HoldingsChannel.com
Institute for Wealth Management LLC. Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
APPLE INC 34,969 -282 $10,269
     AAPL34,969-282$10,269
MICROSOFT CORP 58,352 -4,187 $9,202
     MSFT58,352-4,187$9,202
ADOBE INC 23,593 -323 $7,781
     ADBE23,593-323$7,781
STARBUCKS CORP 83,819 -970 $7,369
     SBUX83,819-970$7,369
AMAZON COM INC 3,648 -6 $6,740
     AMZN3,648-6$6,740
VANGUARD INDEX FDS (VOO) 21,380 -1,279 $6,324
     VOO21,380-1,279$6,324
ISHARES TR (IVV) 19,234 -221 $6,217
     IVV19,234-221$6,217
NVIDIA CORP 22,142 +518 $5,210
     NVDA22,142+518$5,210
SPDR S&P 500 ETF TR (SPY)      $5,070
     SPY14,873-1,146$4,787
     Call9,200+9,200$283
     Put12,000+12,000$0
BOEING CO 15,405 +627 $5,018
     BA15,405+627$5,018
FACEBOOK INC 24,176 -195 $4,962
     FB24,176-195$4,962
ISHARES TR (QUAL) 47,595 +47,595 $4,807
     QUAL47,595+47,595$4,807
PAYPAL HLDGS INC 43,895 -101 $4,748
     PYPL43,895-101$4,748
BANK AMER CORP      $4,149
     BAC117,524-3,236$4,139
     BAC.PRL7+7$10
AMGEN INC 16,837 +229 $4,059
     AMGN16,837+229$4,059
VANGUARD INDEX FDS (VOT) 25,384 +3,345 $4,030
     VOT25,384+3,345$4,030
INVESCO EXCHANGE TRADED FD T (XMMO) 64,279 +64,279 $3,930
     XMMO64,279+64,279$3,930
INVESCO EXCHANGE TRADED FD T (PDP) 59,914 +73 $3,856
     PDP59,914+73$3,856
TEXAS INSTRS INC 29,617 -121 $3,800
     TXN29,617-121$3,800
PROSHARES TR (QLD) 29,913 -6 $3,646
     QLD29,913-6$3,646
VANGUARD SCOTTSDALE FDS (VCSH) 44,289 -2,084 $3,589
     VCSH44,289-2,084$3,589
DISNEY WALT CO 24,517 -67 $3,546
     DIS24,517-67$3,546
SCHWAB STRATEGIC TR 36,133 -6 $3,357
     SCHG36,133-6$3,357
JPMORGAN CHASE & CO 22,017 -152 $3,069
     JPM22,017-152$3,069
VANGUARD BD INDEX FD INC (BND) 36,207 -769 $3,036
     BND36,207-769$3,036
COSTCO WHSL CORP NEW 10,322 -45 $3,034
     COST10,322-45$3,034
INVESCO EXCHANGE TRADED FD T (DWAQ) 22,521 -420 $2,882
     DWAQ22,521-420$2,882
SELECT SECTOR SPDR TR (XLI) 34,078 +4,676 $2,776
     XLI34,078+4,676$2,776
INVESCO EXCHANGE TRADED FD T (PWC) 28,007 -54 $2,770
     PWC28,007-54$2,770
VANGUARD INDEX FDS (VNQ) 27,498 -414 $2,552
     VNQ27,498-414$2,552
BERKSHIRE HATHAWAY INC DEL      $2,546
     BRK.A4UNCH$1,358
     BRK.B5,244+179$1,188
VISA INC 13,449 -6 $2,527
     V13,449-6$2,527
ALPHABET INC 1,804 +32 $2,416
     GOOGL1,804+32$2,416
PROSHARES TR (SSO) 15,497 UNCH $2,338
     SSO15,497UNCH$2,338
CITIGROUP INC 29,095 +437 $2,324
     C29,095+437$2,324
SELECT SECTOR SPDR TR (XLF) 75,266 -1,582 $2,317
     XLF75,266-1,582$2,317
INVESCO EXCHANGE TRADED FD T (PWB) 44,743 UNCH $2,299
     PWB44,743UNCH$2,299
HARTFORD FINL SVCS GROUP INC 36,972 +33 $2,247
     HIG36,972+33$2,247
MASTERCARD INC 7,442 +364 $2,222
     MA7,442+364$2,222
VANGUARD CHARLOTTE FDS (BNDX) 39,213 -803 $2,219
     BNDX39,213-803$2,219
LAM RESEARCH CORP 7,505 -10 $2,194
     LRCX7,505-10$2,194
SPDR SERIES TRUST (LGLV) 18,763 +1,404 $2,143
     LGLV18,763+1,404$2,143
NETFLIX INC 6,509 -315 $2,106
     NFLX6,509-315$2,106
ISHARES TR (IVE) 16,054 +16,054 $2,089
     IVE16,054+16,054$2,089
CSX CORP 27,644 +511 $2,000
     CSX27,644+511$2,000
AT&T INC 49,396 -1,459 $1,930
     T49,396-1,459$1,930
UNITED RENTALS INC 11,422 +10 $1,905
     URI11,422+10$1,905
JOHNSON & JOHNSON 13,029 +126 $1,901
     JNJ13,029+126$1,901
PFIZER INC 48,462 +2,725 $1,899
     PFE48,462+2,725$1,899
BRISTOL MYERS SQUIBB CO      $1,884
     BMY19,538+6,752$1,254
     RIGHT 99 99 9999209,441+209,441$630

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 12/31/2019: $442,849
At 09/30/2019: $396,722

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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