INSTITUTE FOR WEALTH MANAGEMENT, LLC.

PrivateCIK: 1533954
Location

DENVER, CO

1769
Positions
$1.13B
Total AUM (reported)
10.21M
Total Shares

Allocation by class

TOTAL AUM$1.13B1769 positions
COM$605.23M53.4%
COM NEW$56.39M5.0%
CL A$38.18M3.4%
CAP STK CL A$19.83M1.8%
UNIT SER 1$15.05M1.3%
COM CL A$11.47M1.0%
SEMICONDUCTR ETF$11.39M1.0%

Portfolio Concentration

Top 318.8%4–1010.5%11–2512.3%Rest58.5%TOP 1029.3%0%100%
Top 3$212.47M18.8%
4–10$119.03M10.5%
11–25$138.98M12.3%
Rest$662.29M58.5%

Top 3 weight

18.8%

Top 10 weight

29.3%

Voting Authority Distribution

Total shares with voting rights: 10.21M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

10.21M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole1769
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings1769
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares739.47K
TypeSH
Market value$147.96M
13.06%
Sole
0.00
Shared
0.00
None
739.47K

APPLE INC

SOLE
COM
Shares114.54K
TypeSH
Market value$33.14M
2.93%
Sole
0.00
Shared
0.00
None
114.54K

LAM RESEARCH CORP

SOLE
COM NEW
Shares72.37K
TypeSH
Market value$31.36M
2.77%
Sole
0.00
Shared
0.00
None
72.37K

AMAZON COM INC

SOLE
COM
Shares87.17K
TypeSH
Market value$20.78M
1.83%
Sole
0.00
Shared
0.00
None
87.17K

ALPHABET INC

SOLE
CAP STK CL A
Shares55.48K
TypeSH
Market value$19.83M
1.75%
Sole
0.00
Shared
0.00
None
55.48K

MICROSOFT CORP

SOLE
COM
Shares52.65K
TypeSH
Market value$19.64M
1.73%
Sole
0.00
Shared
0.00
None
52.65K

ADVANCED MICRO DEVICES INC

SOLE
COM
Shares27.33K
TypeSH
Market value$15.88M
1.40%
Sole
0.00
Shared
0.00
None
27.33K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares20.44K
TypeSH
Market value$15.05M
1.33%
Sole
0.00
Shared
0.00
None
20.44K

META PLATFORMS INC

SOLE
CL A
Shares25.28K
TypeSH
Market value$14.24M
1.26%
Sole
0.00
Shared
0.00
None
25.28K

APPLIED MATLS INC

SOLE
COM
Shares18.84K
TypeSH
Market value$13.62M
1.20%
Sole
0.00
Shared
0.00
None
18.84K

TESLA INC

SOLE
COM
Shares30.58K
TypeSH
Market value$12.86M
1.14%
Sole
0.00
Shared
0.00
None
30.58K

VANECK ETF TRUST

SOLE
SEMICONDUCTR ETF
Shares17.37K
TypeSH
Market value$11.39M
1.01%
Sole
0.00
Shared
0.00
None
17.37K

AXON ENTERPRISE INC

SOLE
COM
Shares19.84K
TypeSH
Market value$11.12M
0.98%
Sole
0.00
Shared
0.00
None
19.84K

VANGUARD SCOTTSDALE FDS

SOLE
SHORT TERM TREAS
Shares171.38K
TypeSH
Market value$9.97M
0.88%
Sole
0.00
Shared
0.00
None
171.38K

GOLDMAN SACHS GROUP INC

SOLE
COM
Shares9.51K
TypeSH
Market value$9.62M
0.85%
Sole
0.00
Shared
0.00
None
9.51K

VANGUARD SCOTTSDALE FDS

SOLE
VNG RUS2000GRW
Shares32.63K
TypeSH
Market value$9.39M
0.83%
Sole
0.00
Shared
0.00
None
32.63K

BROADCOM INC

SOLE
COM
Shares22.75K
TypeSH
Market value$8.59M
0.76%
Sole
0.00
Shared
0.00
None
22.75K

TEXAS INSTRS INC

SOLE
COM
Shares28.67K
TypeSH
Market value$8.55M
0.75%
Sole
0.00
Shared
0.00
None
28.67K

UNITED RENTALS INC

SOLE
COM
Shares7.51K
TypeSH
Market value$8.51M
0.75%
Sole
0.00
Shared
0.00
None
7.51K

VANGUARD SCOTTSDALE FDS

SOLE
VNG RUS2000VAL
Shares42.84K
TypeSH
Market value$8.37M
0.74%
Sole
0.00
Shared
0.00
None
42.84K

FORTINET INC

SOLE
COM
Shares54.35K
TypeSH
Market value$8.35M
0.74%
Sole
0.00
Shared
0.00
None
54.35K

SELECT SECTOR SPDR TR

SOLE
ST STR TECHN ETF
Shares42.56K
TypeSH
Market value$8.11M
0.72%
Sole
0.00
Shared
0.00
None
42.56K

SELECT SECTOR SPDR TR

SOLE
ST STR INDL ETF
Shares43.75K
TypeSH
Market value$8.10M
0.72%
Sole
0.00
Shared
0.00
None
43.75K

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares8.59K
TypeSH
Market value$8.03M
0.71%
Sole
0.00
Shared
0.00
None
8.59K

MICRON TECHNOLOGY INC

SOLE
COM
Shares6.94K
TypeSH
Market value$8.01M
0.71%
Sole
0.00
Shared
0.00
None
6.94K
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