HoldingsChannel.com
| Entity | Amount | Change
12/31/2022 to 03/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 NVIDIA CORPORATION |
84,347 | -1,237 | $23,429 |
| NVDA | 84,347 | -1,237 | $23,429 |
| APPLE INC |
128,426 | -1,681 | $21,177 |
| AAPL | 128,426 | -1,681 | $21,177 |
| MICROSOFT CORP |
50,180 | -330 | $14,467 |
| MSFT | 50,180 | -330 | $14,467 |
 INVESCO QQQ TR |
$12,410 | ||
| QQQ | 35,475 | +12,009 | $11,385 |
| Call | 7,500 | +2,500 | $2,407 |
| Put | 20,000 | +16,000 | $1,382 |
| AMAZON COM INC |
90,790 | +7,285 | $9,378 |
| AMZN | 90,790 | +7,285 | $9,378 |
| STARBUCKS CORP |
76,929 | -1,970 | $8,011 |
| SBUX | 76,929 | -1,970 | $8,011 |
| ADOBE SYSTEMS INCORPORATED |
19,335 | -125 | $7,451 |
| ADBE | 19,335 | -125 | $7,451 |
| ALPHABET INC |
62,380 | +7,353 | $6,471 |
| GOOGL | 62,380 | +7,353 | $6,471 |
| SPDR S&P 500 ETF TR (SPY) |
$5,769 | ||
| SPY | 18,093 | -1,159 | $7,407 |
| Put | 4,000 | +1,500 | $1,638 |
| TEXAS INSTRS INC |
29,085 | -47 | $5,410 |
| TXN | 29,085 | -47 | $5,410 |
| BERKSHIRE HATHAWAY INC DEL |
$5,221 | ||
| BRK.B | 10,879 | -146 | $3,359 |
| BRK.A | 4 | UNCH | $1,862 |
| TESLA INC |
23,631 | -58 | $4,902 |
| TSLA | 23,631 | -58 | $4,902 |
| AXON ENTERPRISE INC |
20,888 | -100 | $4,697 |
| AXON | 20,888 | -100 | $4,697 |
| DISNEY WALT CO |
45,068 | +2,196 | $4,513 |
| DIS | 45,068 | +2,196 | $4,513 |
| META PLATFORMS INC |
20,959 | -238 | $4,442 |
| META | 20,959 | -238 | $4,442 |
| SCHWAB STRATEGIC TR |
66,440 | -1,113 | $4,330 |
| SCHG | 66,440 | -1,113 | $4,330 |
| COSTCO WHSL CORP NEW |
8,602 | -170 | $4,274 |
| COST | 8,602 | -170 | $4,274 |
| SELECT SECTOR SPDR TR (XLI) |
40,616 | -1,953 | $4,110 |
| XLI | 40,616 | -1,953 | $4,110 |
| INVESCO EXCHANGE TRADED FD T (PDP) |
52,627 | -582 | $3,998 |
| PDP | 52,627 | -582 | $3,998 |
| LAM RESEARCH CORP |
7,532 | -14 | $3,993 |
| LRCX | 7,532 | -14 | $3,993 |
| FORTINET INC |
57,891 | -601 | $3,847 |
| FTNT | 57,891 | -601 | $3,847 |
| MASTERCARD INCORPORATED |
10,342 | -225 | $3,759 |
| MA | 10,342 | -225 | $3,759 |
| INVESCO EXCHANGE TRADED FD T (XMMO) |
49,502 | -118 | $3,737 |
| XMMO | 49,502 | -118 | $3,737 |
| VANGUARD INDEX FDS (VUG) |
14,463 | -203 | $3,608 |
| VUG | 14,463 | -203 | $3,608 |
| ISHARES TR (ESGU) |
39,770 | +1,134 | $3,597 |
| ESGU | 39,770 | +1,134 | $3,597 |
| ABBVIE INC |
21,974 | -478 | $3,502 |
| ABBV | 21,974 | -478 | $3,502 |
| GOLDMAN SACHS GROUP INC |
10,593 | -148 | $3,465 |
| GS | 10,593 | -148 | $3,465 |
| BOEING CO |
16,175 | -250 | $3,436 |
| BA | 16,175 | -250 | $3,436 |
| SPDR SER TR (SPYX) |
103,358 | +69,434 | $3,436 |
| SPYX | 103,358 | +69,434 | $3,436 |
| SELECT SECTOR SPDR TR (XLF) |
106,386 | -1,093 | $3,420 |
| XLF | 106,386 | -1,093 | $3,420 |
| ISHARES TR (QUAL) |
26,503 | -1,591 | $3,288 |
| QUAL | 26,503 | -1,591 | $3,288 |
| SELECT SECTOR SPDR TR (XLK) |
21,377 | -393 | $3,228 |
| XLK | 21,377 | -393 | $3,228 |
| UNITED RENTALS INC |
8,096 | -188 | $3,204 |
| URI | 8,096 | -188 | $3,204 |
| AMGEN INC |
13,200 | -264 | $3,191 |
| AMGN | 13,200 | -264 | $3,191 |
| ADVANCED MICRO DEVICES INC |
31,893 | -396 | $3,126 |
| AMD | 31,893 | -396 | $3,126 |
| VISA INC |
13,689 | -362 | $3,086 |
| V | 13,689 | -362 | $3,086 |
| PAYPAL HLDGS INC |
37,032 | -1,219 | $2,812 |
| PYPL | 37,032 | -1,219 | $2,812 |
| GLOBAL X FDS |
160,769 | +160,769 | $2,757 |
| QYLD | 160,769 | +160,769 | $2,757 |
| INVESCO EXCHANGE TRADED FD T (PWC) |
23,771 | -300 | $2,626 |
| PWC | 23,771 | -300 | $2,626 |
| VANGUARD SCOTTSDALE FDS (VGSH) |
43,278 | -816 | $2,533 |
| VGSH | 43,278 | -816 | $2,533 |
| FEDEX CORP |
11,060 | -334 | $2,527 |
| FDX | 11,060 | -334 | $2,527 |
| UNITED PARCEL SERVICE INC |
13,010 | -206 | $2,524 |
| UPS | 13,010 | -206 | $2,524 |
| APPLIED MATLS INC |
20,504 | -270 | $2,519 |
| AMAT | 20,504 | -270 | $2,519 |
| INVESCO EXCHANGE TRADED FD T (PWB) |
38,574 | UNCH | $2,507 |
| PWB | 38,574 | UNCH | $2,507 |
| GLOBAL X FDS |
60,736 | +60,736 | $2,460 |
| XYLD | 60,736 | +60,736 | $2,460 |
| ISHARES TR (IEV) |
47,387 | +4,241 | $2,370 |
| IEV | 47,387 | +4,241 | $2,370 |
| LILLY ELI & CO |
6,713 | -201 | $2,305 |
| LLY | 6,713 | -201 | $2,305 |
| GLOBAL X FDS |
128,345 | +128,345 | $2,305 |
| RYLD | 128,345 | +128,345 | $2,305 |
| NIKE INC |
18,333 | -73 | $2,248 |
| NKE | 18,333 | -73 | $2,248 |
| VAIL RESORTS INC |
9,597 | -193 | $2,243 |
| MTN | 9,597 | -193 | $2,243 |
See Full List: All Stocks Held By Institute for Wealth Management LLC.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Institute for Wealth Management LLC.
|
Size ($ in 1000's)
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 |
