Institute for Wealth Management, LLC.

Q4 2024 13F Holdings

  • Location
    denver, CO
  • Num holdings

    507

  • Value ($000)

    $798,321

  • Date Filed
    01/23/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$107.07M
13 %

797,325

AAPL
AAPL

APPLE INC

COM
037833100
$31.75M
4 %

126,770

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$21.23M
3 %

50,361

AMZN
AMZN

AMAZON COM INC

COM
023135106
$20.04M
3 %

91,341

AXON
AXON

AXON ENTERPRISE INC

COM
05464C101
$12.31M
2 %

20,706

META
META

META PLATFORMS INC

CL A
30303M102
$11.85M
2 %

20,241

TSLA
TSLA

TESLA INC

COM
88160R101
$10.97M
1 %

27,164

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$10.97M
1 %

57,926

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$10.48M
1 %

20,508

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$9.79M
1 %

16,709

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