$105 Million is the total value of Institute for Wealth Management, LLC.'s 63 reported holdings in Q3 2014. The portfolio turnover from Q2 2014 to Q3 2014 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SUSA | Exit | ISHARESusa esg slct etf | $0 | – | -81 | -100.0% | -0.01% | – |
DBC | Exit | POWERSHARES DB CMDTY IDX TRAunit ben int | $0 | – | -3,141 | -100.0% | -0.07% | – |
UNG | Exit | UNITED STATES NATL GAS FUNDunit par $0.001 | $0 | – | -4,636 | -100.0% | -0.10% | – |
IJJ | Exit | ISHARESs&p mc 400vl etf | $0 | – | -1,182 | -100.0% | -0.13% | – |
VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -1,448 | -100.0% | -0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-10-10
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.