HoldingsChannel.com
Institute for Wealth Management LLC. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
MICROSOFT CORP 55,068 -3,284 $8,685
     MSFT55,068-3,284$8,685
APPLE INC 34,133 -836 $8,680
     AAPL34,133-836$8,680
AMAZON COM INC 3,386 -262 $6,601
     AMZN3,386-262$6,601
ADOBE INC 19,867 -3,726 $6,323
     ADBE19,867-3,726$6,323
STARBUCKS CORP 79,481 -4,338 $5,225
     SBUX79,481-4,338$5,225
NVIDIA CORP 19,628 -2,514 $5,174
     NVDA19,628-2,514$5,174
INVESCO QQQ TR      $4,596
     QQQ21,138+21,138$4,025
     Call3,000+3,000$571
ISHARES TR (QUAL) 52,920 +5,325 $4,289
     QUAL52,920+5,325$4,289
ISHARES TR (IVV) 16,192 -3,042 $4,184
     IVV16,192-3,042$4,184
PAYPAL HLDGS INC 38,711 -5,184 $3,706
     PYPL38,711-5,184$3,706
VANGUARD INDEX FDS (VOO) 15,186 -6,194 $3,596
     VOO15,186-6,194$3,596
FACEBOOK INC 21,296 -2,880 $3,552
     FB21,296-2,880$3,552
SPDR S&P 500 ETF TR (SPY)      $3,404
     SPY16,304+1,431$4,202
     Put12,000UNCH$3,093
     Call8,900-300$2,295
VANGUARD INDEX FDS (VUG) 21,037 +15,201 $3,296
     VUG21,037+15,201$3,296
AMGEN INC 16,091 -746 $3,262
     AMGN16,091-746$3,262
INVESCO EXCHANGE TRADED FD T (PDP) 57,545 -2,369 $3,105
     PDP57,545-2,369$3,105
TEXAS INSTRS INC 29,495 -122 $2,947
     TXN29,495-122$2,947
SCHWAB STRATEGIC TR 36,116 -17 $2,877
     SCHG36,116-17$2,877
INVESCO EXCHANGE TRADED FD T (XMMO) 57,171 -7,108 $2,807
     XMMO57,171-7,108$2,807
DISNEY WALT CO 28,783 +4,266 $2,780
     DIS28,783+4,266$2,780
VANGUARD BD INDEX FDS (BND) 32,074 -4,133 $2,737
     BND32,074-4,133$2,737
FLEXSHARES TR (RAVI) 35,437 +35,437 $2,628
     RAVI35,437+35,437$2,628
COSTCO WHSL CORP NEW 8,966 -1,356 $2,556
     COST8,966-1,356$2,556
ISHARES TR (IWM)      $2,457
     Call16,600UNCH$1,900
     IWM4,869+256$557
VANGUARD SCOTTSDALE FDS (VCSH) 30,907 -13,382 $2,445
     VCSH30,907-13,382$2,445
PROSHARES TR (QLD) 27,004 -2,909 $2,419
     QLD27,004-2,909$2,419
ALPHABET INC 1,949 +145 $2,265
     GOOGL1,949+145$2,265
BOEING CO 14,845 -560 $2,214
     BA14,845-560$2,214
BERKSHIRE HATHAWAY INC DEL      $2,113
     BRK.A4UNCH$1,088
     BRK.B5,606+362$1,025
ISHARES TR (SHV) 18,929 +2,260 $2,102
     SHV18,929+2,260$2,102
BK OF AMERICA CORP 97,007 -20,524 $2,059
     BAC97,007-20,517$2,059
VANGUARD CHARLOTTE FDS (BNDX) 36,436 -2,777 $2,050
     BNDX36,436-2,777$2,050
INVESCO EXCHANGE TRADED FD T (PWC) 26,737 -1,270 $1,966
     PWC26,737-1,270$1,966
VISA INC 11,914 -1,535 $1,920
     V11,914-1,535$1,920
BRISTOL MYERS SQUIBB CO      $1,900
     BMY19,907+369$1,110
     RIGHT 99 99 9999207,861-1,580$790
INVESCO EXCHANGE TRADED FD T (PWB) 43,360 -1,383 $1,897
     PWB43,360-1,383$1,897
SELECT SECTOR SPDR TR (XLI) 31,347 -2,731 $1,850
     XLI31,347-2,731$1,850
JOHNSON & JOHNSON 14,007 +978 $1,837
     JNJ14,007+978$1,837
MASTERCARD INC 7,606 +164 $1,837
     MA7,606+164$1,837
VANGUARD TAX MANAGED INTL FD (VEA) 54,993 +18,012 $1,833
     VEA54,993+18,012$1,833
SPDR SER TR (LGLV) 19,583 +820 $1,774
     LGLV19,583+820$1,774
LAM RESEARCH CORP 7,305 -200 $1,753
     LRCX7,305-200$1,753
AXON ENTERPRISE INC 24,124 -424 $1,707
     AAXN24,124-424$1,707
VANGUARD INDEX FDS (VNQ) 24,431 -3,067 $1,707
     VNQ24,431-3,067$1,707
JPMORGAN CHASE & CO 17,959 -4,058 $1,617
     JPM17,959-4,058$1,617
ISHARES TR (IVE) 16,431 +377 $1,581
     IVE16,431+377$1,581
SELECT SECTOR SPDR TR (XLK) 19,495 -524 $1,567
     XLK19,495-524$1,567
CSX CORP 27,175 -469 $1,557
     CSX27,175-469$1,557
PFIZER INC 46,562 -1,900 $1,520
     PFE46,562-1,900$1,520
VANGUARD INTL EQUITY INDEX F (VPL) 27,257 +1,556 $1,504
     VPL27,257+1,556$1,504

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 03/31/2020: $324,297
At 12/31/2019: $442,849

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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