Institute for Wealth Management, LLC.

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$792M
Signature - Title
Jeff Jorgensen - Chief Operating Officer
Location
Denver, CO
Summary
This page shows a list of all the recent 13F filings made by Institute for Wealth Management, LLC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Institute for Wealth Management, LLC. reported 550 stock holdings with total value $792M as of Q3 2024. Top holdings included NVDA, AAPL, MSFT, AMZN, and META.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 550 $792M +$33.7M -$17.4M +$16.3M NVDA, AAPL, MSFT, AMZN, META 13F-HR 11/12/2024, 02:38 PM
Q2 2024 504 $746M +$117M -$86.3M +$30.9M NVDA, AAPL, MSFT, AMZN, QQQ 13F-HR 7/25/2024, 10:03 AM
Q1 2024 501 $772M +$95.3M -$16.8M +$78.5M NVDA, SPY, AAPL, MSFT, QQQ 13F-HR 4/30/2024, 09:44 AM
Q4 2023 481 $613M +$19.8M -$20.4M -$614K NVDA, AAPL, MSFT, QQQ, AMZN 13F-HR 1/31/2024, 01:42 PM
Q3 2023 449 $548M +$21.3M -$14.4M +$6.93M NVDA, AAPL, MSFT, QQQ, AMZN 13F-HR 10/13/2023, 11:14 AM
Q2 2023 454 $564M +$16M -$10.9M +$5.07M NVDA, AAPL, MSFT, QQQ, AMZN 13F-HR 7/25/2023, 12:13 PM
Q1 2023 443 $514M +$26.5M -$26.5M +$47.4K NVDA, AAPL, MSFT, QQQ, AMZN 13F-HR 4/20/2023, 03:05 PM
Q4 2022 446 $469M +$15.3M -$23.5M -$8.16M AAPL, NVDA, MSFT, SBUX, SPY 13F-HR 2/2/2023, 04:45 PM
Q3 2022 448 $445M +$19.3M -$43.4M -$24.1M AAPL, MSFT, NVDA, AMZN, SBUX 13F-HR 10/18/2022, 04:19 PM
Q2 2022 528 $505M +$38.6M -$20.9M +$17.7M AAPL, MSFT, NVDA, AMZN, ADBE 13F-HR 7/25/2022, 12:31 PM
Q1 2022 536 $612M +$60.3M -$18.4M +$41.9M AAPL, NVDA, MSFT, AMZN, ADBE 13F-HR 4/28/2022, 07:23 PM
Q4 2021 489 $614M +$22.5M -$20M +$2.56M AAPL, NVDA, MSFT, AMZN, ADBE 13F-HR 1/21/2022, 04:11 PM
Q3 2021 477 $567M +$33.2M -$16.9M +$16.3M AAPL, NVDA, MSFT, AMZN, ADBE 13F-HR 11/15/2021, 01:42 PM
Q2 2021 489 $570M +$25.9M -$13.7M +$12.2M AAPL, NVDA, MSFT, AMZN, ADBE 13F-HR 7/21/2021, 10:40 AM
Q1 2021 463 $522M +$20.3M -$28.1M -$7.8M AAPL, MSFT, AMZN, NVDA, ADBE 13F-HR 5/4/2021, 10:18 AM
Q4 2020 440 $499M +$30M -$20.3M +$9.73M AAPL, MSFT, AMZN, ADBE, NVDA 13F-HR 2/1/2021, 10:54 AM
Q3 2020 412 $433M +$38.9M -$32.3M +$6.54M AAPL, MSFT, NVDA, AMZN, ADBE 13F-HR 11/3/2020, 11:58 AM
Q2 2020 426 $408M +$41.9M -$18.5M +$23.3M AAPL, MSFT, AMZN, ADBE, NVDA 13F-HR 7/30/2020, 01:34 PM
Q1 2020 394 $316M +$21.2M -$60.8M -$39.6M MSFT, AAPL, AMZN, ADBE, SBUX 13F-HR 4/29/2020, 02:47 PM
Q4 2019 676 $443M +$40.4M -$27.8M +$12.6M AAPL, MSFT, ADBE, SBUX, AMZN Restatement 2/27/2020, 09:28 AM
Q3 2019 417 $397M +$17.4M -$71.8M -$54.3M MSFT, AAPL, SBUX, ADBE, AMZN 13F-HR 10/28/2019, 04:52 PM
Q2 2019 467 $452M +$43.8M -$51.9M -$8.07M MSFT, AAPL, VOO, AMZN, SBUX 13F-HR 8/2/2019, 05:12 PM
Q1 2019 446 $436M +$200M -$28.5M +$171M VOO, AGG, MSFT, AMZN, VTI 13F-HR 5/15/2019, 02:39 PM
Q4 2018 265 $242M +$119M -$144M -$24.3M AAPL, AMZN, ADBE, BA, SPY 13F-HR 2/8/2019, 05:07 PM
Q3 2018 202 $296M +$8.93M -$41.1M -$32.2M AAPL, VOO, MSFT, ADBE, NVDA 13F-HR 10/29/2018, 04:51 PM
Q2 2018 209 $311M +$24.1M -$54.3M -$30.2M VOO, AAPL, MSFT, SPY, IVV 13F-HR 8/10/2018, 10:00 AM
Q1 2018 253 $336M +$61.4M -$149M -$87.1M VOO, AAPL, MSFT, IVV, BA 13F-HR 5/15/2018, 03:19 PM
Q4 2017 390 $433M +$162M -$53.2M +$109M VOO, SPY, AAPL, MSFT, RESN 13F-HR 2/12/2018, 04:22 PM
Q3 2017 249 $308M +$29.4M -$96.7M -$67.3M VOO, AAPL, MSFT, VTI, SBUX 13F-HR 11/14/2017, 02:34 PM
Q2 2017 414 $363M $0 $0 VOO, AAPL, VTI, MSFT, SBUX 13F-HR 8/14/2017, 03:04 PM
Q4 2015 36 $67M +$23.1M -$9.96M +$13.1M SPY, USMV, QUAL, AGG, VOO 13F-HR 2/8/2016, 01:15 PM
Q3 2015 27 $52.6M +$11.4M -$32.7M -$21.4M AGG, SPY, USMV, ALFA, QUAL 13F-HR 11/12/2015, 02:03 PM
Q2 2015 30 $77.5M +$20.3M -$32.8M -$12.5M SPY, AGG, USMV, ALFA, PHDG 13F-HR 8/12/2015, 12:35 PM
Q1 2015 32 $91M +$2.2M -$7.35M -$5.16M SPY, AGG, PHDG, VNQ, HEDJ 13F-HR 11/12/2015, 02:11 PM
Q4 2014 26 $95.1M +$20.7M -$33.6M -$12.9M SPY, AGG, PHDG, VNQ, XLU 13F-HR 1/26/2015, 02:00 PM
Q3 2014 63 $105M +$10.9M -$19.1M -$8.17M SPY, AGG, SPXH, VNQ, HYG 13F-HR 10/10/2014, 03:41 PM
Q2 2014 62 $116M +$23M -$27.8M -$4.8M SPY, AGG, VNQ, SPXH, FYT 13F-HR 7/16/2014, 09:24 AM
Q1 2014 70 $117M +$13.4M -$36.7M -$23.3M SPY, AGG, XLU, IYR, EFA 13F-HR 4/11/2014, 01:52 PM
Q4 2013 72 $139M $0 $0 SPY, AGG, IYR, IWR, XLP 13F-HR 1/16/2014, 10:00 AM