Institute for Wealth Management, LLC.
544 holdingsFiling period: 2026-03-31Current AUM: $1.09Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 741.3K | $129.3M | $148.8M | 13.68% | -12,254 | 2026-03-31 |
| 2 | AAPL | APPLE INC | 119.4K | $30.3M | $36.9M | 3.39% | -3,442 | 2026-03-31 |
| 3 | QQQ | INVESCO QQQ TR | 39.9K | $23.0M | $27.4M | 2.52% | +13.3K | 2026-03-31 |
| 4 | MSFT | MICROSOFT CORP | 49.0K | $18.1M | $22.8M | 2.09% | +1.5K | 2026-03-31 |
| 5 | AMZN | AMAZON COM INC | 86.2K | $18.0M | $23.4M | 2.15% | +1.9K | 2026-03-31 |
| 6 | GOOGL | ALPHABET INC | 56.6K | $16.3M | $20.2M | 1.85% | +845 | 2026-03-31 |
| 7 | LRCX | LAM RESEARCH CORP | 72.4K | $15.5M | $21.2M | 1.95% | -312 | 2026-03-31 |
| 8 | META | META PLATFORMS INC | 19.8K | $11.3M | $11.0M | 1.01% | -28 | 2026-03-31 |
| 9 | TSLA | TESLA INC | 27.9K | $10.4M | $8.7M | 0.80% | +1.9K | 2026-03-31 |
| 10 | AXON | AXON ENTERPRISE INC | 20.5K | $8.7M | $10.8M | 0.99% | +15 | 2026-03-31 |
| 11 | COST | COSTCO WHOLESALE CORPORATION | 8.6K | $8.5M | $8.2M | 0.75% | -520 | 2026-03-31 |
| 12 | GS | GOLDMAN SACHS GROUP INC | 9.6K | $8.1M | $9.7M | 0.90% | -203 | 2026-03-31 |
| 13 | VTWG | VANGUARD SCOTTSDALE FDS | 33.6K | $7.7M | $9.1M | 0.84% | +80 | 2026-03-31 |
| 14 | VTWV | VANGUARD SCOTTSDALE FDS | 43.4K | $7.3M | $8.5M | 0.78% | -131 | 2026-03-31 |
| 15 | AVGO | BROADCOM INC | 22.7K | $7.0M | $8.8M | 0.81% | -54 | 2026-03-31 |
| 16 | SMH | VANECK ETF TRUST | 17.8K | $6.8M | $9.6M | 0.88% | -61 | 2026-03-31 |
| 17 | XLI | SELECT SECTOR SPDR TR | 42.1K | $6.8M | $7.6M | 0.70% | +812 | 2026-03-31 |
| 18 | XMMO | INVESCO EXCHANGE TRADED FD T | 46.5K | $6.7M | $7.2M | 0.66% | -430 | 2026-03-31 |
| 19 | SBUX | STARBUCKS CORP | 75.0K | $6.7M | $7.9M | 0.73% | -38 | 2026-03-31 |
| 20 | SCHG | SCHWAB STRATEGIC TR | 227.2K | $6.6M | $7.8M | 0.71% | -2,692 | 2026-03-31 |
| 21 | AMAT | APPLIED MATLS INC | 19.0K | $6.5M | $9.7M | 0.89% | -280 | 2026-03-31 |
| 22 | VUG | VANGUARD INDEX FDS | 14.9K | $6.5M | $7.6M | 0.70% | +2.7K | 2026-03-31 |
| 23 | XLF | SELECT SECTOR SPDR TR | 126.0K | $6.2M | $7.2M | 0.66% | +18.1K | 2026-03-31 |
| 24 | CAIE | CALAMOS ETF TR | 241.4K | $6.1M | $6.5M | 0.60% | +64.0K | 2026-03-31 |
| 25 | VBK | VANGUARD INDEX FDS | 19.9K | $6.0M | $6.8M | 0.62% | +3.4K | 2026-03-31 |
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