
Entity | Amount | Change
12/31/2022 to 03/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
84,347 | -1,237 | $23,429 |
NVDA | 84,347 | -1,237 | $23,429 |
![]() |
128,426 | -1,681 | $21,177 |
AAPL | 128,426 | -1,681 | $21,177 |
![]() |
50,180 | -330 | $14,467 |
MSFT | 50,180 | -330 | $14,467 |
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$12,410 | ||
QQQ | 35,475 | +12,009 | $11,385 |
Call | 7,500 | +2,500 | $2,407 |
Put | 20,000 | +16,000 | $1,382 |
![]() |
90,790 | +7,285 | $9,378 |
AMZN | 90,790 | +7,285 | $9,378 |
![]() |
76,929 | -1,970 | $8,011 |
SBUX | 76,929 | -1,970 | $8,011 |
![]() |
19,335 | -125 | $7,451 |
ADBE | 19,335 | -125 | $7,451 |
![]() |
62,380 | +7,353 | $6,471 |
GOOGL | 62,380 | +7,353 | $6,471 |
![]() |
$5,769 | ||
SPY | 18,093 | -1,159 | $7,407 |
Put | 4,000 | +1,500 | $1,638 |
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29,085 | -47 | $5,410 |
TXN | 29,085 | -47 | $5,410 |
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$5,221 | ||
BRK.B | 10,879 | -146 | $3,359 |
BRK.A | 4 | UNCH | $1,862 |
![]() |
23,631 | -58 | $4,902 |
TSLA | 23,631 | -58 | $4,902 |
![]() |
20,888 | -100 | $4,697 |
AXON | 20,888 | -100 | $4,697 |
![]() |
45,068 | +2,196 | $4,513 |
DIS | 45,068 | +2,196 | $4,513 |
![]() |
20,959 | -238 | $4,442 |
META | 20,959 | -238 | $4,442 |
![]() |
66,440 | -1,113 | $4,330 |
SCHG | 66,440 | -1,113 | $4,330 |
![]() |
8,602 | -170 | $4,274 |
COST | 8,602 | -170 | $4,274 |
![]() |
40,616 | -1,953 | $4,110 |
XLI | 40,616 | -1,953 | $4,110 |
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52,627 | -582 | $3,998 |
PDP | 52,627 | -582 | $3,998 |
![]() |
7,532 | -14 | $3,993 |
LRCX | 7,532 | -14 | $3,993 |
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57,891 | -601 | $3,847 |
FTNT | 57,891 | -601 | $3,847 |
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10,342 | -225 | $3,759 |
MA | 10,342 | -225 | $3,759 |
![]() |
49,502 | -118 | $3,737 |
XMMO | 49,502 | -118 | $3,737 |
![]() |
14,463 | -203 | $3,608 |
VUG | 14,463 | -203 | $3,608 |
![]() |
39,770 | +1,134 | $3,597 |
ESGU | 39,770 | +1,134 | $3,597 |
![]() |
21,974 | -478 | $3,502 |
ABBV | 21,974 | -478 | $3,502 |
![]() |
10,593 | -148 | $3,465 |
GS | 10,593 | -148 | $3,465 |
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16,175 | -250 | $3,436 |
BA | 16,175 | -250 | $3,436 |
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103,358 | +69,434 | $3,436 |
SPYX | 103,358 | +69,434 | $3,436 |
![]() |
106,386 | -1,093 | $3,420 |
XLF | 106,386 | -1,093 | $3,420 |
![]() |
26,503 | -1,591 | $3,288 |
QUAL | 26,503 | -1,591 | $3,288 |
![]() |
21,377 | -393 | $3,228 |
XLK | 21,377 | -393 | $3,228 |
![]() |
8,096 | -188 | $3,204 |
URI | 8,096 | -188 | $3,204 |
![]() |
13,200 | -264 | $3,191 |
AMGN | 13,200 | -264 | $3,191 |
![]() |
31,893 | -396 | $3,126 |
AMD | 31,893 | -396 | $3,126 |
![]() |
13,689 | -362 | $3,086 |
V | 13,689 | -362 | $3,086 |
![]() |
37,032 | -1,219 | $2,812 |
PYPL | 37,032 | -1,219 | $2,812 |
![]() |
160,769 | +160,769 | $2,757 |
QYLD | 160,769 | +160,769 | $2,757 |
![]() |
23,771 | -300 | $2,626 |
PWC | 23,771 | -300 | $2,626 |
![]() |
43,278 | -816 | $2,533 |
VGSH | 43,278 | -816 | $2,533 |
![]() |
11,060 | -334 | $2,527 |
FDX | 11,060 | -334 | $2,527 |
![]() |
13,010 | -206 | $2,524 |
UPS | 13,010 | -206 | $2,524 |
![]() |
20,504 | -270 | $2,519 |
AMAT | 20,504 | -270 | $2,519 |
![]() |
38,574 | UNCH | $2,507 |
PWB | 38,574 | UNCH | $2,507 |
![]() |
60,736 | +60,736 | $2,460 |
XYLD | 60,736 | +60,736 | $2,460 |
![]() |
47,387 | +4,241 | $2,370 |
IEV | 47,387 | +4,241 | $2,370 |
![]() |
6,713 | -201 | $2,305 |
LLY | 6,713 | -201 | $2,305 |
![]() |
128,345 | +128,345 | $2,305 |
RYLD | 128,345 | +128,345 | $2,305 |
![]() |
18,333 | -73 | $2,248 |
NKE | 18,333 | -73 | $2,248 |
![]() |
9,597 | -193 | $2,243 |
MTN | 9,597 | -193 | $2,243 |
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.
![]() At 03/31/2023: $523,635 At 12/31/2022: $475,698 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 |