HoldingsChannel.com
Institute for Wealth Management LLC. Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
MICROSOFT CORP 62,539 -7,095 $8,695
     MSFT62,539-7,095$8,695
APPLE INC 35,251 -11,044 $7,895
     AAPL35,251-11,044$7,895
STARBUCKS CORP 84,789 -746 $7,497
     SBUX84,789-746$7,497
ADOBE INC 23,916 -308 $6,607
     ADBE23,916-308$6,607
AMAZON COM INC 3,654 -465 $6,343
     AMZN3,654-465$6,343
VANGUARD INDEX FDS (VTI) 41,767 -429 $6,307
     VTI41,767-429$6,307
VANGUARD INDEX FDS (VOO) 22,659 -8,102 $6,177
     VOO22,659-8,102$6,177
ISHARES TR (IVV) 19,455 -1,031 $5,808
     IVV19,455-1,031$5,808
BOEING CO 14,778 -1,394 $5,623
     BA14,778-1,394$5,623
SPDR S&P 500 ETF TR (SPY) 16,019 +5,764 $4,754
     SPY16,019+6,264$4,754
PAYPAL HLDGS INC 43,996 -1,263 $4,558
     PYPL43,996-1,263$4,558
FACEBOOK INC 24,371 -2,517 $4,340
     FB24,371-2,517$4,340
TEXAS INSTRS INC 29,738 -356 $3,843
     TXN29,738-356$3,843
INVESCO EXCHANGE TRADED FD T (PXMG) 64,803 -870 $3,776
     PXMG64,803-870$3,776
NVIDIA CORP 21,624 -615 $3,764
     NVDA21,624-615$3,764
VANGUARD SCOTTSDALE FDS (VCSH) 46,373 -11,109 $3,759
     VCSH46,373-11,109$3,759
INVESCO EXCHANGE TRADED FD T (PDP) 59,841 -100 $3,644
     PDP59,841-100$3,644
BANK AMER CORP 120,760 -26,777 $3,523
     BAC120,760-26,777$3,523
VANGUARD INDEX FDS (VOT) 22,039 +20,045 $3,264
     VOT22,039+20,045$3,264
AMGEN INC 16,608 -1,196 $3,214
     AMGN16,608-1,196$3,214
DISNEY WALT CO 24,584 -3,964 $3,204
     DIS24,584-3,964$3,204
VANGUARD BD INDEX FD INC (BND) 36,976 +1,832 $3,122
     BND36,976+1,832$3,122
SCHWAB STRATEGIC TR 36,139 +50 $3,036
     SCHG36,139+50$3,036
COSTCO WHSL CORP NEW 10,367 -454 $2,987
     COST10,367-454$2,987
PROSHARES TR (QLD) 29,919 -91 $2,894
     QLD29,919-91$2,894
VANGUARD INTL EQUITY INDEX F (VGK) 50,921 +3,080 $2,730
     VGK50,921+3,080$2,730
INVESCO EXCHANGE TRADED FD T (PWC) 28,061 -75 $2,663
     PWC28,061-75$2,663
JPMORGAN CHASE & CO 22,169 -4,358 $2,609
     JPM22,169-4,358$2,609
VANGUARD INDEX FDS (VNQ) 27,912 -1,149 $2,603
     VNQ27,912-1,149$2,603
VANGUARD TAX MANAGED INTL FD (VEA) 62,834 +4,359 $2,581
     VEA62,834+4,359$2,581
INVESCO EXCHANGE TRADED FD T (DWAQ) 22,941 -65 $2,471
     DWAQ22,941-65$2,471
VANGUARD CHARLOTTE FDS (BNDX) 40,016 -4,812 $2,354
     BNDX40,016-4,812$2,354
ISHARES TR (IVW) 12,987 +12,987 $2,338
     IVW12,987+12,987$2,338
VISA INC 13,455 -1,247 $2,314
     V13,455-1,247$2,314
BERKSHIRE HATHAWAY INC DEL      $2,301
     BRK.A4UNCH$1,247
     BRK.B5,065-1,092$1,054
SELECT SECTOR SPDR TR (XLI) 29,402 -4,940 $2,282
     XLI29,402-4,940$2,282
HARTFORD FINL SVCS GROUP INC 36,939 -187 $2,239
     HIG36,939-187$2,239
ISHARES TR (SHV) 19,634 -6,506 $2,172
     SHV19,634-6,506$2,172
ALPHABET INC 1,772 -83 $2,164
     GOOGL1,772-83$2,164
INVESCO EXCHANGE TRADED FD T (PWB) 44,743 UNCH $2,163
     PWB44,743UNCH$2,163
SELECT SECTOR SPDR TR (XLF) 76,848 -1,846 $2,152
     XLF76,848-1,846$2,152
PROSHARES TR (SSO) 15,497 -500 $1,991
     SSO15,497-500$1,991
CITIGROUP INC 28,658 -1,764 $1,980
     C28,658-1,764$1,980
SPDR SERIES TRUST (LGLV) 17,359 +446 $1,935
     LGLV17,359+446$1,935
AT&T INC 50,855 -32,088 $1,924
     T50,855-32,088$1,924
MASTERCARD INC 7,078 -17 $1,922
     MA7,078-17$1,922
CSX CORP 27,133 -5,128 $1,879
     CSX27,133-5,128$1,879
CME GROUP INC 8,777 UNCH $1,855
     CME8,777UNCH$1,855
NETFLIX INC 6,824 -243 $1,826
     NFLX6,824-243$1,826
LAM RESEARCH CORP 7,515 +291 $1,737
     LRCX7,515+291$1,737

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 09/30/2019: $396,722
At 06/30/2019: $451,778

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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