$91 Million is the total value of Institute for Wealth Management, LLC.'s 32 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VGT | New | VANGUARD WORLD FDSinf tech etf | $242,000 | – | 2,271 | +100.0% | 0.27% | – |
| VFH | New | VANGUARD WORLD FDSfinancials etf | $238,000 | – | 4,820 | +100.0% | 0.26% | – |
| VCR | New | VANGUARD WORLD FDSconsum dis etf | $237,000 | – | 1,931 | +100.0% | 0.26% | – |
| VHT | New | VANGUARD WORLD FDShealth car etf | $236,000 | – | 1,742 | +100.0% | 0.26% | – |
| VDC | New | VANGUARD WORLD FDSconsum stp etf | $232,000 | – | 1,825 | +100.0% | 0.26% | – |
| VIS | New | VANGUARD WORLD FDSindustrial etf | $213,000 | – | 1,982 | +100.0% | 0.23% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-11-12
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.