 Value ETF 2,415 shares (about $383.53K)Schwab US Dividend Equity ETF 4,091 shares (about $329.86K) Sector Allocation Over TimeMap of 500 Largest Holdings ofInstitute For Wealth Management, LLC. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$73,946,123$1,392,380 ▼-1.8%81,8399.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$68,991,984$59,172,900 ▲602.6%131,8988.9%FinanceAAPLApple$21,418,797$385,143 ▲1.8%124,9062.8%Computer and TechnologyMSFTMicrosoft$19,276,633$163,661 ▲0.9%45,8182.5%Computer and TechnologyQQQInvesco QQQ$18,624,636$3,190,245 ▲20.7%41,9462.4%FinanceAMZNAmazon.com$16,095,805$62,231 ▲0.4%89,2332.1%Retail/WholesaleMETAMeta Platforms$9,791,724$7,284 ▼-0.1%20,1651.3%Computer and TechnologyADBEAdobe$9,404,207$67,112 ▲0.7%18,6371.2%Computer and TechnologyGOOGLAlphabet$9,240,667$14,187 ▼-0.2%61,2251.2%Computer and TechnologyLRCXLam Research$7,309,122$8,744 ▼-0.1%7,5230.9%Computer and TechnologySBUXStarbucks$6,866,248$366 ▼0.0%75,1310.9%Retail/WholesaleAXONAxon Enterprise$6,518,230$25,969 ▲0.4%20,8330.8%Industrial ProductsCOSTCostco Wholesale$6,219,100$27,106 ▼-0.4%8,4890.8%Retail/WholesaleSCHGSchwab U.S. Large-Cap Growth ETF$5,829,646$74,639 ▼-1.3%62,8740.8%ETFURIUnited Rentals$5,829,093$74,991 ▲1.3%8,0840.8%ConstructionRXRXRecursion Pharmaceuticals$5,794,055$5,794,055 ▲New Holding581,1490.7%MedicalDISWalt Disney$5,682,219$2,447 ▲0.0%46,4390.7%Consumer DiscretionaryXMMOInvesco S&P MidCap Momentum ETF$5,620,416$115 ▲0.0%48,9330.7%ETFAMDAdvanced Micro Devices$5,557,156$75,265 ▲1.4%30,7890.7%Computer and TechnologyIWMiShares Russell 2000 ETF$5,336,953$998,287 ▲23.0%25,3780.7%FinanceLLYEli Lilly and Company$5,242,923$77,800 ▲1.5%6,7390.7%MedicalTXNTexas Instruments$5,220,192$119,682 ▲2.3%29,9650.7%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$5,158,151$77,717 ▲1.5%40,9510.7%ETFSPYXSPDR S&P Fossil Fuel Reserves Free ETF$5,051,281$67,410 ▲1.4%118,0210.7%ETFESGUiShares ESG Aware MSCI USA ETF$5,031,855$83,922 ▼-1.6%43,7700.6%ManufacturingMAMastercard$4,786,383$92,944 ▼-1.9%9,9390.6%Business ServicesPDPInvesco Dorsey Wright Momentum ETF$4,757,021$23,114 ▼-0.5%48,1580.6%ETFXLFFinancial Select Sector SPDR Fund$4,723,668$32,053 ▼-0.7%112,1480.6%ETFBRK.BBerkshire Hathaway$4,584,657$279,234 ▲6.5%10,9020.6%FinanceGSThe Goldman Sachs Group$4,362,771$10,860 ▲0.2%10,4450.6%FinanceXLKTechnology Select Sector SPDR Fund$4,321,064$15,621 ▼-0.4%20,7470.6%ETFTSLATesla$4,320,391$132,194 ▲3.2%24,5770.6%Auto/Tires/TrucksVUGVanguard Growth ETF$4,229,626$326,653 ▼-7.2%12,2880.5%ETFAMATApplied Materials$4,179,788$11,342 ▼-0.3%20,2680.5%Computer and TechnologySMHVanEck Semiconductor ETF$4,043,646$494,516 ▲13.9%17,9730.5%ManufacturingQUALiShares MSCI USA Quality Factor ETF$3,924,185$238,308 ▼-5.7%23,8770.5%ETFFTNTFortinet$3,888,235$7,651 ▼-0.2%56,9200.5%Computer and TechnologyVVisa$3,818,798$75,907 ▼-1.9%13,6840.5%Business ServicesABBVAbbVie$3,670,557$24,219 ▼-0.7%20,1570.5%MedicalAMGNAmgen$3,506,959$73,636 ▼-2.1%12,3350.5%MedicalAVGOBroadcom$3,217,106$98,091 ▼-3.0%2,4270.4%Computer and TechnologyFDXFedEx$3,190,490$7,823 ▲0.2%11,0120.4%TransportationHIGThe Hartford Financial Services Group$3,161,214$112,632 ▲3.7%30,6770.4%FinanceJPMJPMorgan Chase & Co.$3,150,447$93,538 ▼-2.9%15,7290.4%FinanceBACBank of America$3,098,924$1,896 ▼-0.1%81,7230.4%FinanceBABoeing$3,064,252$265,743 ▼-8.0%15,8780.4%AerospacePWBInvesco Large Cap Growth ETF$2,956,982$6,697 ▼-0.2%33,1170.4%ETFQYLDGlobal X Nasdaq 100 Covered Call ETF$2,948,944$201,309 ▼-6.4%164,6530.4%ManufacturingSHViShares Short Treasury Bond ETF$2,927,835$1,055,312 ▼-26.5%26,4870.4%ETFIWViShares Russell 3000 ETF$2,809,6500.0%9,3630.4%ETFBMVPInvesco Bloomberg MVP Multi-factor ETF$2,783,5530.0%61,2310.4%ETFXLEEnergy Select Sector SPDR Fund$2,732,378$138,592 ▲5.3%28,9420.4%ETFCRMSalesforce$2,712,314$5,421 ▲0.2%9,0060.3%Computer and TechnologyPYPLPayPal$2,701,781$134,047 ▲5.2%40,3310.3%Computer and TechnologyCSXCSX$2,685,512$1,038 ▼0.0%72,4440.3%TransportationGOOGAlphabet$2,673,590$66,539 ▼-2.4%17,5590.3%Computer and TechnologyDSIiShares MSCI KLD 400 Social ETF$2,582,291$38,308 ▲1.5%25,6150.3%ETFNFLXNetflix$2,569,006$19,435 ▲0.8%4,2300.3%Consumer DiscretionaryRYLDGlobal X Russell 2000 Covered Call ETF$2,564,394$326,125 ▲14.6%151,6500.3%ETFIEViShares Europe ETF$2,557,313$10,132 ▼-0.4%45,9370.3%ETFORCLOracle$2,466,089$46,475 ▼-1.8%19,6330.3%Computer and TechnologyMPCMarathon Petroleum$2,458,354$7,657 ▲0.3%12,2000.3%Oils/EnergyLOWLowe's Companies$2,453,722$9,934 ▼-0.4%9,6330.3%Retail/WholesaleIWOiShares Russell 2000 Growth ETF$2,447,7620.0%9,0390.3%ETFPRFInvesco FTSE RAFI US 1000 ETF$2,410,906$11,810 ▼-0.5%62,6700.3%ETFIVWiShares S&P 500 Growth ETF$2,388,553$107,239 ▼-4.3%28,2870.3%ETFCPCanadian Pacific Kansas City$2,376,623$7,230 ▲0.3%26,9550.3%TransportationXLGInvesco S&P 500 Top 50 ETF$2,361,286$24,562 ▲1.1%56,0480.3%ETFQCOMQUALCOMM$2,332,817$16,592 ▲0.7%13,7790.3%Computer and TechnologyPANWPalo Alto Networks$2,320,801$95,185 ▲4.3%8,1680.3%Computer and TechnologyETNEaton$2,222,8230.0%7,1090.3%Industrial ProductsEEMiShares MSCI Emerging Markets ETF$2,211,228$15,775 ▲0.7%53,8270.3%FinanceBXBlackstone$2,187,540$11,692 ▼-0.5%16,6520.3%FinanceAXPAmerican Express$2,146,894$10,474 ▼-0.5%9,4290.3%FinanceXYLDGlobal X S&P 500 Covered Call ETF$2,138,080$139,175 ▼-6.1%52,4170.3%ETFHDHome Depot$2,117,791$58,305 ▼-2.7%5,5210.3%Retail/WholesaleMTNVail Resorts$2,105,090$88,241 ▲4.4%9,4470.3%Consumer DiscretionaryCMECME Group$2,011,530$3,014 ▼-0.1%9,3430.3%FinanceDELLDell Technologies$2,006,215$4,222 ▲0.2%17,5810.3%Computer and TechnologyGEGeneral Electric$1,989,010$176 ▼0.0%11,3310.3%TransportationNOWServiceNow$1,982,1960.0%2,6000.3%Computer and TechnologyXHBSPDR S&P Homebuilders ETF$1,981,706$4,017 ▲0.2%17,7590.3%ETFVGSHVanguard Short-Term Treasury Index ETF$1,953,766$193,373 ▼-9.0%33,6450.3%ETFIVViShares Core S&P 500 ETF$1,940,758$9,462 ▲0.5%3,6920.3%ETFDEDeere & Company$1,934,595$7,804 ▲0.4%4,7100.2%Industrial ProductsUPSUnited Parcel Service$1,923,831$10,255 ▲0.5%12,9440.2%TransportationSQBlock$1,921,235$30,533 ▼-1.6%22,7150.2%Business ServicesWMWaste Management$1,877,442$11,084 ▼-0.6%8,8080.2%Business ServicesEFAXSPDR MSCI EAFE Fossil Fuel Reserves Free ETF$1,864,654$45,247 ▲2.5%44,8370.2%ETFCSGPCoStar Group$1,856,556$17,581 ▼-0.9%19,2190.2%Computer and TechnologyARESAres Management$1,835,257$1,835,257 ▲New Holding13,8010.2%FinanceHHyatt Hotels$1,800,932$3,033 ▲0.2%11,2830.2%Consumer DiscretionaryCATCaterpillar$1,742,022$120,190 ▼-6.5%4,7540.2%Industrial ProductsSPHQInvesco S&P 500 Quality ETF$1,735,258$60 ▲0.0%28,7200.2%ETFPFMInvesco Dividend Achievers ETF$1,723,2210.0%40,4800.2%ManufacturingBMYBristol-Myers Squibb$1,712,458$82,537 ▲5.1%31,5780.2%MedicalKLACKLA$1,696,1280.0%2,4280.2%Computer and TechnologyIHIiShares U.S. Medical Devices ETF$1,689,430$352 ▼0.0%28,8350.2%ETFNKENIKE$1,665,700$10,056 ▼-0.6%17,7240.2%Consumer DiscretionaryBXSLBlackstone Secured Lending Fund$1,662,414$127,404 ▲8.3%53,3680.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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