$117 Million is the total value of Institute for Wealth Management, LLC.'s 70 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PDM | PIEDMONT OFFICE REALTY TR IN | $87,000 | +3.6% | 5,076 | 0.0% | 0.08% | +23.0% | |
| IWB | ISHARESrus 1000 etf | $27,000 | +3.8% | 256 | 0.0% | 0.02% | +21.1% | |
| AMLP | ALPS ETF TRalerian mlp | $14,000 | 0.0% | 813 | 0.0% | 0.01% | +20.0% | |
| VZ | VERIZON COMMUNICATIONS INC | $12,000 | 0.0% | 244 | 0.0% | 0.01% | +11.1% | |
| RWR | SPDR SERIES TRUSTdj reit etf | $10,000 | +11.1% | 129 | 0.0% | 0.01% | +50.0% | |
| PGF | POWERSHARES ETF TRUSTfinl pfd ptfl | $8,000 | 0.0% | 448 | 0.0% | 0.01% | +16.7% | |
| TDTT | FLEXSHARES TRiboxx 3r targt | $5,000 | 0.0% | 209 | 0.0% | 0.00% | 0.0% | |
| MSFT | MICROSOFT CORP | $5,000 | +25.0% | 113 | 0.0% | 0.00% | +33.3% | |
| PCG | PG&E CORP | $5,000 | +25.0% | 107 | 0.0% | 0.00% | +33.3% | |
| PCY | POWERSHARES GLOBAL ETF TRUSTsovereign debt | $5,000 | 0.0% | 192 | 0.0% | 0.00% | 0.0% | |
| FXY | CURRENCYSHS JAPANESE YEN TRjapanese yen | $4,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-04-11
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.