Institute for Wealth Management, LLC.
Top Portfolio Positions
362 positions ·
$671,492,027 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
741,338 | $129,289,347 | 19.25% | |
| AAPL |
Apple Inc.
Technology
|
119,375 | $30,296,181 | 4.51% | |
| 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 | 2.67% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
56,591 | $16,273,307 | 2.42% | |
| LRCX |
Lam Research Corp
Technology
|
72,385 | $15,465,779 | 2.30% | |
| 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 PGP
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $315,290 | 37,850 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $344,967 | 37,784 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $354,483 | 41,460 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $271,240 | 32,719 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $216,982 | 26,788 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $196,359 | 25,239 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $104,841 | 12,496 | Shares | Sole | 2024-11-12 | |
| 2021-06-30 | $121,023 | 10,903 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $115,773 | 10,881 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $108,823 | 10,839 | Shares | Sole | 2021-02-01 | |
| No 13F history on record for this holder in this stock. | ||||||