Institute for Wealth Management, LLC.
CIK
1533954
City
DENVER
State / Country
CO
Top Portfolio Positions
361 positions ·
$666,830,849 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
741,338 | $129,289,347 | 19.39% | |
| AAPL |
Apple Inc.
Technology
|
119,375 | $30,296,181 | 4.54% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
39,873 | $23,013,898 | 3.45% | |
| MSFT |
Microsoft Corp
Technology
|
48,978 | $18,130,186 | 2.72% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
86,198 | $17,952,457 | 2.69% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
56,591 | $16,273,307 | 2.44% | |
| LRCX |
Lam Research Corp
Technology
|
72,385 | $15,465,779 | 2.32% | |
| META |
Meta Platforms, Inc.
Communication Services
|
19,826 | $11,343,049 | 1.70% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
27,878 | $10,363,646 | 1.55% | |
| AXON |
Axon Enterprise, Inc.
Industrials
|
20,451 | $8,685,335 | 1.30% |
Portfolio Trend
Holdings in HTD
Shares Held
Position Value (USD)
24 of 24 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $221,790 | 8,954 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $212,750 | 8,992 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $223,001 | 8,992 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $210,322 | 8,992 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $215,178 | 8,992 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $220,023 | 9,992 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $232,014 | 9,992 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $201,938 | 9,992 | Shares | Sole | 2024-07-25 | |
| 2023-12-31 | $193,342 | 10,192 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $226,546 | 12,756 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $260,222 | 12,756 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $271,957 | 12,756 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $300,746 | 13,156 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $275,749 | 13,156 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $301,930 | 13,156 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $336,267 | 13,156 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $344,029 | 13,156 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $301,764 | 13,189 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $328,406 | 13,189 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $310,185 | 13,205 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $278,864 | 13,254 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $253,018 | 13,254 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $255,272 | 13,254 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $233,137 | 13,254 | Shares | Sole | 2020-04-29 | |
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