Institute for Wealth Management, LLC.
Top Portfolio Positions
362 positions ·
$670,904,363 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
741,338 | $129,289,347 | 19.27% | |
| AAPL |
Apple Inc.
Technology
|
119,375 | $30,296,181 | 4.52% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
39,873 | $23,013,898 | 3.43% | |
| MSFT |
Microsoft Corp
Technology
|
48,978 | $18,130,186 | 2.70% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
86,198 | $17,952,457 | 2.68% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
56,591 | $16,273,307 | 2.43% | |
| LRCX |
Lam Research Corp
Technology
|
72,385 | $15,465,779 | 2.31% | |
| META |
Meta Platforms, Inc.
Communication Services
|
19,826 | $11,343,049 | 1.69% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
27,878 | $10,363,646 | 1.54% | |
| AXON |
Axon Enterprise, Inc.
Industrials
|
20,451 | $8,685,335 | 1.29% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BTO
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $386,822 | 10,784 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $378,302 | 10,784 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $388,008 | 10,784 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $381,969 | 10,784 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $367,842 | 10,784 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $384,880 | 10,784 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $357,597 | 10,784 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $302,620 | 10,804 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $319,582 | 10,804 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $326,909 | 10,868 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $285,393 | 10,868 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $291,479 | 10,868 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $331,908 | 10,868 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $362,013 | 10,868 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $342,994 | 10,868 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $403,528 | 10,868 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $436,893 | 10,868 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $506,340 | 10,868 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $465,296 | 10,943 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $410,800 | 10,943 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $420,648 | 10,943 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $332,120 | 10,943 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $234,508 | 10,943 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $251,141 | 10,943 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $200,694 | 10,943 | Shares | Sole | 2020-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||