Position in LVS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$134,920
-$97,495 QoQ
Shares Held
2,921
-33.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#515
of 707 holders
Holding Since
Sep 2020
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LVS Over Time
Shares Held
Position Value (USD)
Position in Resorts & Casinos
Consumer Cyclical · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $3,042,372 across 8 Resorts & Casinos names. LVS ranks #5 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTN |
Vail Resorts Inc
|
6,977 | $949,918 | |
| 2 | RRR |
Red Rock Resorts, Inc.
|
12,690 | $825,611 | |
| 3 | WYNN |
Wynn Resorts Ltd
|
7,226 | $701,572 | |
| 4 | MGM |
MGM Resorts International
|
8,252 | $394,528 | |
| 5 | LVS |
Las Vegas Sands Corp
This page
|
2,921 | $134,920 | |
| 6 | PENN |
PENN Entertainment, Inc.
|
1,256 | $26,828 | |
| 7 | VAC |
MARRIOTT VACATIONS WORLDWIDE Corp
|
88 | $8,965 | |
| 8 | CZR |
Caesars Entertainment, Inc.
|
1 | $30 |
All Filings in LVS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $134,920 | 2,921 | Shares | Sole | 2026-07-28 | |
| 2021-06-30 | $232,415 | 4,411 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $261,571 | 4,305 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $255,982 | 4,295 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $204,604 | 4,385 | Shares | Sole | 2020-11-03 | |
| No filing history on record for this holder in this stock. | ||||||