$77.5 Million is the total value of Institute for Wealth Management, LLC.'s 30 reported holdings in Q2 2015. The portfolio turnover from Q1 2015 to Q2 2015 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VIS | Exit | VANGUARD WORLD FDSindustrial etf | $0 | – | -1,982 | -100.0% | -0.23% | – |
| VDC | Exit | VANGUARD WORLD FDSconsum stp etf | $0 | – | -1,825 | -100.0% | -0.26% | – |
| VHT | Exit | VANGUARD WORLD FDShealth car etf | $0 | – | -1,742 | -100.0% | -0.26% | – |
| VCR | Exit | VANGUARD WORLD FDSconsum dis etf | $0 | – | -1,931 | -100.0% | -0.26% | – |
| VFH | Exit | VANGUARD WORLD FDSfinancials etf | $0 | – | -4,820 | -100.0% | -0.26% | – |
| VGT | Exit | VANGUARD WORLD FDSinf tech etf | $0 | – | -2,271 | -100.0% | -0.27% | – |
| VPU | Exit | VANGUARD WORLD FDSutilities etf | $0 | – | -2,833 | -100.0% | -0.30% | – |
| XLB | Exit | SELECT SECTOR SPDR TRsbi materials | $0 | – | -32,264 | -100.0% | -1.73% | – |
| SHY | Exit | ISHARES TR1-3 yr tr bd etf | $0 | – | -23,923 | -100.0% | -2.23% | – |
| VNQ | Exit | VANGUARD INDEX FDSreit etf | $0 | – | -52,172 | -100.0% | -4.84% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-08-12
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.