Institute for Wealth Management, LLC.

Q1 2025 13F Holdings

  • Location
    denver, CO
  • Num holdings

    526

  • Value ($000)

    $779,433

  • Date Filed
    04/21/2025
  • Form type
    13F-HR
  • CIK
    0001533954
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$86.22M
11 %

795,538

AAPL
AAPL

APPLE INC

COM
037833100
$28.36M
4 %

127,676

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$18.78M
2 %

50,019

AMZN
AMZN

AMAZON COM INC

COM
023135106
$18.40M
2 %

96,706

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$12.02M
2 %

25,630

META
META

META PLATFORMS INC

CL A
30303M102
$11.85M
2 %

20,559

AXON
AXON

AXON ENTERPRISE INC

COM
05464C101
$10.85M
1 %

20,626

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$9.01M
1 %

58,248

COST
COST

COSTCO WHSL CORP NEW

COM
22160K105
$8.99M
1 %

9,502

SBUX
SBUX

STARBUCKS CORP

COM
855244109
$7.64M
1 %

77,892

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