$139 Million is the total value of Institute for Wealth Management, LLC.'s 78 reported holdings in Q4 2013. The portfolio turnover from Q3 2013 to Q4 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VIXM | New | PROSHARES TR IIvix mdtrm futr | $2,661,000 | – | 137,940 | +100.0% | 1.92% | – |
| VOO | New | VANGUARD INDEX FDS | $2,606,000 | – | 15,407 | +100.0% | 1.88% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $211,000 | – | 2,360 | +100.0% | 0.15% | – |
| VIS | New | VANGUARD WORLD FDSindustrial etf | $211,000 | – | 2,114 | +100.0% | 0.15% | – |
| VAW | New | VANGUARD WORLD FDSmaterials etf | $210,000 | – | 2,031 | +100.0% | 0.15% | – |
| VCR | New | VANGUARD WORLD FDSconsum dis etf | $209,000 | – | 1,935 | +100.0% | 0.15% | – |
| VFH | New | VANGUARD WORLD FDSfinancials etf | $209,000 | – | 4,709 | +100.0% | 0.15% | – |
| VDE | New | VANGUARD WORLD FDSenergy etf | $208,000 | – | 1,647 | +100.0% | 0.15% | – |
| VPU | New | VANGUARD WORLD FDSutilities etf | $207,000 | – | 2,484 | +100.0% | 0.15% | – |
| VHT | New | VANGUARD WORLD FDShealth car etf | $206,000 | – | 2,039 | +100.0% | 0.15% | – |
| VDC | New | VANGUARD WORLD FDSconsum stp etf | $203,000 | – | 1,848 | +100.0% | 0.15% | – |
| SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $0 | – | 1 | +100.0% | 0.00% | – |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $0 | – | 1 | +100.0% | 0.00% | – |
| SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $0 | – | 1 | +100.0% | 0.00% | – |
| SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | 2 | +100.0% | 0.00% | – |
| SCHC | New | SCHWAB STRATEGIC TRintl sceqt etf | $0 | – | 1 | +100.0% | 0.00% | – |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $0 | – | 1 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-01-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 37 | Q3 2023 | 30.3% |
| SELECT SECTOR SPDR TR | 37 | Q3 2023 | 4.0% |
| SELECT SECTOR SPDR TR | 36 | Q3 2023 | 2.0% |
| ISHARES TR | 34 | Q3 2023 | 14.0% |
| VANGUARD INDEX FDS | 34 | Q3 2023 | 4.9% |
| SELECT SECTOR SPDR TR | 34 | Q3 2023 | 1.9% |
| SELECT SECTOR SPDR TR | 34 | Q3 2023 | 3.4% |
| SELECT SECTOR SPDR TR | 32 | Q3 2023 | 4.4% |
| VANGUARD INTL EQUITY INDEX F | 32 | Q3 2023 | 2.1% |
| WISDOMTREE TRUST | 32 | Q3 2023 | 3.5% |
View Institute for Wealth Management, LLC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-01-21 |
View Institute for Wealth Management, LLC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.