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 USA
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $494,299 | 89,063 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $556,100 | 88,551 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $564,012 | 88,961 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $596,099 | 87,533 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $515,458 | 78,696 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $547,868 | 78,830 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $506,443 | 71,330 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $476,095 | 70,014 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $499,713 | 69,890 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $440,768 | 69,086 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $468,195 | 79,087 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $518,958 | 80,210 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $494,146 | 79,701 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $467,354 | 81,992 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $429,238 | 77,620 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $508,177 | 80,920 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $628,462 | 77,780 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $656,237 | 78,310 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $683,201 | 79,442 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $747,598 | 82,699 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $618,037 | 81,001 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $558,810 | 80,987 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $449,151 | 74,734 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $426,540 | 74,570 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $353,886 | 73,117 | Shares | Sole | 2020-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||