Holdings
Institute for Wealth Management, LLC.
As of Jun 30, 2026, Institute for Wealth Management, LLC. reported 1,011 positions worth US$763M. Largest: Nvidia Corporation, Apple Inc and Lam Research Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 739K | US$148M | −1,864 | Jun 30, 2026 |
| Apple Inc | 115K | US$33.1M | −4,833 | Jun 30, 2026 |
| Lam Research Corporation | 72,370 | US$31.4M | −15 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 69,491 | US$24.8M | −3,406 | Jun 30, 2026 |
| Amazon.com, Inc. | 87,168 | US$20.8M | +970 | Jun 30, 2026 |
| Microsoft Corp. | 52,648 | US$19.6M | +3,670 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 27,331 | US$15.9M | −957 | Jun 30, 2026 |
| Meta Platforms, Inc. | 25,278 | US$14.2M | +5,452 | Jun 30, 2026 |
| Applied Materials, Inc. | 18,840 | US$13.6M | −174 | Jun 30, 2026 |
| Tesla, Inc. | 30,578 | US$12.9M | +2,700 | Jun 30, 2026 |