Notify me when Institute for Wealth Management, LLC. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 538 | $943,386,219 | +$43,689,424 | -$63,724,007 | -$20,034,583 | NVDA, AAPL, MSFT, AMZN, GOOGL | 13F-HR | 27 Jan 2026, 08:46 |
| Q3 2025 | 557 | $959,629,532 | +$31,476,011 | -$37,003,822 | -$5,527,811 | NVDA, AAPL, MSFT, AMZN, QQQ | 13F-HR | 17 Oct 2025, 13:35 |
| Q2 2025 | 559 | $895,989,689 | +$31,439,646 | -$25,709,398 | +$5,730,248 | NVDA, AAPL, MSFT, AMZN, AXON | 13F-HR | 18 Jul 2025, 09:07 |
| Q1 2025 | 524 | $777,928,476 | +$60,842,339 | -$24,102,093 | +$36,740,246 | NVDA, AAPL, MSFT, AMZN, QQQ | 13F-HR | 21 Apr 2025, 12:28 |
| Q4 2024 | 505 | $796,369,968 | +$29,409,469 | -$39,521,081 | -$10,111,612 | NVDA, AAPL, MSFT, AMZN, AXON | 13F-HR | 23 Jan 2025, 16:12 |
| Q3 2024 | 550 | $792,423,149 | +$33,727,188 | -$17,423,388 | +$16,303,800 | NVDA, AAPL, MSFT, AMZN, META | 13F-HR | 12 Nov 2024, 14:38 |
| Q2 2024 | 504 | $746,096,924 | +$117,244,732 | -$86,334,011 | +$30,910,721 | NVDA, AAPL, MSFT, AMZN, QQQ | 13F-HR | 25 Jul 2024, 10:03 |
| Q1 2024 | 501 | $771,783,468 | +$95,294,014 | -$16,808,142 | +$78,485,872 | NVDA, SPY, AAPL, MSFT, QQQ | 13F-HR | 30 Apr 2024, 09:44 |
| Q4 2023 | 481 | $612,748,738 | +$19,811,202 | -$20,425,615 | -$614,413 | NVDA, AAPL, MSFT, QQQ, AMZN | 13F-HR | 31 Jan 2024, 13:42 |
| Q3 2023 | 449 | $547,798,904 | +$21,346,087 | -$14,419,390 | +$6,926,697 | NVDA, AAPL, MSFT, QQQ, AMZN | 13F-HR | 13 Oct 2023, 11:14 |
| Q2 2023 | 454 | $564,421,868 | +$15,963,200 | -$10,891,934 | +$5,071,266 | NVDA, AAPL, MSFT, QQQ, AMZN | 13F-HR | 25 Jul 2023, 12:13 |
| Q1 2023 | 443 | $514,105,025 | +$26,536,542 | -$26,489,129 | +$47,413 | NVDA, AAPL, MSFT, QQQ, AMZN | 13F-HR | 20 Apr 2023, 15:05 |
| Q4 2022 | 446 | $468,787,907 | +$15,324,668 | -$23,482,419 | -$8,157,751 | AAPL, NVDA, MSFT, SBUX, SPY | 13F-HR | 02 Feb 2023, 16:45 |
| Q3 2022 | 448 | $445,253,000 | +$19,328,615 | -$43,380,441 | -$24,051,826 | AAPL, MSFT, NVDA, AMZN, SBUX | 13F-HR | 18 Oct 2022, 16:19 |
| Q2 2022 | 528 | $505,161,000 | +$38,590,977 | -$20,895,333 | +$17,695,644 | AAPL, MSFT, NVDA, AMZN, ADBE | 13F-HR | 25 Jul 2022, 12:31 |
| Q1 2022 | 536 | $611,502,000 | +$60,304,974 | -$18,426,288 | +$41,878,686 | AAPL, NVDA, MSFT, AMZN, ADBE | 13F-HR | 28 Apr 2022, 19:23 |
| Q4 2021 | 489 | $613,785,000 | +$22,525,181 | -$19,961,384 | +$2,563,797 | AAPL, NVDA, MSFT, AMZN, ADBE | 13F-HR | 21 Jan 2022, 16:11 |
| Q3 2021 | 477 | $567,412,000 | +$33,181,490 | -$16,883,950 | +$16,297,540 | AAPL, NVDA, MSFT, AMZN, ADBE | 13F-HR | 15 Nov 2021, 13:42 |
| Q2 2021 | 489 | $569,521,000 | +$25,889,188 | -$13,719,526 | +$12,169,662 | AAPL, NVDA, MSFT, AMZN, ADBE | 13F-HR | 21 Jul 2021, 10:40 |
| Q1 2021 | 463 | $522,112,000 | +$20,349,960 | -$28,149,522 | -$7,799,562 | AAPL, MSFT, AMZN, NVDA, ADBE | 13F-HR | 04 May 2021, 10:18 |
| Q4 2020 | 440 | $498,906,000 | +$29,985,251 | -$20,257,453 | +$9,727,798 | AAPL, MSFT, AMZN, ADBE, NVDA | 13F-HR | 01 Feb 2021, 10:54 |
| Q3 2020 | 412 | $433,446,000 | +$38,880,576 | -$32,342,140 | +$6,538,436 | AAPL, MSFT, NVDA, AMZN, ADBE | 13F-HR | 03 Nov 2020, 11:58 |
| Q2 2020 | 426 | $408,475,000 | +$41,850,607 | -$18,505,031 | +$23,345,576 | AAPL, MSFT, AMZN, ADBE, NVDA | 13F-HR | 30 Jul 2020, 13:34 |
| Q1 2020 | 394 | $315,733,000 | +$21,238,408 | -$60,845,272 | -$39,606,864 | MSFT, AAPL, AMZN, ADBE, SBUX | 13F-HR | 29 Apr 2020, 14:47 |
| Q4 2019 | 676 | $442,507,000 | +$40,375,864 | -$27,775,803 | +$12,600,061 | AAPL, MSFT, ADBE, SBUX, AMZN | Restatement | 27 Feb 2020, 09:28 |
| Q3 2019 | 417 | $396,713,000 | +$17,443,334 | -$71,787,851 | -$54,344,517 | MSFT, AAPL, SBUX, ADBE, AMZN | 13F-HR | 28 Oct 2019, 16:52 |
| Q2 2019 | 467 | $451,744,000 | +$43,825,123 | -$51,894,597 | -$8,069,474 | MSFT, AAPL, VOO, AMZN, SBUX | 13F-HR | 02 Aug 2019, 17:12 |
| Q1 2019 | 446 | $435,884,000 | +$199,820,242 | -$28,473,890 | +$171,346,352 | VOO, AGG, MSFT, AMZN, VTI | 13F-HR | 15 May 2019, 14:39 |
| Q4 2018 | 265 | $242,129,000 | +$119,300,479 | -$143,605,710 | -$24,305,231 | AAPL, AMZN, ADBE, BA, SPY | 13F-HR | 08 Feb 2019, 17:07 |
| Q3 2018 | 202 | $296,219,000 | +$8,925,708 | -$41,092,328 | -$32,166,620 | AAPL, VOO, MSFT, ADBE, NVDA | 13F-HR | 29 Oct 2018, 16:51 |
| Q2 2018 | 209 | $311,081,000 | +$24,132,067 | -$54,298,098 | -$30,166,031 | VOO, AAPL, MSFT, SPY, IVV | 13F-HR | 10 Aug 2018, 10:00 |
| Q1 2018 | 253 | $335,519,000 | +$61,393,610 | -$148,522,819 | -$87,129,209 | VOO, AAPL, MSFT, IVV, BA | 13F-HR | 15 May 2018, 15:19 |
| Q4 2017 | 390 | $433,229,000 | +$161,944,129 | -$53,221,164 | +$108,722,965 | VOO, SPY, AAPL, MSFT, RESN | 13F-HR | 12 Feb 2018, 16:22 |
| Q3 2017 | 249 | $307,552,000 | +$29,424,201 | -$96,724,314 | -$67,300,113 | VOO, AAPL, MSFT, VTI, SBUX | 13F-HR | 14 Nov 2017, 14:34 |
| Q2 2017 | 414 | $363,490,000 | $0 | $0 | $0 | VOO, AAPL, VTI, MSFT, SBUX | 13F-HR | 14 Aug 2017, 15:04 |
| Q4 2015 | 36 | $66,955,000 | +$23,103,440 | -$9,957,452 | +$13,145,988 | SPY, USMV, QUAL, AGG, VOO | 13F-HR | 08 Feb 2016, 13:15 |
| Q3 2015 | 27 | $52,640,000 | +$11,358,987 | -$32,725,604 | -$21,366,617 | AGG, SPY, USMV, ALFA, QUAL | 13F-HR | 12 Nov 2015, 14:03 |
| Q2 2015 | 30 | $77,459,000 | +$20,291,688 | -$32,750,765 | -$12,459,077 | SPY, AGG, USMV, ALFA, PHDG | 13F-HR | 12 Aug 2015, 12:35 |
| Q1 2015 | 32 | $90,977,000 | +$2,195,247 | -$7,352,787 | -$5,157,540 | SPY, AGG, PHDG, VNQ, HEDJ | 13F-HR | 12 Nov 2015, 14:11 |
| Q4 2014 | 26 | $95,128,000 | +$20,682,055 | -$33,560,788 | -$12,878,733 | SPY, AGG, PHDG, VNQ, XLU | 13F-HR | 26 Jan 2015, 14:00 |
| Q3 2014 | 63 | $105,033,000 | +$10,936,520 | -$19,102,156 | -$8,165,636 | SPY, AGG, SPXH, VNQ, HYG | 13F-HR | 10 Oct 2014, 15:41 |
| Q2 2014 | 62 | $115,598,000 | +$22,975,883 | -$27,778,317 | -$4,802,434 | SPY, AGG, VNQ, SPXH, FYT | 13F-HR | 16 Jul 2014, 09:24 |
| Q1 2014 | 70 | $116,762,000 | +$13,441,274 | -$36,732,087 | -$23,290,813 | SPY, AGG, XLU, IYR, EFA | 13F-HR | 11 Apr 2014, 13:52 |
| Q4 2013 | 72 | $138,788,000 | $0 | $0 | $0 | SPY, AGG, IYR, IWR, XLP | 13F-HR | 16 Jan 2014, 10:00 |