$324 Million is the total value of Institute for Wealth Management, LLC.'s 401 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 5.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TRput | $3,093,000 | – | 12,000 | 0.0% | 0.95% | – | |
| IWM | ISHARES TRcall | $1,900,000 | +7207.7% | 16,600 | 0.0% | 0.59% | +9666.7% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,088,000 | -19.9% | 4 | 0.0% | 0.34% | +9.1% | |
| RESN | RESONANT INC | $717,000 | -38.9% | 484,565 | 0.0% | 0.22% | -16.6% | |
| BIIB | BIOGEN INC | $507,000 | +6.7% | 1,602 | 0.0% | 0.16% | +45.8% | |
| LEN | LENNAR CORPcl a | $357,000 | -31.6% | 9,350 | 0.0% | 0.11% | -6.8% | |
| CMI | CUMMINS INC | $350,000 | -24.4% | 2,588 | 0.0% | 0.11% | +2.9% | |
| SWK | STANLEY BLACK & DECKER INC | $334,000 | -39.6% | 3,339 | 0.0% | 0.10% | -17.6% | |
| EEM | ISHARES TRcall | $327,000 | +1943.8% | 9,600 | 0.0% | 0.10% | +2425.0% | |
| SGEN | SEATTLE GENETICS INC | $310,000 | +1.0% | 2,690 | 0.0% | 0.10% | +39.1% | |
| BRMK | BROADMARK RLTY CAP INC | $289,000 | -41.1% | 38,488 | 0.0% | 0.09% | -19.8% | |
| RCI | ROGERS COMMUNICATIONS INCcl b | $251,000 | -16.3% | 6,047 | 0.0% | 0.08% | +13.2% | |
| MTCH | MATCH GROUP INC | $248,000 | -19.7% | 3,760 | 0.0% | 0.08% | +8.6% | |
| EEM | ISHARES TRput | $225,000 | +22400.0% | 6,600 | 0.0% | 0.07% | – | |
| ZTS | ZOETIS INCcl a | $219,000 | -11.0% | 1,862 | 0.0% | 0.07% | +21.4% | |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $142,000 | -34.3% | 21,756 | 0.0% | 0.04% | -10.2% | |
| RFI | COHEN & STEERS TOTAL RETURN | $108,000 | -30.3% | 10,717 | 0.0% | 0.03% | -5.7% | |
| EVF | EATON VANCE SR INCOME TRsh ben int | $81,000 | -27.7% | 17,500 | 0.0% | 0.02% | 0.0% | |
| DB | DEUTSCHE BANK A Gnamen akt | $74,000 | -17.8% | 11,578 | 0.0% | 0.02% | +15.0% | |
| VKTX | VIKING THERAPEUTICS INC | $56,000 | -41.7% | 11,980 | 0.0% | 0.02% | -22.7% | |
| DROPCAR INC | $9,000 | -47.1% | 19,169 | 0.0% | 0.00% | -25.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-29
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.