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Home > Institutional Investor > Institute For Wealth Management, Llc. > Profile

Instuitional Investor - Institute For Wealth Management, Llc.

Fund Profile
Filing Period:
Fund Name: Institute For Wealth Management, Llc.
Portfolio Value $779,432,668
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 795,538 $86,220,355 11.06%
2.
Apple Inc.
 AAPL 127,676 $28,360,718 3.64%
3.
Microsoft Corp
 MSFT 50,019 $18,776,800 2.41%
4.
Amazon Com Inc
 AMZN 96,706 $18,399,282 2.36%
5.
Invesco Qqq Tr
 25,630 $12,018,284 1.54%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)