Institute for Wealth Management, LLC.
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationdenver, CO
- CIK0001533954
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
507 | $798.32M | NVDA, AAPL, MSFT, AMZN | 13F-HR | Jan 23, 2025 | 000166773125000105 | ||
550 | $792.42M | NVDA, AAPL, MSFT, AMZN | 13F-HR | Nov 12, 2024 | 000153395424000005 | ||
505 | $746.10M | NVDA, AAPL, MSFT, AMZN | 13F-HR | Jul 25, 2024 | 000153395424000004 | ||
505 | $775.90M | NVDA, SPY, AAPL, MSFT | 13F-HR | Apr 30, 2024 | 000153395424000003 | ||
485 | $616.39M | NVDA, AAPL, MSFT, NDQ | 13F-HR | Jan 31, 2024 | 000153395424000002 | ||
455 | $554.50M | NVDA, AAPL, MSFT, NDQ | 13F-HR | Oct 13, 2023 | 000153395423000004 | ||
462 | $592.87M | NVDA, AAPL, MSFT, NDQ | 13F-HR | Jul 25, 2023 | 000153395423000003 | ||
448 | $523.63M | NVDA, AAPL, MSFT, NDQ | 13F-HR | Apr 20, 2023 | 000153395423000002 | ||
452 | $475.70M | AAPL, NVDA, MSFT, SBUX | 13F-HR | Feb 2, 2023 | 000153395423000001 | ||
453 | $445.68M | AAPL, MSFT, NVDA, AMZN | 13F-HR | Oct 18, 2022 | 000153395422000004 | ||
532 | $509.31M | AAPL, MSFT, NVDA, AMZN | 13F-HR | Jul 25, 2022 | 000153395422000003 | ||
540 | $618.07M | AAPL, NVDA, MSFT, AMZN | 13F-HR | Apr 29, 2022 | 000153395422000002 | ||
491 | $613.79M | AAPL, NVDA, MSFT, AMZN | 13F-HR | Jan 21, 2022 | 000153395422000001 | ||
485 | $569.77M | AAPL, NVDA, MSFT, AMZN | 13F-HR | Nov 15, 2021 | 000153395421000003 | ||
489 | $569.58M | AAPL, NVDA, MSFT, AMZN | 13F-HR | Jul 21, 2021 | 000153395421000002 | ||
472 | $525.95M | AAPL, MSFT, AMZN, NVDA | 13F-HR | May 4, 2021 | 000179239721000004 | ||
446 | $503.02M | AAPL, MSFT, AMZN, ADBE | 13F-HR | Feb 1, 2021 | 000153395421000001 | ||
416 | $438.05M | AAPL, MSFT, NVDA, AMZN | 13F-HR | Nov 3, 2020 | 000153395420000004 | ||
426 | $408.48M | AAPL, MSFT, AMZN, ADBE | 13F-HR | Jul 30, 2020 | 000153395420000002 | ||
401 | $324.30M | MSFT, AAPL, AMZN, ADBE | 13F-HR | Apr 29, 2020 | 000153395420000001 | ||
696 | $442.85M | AAPL, MSFT, ADBE, SBUX | RESTATEMENT | Feb 27, 2020 | 000108514620000968 | ||
419 | $396.72M | MSFT, AAPL, SBUX, ADBE | 13F-HR | Oct 28, 2019 | 000108514619002645 | ||
469 | $451.78M | MSFT, AAPL, VOO, AMZN | 13F-HR | Aug 2, 2019 | 000108514619002050 | ||
450 | $459.98M | AAPL, VOO, AGG, MSFT | 13F-HR | May 15, 2019 | 000108514619001639 | ||
268 | $243.62M | AAPL, AMZN, ADBE, BA | 13F-HR | Feb 8, 2019 | 000108514619000437 | ||
204 | $296.29M | AAPL, VOO, MSFT, ADBE | 13F-HR | Oct 29, 2018 | 000108514618002429 | ||
215 | $313.83M | VOO, AAPL, MSFT, SPY | 13F-HR | Aug 10, 2018 | 000108514618001945 | ||
255 | $339.26M | VOO, AAPL, MSFT, IVV | 13F-HR | May 15, 2018 | 000108514618001505 | ||
396 | $433.24M | VOO, SPY, AAPL, MSFT | 13F-HR | Feb 12, 2018 | 000108514618000564 | ||
250 | $307.55M | VOO, AAPL, MSFT, VTI | 13F-HR | Nov 14, 2017 | 000108514617002424 | ||
436 | $363.50M | VOO, AAPL, VTI, MSFT | 13F-HR | Aug 14, 2017 | 000108514617001896 | ||
36 | $66.95M | SPY, USMV, QUAL, AGG | 13F-HR | Feb 8, 2016 | 000153395416000005 | ||
27 | $52.64M | AGG, SPY, USMV, ALFA | 13F-HR | Nov 12, 2015 | 000153395415000002 | ||
30 | $77.46M | SPY, AGG, USMV, ALFA | 13F-HR | Aug 12, 2015 | 000114420415048376 | ||
32 | $90.98M | SPY, AGG, POWERSHARES ACTIVE MNG ETF T, VNQ | 13F-HR | Nov 12, 2015 | 000153395415000003 | ||
26 | $95.13M | SPY, AGG, POWERSHARES ACTIVE MNG ETF T, VNQ | 13F-HR | Jan 26, 2015 | 000158064215000328 | ||
63 | $105.03M | SPY, AGG, ALPS ETF TR, VNQ | 13F-HR | Oct 10, 2014 | 000091047214004545 | ||
62 | $115.60M | SPY, AGG, VNQ, ALPS ETF TR | 13F-HR | Jul 16, 2014 | 000091047214003014 | ||
70 | $116.76M | SPY, AGG, XLU, IYR | 13F-HR | Apr 11, 2014 | 000091047214001639 | ||
78 | $138.79M | SPY, AGG, IYR, IWR | 13F-HR | Jan 16, 2014 | 000091047214000133 |