HoldingsChannel.com
Institute for Wealth Management LLC. Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
MICROSOFT CORP 69,634 -4,526 $9,328
     MSFT69,634-4,526$9,328
APPLE INC 46,295 -172,091 $9,163
     AAPL46,295-172,091$9,163
VANGUARD INDEX FDS (VOO) 30,761 -15,588 $8,279
     VOO30,761-15,588$8,279
AMAZON COM INC 4,119 -523 $7,800
     AMZN4,119-523$7,800
STARBUCKS CORP 85,535 -871 $7,170
     SBUX85,535-871$7,170
ADOBE INC 24,224 -384 $7,138
     ADBE24,224-384$7,138
VANGUARD INDEX FDS (VTI) 42,196 -8,140 $6,333
     VTI42,196-8,140$6,333
ISHARES TR (IVV) 20,486 +14,902 $6,038
     IVV20,486+14,902$6,038
BOEING CO 16,172 -577 $5,887
     BA16,172-577$5,887
FACEBOOK INC 26,888 -199 $5,189
     FB26,888-199$5,189
PAYPAL HLDGS INC 45,259 -2,089 $5,180
     PYPL45,259-2,089$5,180
VANGUARD SCOTTSDALE FDS (VCSH) 57,482 -4,631 $4,638
     VCSH57,482-4,631$4,638
BANK AMER CORP 147,537 +5,438 $4,279
     BAC147,537+5,438$4,279
VANGUARD INDEX FDS (VUG) 25,883 -5,109 $4,229
     VUG25,883-5,109$4,229
DISNEY WALT CO 28,548 +1,721 $3,986
     DIS28,548+1,721$3,986
INVESCO EXCHANGE TRADED FD T (PXMG) 65,673 -3,053 $3,863
     PXMG65,673-3,053$3,863
NVIDIA CORP 22,239 -1,179 $3,652
     NVDA22,239-1,179$3,652
INVESCO EXCHANGE TRADED FD T (PDP) 59,941 -4,504 $3,616
     PDP59,941-4,504$3,616
TEXAS INSTRS INC 30,094 -2,657 $3,454
     TXN30,094-2,657$3,454
AMGEN INC 17,804 +1,422 $3,281
     AMGN17,804+1,422$3,281
SCHWAB STRATEGIC TR 36,089 -772 $3,003
     SCHG36,089-772$3,003
JPMORGAN CHASE & CO 26,527 +2,944 $2,966
     JPM26,527+2,944$2,966
VANGUARD BD INDEX FD INC (BND) 35,144 -5,214 $2,919
     BND35,144-5,214$2,919
ISHARES TR (SHV) 26,140 -1,455 $2,892
     SHV26,140-1,455$2,892
ALTABA INC 41,593 -50 $2,885
     AABA41,593-50$2,885
PROSHARES TR (QLD) 30,010 -32 $2,881
     QLD30,010-32$2,881
SPDR S&P 500 ETF TR (SPY)      $2,867
     SPY9,755-11,286$2,858
     Call500+500$9
COSTCO WHSL CORP NEW 10,821 -194 $2,860
     COST10,821-194$2,860
AT&T INC 82,943 +7,179 $2,779
     T82,943+7,179$2,779
INVESCO EXCHANGE TRADED FD T (PWC) 28,136 -490 $2,760
     PWC28,136-490$2,760
INVESCO EXCHANGE TRADED FD T (DWAQ) 23,006 -530 $2,717
     DWAQ23,006-530$2,717
SELECT SECTOR SPDR TR (XLI) 34,342 +1,054 $2,659
     XLI34,342+1,054$2,659
JOHNSON & JOHNSON 18,929 -786 $2,636
     JNJ18,929-786$2,636
VANGUARD INTL EQUITY INDEX F (VGK) 47,841 -8,971 $2,626
     VGK47,841-8,971$2,626
NETFLIX INC 7,067 -629 $2,596
     NFLX7,067-629$2,596
BERKSHIRE HATHAWAY INC DEL      $2,585
     BRK.B6,157+6,157$1,312
     BRK.A4+4$1,273
VANGUARD CHARLOTTE FDS (BNDX) 44,828 -7,893 $2,569
     BNDX44,828-7,893$2,569
VISA INC 14,702 -1,362 $2,552
     V14,702-1,362$2,552
VANGUARD INDEX FDS (VNQ) 29,061 +4,454 $2,540
     VNQ29,061+4,454$2,540
PFIZER INC 58,335 +16,005 $2,527
     PFE58,335+16,005$2,527
CSX CORP 32,261 +1,157 $2,496
     CSX32,261+1,157$2,496
VANGUARD TAX MANAGED INTL FD (VEA) 58,475 -13,053 $2,439
     VEA58,475-13,053$2,439
INVESCO ACTIVELY MANAGD ETF (GSY) 47,672 -7,238 $2,401
     GSY47,672-7,238$2,401
COCA COLA CO 42,703 +234 $2,174
     KO42,703+234$2,174
SELECT SECTOR SPDR TR (XLF) 78,694 +1,352 $2,172
     XLF78,694+1,352$2,172
INVESCO EXCHANGE TRADED FD T (PWB) 44,743 -575 $2,164
     PWB44,743-575$2,164
VANGUARD INTL EQUITY INDEX F (VWO) 50,365 -9,658 $2,142
     VWO50,365-9,658$2,142
CITIGROUP INC 30,422 +3,196 $2,130
     C30,422+3,196$2,130
ISHARES TR (IVE) 18,111 -312 $2,111
     IVE18,111-312$2,111
VERIZON COMMUNICATIONS INC 36,803 +5,349 $2,103
     VZ36,803+5,349$2,103

See Full List: All Stocks Held By Institute for Wealth Management LLC.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Institute for Wealth Management LLC.

Size ($ in 1000's)
At 06/30/2019: $451,778
At 03/31/2019: $459,978

Institute for Wealth Management LLC. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Institute for Wealth Management LLC. 13F filings. Link to 13F filings: SEC filings

Institute for Wealth Management LLC. Top Holdings 13F Filings | www.HoldingsChannel.com

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