Institute For Wealth Management, Llc. - Q42025 Holdings

Institute For Wealth Management, Llc. holds 538 stocks with a total portfolio value of $ 943.84M as of Q42025. In Q42025, Institute For Wealth Management, Llc. added 29 new positions, increased stakes in 136 stocks, reduced 309 holdings, and fully exited 48 positions. The largest holding is Nvidia Corporation (NVDA), representing 14.89% of the total portfolio.