Institute For Wealth Management, Llc.
CIK Number: 0001533954
779.43M
Market Value
477
# of Holdings
18 months
Avg. Holding Period
39.78%
Win Rate
24.57%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporat... | 144.94 | +1.47% | 797.33K | -1.42% | 107.07M | 6.91 | 13.41% |
| 2 | AAPL | Apple Inc. | 198.98 | +0.10% | 126.77K | -0.89% | 31.75M | 54.65 | 3.98% |
| 3 | MSFT | Microsoft Corpo... | 478.50 | +1.25% | 50.36K | -0.45% | 21.23M | 161.8 | 2.66% |
| 4 | AMZN | Amazon.com, Inc... | 213.13 | -0.03% | 91.34K | -0.44% | 20.04M | 97.46 | 2.51% |
| 5 | AXON | Axon Enterprise... | 774.60 | -0.48% | 20.71K | -0.55% | 12.31M | 27.82 | 1.54% |
| 6 | META | Meta Platforms,... | 693.11 | -0.15% | 20.24K | -0.17% | 11.85M | 169.02 | 1.48% |
| 7 | TSLA | Tesla, Inc. | 319.38 | -2.16% | 27.16K | -2.01% | 10.97M | 70.81 | 1.37% |
| 8 | GOOGL | Alphabet Inc. | 175.57 | -1% | 57.93K | -3.82% | 10.97M | 69.31 | 1.37% |
| 9 | QQQ | Invesco QQQ Tru... | 533.45 | +0.20% | 20.51K | -4.33% | 10.48M | 318.61 | 1.31% |
| 10 | SPY | SPDR S&P 500 ET... | 603.44 | +0.35% | 16.71K | +75.87% | 9.79M | 536.31 | 1.23% |
| 11 | COST | Costco Wholesal... | 1002.64 | +0.59% | 9.63K | -1.01% | 8.82M | 257.12 | 1.11% |
| 12 | ADBE | Adobe Inc. | 414.08 | +0.30% | 17.89K | -4.79% | 7.96M | 173.86 | 1.00% |
| 13 | SBUX | Starbucks Corpo... | 94.34 | -1.1% | 78.44K | -0.23% | 7.16M | 75.27 | 0.90% |
| 14 | SCHG | Schwab U.S. Lar... | 28.26 | +0.14% | 243.56K | +288.91% | 6.79M | 10.18 | 0.85% |
| 15 | SPYX | SPDR S&P 500 Fo... | 49.59 | +0.33% | 138.18K | +5.76% | 6.65M | 33.36 | 0.83% |
| 16 | ESGU | iShares ESG Awa... | 131.95 | +0.34% | 50.69K | +6.79% | 6.53M | 90.81 | 0.82% |
| 17 | XMMO | Invesco S&P Mid... | 125.18 | +0.34% | 48.59K | -0.23% | 6M | 45.15 | 0.75% |
| 18 | GS | The Goldman Sac... | 625.32 | +0.18% | 10.37K | -0.51% | 5.94M | 214.76 | 0.74% |
| 19 | AVGO | Broadcom Inc. | 256.07 | +1.25% | 24.08K | +0.02% | 5.58M | 34.32 | 0.70% |
| 20 | XLI | Industrial Sele... | 143.82 | -0.29% | 42.22K | +1.77% | 5.56M | 80.51 | 0.70% |
| 21 | TXN | Texas Instrumen... | 199.58 | -0.06% | 29.62K | -0.13% | 5.55M | 113.41 | 0.70% |
| 22 | FTNT | Fortinet, Inc. | 101.65 | -0.36% | 57.48K | -0.45% | 5.43M | 20.84 | 0.68% |
| 23 | URI | United Rentals,... | 716.03 | -0.54% | 7.69K | -2.78% | 5.42M | 133.23 | 0.68% |
| 24 | XLF | Financial Selec... | 50.99 | -0.01% | 110.13K | -2.07% | 5.32M | 28.91 | 0.67% |
| 25 | DIS | The Walt Disney... | 118.50 | -0.85% | 47.21K | +0.01% | 5.26M | 107.76 | 0.66% |
| 26 | MA | Mastercard Inco... | 588.62 | -0.36% | 9.65K | -1.02% | 5.08M | 238.15 | 0.64% |
| 27 | PDP | Invesco DWA Mom... | 105.88 | -0.01% | 46.6K | -2.71% | 5.01M | 48.52 | 0.63% |
| 28 | LLY | Eli Lilly and C... | 810.83 | +0.27% | 6.38K | -4.75% | 4.93M | 167.91 | 0.62% |
| 29 | XLK | Technology Sele... | 242.47 | +0.89% | 21.02K | +0.76% | 4.89M | 75.62 | 0.61% |
| 30 | BRK-B | Berkshire Hatha... | 489.99 | +0.38% | 10.47K | -1.88% | 4.75M | 253.4 | 0.59% |
| 31 | SMH | VanEck Semicond... | 263.06 | +0.45% | 18.32K | -0.74% | 4.44M | 101.99 | 0.56% |
| 32 | V | Visa Inc. | 371.03 | -0.61% | 13.87K | +0.84% | 4.38M | 128.99 | 0.55% |
| 33 | VUG | Vanguard Growth... | 423.76 | +0.11% | 10.52K | -5.09% | 4.32M | 171.47 | 0.54% |
| 34 | SHV | iShares Short T... | 110.19 | +0.01% | 37.57K | +42.69% | 4.14M | 110.37 | 0.52% |
| 35 | RXRX | Recursion Pharm... | 5.16 | -4.44% | 581K | +100.00% | 3.93M | 6.76 | 0.49% |
| 36 | XLG | Invesco S&P 500... | 50.66 | +0.38% | 78.54K | +9.07% | 3.92M | 27.1 | 0.49% |
| 37 | JPM | JPMorgan Chase ... | 268.09 | -0.02% | 15.96K | -2.18% | 3.83M | 115.46 | 0.48% |
| 38 | NFLX | Netflix, Inc. | 1214.00 | -0.48% | 4.28K | -0.09% | 3.81M | 308.72 | 0.48% |
| 39 | AMD | Advanced Micro ... | 118.61 | -2.09% | 31.13K | -4.3% | 3.76M | 88.53 | 0.47% |
| 40 | QUAL | iShares MSCI US... | 181.07 | +0.28% | 19.89K | -7.84% | 3.54M | 99.6 | 0.44% |
| 41 | BAC | Bank of America... | 44.56 | -0.37% | 79.69K | -0.81% | 3.5M | 26.37 | 0.44% |
| 42 | CRM | Salesforce, Inc... | 266.57 | +0.25% | 10.39K | -1.17% | 3.47M | 178.18 | 0.44% |
| 43 | ABBV | AbbVie Inc. | 192.13 | +0.33% | 19.5K | -0.3% | 3.47M | 85.38 | 0.43% |
| 44 | BA | The Boeing Comp... | 203.87 | -4.73% | 19.08K | +14.06% | 3.38M | 205.63 | 0.42% |
| 45 | ORCL | Oracle Corporat... | 199.69 | +13.22% | 20.05K | +8.41% | 3.34M | 69.77 | 0.42% |
| 46 | DSI | iShares MSCI KL... | 113.63 | +0.38% | 30.03K | +6.36% | 3.31M | 77.42 | 0.41% |
| 47 | PYPL | PayPal Holdings... | 74.77 | +0.21% | 38.78K | -3.41% | 3.31M | 61.18 | 0.41% |
| 48 | HIG | The Hartford Fi... | 126.25 | +1.51% | 29.94K | -0.43% | 3.28M | 51.7 | 0.41% |
| 49 | GOOG | Alphabet Inc. | 176.84 | -1.09% | 17.18K | -0.88% | 3.27M | 67.42 | 0.41% |
| 50 | PWB | Invesco Dynamic... | 112.60 | +0.51% | 31.88K | -2.5% | 3.24M | 41.47 | 0.41% |
| 51 | VKTX | Viking Therapeu... | 28.56 | -1.35% | 80.6K | +122.43% | 3.24M | 42.4 | 0.41% |
| 52 | AMAT | Applied Materia... | 174.97 | +1.26% | 19.86K | -0.27% | 3.23M | 46.17 | 0.40% |
| 53 | AMGN | Amgen Inc. | 297.25 | +1.86% | 12.3K | -0.76% | 3.21M | 183.63 | 0.40% |
| 54 | IWV | iShares Russell... | 343.00 | +0.23% | 9.36K | 0.00% | 3.13M | 199.61 | 0.39% |
| 55 | FDX | FedEx Corporati... | 224.91 | +0.41% | 11.07K | +0.87% | 3.11M | 172.67 | 0.39% |
| 56 | VTWV | Vanguard Russel... | 137.41 | -0.32% | 21.34K | -1.1% | 3.09M | 130.08 | 0.39% |
| 57 | BX | Blackstone Inc. | 140.69 | -0.49% | 16.47K | 0.00% | 2.84M | 53.39 | 0.36% |
| 58 | PANW | Palo Alto Netwo... | 197.72 | +1.72% | 15.49K | +96.09% | 2.82M | 46.19 | 0.35% |
| 59 | ARES | Ares Management... | 170.44 | +0.98% | 15.78K | +1.41% | 2.79M | 134.53 | 0.35% |
| 60 | BMVP | Invesco Bloombe... | 47.76 | 0.00% | 59.6K | -0.31% | 2.79M | 88.02 | 0.35% |
| 61 | NOW | ServiceNow, Inc... | 1006.03 | +0.17% | 2.62K | +0.42% | 2.78M | 287.51 | 0.35% |
| 62 | AXP | American Expres... | 298.02 | -0.36% | 9.33K | -0.55% | 2.77M | 90.87 | 0.35% |
| 63 | QYLD | Global X NASDAQ... | 16.63 | +0.09% | 147.86K | -4.51% | 2.69M | 17.21 | 0.34% |
| 64 | IVW | iShares S&P 500... | 106.36 | +0.36% | 26.51K | -2.16% | 2.69M | 59.5 | 0.34% |
| 65 | RYLD | Global X Russel... | 14.84 | -0.03% | 157.13K | -0.48% | 2.57M | 17.77 | 0.32% |
| 66 | LOW | Lowe's Companie... | 223.28 | +0.76% | 10.28K | -1.07% | 2.54M | 128.56 | 0.32% |
| 67 | PRF | Invesco FTSE RA... | 41.55 | +0.24% | 62.35K | -0.26% | 2.52M | 20.31 | 0.32% |
| 68 | IWM | iShares Russell... | 212.65 | -0.46% | 11.35K | +8.24% | 2.51M | 196.51 | 0.31% |
| 69 | XLE | Energy Select S... | 86.58 | +0.34% | 28.56K | -1.57% | 2.45M | 60.27 | 0.31% |
| 70 | IEV | iShares Europe ... | 64.51 | +0.95% | 44.98K | -0.77% | 2.34M | 46.29 | 0.29% |
| 71 | ETN | Eaton Corporati... | 329.93 | +1.30% | 7.05K | +0.26% | 2.34M | 88.55 | 0.29% |
| 72 | CSX | CSX Corporation | 32.38 | +0.17% | 70.67K | -0.42% | 2.28M | 25.57 | 0.29% |
| 73 | EFAX | SPDR MSCI EAFE ... | 46.93 | +0.72% | 56.65K | +11.09% | 2.26M | 37.49 | 0.28% |
| 74 | EEM | iShares MSCI Em... | 47.84 | +0.12% | 52.91K | -0.56% | 2.21M | 45.49 | 0.28% |
| 75 | MS | Morgan Stanley | 131.82 | +0.01% | 17.28K | -0.98% | 2.17M | 54.89 | 0.27% |
| 76 | CME | CME Group Inc. | 270.83 | +0.44% | 9.25K | -0.2% | 2.15M | 190.08 | 0.27% |
| 77 | HD | The Home Depot,... | 362.78 | +0.64% | 5.5K | -2.86% | 2.14M | 222.41 | 0.27% |
| 78 | IVV | iShares Core S&... | 606.23 | +0.32% | 3.57K | -11.41% | 2.1M | 325.37 | 0.26% |
| 79 | DELL | Dell Technologi... | 113.35 | +1.90% | 18.07K | +2.71% | 2.08M | 28.42 | 0.26% |
| 80 | MTN | Vail Resorts, I... | 153.53 | +1.03% | 10.89K | +5.60% | 2.04M | 229.45 | 0.26% |
| 81 | DE | Deere & Company | 516.87 | -0.76% | 4.81K | +1.11% | 2.04M | 219.62 | 0.26% |
| 82 | XYLD | Global X S&P 50... | 38.84 | +0.12% | 48.66K | -1.97% | 2.04M | 40.54 | 0.26% |
| 83 | QCOM | QUALCOMM Incorp... | 158.59 | -0.56% | 13.18K | -3.1% | 2.02M | 61.09 | 0.25% |
| 84 | XHB | SPDR S&P Homebu... | 96.82 | +0.36% | 18.85K | +3.95% | 1.97M | 47 | 0.25% |
| 85 | VGT | Vanguard Inform... | 633.52 | +0.68% | 3.16K | -1.13% | 1.96M | 310.83 | 0.25% |
| 86 | CP | Canadian Pacifi... | 81.11 | +0.44% | 26.78K | -0.26% | 1.94M | 80.79 | 0.24% |
| 87 | SPHQ | Invesco S&P 500... | 71.05 | +0.16% | 28.88K | -0.6% | 1.94M | 28.75 | 0.24% |
| 88 | WMT | Walmart Inc. | 94.83 | -1.01% | 21.17K | -0.24% | 1.91M | 42.81 | 0.24% |
| 89 | GM | General Motors ... | 49.27 | -1.19% | 35.7K | -0.17% | 1.9M | 36.94 | 0.24% |
| 90 | BKNG | Booking Holding... | 5456.99 | -0.17% | 374 | 0.00% | 1.86M | 1898.62 | 0.23% |
| 91 | GE | General Electri... | 239.60 | -2.41% | 11.11K | -0.07% | 1.85M | 62.75 | 0.23% |
| 92 | PFM | Invesco Dividen... | 47.70 | +0.66% | 40.3K | -0.44% | 1.85M | 24.72 | 0.23% |
| 93 | VGSH | Vanguard Short-... | 58.49 | +0.09% | 31.58K | -10.04% | 1.84M | 61.89 | 0.23% |
| 94 | CAT | Caterpillar Inc... | 361.14 | -0.55% | 5.03K | +1.58% | 1.82M | 155.39 | 0.23% |
| 95 | WM | Waste Managemen... | 236.91 | +1.12% | 9.02K | +3.38% | 1.82M | 97.47 | 0.23% |
| 96 | MRVL | Marvell Technol... | 69.63 | +2.03% | 16.29K | +10.96% | 1.8M | 62.76 | 0.23% |
| 97 | RTX | RTX Corporation | 141.01 | -0.56% | 15.24K | -1.72% | 1.76M | 62.27 | 0.22% |
| 98 | H | Hyatt Hotels Co... | 133.27 | -0.82% | 10.95K | -0.48% | 1.72M | 71.87 | 0.22% |
| 99 | IHI | iShares U.S. Me... | 61.17 | -0.23% | 29.28K | -0.94% | 1.71M | 51.85 | 0.21% |
| 100 | MPC | Marathon Petrol... | 165.05 | +0.24% | 12.16K | -2.13% | 1.7M | 58.22 | 0.21% |
| 101 | NKE | NIKE, Inc. | 62.82 | -0.46% | 21.63K | -9.94% | 1.64M | 88.99 | 0.20% |
| 102 | JNJ | Johnson & Johns... | 156.56 | +0.84% | 11.16K | -0.03% | 1.61M | 146.15 | 0.20% |
| 103 | LNG | Cheniere Energy... | 234.60 | -0.17% | 7.22K | 0.00% | 1.55M | 59.59 | 0.19% |
| 104 | UNH | UnitedHealth Gr... | 318.11 | +2.43% | 3.03K | -0.49% | 1.53M | 316.46 | 0.19% |
| 105 | JOET | Virtus Terranov... | 39.60 | +0.37% | 40.37K | -0.65% | 1.53M | 26.94 | 0.19% |
| 106 | EOG | EOG Resources, ... | 120.50 | +0.48% | 12.24K | -0.82% | 1.5M | 85.84 | 0.19% |
| 107 | KLAC | KLA Corporation | 874.70 | +0.31% | 2.38K | 0.00% | 1.5M | 289.42 | 0.19% |
| 108 | CIBR | First Trust NAS... | 73.08 | +0.42% | 23.34K | +1.11% | 1.48M | 54.07 | 0.19% |
| 109 | BMY | Bristol-Myers S... | 50.66 | +0.99% | 25.89K | -21.48% | 1.46M | 57.15 | 0.18% |
| 110 | FICO | Fair Isaac Corp... | 1783.56 | -1.19% | 734 | 0.00% | 1.46M | 484.27 | 0.18% |
| 111 | VRTX | Vertex Pharmace... | 459.61 | +1.58% | 3.61K | -0.69% | 1.46M | 173.73 | 0.18% |
| 112 | TTD | The Trade Desk,... | 70.56 | -2.5% | 12.12K | -0.6% | 1.42M | 43.01 | 0.18% |
| 113 | VFH | Vanguard Financ... | 123.53 | -0.05% | 11.99K | -3.12% | 1.42M | 82.15 | 0.18% |
| 114 | XSMO | Invesco S&P Sma... | 66.75 | -0.3% | 21.39K | -0.44% | 1.41M | 31.51 | 0.18% |
| 115 | JEPI | JPMorgan Equity... | 56.41 | +0.40% | 24.56K | +5.33% | 1.41M | 54.76 | 0.18% |
| 116 | VOX | Vanguard Commun... | 164.01 | -0.77% | 9.07K | -1.16% | 1.4M | 104.66 | 0.18% |
| 117 | SHW | The Sherwin-Wil... | 356.29 | -0.24% | 4.13K | +3.90% | 1.4M | 200.94 | 0.18% |
| 118 | VCR | Vanguard Consum... | 355.73 | -0.63% | 3.73K | -1.89% | 1.4M | 239.26 | 0.18% |
| 119 | MAR | Marriott Intern... | 263.04 | -1.14% | 5.01K | -2.72% | 1.4M | 126.37 | 0.18% |
| 120 | PBE | Invesco Dynamic... | 64.75 | +0.19% | 20.77K | 0.00% | 1.38M | 47.35 | 0.17% |
| 121 | VOE | Vanguard Mid-Ca... | 163.48 | +0.49% | 8.51K | -1.94% | 1.38M | 142.39 | 0.17% |
| 122 | NVO | Novo Nordisk A/... | 81.03 | +2.93% | 15.82K | +22.26% | 1.36M | 65.04 | 0.17% |
| 123 | VNQ | Vanguard Real E... | 90.68 | +0.45% | 15.25K | -0.44% | 1.36M | 87.73 | 0.17% |
| 124 | TRV | The Travelers C... | 265.91 | +1.78% | 5.59K | -0.99% | 1.35M | 109.85 | 0.17% |
| 125 | CSD | Invesco S&P Spi... | 81.77 | +0.56% | 16.32K | -0.33% | 1.34M | 42.34 | 0.17% |
| 126 | ISRG | Intuitive Surgi... | 512.89 | -1.82% | 2.53K | +1.16% | 1.32M | 209.55 | 0.17% |
| 127 | IT | Gartner, Inc. | 413.06 | -0.11% | 2.7K | 0.00% | 1.31M | 167.11 | 0.16% |
| 128 | UPS | United Parcel S... | 100.82 | -0.34% | 10.23K | -21.26% | 1.29M | 132.6 | 0.16% |
| 129 | FI | Fiserv, Inc. | 167.89 | -0.11% | 6.27K | 0.00% | 1.29M | 114.35 | 0.16% |
| 130 | C | Citigroup Inc. | 78.19 | -0.24% | 17.88K | -0.18% | 1.26M | 64.81 | 0.16% |
| 131 | CSGP | CoStar Group, I... | 82.35 | +0.68% | 17.55K | -22.54% | 1.26M | 46.44 | 0.16% |
| 132 | LMT | Lockheed Martin... | 468.85 | +2.68% | 2.58K | +0.43% | 1.25M | 337.8 | 0.16% |
| 133 | AIG | American Intern... | 85.83 | +1.70% | 17.19K | -1.2% | 1.25M | 55.92 | 0.16% |
| 134 | CI | Cigna Corporati... | 314.96 | +1.53% | 4.49K | -0.47% | 1.24M | 178.26 | 0.16% |
| 135 | EWJ | iShares MSCI Ja... | 74.21 | +0.73% | 18.43K | +0.11% | 1.24M | 61.57 | 0.15% |
| 136 | JOE | The St. Joe Com... | 46.79 | -0.66% | 27.2K | -4.05% | 1.22M | 50.89 | 0.15% |
| 137 | ITOT | iShares Core S&... | 131.83 | +0.27% | 9.49K | +19.15% | 1.22M | 91.65 | 0.15% |
| 138 | PG | The Procter & G... | 163.05 | +0.58% | 7.27K | 0.00% | 1.22M | 112.78 | 0.15% |
| 139 | ABSI | Absci Corporati... | 2.83 | -5.92% | 465.24K | -5.29% | 1.22M | 5.59 | 0.15% |
| 140 | CSCO | Cisco Systems, ... | 65.09 | +1.41% | 20.27K | +2.10% | 1.2M | 46.64 | 0.15% |
| 141 | BBH | VanEck Biotech ... | 156.08 | +0.91% | 7.6K | +0.03% | 1.19M | 133.01 | 0.15% |
| 142 | VWO | Vanguard Emergi... | 49.09 | -0.03% | 27.04K | -7.03% | 1.19M | 43.16 | 0.15% |
| 143 | HON | Honeywell Inter... | 225.98 | +0.07% | 5.27K | -1.48% | 1.19M | 167.81 | 0.15% |
| 144 | LEN | Lennar Corporat... | 112.08 | +0.52% | 8.66K | -0.29% | 1.18M | 49.12 | 0.15% |
| 145 | ESGE | iShares ESG Awa... | 38.72 | +0.14% | 34.95K | +10.09% | 1.17M | 36.68 | 0.15% |
| 146 | DFAS | Dimensional U.S... | 62.80 | -0.24% | 17.63K | 0.00% | 1.15M | 59.38 | 0.14% |
| 147 | UNP | Union Pacific C... | 225.29 | -0.19% | 4.99K | -1.54% | 1.14M | 184.3 | 0.14% |
| 148 | OXY | Occidental Petr... | 44.72 | -0.27% | 22.79K | -9.19% | 1.13M | 59.74 | 0.14% |
| 149 | EFG | iShares MSCI EA... | 111.98 | +0.72% | 11.57K | +1.62% | 1.12M | 87.26 | 0.14% |
| 150 | XLY | Consumer Discre... | 213.73 | -0.46% | 4.99K | +1.53% | 1.12M | 120.92 | 0.14% |