$614 Million is the total value of Institute for Wealth Management, LLC.'s 491 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 22.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | Buy | AMAZON COM INC | $13,054,000 | +2.5% | 3,915 | +0.9% | 2.13% | -4.9% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $11,398,000 | -0.9% | 20,100 | +0.6% | 1.86% | -8.0% |
| SBUX | Buy | STARBUCKS CORP | $9,246,000 | +7.0% | 79,045 | +0.9% | 1.51% | -0.7% |
| FB | Buy | META PLATFORMS INCcl a | $7,407,000 | -0.3% | 22,023 | +0.6% | 1.21% | -7.4% |
| PYPL | Buy | PAYPAL HLDGS INC | $7,126,000 | -27.0% | 37,788 | +0.8% | 1.16% | -32.2% |
| TXN | Buy | TEXAS INSTRS INC | $5,728,000 | -1.2% | 30,392 | +0.7% | 0.93% | -8.3% |
| DIS | Buy | DISNEY WALT CO | $4,986,000 | -6.9% | 32,191 | +1.7% | 0.81% | -13.6% |
| ESGU | Buy | ISHARES TResg awr msci usa | $4,290,000 | +26.1% | 39,762 | +15.1% | 0.70% | +17.1% |
| SPYX | Buy | SPDR SER TRspdr s&p 500 etf | $4,054,000 | +25.2% | 34,445 | +13.0% | 0.66% | +16.2% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $3,788,000 | +5.2% | 10,542 | +1.8% | 0.62% | -2.4% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $3,612,000 | +1.9% | 9,442 | +0.7% | 0.59% | -5.5% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $3,573,000 | +18.4% | 20,552 | +1.7% | 0.58% | +9.8% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $3,496,000 | +6.2% | 56,078 | +0.8% | 0.57% | -1.4% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $3,324,000 | +7.6% | 85,126 | +3.4% | 0.54% | 0.0% |
| AMAT | Buy | APPLIED MATLS INC | $3,228,000 | +25.6% | 20,515 | +2.7% | 0.53% | +16.6% |
| AMGN | Buy | AMGEN INC | $3,088,000 | +7.3% | 13,724 | +1.4% | 0.50% | -0.4% |
| V | Buy | VISA INC | $3,072,000 | -1.3% | 14,177 | +1.4% | 0.50% | -8.6% |
| SQ | Buy | BLOCK INCcl a | $3,041,000 | -30.3% | 18,830 | +3.5% | 0.50% | -35.3% |
| ABBV | Buy | ABBVIE INC | $3,020,000 | +25.6% | 22,305 | +0.1% | 0.49% | +16.6% |
| BA | Buy | BOEING CO | $2,884,000 | -6.4% | 14,323 | +2.2% | 0.47% | -13.1% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $2,868,000 | +18.0% | 13,380 | +0.3% | 0.47% | +9.6% |
| MTN | Buy | VAIL RESORTS INC | $2,837,000 | -0.2% | 8,651 | +1.7% | 0.46% | -7.4% |
| SHV | Buy | ISHARES TRshort treas bd | $2,791,000 | +1.0% | 25,280 | +1.1% | 0.46% | -6.2% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $2,718,000 | +10.2% | 939 | +1.5% | 0.44% | +2.3% |
| QCOM | Buy | QUALCOMM INC | $2,625,000 | +42.6% | 14,353 | +0.6% | 0.43% | +32.5% |
| HD | Buy | HOME DEPOT INC | $2,630,000 | +26.5% | 6,336 | +0.1% | 0.43% | +17.3% |
| FDX | Buy | FEDEX CORP | $2,618,000 | +18.4% | 10,122 | +0.4% | 0.43% | +10.1% |
| CRM | Buy | SALESFORCE COM INC | $2,447,000 | -2.2% | 9,630 | +4.4% | 0.40% | -9.1% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $2,438,000 | +0.8% | 49,917 | +3.9% | 0.40% | -6.6% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $2,414,000 | +23.8% | 28,855 | +9.4% | 0.39% | +14.9% |
| NFLX | Buy | NETFLIX INC | $2,385,000 | -1.3% | 3,959 | +0.0% | 0.39% | -8.3% |
| GM | Buy | GENERAL MTRS CO | $2,192,000 | +11.5% | 37,395 | +0.3% | 0.36% | +3.5% |
| CME | Buy | CME GROUP INC | $2,157,000 | +22.2% | 9,440 | +3.4% | 0.35% | +13.2% |
| IEV | Buy | ISHARES TReurope etf | $2,156,000 | +9.3% | 39,636 | +4.7% | 0.35% | +1.4% |
| DSI | Buy | ISHARES TRmsci kld400 soc | $2,099,000 | +26.0% | 22,586 | +12.8% | 0.34% | +17.1% |
| CP | New | CANADIAN PAC RY LTD | $2,040,000 | – | 28,359 | +100.0% | 0.33% | – |
| IWM | Buy | ISHARES TRrussell 2000 etf | $1,971,000 | +78.2% | 8,859 | +75.2% | 0.32% | +65.5% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,762,000 | +6.2% | 10,302 | +0.3% | 0.29% | -1.4% |
| AVGO | Buy | BROADCOM INC | $1,656,000 | +38.9% | 2,489 | +1.2% | 0.27% | +29.2% |
| C | Buy | CITIGROUP INC | $1,649,000 | -10.3% | 27,310 | +4.3% | 0.27% | -16.7% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $1,639,000 | +11.1% | 24,894 | +5.9% | 0.27% | +3.1% |
| ABT | Buy | ABBOTT LABS | $1,601,000 | +23.6% | 11,379 | +3.8% | 0.26% | +15.0% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $1,592,000 | +0.4% | 18,498 | +0.3% | 0.26% | -6.8% |
| WM | Buy | WASTE MGMT INC DEL | $1,583,000 | +16.1% | 9,483 | +3.9% | 0.26% | +7.9% |
| DE | Buy | DEERE & CO | $1,577,000 | +7.9% | 4,600 | +5.5% | 0.26% | +0.4% |
| EFAX | Buy | SPDR INDEX SHS FDSmsci eafe fs etf | $1,530,000 | +17.5% | 18,231 | +15.7% | 0.25% | +8.7% |
| TWTR | Buy | TWITTER INC | $1,528,000 | -26.7% | 35,350 | +2.3% | 0.25% | -32.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,509,000 | +29.0% | 3,004 | +0.3% | 0.25% | +20.0% |
| BBH | Buy | VANECK ETF TRUSTbiotech etf | $1,501,000 | -1.3% | 7,929 | +5.4% | 0.24% | -8.2% |
| NULG | Buy | NUSHARES ETF TRnuveen esg lrgcp | $1,452,000 | +43.9% | 21,179 | +37.4% | 0.24% | +33.9% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $1,377,000 | +15.8% | 24,816 | +8.7% | 0.22% | +7.2% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $1,372,000 | +20.8% | 16,882 | +22.4% | 0.22% | +12.6% |
| VIACP | New | VIACOMCBS INC5.75% conv pfd a | $1,329,000 | – | 26,470 | +100.0% | 0.22% | – |
| GSY | Buy | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $1,311,000 | +26.3% | 26,060 | +26.7% | 0.21% | +17.6% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $1,311,000 | +16.7% | 6,413 | +2.5% | 0.21% | +8.6% |
| VIAC | Buy | VIACOMCBS INCcl b | $1,304,000 | -21.9% | 43,213 | +2.2% | 0.21% | -27.6% |
| AGG | Buy | ISHARES TRcore us aggbd et | $1,273,000 | +2.7% | 11,158 | +3.4% | 0.21% | -4.6% |
| SHW | Buy | SHERWIN WILLIAMS CO | $1,270,000 | +30.1% | 3,606 | +3.3% | 0.21% | +21.1% |
| ETN | Buy | EATON CORP PLC | $1,266,000 | +16.0% | 7,325 | +0.3% | 0.21% | +7.9% |
| KLAC | Buy | KLA CORP | $1,228,000 | +147.1% | 2,856 | +92.1% | 0.20% | +129.9% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,186,000 | +17.3% | 7,250 | +0.2% | 0.19% | +9.0% |
| EFG | Buy | ISHARES TReafe grwth etf | $1,150,000 | +17.1% | 10,429 | +13.1% | 0.19% | +8.7% |
| WMT | Buy | WALMART INC | $1,088,000 | +3.9% | 7,516 | +0.1% | 0.18% | -3.8% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $1,033,000 | +11.2% | 2,874 | +207.7% | 0.17% | +3.1% |
| TWLO | Buy | TWILIO INCcl a | $1,031,000 | +45.0% | 3,916 | +75.8% | 0.17% | +34.4% |
| PJP | Buy | INVESCO EXCHANGE TRADED FD Tdynmc phrmctls | $1,015,000 | +11.7% | 12,508 | +6.4% | 0.16% | +3.1% |
| VMW | New | VMWARE INC | $1,007,000 | – | 8,690 | +100.0% | 0.16% | – |
| SWKS | Buy | SKYWORKS SOLUTIONS INC | $1,002,000 | +3.3% | 6,460 | +9.8% | 0.16% | -4.1% |
| ACN | Buy | ACCENTURE PLC IRELAND | $983,000 | +35.8% | 2,371 | +4.8% | 0.16% | +26.0% |
| TRV | Buy | TRAVELERS COMPANIES INC | $947,000 | +3.2% | 6,057 | +0.3% | 0.15% | -4.3% |
| UHAL | Buy | AMERCO | $914,000 | +19.6% | 1,259 | +6.5% | 0.15% | +11.2% |
| USMV | Buy | ISHARES TRmsci usa min vol | $908,000 | +21.2% | 11,229 | +10.2% | 0.15% | +13.0% |
| HYGV | Buy | FLEXSHARES TRhig yld vl etf | $892,000 | +10.4% | 18,207 | +12.4% | 0.14% | +2.1% |
| LMT | Buy | LOCKHEED MARTIN CORP | $893,000 | +6.6% | 2,512 | +3.5% | 0.14% | -1.4% |
| T | Buy | AT&T INC | $881,000 | +0.3% | 35,833 | +10.2% | 0.14% | -6.5% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $856,000 | +22.8% | 1,653 | +14.1% | 0.14% | +13.9% |
| ESGE | Buy | ISHARES INCesg awr msci em | $841,000 | +3.6% | 21,160 | +8.0% | 0.14% | -4.2% |
| ZTS | Buy | ZOETIS INCcl a | $830,000 | +27.1% | 3,403 | +1.2% | 0.14% | +17.4% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $795,000 | +8.8% | 4,884 | +0.0% | 0.13% | +1.6% |
| AIG | Buy | AMERICAN INTL GROUP INC | $793,000 | +7.7% | 13,941 | +3.9% | 0.13% | 0.0% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $783,000 | +22.3% | 5,557 | +10.6% | 0.13% | +14.3% |
| LNG | Buy | CHENIERE ENERGY INC | $771,000 | +4.3% | 7,601 | +0.5% | 0.13% | -3.1% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $776,000 | +8.7% | 2,137 | +1.3% | 0.13% | +0.8% |
| MMM | Buy | 3M CO | $773,000 | +1.7% | 4,350 | +0.4% | 0.13% | -5.3% |
| EZM | Buy | WISDOMTREE TRus midcap fund | $770,000 | +8.1% | 13,684 | +0.0% | 0.12% | 0.0% |
| CVS | Buy | CVS HEALTH CORP | $764,000 | +27.1% | 7,407 | +4.6% | 0.12% | +18.1% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $758,000 | +57.9% | 9,382 | +45.2% | 0.12% | +46.4% |
| DTD | Buy | WISDOMTREE TRus total dividnd | $758,000 | +10.0% | 11,704 | +99.5% | 0.12% | +1.7% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $721,000 | +9.4% | 6,742 | +0.7% | 0.12% | +0.9% |
| MRK | Buy | MERCK & CO INC | $719,000 | +3.6% | 9,383 | +1.5% | 0.12% | -4.1% |
| KRE | Buy | SPDR SER TRs&p regl bkg | $717,000 | +7.5% | 10,121 | +2.9% | 0.12% | 0.0% |
| PWV | Buy | INVESCO EXCHANGE TRADED FD Tdynmc lrg valu | $708,000 | +9.8% | 14,530 | +0.1% | 0.12% | +1.8% |
| DOW | Buy | DOW INC | $708,000 | -0.4% | 12,490 | +1.1% | 0.12% | -8.0% |
| KKR | Buy | KKR & CO INC | $700,000 | +28.0% | 9,392 | +4.6% | 0.11% | +18.8% |
| CHH | Buy | CHOICE HOTELS INTL INC | $693,000 | +32.8% | 4,443 | +7.7% | 0.11% | +22.8% |
| DISCK | Buy | DISCOVERY INC | $688,000 | +215.6% | 30,044 | +234.7% | 0.11% | +194.7% |
| FISV | Buy | FISERV INC | $684,000 | -2.4% | 6,587 | +1.9% | 0.11% | -9.8% |
| CHTR | Buy | CHARTER COMMUNICATIONS INC Ncl a | $668,000 | -9.7% | 1,025 | +0.8% | 0.11% | -16.2% |
| NUE | Buy | NUCOR CORP | $665,000 | +16.5% | 5,828 | +0.5% | 0.11% | +8.0% |
| TIP | Buy | ISHARES TRtips bd etf | $655,000 | +6.9% | 5,072 | +5.7% | 0.11% | -0.9% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $645,000 | +24.8% | 2,616 | +1.2% | 0.10% | +15.4% |
| WYNN | Buy | WYNN RESORTS LTD | $631,000 | +6.6% | 7,420 | +6.3% | 0.10% | -1.0% |
| MGK | Buy | VANGUARD WORLD FDmega grwth ind | $627,000 | +40.9% | 2,404 | +26.9% | 0.10% | +30.8% |
| IYT | Buy | ISHARES TRus trsprtion | $604,000 | +18.9% | 2,184 | +4.5% | 0.10% | +10.1% |
| PEP | Buy | PEPSICO INC | $594,000 | +16.0% | 3,420 | +0.5% | 0.10% | +7.8% |
| GILD | Buy | GILEAD SCIENCES INC | $583,000 | +9.0% | 8,023 | +4.8% | 0.10% | +1.1% |
| EAGG | New | ISHARES TResg awr us agrgt | $579,000 | – | 10,495 | +100.0% | 0.09% | – |
| NULV | Buy | NUSHARES ETF TRnuveen esg lrgvl | $574,000 | +59.9% | 14,756 | +54.0% | 0.09% | +49.2% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $571,000 | +0.5% | 8,977 | +0.0% | 0.09% | -7.0% |
| GPC | Buy | GENUINE PARTS CO | $565,000 | +15.8% | 4,028 | +0.0% | 0.09% | +7.0% |
| CHI | Buy | CALAMOS CONV OPPORTUNITIES &sh ben int | $564,000 | +1.8% | 37,312 | +0.8% | 0.09% | -5.2% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $559,000 | +25.3% | 7,253 | +11.9% | 0.09% | +16.7% |
| MET | Buy | METLIFE INC | $506,000 | +3.7% | 8,093 | +2.4% | 0.08% | -4.7% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $490,000 | +19.5% | 3,308 | +16.4% | 0.08% | +11.1% |
| NUMG | Buy | NUSHARES ETF TRnuveen esg midcp | $479,000 | -5.3% | 9,734 | +4.6% | 0.08% | -12.4% |
| KO | Buy | COCA COLA CO | $459,000 | +12.8% | 7,760 | +0.1% | 0.08% | +5.6% |
| ADSK | Buy | AUTODESK INC | $441,000 | -1.3% | 1,570 | +0.2% | 0.07% | -7.7% |
| MCO | Buy | MOODYS CORP | $426,000 | +24.9% | 1,091 | +13.8% | 0.07% | +15.0% |
| JCI | Buy | JOHNSON CTLS INTL PLC | $424,000 | +26.2% | 5,211 | +5.7% | 0.07% | +16.9% |
| IHE | Buy | ISHARES TRu.s. pharma etf | $413,000 | +45.9% | 2,068 | +33.6% | 0.07% | +34.0% |
| IWC | Buy | ISHARES TRmicro-cap etf | $411,000 | +12.9% | 2,939 | +16.4% | 0.07% | +4.7% |
| SAP | Buy | SAP SEspon adr | $380,000 | +13.8% | 2,710 | +9.6% | 0.06% | +5.1% |
| ASML | Buy | ASML HOLDING N V | $381,000 | +15.5% | 478 | +7.9% | 0.06% | +6.9% |
| HNDL | Buy | STRATEGY SHSns 7handl idx | $369,000 | +8.2% | 14,208 | +3.9% | 0.06% | 0.0% |
| IP | Buy | INTERNATIONAL PAPER CO | $356,000 | -16.0% | 7,587 | +0.0% | 0.06% | -21.6% |
| SCHW | Buy | SCHWAB CHARLES CORP | $350,000 | +19.0% | 4,159 | +3.1% | 0.06% | +9.6% |
| LIN | Buy | LINDE PLC | $341,000 | +19.6% | 985 | +1.3% | 0.06% | +12.0% |
| EUSB | Buy | ISHARES TResg adv ttl usd | $341,000 | +40.9% | 6,893 | +41.2% | 0.06% | +33.3% |
| MO | Buy | ALTRIA GROUP INC | $336,000 | +4.3% | 7,086 | +0.1% | 0.06% | -3.5% |
| MELI | Buy | MERCADOLIBRE INC | $326,000 | +1.2% | 242 | +26.0% | 0.05% | -7.0% |
| EXPE | Buy | EXPEDIA GROUP INC | $325,000 | +11.7% | 1,797 | +1.1% | 0.05% | +3.9% |
| SPOT | Buy | SPOTIFY TECHNOLOGY S A | $305,000 | +25.0% | 1,305 | +20.5% | 0.05% | +16.3% |
| BILL | Buy | BILL COM HLDGS INC | $298,000 | -3.9% | 1,198 | +3.3% | 0.05% | -9.3% |
| NET | New | CLOUDFLARE INC | $294,000 | – | 2,235 | +100.0% | 0.05% | – |
| DLTR | New | DOLLAR TREE INC | $297,000 | – | 2,114 | +100.0% | 0.05% | – |
| FGEN | Buy | FIBROGEN INC | $279,000 | +88.5% | 19,762 | +36.6% | 0.04% | +73.1% |
| DLN | Buy | WISDOMTREE TRus largecap divd | $276,000 | +10.8% | 4,176 | +100.0% | 0.04% | +2.3% |
| EFA | Buy | ISHARES TRmsci eafe etf | $275,000 | +15.5% | 3,497 | +14.8% | 0.04% | +7.1% |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $277,000 | 0.0% | 158 | +3.9% | 0.04% | -8.2% |
| SE | Buy | SEA LTDsponsord ads | $262,000 | +3.6% | 1,170 | +47.4% | 0.04% | -2.3% |
| IWN | New | ISHARES TRrus 2000 val etf | $259,000 | – | 1,561 | +100.0% | 0.04% | – |
| PM | Buy | PHILIP MORRIS INTL INC | $250,000 | +0.8% | 2,636 | +0.9% | 0.04% | -6.8% |
| SNOW | New | SNOWFLAKE INCcl a | $241,000 | – | 711 | +100.0% | 0.04% | – |
| TER | New | TERADYNE INC | $240,000 | – | 1,470 | +100.0% | 0.04% | – |
| U | New | UNITY SOFTWARE INC | $238,000 | – | 1,661 | +100.0% | 0.04% | – |
| BVH | New | BLUEGREEN VACATIONS HLDG CORclass a | $239,000 | – | 6,795 | +100.0% | 0.04% | – |
| IYR | New | ISHARES TRu.s. real es etf | $240,000 | – | 2,066 | +100.0% | 0.04% | – |
| ROKU | Buy | ROKU INC | $236,000 | -16.0% | 1,036 | +15.5% | 0.04% | -22.4% |
| APA | New | APA CORPORATION | $231,000 | – | 8,582 | +100.0% | 0.04% | – |
| VNM | New | VANECK ETF TRUSTvaneck vietnam | $225,000 | – | 10,611 | +100.0% | 0.04% | – |
| KHC | Buy | KRAFT HEINZ CO | $225,000 | -2.6% | 6,278 | +0.1% | 0.04% | -9.8% |
| TDOC | Buy | TELADOC HEALTH INC | $228,000 | -16.8% | 2,488 | +15.2% | 0.04% | -22.9% |
| NEE | New | NEXTERA ENERGY INC | $220,000 | – | 2,355 | +100.0% | 0.04% | – |
| IGF | New | ISHARES TRglb infrastr etf | $224,000 | – | 4,700 | +100.0% | 0.04% | – |
| CIEN | New | CIENA CORP | $223,000 | – | 2,898 | +100.0% | 0.04% | – |
| WDC | New | WESTERN DIGITAL CORP. | $220,000 | – | 3,371 | +100.0% | 0.04% | – |
| CWB | New | SPDR SER TRbloomberg conv | $220,000 | – | 2,653 | +100.0% | 0.04% | – |
| MNST | New | MONSTER BEVERAGE CORP NEW | $213,000 | – | 2,218 | +100.0% | 0.04% | – |
| DFAC | New | DIMENSIONAL ETF TRUSTus core equity 2 | $215,000 | – | 7,413 | +100.0% | 0.04% | – |
| EL | New | LAUDER ESTEE COS INCcl a | $215,000 | – | 581 | +100.0% | 0.04% | – |
| OKTA | New | OKTA INCcl a | $216,000 | – | 962 | +100.0% | 0.04% | – |
| IWR | New | ISHARES TRrus mid cap etf | $206,000 | – | 2,486 | +100.0% | 0.03% | – |
| APD | New | AIR PRODS & CHEMS INC | $209,000 | – | 688 | +100.0% | 0.03% | – |
| DVN | New | DEVON ENERGY CORP NEW | $207,000 | – | 4,706 | +100.0% | 0.03% | – |
| ICLR | New | ICON PLC | $208,000 | – | 673 | +100.0% | 0.03% | – |
| DGRO | New | ISHARES TRcore div grwth | $206,000 | – | 3,712 | +100.0% | 0.03% | – |
| PIE | New | INVESCO EXCH TRADED FD TR IIdwa emerg mkts | $202,000 | – | 7,811 | +100.0% | 0.03% | – |
| TEL | New | TE CONNECTIVITY LTD | $202,000 | – | 1,249 | +100.0% | 0.03% | – |
| DFAT | New | DIMENSIONAL ETF TRUSTus targeted vlu | $203,000 | – | 4,263 | +100.0% | 0.03% | – |
| SSSS | Buy | SURO CAPITAL CORP | $141,000 | +1.4% | 10,883 | +1.4% | 0.02% | -4.2% |
| PHK | Buy | PIMCO HIGH INCOME FD | $86,000 | -2.3% | 14,051 | +0.5% | 0.01% | -6.7% |
| IWN | New | ISHARES TRcall | $6,000 | – | 2,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-21
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 | 2024-01-31 |
| 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 |
| 13F-HR | 2021-11-15 |
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.