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INSTITUTE FOR WEALTH MANAGEMENT, LLC.
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest filing: 2026-06-30
INSTITUTE FOR WEALTH MANAGEMENT, LLC. runs INSTITUTE FOR WEALTH MANAGEMENT, LLC. and currently holds 1,760 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $1.13B. Their top holdings are NVDA, AAPL, LRCX, AMZN, GOOGL. The top five represent 22.3% of reported portfolio weight. INSTITUTE FOR WEALTH MANAGEMENT, LLC. ranks #N/A out of 1000 investors tracked by Alpha Score. They added to 32 existing positions. They trimmed 63 positions. Their current best-performing preview position is ABSI with returns of +286.33%.
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1,760 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 NVDA NVIDIA CORPORATION | 13.06% | $6.91 | $214.76 | +3,007.96% | Trimmed -0.25% |
 AAPL APPLE INC | 2.93% | $55.83 | $309.35 | +454.09% | Trimmed -4.05% |
 LRCX LAM RESEARCH CORP | 2.77% | $72.70 | $314.00 | +331.91% | Trimmed -0.02% |
 AMZN AMAZON COM INC | 1.83% | $106.87 | $258.63 | +142.00% | Added +1.13% |
 GOOGL ALPHABET INC | 1.75% | $74.79 | $344.82 | +361.05% | Trimmed -1.96% |
 MSFT MICROSOFT CORP | 1.73% | $182.38 | $483.24 | +164.96% | Added +7.49% |
 AMD ADVANCED MICRO DEVICES INC | 1.40% | $88.53 | $473.25 | +434.56% | Trimmed -3.38% |
 QQQ INVESCO QQQ TR | 1.33% | $439.20 | $713.44 | +62.44% | Trimmed -48.73% |
 META META PLATFORMS INC | 1.26% | $259.00 | $549.90 | +112.32% | Added +27.50% |
 AMAT APPLIED MATLS INC | 1.20% | $46.17 | $492.32 | +966.32% | Trimmed -0.92% |
Showing 1-10 of 1,760