13F-HR filed by Institute for Wealth Management, LLC.
Institute for Wealth Management, LLC. filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-04-21, with 526 holding rows worth $779,432,668.
- Accession
- 0001667731-25-000461
- Filer
- CIK 1533954
- Filed
- 2025-04-21
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 526 entries on the cover page, a total value of $779,432,668 stated on the cover page (in dollars after the unit check, H1), rows summing to $779,432,668 with VALUE read as dollars as filed, 13F file number 028-14899. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| QORVO INC COM | 74736K101 | Stock | 2,856 | $206,803 | dollars as filed | |
| MOLSON COORS BEVERAGE CO CL B | 60871R209 | Stock | 3,392 | $206,472 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 551 | $205,224 | dollars as filed | |
| MOLINA HEALTHCARE INC | 60855R100 | COM | 622 | $204,881 | dollars as filed | |
| ISHARES TR | 464288752 | US HOME CONS ETF | 2,150 | $204,702 | dollars as filed | |
| GRANITESHARES GOLD TR | 38748G101 | SHS BEN INT | 6,630 | $204,470 | dollars as filed | |
| EVERGY INC COM | 30034W106 | Stock | 2,958 | $203,955 | dollars as filed | |
| ARROW ELECTRS INC | 042735100 | COM | 1,960 | $203,507 | dollars as filed | |
| PIMCO CORPORATE & INCOME OPP | 72201B101 | COM | 13,730 | $198,531 | dollars as filed | |
| QUAD / GRAPHICS INC | 747301109 | COM CL A | 36,179 | $197,176 | dollars as filed | |
| CALAMOS GBL DYN INCOME FUND | 12811L107 | COM | 30,500 | $194,895 | dollars as filed | |
| ROYCE MICRO-CAP TRUST INC | 780915104 | COM | 20,700 | $174,501 | dollars as filed | |
| OAKTREE SPECIALTY LENDING | 67401P405 | COM | 11,346 | $174,275 | dollars as filed | |
| DOUBLELINE INCOME SOLUTIONS | 258622109 | COM | 13,419 | $169,214 | dollars as filed | |
| VanEck Vectors Mortgage R | 92189F452 | MTG REIT INCOME | 14,775 | $165,037 | dollars as filed | |
| NUVEEN QUALITY MUNCP INCOME | 67066V101 | COM | 13,804 | $159,023 | dollars as filed | |
| WARNER BROS DISCOVERY INC COM SER A | 934423104 | Stock | 14,523 | $155,832 | dollars as filed | |
| INVESCO TR INVT GRADE MUNS | 46131M106 | COM | 15,100 | $150,396 | dollars as filed | |
| INVESCO MUNICIPAL TRUST | 46131J103 | COM | 15,400 | $148,610 | dollars as filed | |
| NORTHWEST BANCSHARES INC COM | 667340103 | Stock | 12,231 | $147,017 | dollars as filed | |
| RUNWAY GROWTH FINANCE CORP | 78163D100 | COM | 11,610 | $120,164 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 800 | $116,928 | dollars as filed | call |
| HILLMAN SOLUTIONS CORP | 431636109 | COM | 11,441 | $100,567 | dollars as filed | |
| READY CAPITAL CORP | 75574U101 | COM | 16,762 | $85,319 | dollars as filed | |
| GABELLI MULTIMEDIA TR INC | 36239Q109 | COM | 14,571 | $67,464 | dollars as filed | |
| ARES COML REAL ESTATE CORP | 04013V108 | COM | 14,244 | $65,950 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001667731-25-000461 | this filing | 2025-04-21 | acceptance time not in the bulk data set |