Institute for Wealth Management, LLC.

Q2 2025 13F Holdings

  • Location
    denver, CO
  • Num holdings

    561

  • Value ($000)

    $896,847

  • Date Filed
    07/18/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$124.38M
14 %

787,254

AAPL
AAPL

APPLE INC

COM
037833100
$25.80M
3 %

125,768

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$24.28M
3 %

48,821

AMZN
AMZN

AMAZON COM INC

COM
023135106
$19.71M
2 %

89,836

AXON
AXON

AXON ENTERPRISE INC

COM
05464C101
$17.13M
2 %

20,694

META
META

META PLATFORMS INC

CL A
30303M102
$15.16M
2 %

20,541

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$14.52M
2 %

26,322

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$10.32M
1 %

58,586

COST
COST

COSTCO WHSL CORP NEW

COM
22160K105
$9.12M
1 %

9,216

TSLA
TSLA

TESLA INC

COM
88160R101
$8.53M
1 %

26,867

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 561