Institute for Wealth Management, LLC.

Q4 2022 13F Holdings Report, Stock Holdings

Signature - Title
Jeff Jorgensen - Chief Operating Officer
Location
Denver, CO
Holdings as of
December 31, 2022
Value $
$469M
Num holdings
446
Date filed
2/2/2023, 04:45 PM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included AAPL, NVDA, MSFT, SBUX, and SPY.
Previous filing
Q3 2022 - Oct 18, 2022
Options Holdings
Showing stock holdings, see here for options holdings
Filing 2022 Q4 compared to 2022 Q3 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Jeff Jorgensen Chief Operating Officer Denver, Colorado 2/2/2023