Institute for Wealth Management, LLC. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
IF Institute for Wealth Management, LLC. | Institutional Filer | ▲ 0.89% | $931.3M | 540 |
Current Portfolio Holdings
Showing all 540 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 741K | $129.3M | 13.88% |
| 2 | AAPL | Apple Inc. | Technology | 119K | $30.3M | 3.25% |
| 3 | QQQ | Invesco QQQ Trust | — | 40K | $23.0M | 2.47% |
| 4 | MSFT | Microsoft Corporation | Technology | 49K | $18.1M | 1.95% |
| 5 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 86K | $18.0M | 1.93% |
| 6 | GOOGL | Alphabet Inc. | Technology | 57K | $16.3M | 1.75% |
| 7 | LRCX | Lam Research Corporation | Technology | 72K | $15.5M | 1.66% |
| 8 | META | Meta Platforms, Inc. | Technology | 20K | $11.3M | 1.22% |
| 9 | TSLA | Tesla, Inc. | Consumer Cyclical | 28K | $10.4M | 1.11% |
| 10 | AXON | Axon Enterprise, Inc. | Industrials | 20K | $8.7M | 0.93% |
| 11 | COST | Costco Wholesale Corporation | Consumer Defensive | 9K | $8.5M | 0.92% |
| 12 | GS | The Goldman Sachs Group, Inc. | Financial Services | 10K | $8.1M | 0.87% |
| 13 | VTWG | VANGUARD SCOTTSDALE FDS | — | 34K | $7.7M | 0.83% |
| 14 | VTWV | VANGUARD SCOTTSDALE FDS | — | 43K | $7.3M | 0.78% |
| 15 | AVGO | Broadcom Inc. | Technology | 23K | $7.0M | 0.76% |
Showing 1 to 15 of 540 holdings