HoldingsChannel.com
Institute for Wealth Management LLC. Top Holdings
As of  06/30/2022, 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
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
APPLE INC 134,973 -982 $18,453
     AAPL134,973-982$18,453
MICROSOFT CORP 51,958 -1,953 $13,344
     MSFT51,958-1,953$13,344
NVIDIA CORPORATION 85,040 -180 $12,891
     NVDA85,040-180$12,891
AMAZON COM INC 83,949 +79,869 $8,916
     AMZN83,949+79,869$8,916
ADOBE SYSTEMS INCORPORATED 20,396 +160 $7,466
     ADBE20,396+160$7,466
SPDR S&P 500 ETF TR (SPY)      $6,921
     SPY18,492+4,967$6,976
     Put3,500-3,000$128
     Call2,000+2,000$73
STARBUCKS CORP 79,491 +752 $6,072
     SBUX79,491+752$6,072
INVESCO QQQ TR      $5,861
     QQQ24,415+7,376$6,843
     Put3,500UNCH$982
TESLA INC 8,348 -154 $5,622
     TSLA8,348-154$5,622
BERKSHIRE HATHAWAY INC DEL      $5,199
     BRK.B13,051+330$3,563
     BRK.A4UNCH$1,636
ALPHABET INC 2,174 +31 $4,738
     GOOGL2,174+31$4,738
TEXAS INSTRS INC 30,280 -52 $4,653
     TXN30,280-52$4,653
ISHARES TR (USMV) 62,608 +51,527 $4,396
     USMV62,608+51,527$4,396
COSTCO WHSL CORP NEW 8,842 +73 $4,238
     COST8,842+73$4,238
SCHWAB STRATEGIC TR 69,236 -1,125 $4,015
     SCHG69,236-1,125$4,015
META PLATFORMS INC 23,549 +564 $3,797
     FB23,549+564$3,797
VANGUARD INDEX FDS (VUG) 16,637 -367 $3,708
     VUG16,637-367$3,708
INVESCO EXCHANGE TRADED FD T (PDP) 54,140 -252 $3,687
     PDP54,140-252$3,687
INVESCO EXCHANGE TRADED FD T (XMMO) 51,060 -358 $3,632
     XMMO51,060-358$3,632
GOLDMAN SACHS GROUP INC 12,218 +564 $3,629
     GS12,218+564$3,629
ISHARES TR (QUAL) 31,764 -2,087 $3,549
     QUAL31,764-2,087$3,549
ABBVIE INC 22,604 -187 $3,462
     ABBV22,604-187$3,462
ISHARES TR (ESGU) 40,512 +268 $3,399
     ESGU40,512+268$3,399
FORTINET INC 59,533 +47,562 $3,368
     FTNT59,533+47,562$3,368
MASTERCARD INCORPORATED 10,626 +42 $3,352
     MA10,626+42$3,352
SELECT SECTOR SPDR TR (XLI) 38,192 +538 $3,336
     XLI38,192+538$3,336
AMGEN INC 13,626 -21 $3,315
     AMGN13,626-21$3,315
DISNEY WALT CO 35,070 +1,844 $3,311
     DIS35,070+1,844$3,311
PROSHARES TR (QLD) 79,173 -1,016 $3,279
     QLD79,173-1,016$3,279
SPDR SER TR (SPYX) 35,009 -8 $3,229
     SPYX35,009-8$3,229
LAM RESEARCH CORP 7,566 -4 $3,224
     LRCX7,566-4$3,224
FEDEX CORP 14,036 +653 $3,182
     FDX14,036+653$3,182
VANGUARD SCOTTSDALE FDS (VGSH) 50,770 -601 $2,988
     VGSH50,770-601$2,988
VISA INC 14,421 +299 $2,839
     V14,421+299$2,839
PAYPAL HLDGS INC 40,104 +66 $2,801
     PYPL40,104+66$2,801
SELECT SECTOR SPDR TR (XLF) 88,011 +1,613 $2,768
     XLF88,011+1,613$2,768
BK OF AMERICA CORP 83,117 -12,130 $2,587
     BAC83,117-12,130$2,587
SELECT SECTOR SPDR TR (XLK) 20,237 -540 $2,572
     XLK20,237-540$2,572
JPMORGAN CHASE & CO 22,789 +1,062 $2,566
     JPM22,789+1,062$2,566
ADVANCED MICRO DEVICES INC 32,704 -200 $2,501
     AMD32,704-200$2,501
UNITED PARCEL SERVICE INC 13,147 -338 $2,400
     UPS13,147-338$2,400
BRISTOL MYERS SQUIBB CO 30,815 -9,199 $2,373
     BMY30,815-9,199$2,373
ISHARES TR (SHV) 21,363 -244 $2,352
     SHV21,363-244$2,352
ALPHABET INC 1,058 +112 $2,315
     GOOG1,058+112$2,315
INVESCO EXCHANGE TRADED FD T (PWC) 24,416 UNCH $2,304
     PWC24,416UNCH$2,304
INVESCO EXCHANGE TRADED FD T (PWB) 39,161 UNCH $2,298
     PWB39,161UNCH$2,298
LILLY ELI & CO 6,961 -71 $2,257
     LLY6,961-71$2,257
JOHNSON & JOHNSON 12,320 -28 $2,187
     JNJ12,320-28$2,187
CSX CORP 73,582 -642 $2,138
     CSX73,582-642$2,138
BOEING CO 15,276 +72 $2,089
     BA15,276+72$2,089

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 06/30/2022: $509,308
At 03/31/2022: $618,068

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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