Institute For Wealth Management Llc

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Berkshire Hathaway Inc
BRK.B
$4.58M0.7610,902+6.49%+$279,234.290.63
Recursion Pharmaceuticals, Inc.
RXRX
$5.79M0.25581,149New+$5.79M0.79
Axon Enterprise, Inc.
AXON
$6.52M0.0320,833+0.4%+$25,969.040.89
United Rentals, Inc.
URI
$5.83M0.018,084+1.3%+$74,990.810.79
The Hartford Financial Services Group, Inc.
HIG
$3.16M0.0130,677+3.69%+$112,631.840.43
Fortinet, Inc.
FTNT
$3.89M0.0156,920-0.2%-$7,650.780.53
Starbucks Corporation
SBUX
$6.87M0.0175,131<0.01%-$365.560.94
Lam Research Corporation
LRCX
$7.31M0.017,523-0.12%-$8,744.131
FedEx Corporation
FDX
$3.19M<0.0111,012+0.25%+$7,822.670.44
Adobe Inc.
ADBE
$9.4M<0.0118,637+0.72%+$67,111.631.28
Texas Instruments Incorporated
TXN
$5.22M<0.0129,965+2.35%+$119,682.030.71
The Boeing Company
BA
$3.06M<0.0115,878-7.98%-$265,743.480.42
The Goldman Sachs Group, Inc.
GS
$4.36M<0.0110,445+0.25%+$10,859.940.6
NVIDIA Corporation
NVDA
$73.95M<0.0181,839-1.85%-$1.39M10.08
The Walt Disney Company
DIS
$5.68M<0.0146,439+0.04%+$2,447.180.77
Costco Wholesale Corporation
COST
$6.22M<0.018,489-0.43%-$27,106.460.85
Amgen Inc.
AMGN
$3.51M<0.0112,335-2.06%-$73,636.190.48
Advanced Micro Devices, Inc.
AMD
$5.56M<0.0130,789+1.37%+$75,265.000.76
Applied Materials, Inc.
AMAT
$4.18M<0.0120,268-0.27%-$11,342.430.57
AbbVie Inc.
ABBV
$3.67M<0.0120,157-0.66%-$24,219.080.5
Visa Inc.
V
$3.82M<0.0113,684-1.95%-$75,907.120.52
Apple Inc.
AAPL
$21.42M<0.01124,906+1.83%+$385,142.572.92
Bank of America Corporation
BAC
$3.1M<0.0181,723-0.06%-$1,895.990.42
Tesla, Inc.
TSLA
$4.32M<0.0124,577+3.16%+$132,194.080.59
Broadcom Inc.
AVGO
$3.22M<0.012,427-2.96%-$98,090.580.44
Microsoft Corporation
MSFT
$19.28M<0.0145,818+0.86%+$163,660.792.63
Amazon.com, Inc.
AMZN
$16.1M<0.0189,233+0.39%+$62,230.932.19
Meta Platforms, Inc.
META
$9.79M<0.0120,165-0.07%-$7,283.701.33
Mastercard Incorporated
MA
$4.79M<0.019,939-1.91%-$92,944.150.65
Eli Lilly and Company
LLY
$5.24M<0.016,739+1.51%+$77,799.720.71
Salesforce, Inc.
CRM
$2.71M<0.019,006+0.2%+$5,421.010.37
JPMorgan Chase & Co.
JPM
$3.15M<0.0115,729-2.88%-$93,537.970.43
Vanguard Growth Index Fund
VUG
$4.23M<0.0112,288-7.17%-$326,653.240.58
iShares Russell 3000 ETF
IWV
$2.81M<0.019,3630%+$00.38
Global X NASDAQ 100 Covered Call ETF
QYLD
$2.95M<0.01164,653-6.39%-$201,309.000.4
iShares Russell 2000 ETF
IWM
$4.33M<0.0120,578+45.62%+$1.36M0.59
iShares MSCI USA Quality Factor ETF
QUAL
$3.92M<0.0123,877-5.72%-$238,307.500.54
Invesco QQQ Trust
QQQ
$17.96M<0.0140,446+21.6%+$3.19M2.45
Alphabet Inc.
GOOGL
$9.24M<0.0161,225-0.15%-$14,187.391.26
SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$5.05M<0.01118,021+1.35%+$67,409.760.69
Invesco S&P MidCap Momentum ETF
XMMO
$5.62M<0.0148,933+<0.01%+$114.860.77
SPDR S&P 500 ETF Trust
SPY
$67.11M<0.01128,298+621.91%+$57.81M9.15
Technology Select Sector SPDR Fund
XLK
$4.32M<0.0120,747-0.36%-$15,620.560.59
VanEck Semiconductor ETF
SMH
$4.04M<0.0117,973+13.93%+$494,515.880.55
Industrial Select Sector SPDR Fund
XLI
$5.16M<0.0140,951+1.53%+$77,716.760.7
iShares ESG Aware MSCI USA ETF
ESGU
$5.03M<0.0143,770-1.64%-$83,921.730.69
iShares Short Treasury Bond ETF
SHV
$2.93M<0.0126,487-26.49%-$1.06M0.4
Financial Select Sector SPDR Fund
XLF
$4.72M<0.01112,148-0.67%-$32,053.280.64
Schwab U.S. Large-Cap Growth ETF
SCHG
$5.83M<0.0162,874-1.26%-$74,639.200.79
Energy Select Sector SPDR Fund
XLE
$2.73M<0.0128,942+5.34%+$138,592.040.37