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  Name: INSTITUTE FOR WEALTH MANAGEMENT, LLC.
  City: DENVER
  State: CO
  Zip: 80203
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $771,787,000
  Total Value Change : $159,041,000
  Securities Held Change : 20
   
All Securities Held : 501
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

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Holdings Found : 100     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SPY)1 Year Chart         SPY Standard & Poors Depository... - $517.19 $67,109,000 128,298 % 58,662,000 110,526 0    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc - $182.74 $21,419,000 124,906 % -2,197,000 2,246 0    N/A
   (MSFT)1 Year Chart         MSFT Microsoft Corp - $410.54 $19,277,000 45,818 % 2,194,000 389 0    N/A
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I - $440.06 $17,959,000 40,446 % 4,338,000 7,185 0    N/A
   (AMZN)1 Year Chart         AMZN Amazon.com Inc - $188.00 $16,096,000 89,233 % 2,590,000 345 0    N/A
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc - $488.10 $9,404,000 18,637 % -1,636,000 133 0    N/A
   (AAXN)1 Year Chart         AAXN Axon Enterprise Inc - $311.86 $6,518,000 20,833 % 1,158,000 83 0    N/A
   (URI)1 Year Chart         URI United Rentals Inc - $677.84 $5,829,000 8,084 % 1,253,000 104 0    N/A
   (DIS)1 Year Chart         DIS Walt Disney Co - $105.44 $5,682,000 46,439 % 1,491,000 20 0    N/A
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc - $153.62 $5,557,000 30,789 % 1,080,000 417 0    N/A
   (LLY)1 Year Chart         LLY Eli Lilly & Co - $775.00 $5,243,000 6,739 % 1,373,000 100 0    N/A
   (TXN)1 Year Chart         TXN Texas Instruments Inc - $183.95 $5,220,000 29,965 % 229,000 687 0    N/A
   (XLI)1 Year Chart         XLI SPDR Industrial Sector - $124.35 $5,158,000 40,951 % 560,000 617 0    N/A
   (SPYX)1 Year Chart         SPYX Spdr S - $42.27 $5,051,000 118,021 % 532,000 1,575 0    N/A
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B - $406.37 $4,585,000 10,902 % 933,000 664 0    N/A
   (GS)1 Year Chart         GS Goldman Sachs Group Inc - $446.95 $4,363,000 10,445 % 344,000 26 0    N/A
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx - $203.78 $4,328,000 20,578 % 1,492,000 6,447 0    N/A
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc - $177.81 $4,320,000 24,577 % -1,600,000 752 0.001    Auto Manufacturers
   (SMH)1 Year Chart         SMH Vaneck Vectors Semiconducto... - $208.63 $4,044,000 17,973 % 1,286,000 2,198 0    N/A
   (FDX)1 Year Chart         FDX Fedex Corp - $258.01 $3,190,000 11,012 % 411,000 27 0    N/A
   (HIG)1 Year Chart         HIG Hartford Financial Services... - $99.68 $3,161,000 30,677 % 783,000 1,093 0    N/A
   (XLE)1 Year Chart         XLE SPDR Energy Sector - $93.10 $2,732,000 28,942 % 429,000 1,468 0    N/A
   (CRM)1 Year Chart         CRM Salesforce.com Inc - $278.97 $2,712,000 9,006 % 347,000 18 0    N/A
   (PYPL)1 Year Chart         PYPL Paypal Holdings, Inc. - $63.81 $2,702,000 40,331 % 348,000 2,001 0    N/A
   (DSI)1 Year Chart         DSI iShares KLD 400 Social Index - $98.55 $2,582,000 25,615 % 284,000 380 0    N/A
   (NFLX)1 Year Chart         NFLX Netflix Inc - $609.47 $2,569,000 4,230 % 525,000 32 0    N/A
   (RYLD)1 Year Chart         RYLD Global X Russell 2000 Cover... - $16.52 $2,564,000 151,650 % 348,000 19,286 0    N/A
   (MPC)1 Year Chart         MPC Marathon Petroleum Corp - $180.93 $2,458,000 12,200 % 654,000 38 0    N/A
   (CP)1 Year Chart         CP Canadian Pacific Railway Li... - $81.67 $2,377,000 26,955 % 252,000 82 0    N/A
   (XLG)1 Year Chart         XLG Invesco S&P 500 Top 50 ETF - $42.11 $2,361,000 56,048 % 269,000 583 0    N/A
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc - $180.55 $2,333,000 13,779 % 354,000 98 0    N/A
   (PANW)1 Year Chart         PANW Palo Alto Networks Inc - $303.01 $2,321,000 8,168 % 11,000 335 0    N/A
   (EEM)1 Year Chart         EEM iShares MSCI Emrg Mkt Income - $42.28 $2,211,000 53,827 % 62,000 384 0    N/A
   (MTN)1 Year Chart         MTN Vail Resorts Inc - $195.68 $2,105,000 9,447 % 173,000 396 0    N/A
   (DELL)1 Year Chart         DELL Dell Technologies Inc - $131.61 $2,006,000 17,581 % 664,000 37 0    N/A
   (XHB)1 Year Chart         XHB SPDR S&P Homebuilders - $105.42 $1,982,000 17,759 % 287,000 36 0    N/A
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf - $519.81 $1,941,000 3,692 % 186,000 18 0    N/A
   (DE)1 Year Chart         DE Deere & Co - $405.42 $1,935,000 4,710 % 59,000 19 0    N/A
   (UPS)1 Year Chart         UPS United Parcel Service Inc - $147.77 $1,924,000 12,944 % -100,000 69 0    N/A
   (EFAX)1 Year Chart         EFAX Spdr Msci Eafe Fossil Fuel ... - $0.00 $1,865,000 44,837 % 158,000 1,088 0    N/A
   (H)1 Year Chart         H Hyatt Hotels Corp - $147.82 $1,801,000 11,283 % 332,000 19 0    N/A
   (BMY)1 Year Chart         BMY Bristol-Myers Squibb Co - $43.67 $1,712,000 31,578 % 170,000 1,522 0    N/A
   (BXSL)1 Year Chart         BXSL Blackstone Secured Lending Cef - $0.00 $1,662,000 53,368 % 300,000 4,090 0    N/A
   (JNJ)1 Year Chart         JNJ Johnson & Johnson - $148.95 $1,660,000 10,491 % 130,000 727 0    N/A
   (NVO)1 Year Chart         NVO Novo Nordisk A/S (ADR) - $126.69 $1,635,000 12,731 % 324,000 63 0    N/A
   (VHT)1 Year Chart         VHT Vanguard Health Care Vipers - $259.75 $1,624,000 6,002 % 866,000 2,978 0    N/A
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc - $503.21 $1,579,000 3,192 % -80,000 40 0    N/A
   (EOG)1 Year Chart         EOG EOG Resources Inc - $129.83 $1,564,000 12,234 % 102,000 146 0    N/A
   (JOE)1 Year Chart         JOE St Joe Co - $57.55 $1,560,000 26,918 % 53,000 1,872 0    N/A
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS - $515.42 $1,467,000 2,799 % 139,000 55 0    N/A
   (JOET)1 Year Chart         JOET Virtus Terranova Us Quality... - $0.00 $1,452,000 42,190 % 158,000 5 0    N/A
   (TRV)1 Year Chart         TRV Travelers Companies Inc - $217.34 $1,401,000 6,089 % 243,000 9 0    N/A
   (AIG)1 Year Chart         AIG American International Grou... - $79.89 $1,386,000 17,732 % 280,000 1,414 0    N/A
   (PBE)1 Year Chart         PBE Invesco Dynamic Biotechnolo... - $63.75 $1,355,000 20,941 % -13,000 166 0    N/A
   (BXMT)1 Year Chart         BXMT Blackstone Mortgage Trust Inc - $17.90 $1,315,000 66,048 % -59,000 1,471 0    N/A
   (PSX)1 Year Chart         PSX Phillips 66 - $146.94 $1,313,000 8,041 % 346,000 774 0    N/A
   (CIBR)1 Year Chart         CIBR First Trust Nasdaq Cea Cybe... - $0.00 $1,283,000 22,745 % 1,028,000 18,006 0    N/A
   (UNP)1 Year Chart         UNP Union Pacific Corp - $245.90 $1,273,000 5,175 % 4,000 11 0    N/A
   (VFH)1 Year Chart         VFH Vanguard Financial VIPERS - $100.48 $1,223,000 11,942 % 179,000 630 0    N/A
   (PG)1 Year Chart         PG Procter & Gamble Co - $165.07 $1,172,000 7,221 % 244,000 891 0    N/A
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc - $60.24 $1,169,000 19,436 % 203,000 13,307 0    N/A
   (VCR)1 Year Chart         VCR Vanguard Cnsmr Discre VIPERs - $307.71 $1,107,000 3,485 % 72,000 87 0    N/A
   (DFAS)1 Year Chart         DFAS Dimensional U S Small Cap Etf - $60.90 $1,099,000 17,625 % 359,000 5,221 0    N/A
   (TTD)1 Year Chart         TTD Trade Desk, Inc. - $86.02 $1,088,000 12,445 % 357,000 2,281 0    N/A
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER - $186.44 $1,055,000 5,497 % 70,000 22 0    N/A
   (PRU)1 Year Chart         PRU Prudential Financial Inc - $116.69 $1,052,000 8,958 % 124,000 5 0    N/A
   (OXY)1 Year Chart         OXY Occidental Petroleum Corp - $63.68 $1,050,000 16,152 % 227,000 2,368 0    N/A
   (C)1 Year Chart         C Citigroup Inc - $62.75 $1,038,000 16,421 % 217,000 457 0    N/A
   (VOX)1 Year Chart         VOX Vanguard Telecom Services ETF - $132.15 $990,000 7,544 % 119,000 144 0    N/A
   (VDE)1 Year Chart         VDE Vanguard Energy VIPERS - $130.04 $989,000 7,513 % 136,000 238 0    N/A
   (ESGE)1 Year Chart         ESGE IShares MSCI EM ESG ETF - $33.20 $953,000 29,562 % 62,000 1,758 0    N/A
   (DHR)1 Year Chart         DHR Danaher Corp - $249.55 $888,000 3,556 % 87,000 94 0    N/A
   (XLY)1 Year Chart         XLY SPDR cnsmr discr sel sect - $177.85 $875,000 4,761 % 34,000 60 0    N/A
   (ITOT)1 Year Chart         ITOT iShares Core S&P Total US - $113.76 $854,000 7,405 % 81,000 62 0    N/A
   (PWV)1 Year Chart         PWV Invesco Dynamic Large Cap V... - $55.22 $832,000 14,684 % 87,000 9 0    N/A
   (SNOW)1 Year Chart         SNOW Snowflake Inc. - $157.78 $827,000 5,118 % -25,000 835 0    N/A
   (XBI)1 Year Chart         XBI streetTRACKS Series Trust S... - $89.11 $819,000 8,634 % 56,000 85 0    N/A
   (F)1 Year Chart         F Ford Motor Co - $12.50 $812,000 61,133 % 68,000 104 0    N/A
   (NUE)1 Year Chart         NUE Nucor Corp - $169.80 $806,000 4,073 % 97,000 2 0    N/A
   (MET)1 Year Chart         MET MetLife Inc - $71.66 $799,000 10,781 % 230,000 2,174 0    N/A
   (KKR)1 Year Chart         KKR KKR Financial Holdings LLC - $99.67 $781,000 7,763 % 360,000 2,679 0    N/A
   (VLO)1 Year Chart         VLO Valero Energy Corp - $157.07 $774,000 4,534 % 193,000 65 0    N/A
   (NULG)1 Year Chart         NULG Nushares Esg Large Cap Grow... - $0.00 $755,000 9,898 % 92,000 350 0    N/A
   (IHE)1 Year Chart         IHE iShares Dow Jones U.S. Phar... - $63.10 $734,000 10,811 % 60,000 7,173 0    N/A
   (SPGI)1 Year Chart         SPGI S&P Global Inc - $429.21 $721,000 1,695 % 204,000 521 0    N/A
   (ACN)1 Year Chart         ACN Accenture Plc - $311.99 $704,000 2,031 % -1,000 22 0    N/A
   (KRE)1 Year Chart         KRE streetTRACKS Series Trust -... - $50.17 $700,000 13,930 % -20,000 191 0    N/A
   (CMI)1 Year Chart         CMI Cummins Inc - $289.06 $697,000 2,367 % 133,000 11 0    N/A
   (IYT)1 Year Chart         IYT iShares DJ Trnsp Avg Indx Fd - $0.00 $683,000 9,702 % 42,000 7,260 0    N/A
   (PFE)1 Year Chart         PFE Pfizer Inc - $28.27 $678,000 24,422 % -20,000 163 0    N/A
   (NRZ)1 Year Chart         NRZ New Residential Investment ... - $11.22 $664,000 59,465 % 207,000 16,704 0    N/A
   (DFAT)1 Year Chart         DFAT Dimensional U S Targeted Va... - $53.13 $663,000 12,186 % 440,000 7,923 0    N/A
   (MCK)1 Year Chart         MCK McKesson Corp - $531.10 $656,000 1,222 % 154,000 139 0.001    Drugs Wholesale
   (PXLG)1 Year Chart         PXLG Invesco Russell Top 200 Pur... - $102.27 $650,000 6,105 % 72,000 205 0    N/A
   (SWKS)1 Year Chart         SWKS Skyworks Solutions Inc - $93.24 $646,000 5,962 % -23,000 15 0    N/A
   (EAGG)1 Year Chart         EAGG Ishares Esg Us Aggregate Bo... - $46.24 $637,000 13,531 % 28,000 768 0    N/A
   (VCSH)1 Year Chart         VCSH Vanguard Scottsdale Funds - $76.92 $634,000 8,196 % 16,000 209 0    N/A
   (HWM)1 Year Chart         HWM Howmet Aerospace Inc - $81.42 $632,000 9,235 % 136,000 66 0    N/A
   (GSY)1 Year Chart         GSY Invesco Ultra Short Duratio... - $49.94 $625,000 12,535 % 35,000 700 0    N/A
   (SCHW)1 Year Chart         SCHW Charles Schwab Corp - $76.40 $618,000 8,539 % 129,000 1,431 0    N/A

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