Institute for Wealth Management, LLC.
1,768 holdingsFiling period: 2026-06-30Current AUM: $1.12Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 739.5K | $148.0M | $156.9M | 13.96% | -1,864 | 2026-06-30 |
| 2 | AAPL | APPLE INC | 114.5K | $33.1M | $38.0M | 3.38% | -4,833 | 2026-06-30 |
| 3 | LRCX | LAM RESEARCH CORP | 72.4K | $31.4M | $19.6M | 1.74% | -15 | 2026-06-30 |
| 4 | AMZN | AMAZON COM INC | 87.2K | $20.8M | $21.7M | 1.93% | +970 | 2026-06-30 |
| 5 | GOOGL | ALPHABET INC | 55.5K | $19.8M | $19.1M | 1.70% | -1,111 | 2026-06-30 |
| 6 | MSFT | MICROSOFT CORP | 52.7K | $19.7M | $26.2M | 2.33% | +3.8K | 2026-06-30 |
| 7 | AMD | ADVANCED MICRO DEVICES INC | 27.3K | $15.9M | $13.8M | 1.23% | -957 | 2026-06-30 |
| 8 | QQQ | INVESCO QQQ TR | 20.4K | $15.1M | $14.4M | 1.28% | -19,431 | 2026-06-30 |
| 9 | META | META PLATFORMS INC | 25.4K | $14.3M | $17.0M | 1.51% | +5.6K | 2026-06-30 |
| 10 | AMAT | APPLIED MATLS INC | 18.8K | $13.6M | $7.9M | 0.71% | -174 | 2026-06-30 |
| 11 | TSLA | TESLA INC | 30.6K | $12.9M | $10.9M | 0.97% | +2.7K | 2026-06-30 |
| 12 | SMH | VANECK ETF TRUST | 17.4K | $11.4M | $9.4M | 0.84% | -385 | 2026-06-30 |
| 13 | AXON | AXON ENTERPRISE INC | 19.8K | $11.1M | $8.8M | 0.78% | -612 | 2026-06-30 |
| 14 | VGSH | VANGUARD SCOTTSDALE FDS | 171.4K | $10.0M | $9.9M | 0.88% | +81.6K | 2026-06-30 |
| 15 | GS | GOLDMAN SACHS GROUP INC | 9.5K | $9.6M | $9.3M | 0.83% | -60 | 2026-06-30 |
| 16 | VTWG | VANGUARD SCOTTSDALE FDS | 32.6K | $9.4M | $8.6M | 0.77% | -1,017 | 2026-06-30 |
| 17 | AVGO | BROADCOM INC | 22.7K | $8.6M | $7.7M | 0.69% | +14 | 2026-06-30 |
| 18 | TXN | TEXAS INSTRS INC | 28.7K | $8.5M | $7.6M | 0.67% | -826 | 2026-06-30 |
| 19 | URI | UNITED RENTALS INC | 7.5K | $8.5M | $7.4M | 0.66% | -663 | 2026-06-30 |
| 20 | VTWV | VANGUARD SCOTTSDALE FDS | 42.8K | $8.4M | $8.3M | 0.73% | -528 | 2026-06-30 |
| 21 | FTNT | FORTINET INC | 54.3K | $8.3M | $9.4M | 0.83% | -64 | 2026-06-30 |
| 22 | XLK | SELECT SECTOR SPDR TR | 42.6K | $8.1M | $7.8M | 0.70% | -412 | 2026-06-30 |
| 23 | XLI | SELECT SECTOR SPDR TR | 43.8K | $8.1M | $7.4M | 0.66% | +1.7K | 2026-06-30 |
| 24 | COST | COSTCO WHOLESALE CORPORATION | 8.6K | $8.0M | $7.7M | 0.69% | +17 | 2026-06-30 |
| 25 | MU | MICRON TECHNOLOGY INC | 6.9K | $8.0M | $6.4M | 0.57% | -46 | 2026-06-30 |
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