HoldingsChannel.com
Institute for Wealth Management LLC. Top Holdings
As of  03/31/2023, below is a summary of the Institute for Wealth Management LLC. top holdings by largest position size, as per the latest 13f filing made by Institute for Wealth Management LLC.. In the Institute for Wealth Management LLC.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Institute for Wealth Management LLC. in that top holding, then the share count change between reporting periods, and finally the Institute for Wealth Management LLC. top holding position size for that row.

   EntityAmountChange
 12/31/2022 to 03/31/2023
Position Size
($ in 1000's)
NVIDIA CORPORATION 84,347 -1,237 $23,429
     NVDA84,347-1,237$23,429
APPLE INC 128,426 -1,681 $21,177
     AAPL128,426-1,681$21,177
MICROSOFT CORP 50,180 -330 $14,467
     MSFT50,180-330$14,467
INVESCO QQQ TR      $12,410
     QQQ35,475+12,009$11,385
     Call7,500+2,500$2,407
     Put20,000+16,000$1,382
AMAZON COM INC 90,790 +7,285 $9,378
     AMZN90,790+7,285$9,378
STARBUCKS CORP 76,929 -1,970 $8,011
     SBUX76,929-1,970$8,011
ADOBE SYSTEMS INCORPORATED 19,335 -125 $7,451
     ADBE19,335-125$7,451
ALPHABET INC 62,380 +7,353 $6,471
     GOOGL62,380+7,353$6,471
SPDR S&P 500 ETF TR (SPY)      $5,769
     SPY18,093-1,159$7,407
     Put4,000+1,500$1,638
TEXAS INSTRS INC 29,085 -47 $5,410
     TXN29,085-47$5,410
BERKSHIRE HATHAWAY INC DEL      $5,221
     BRK.B10,879-146$3,359
     BRK.A4UNCH$1,862
TESLA INC 23,631 -58 $4,902
     TSLA23,631-58$4,902
AXON ENTERPRISE INC 20,888 -100 $4,697
     AXON20,888-100$4,697
DISNEY WALT CO 45,068 +2,196 $4,513
     DIS45,068+2,196$4,513
META PLATFORMS INC 20,959 -238 $4,442
     META20,959-238$4,442
SCHWAB STRATEGIC TR 66,440 -1,113 $4,330
     SCHG66,440-1,113$4,330
COSTCO WHSL CORP NEW 8,602 -170 $4,274
     COST8,602-170$4,274
SELECT SECTOR SPDR TR (XLI) 40,616 -1,953 $4,110
     XLI40,616-1,953$4,110
INVESCO EXCHANGE TRADED FD T (PDP) 52,627 -582 $3,998
     PDP52,627-582$3,998
LAM RESEARCH CORP 7,532 -14 $3,993
     LRCX7,532-14$3,993
FORTINET INC 57,891 -601 $3,847
     FTNT57,891-601$3,847
MASTERCARD INCORPORATED 10,342 -225 $3,759
     MA10,342-225$3,759
INVESCO EXCHANGE TRADED FD T (XMMO) 49,502 -118 $3,737
     XMMO49,502-118$3,737
VANGUARD INDEX FDS (VUG) 14,463 -203 $3,608
     VUG14,463-203$3,608
ISHARES TR (ESGU) 39,770 +1,134 $3,597
     ESGU39,770+1,134$3,597
ABBVIE INC 21,974 -478 $3,502
     ABBV21,974-478$3,502
GOLDMAN SACHS GROUP INC 10,593 -148 $3,465
     GS10,593-148$3,465
BOEING CO 16,175 -250 $3,436
     BA16,175-250$3,436
SPDR SER TR (SPYX) 103,358 +69,434 $3,436
     SPYX103,358+69,434$3,436
SELECT SECTOR SPDR TR (XLF) 106,386 -1,093 $3,420
     XLF106,386-1,093$3,420
ISHARES TR (QUAL) 26,503 -1,591 $3,288
     QUAL26,503-1,591$3,288
SELECT SECTOR SPDR TR (XLK) 21,377 -393 $3,228
     XLK21,377-393$3,228
UNITED RENTALS INC 8,096 -188 $3,204
     URI8,096-188$3,204
AMGEN INC 13,200 -264 $3,191
     AMGN13,200-264$3,191
ADVANCED MICRO DEVICES INC 31,893 -396 $3,126
     AMD31,893-396$3,126
VISA INC 13,689 -362 $3,086
     V13,689-362$3,086
PAYPAL HLDGS INC 37,032 -1,219 $2,812
     PYPL37,032-1,219$2,812
GLOBAL X FDS 160,769 +160,769 $2,757
     QYLD160,769+160,769$2,757
INVESCO EXCHANGE TRADED FD T (PWC) 23,771 -300 $2,626
     PWC23,771-300$2,626
VANGUARD SCOTTSDALE FDS (VGSH) 43,278 -816 $2,533
     VGSH43,278-816$2,533
FEDEX CORP 11,060 -334 $2,527
     FDX11,060-334$2,527
UNITED PARCEL SERVICE INC 13,010 -206 $2,524
     UPS13,010-206$2,524
APPLIED MATLS INC 20,504 -270 $2,519
     AMAT20,504-270$2,519
INVESCO EXCHANGE TRADED FD T (PWB) 38,574 UNCH $2,507
     PWB38,574UNCH$2,507
GLOBAL X FDS 60,736 +60,736 $2,460
     XYLD60,736+60,736$2,460
ISHARES TR (IEV) 47,387 +4,241 $2,370
     IEV47,387+4,241$2,370
LILLY ELI & CO 6,713 -201 $2,305
     LLY6,713-201$2,305
GLOBAL X FDS 128,345 +128,345 $2,305
     RYLD128,345+128,345$2,305
NIKE INC 18,333 -73 $2,248
     NKE18,333-73$2,248
VAIL RESORTS INC 9,597 -193 $2,243
     MTN9,597-193$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

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

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