INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 753K | $140.47M |
 | ABSI | 146K | $508.81K |
 | AAPL | 123K | $33.31M |
 | VKTX | 108K | $3.80M |
 | AMZN | 84K | $19.37M |
 | BORR | 80K | $322.40K |
 | BAC | 78K | $4.27M |
 | SBUX | 75K | $6.32M |
 | LRCX | 73K | $12.44M |
 | CSX | 69K | $2.52M |
 | KVUE | 63K | $1.09M |
 | ERIC | 62K | $593.72K |
 | RITM | 55K | $604.60K |
 | GOOGL | 55K | $17.35M |
 | FTNT | 55K | $4.34M |
 | HOUS | 50K | $708.00K |
 | MSFT | 47K | $22.97M |
 | DIS | 45K | $5.13M |
 | F | 44K | $578.37K |
 | T | 43K | $1.06M |
NVIDIA Corporation
NVDA
Shares Held
753K
Value
$140.47M
Absci Corporation
ABSI
Shares Held
146K
Value
$508.81K
Apple Inc.
AAPL
Shares Held
123K
Value
$33.31M
Viking Therapeutics, Inc.
VKTX
Shares Held
108K
Value
$3.80M
Amazon.com, Inc.
AMZN
Shares Held
84K
Value
$19.37M
Borr Drilling Limited
BORR
Shares Held
80K
Value
$322.40K
Bank of America Corporation
BAC
Shares Held
78K
Value
$4.27M
Starbucks Corporation
SBUX
Shares Held
75K
Value
$6.32M
Lam Research Corporation
LRCX
Shares Held
73K
Value
$12.44M
CSX Corporation
CSX
Shares Held
69K
Value
$2.52M
Kenvue Inc.
KVUE
Shares Held
63K
Value
$1.09M
Telefonaktiebolaget LM Ericsson (publ)
ERIC
Shares Held
62K
Value
$593.72K
Rithm Capital Corp.
RITM
Shares Held
55K
Value
$604.60K
Alphabet Inc.
GOOGL
Shares Held
55K
Value
$17.35M
Fortinet, Inc.
FTNT
Shares Held
55K
Value
$4.34M
Anywhere Real Estate Inc.
HOUS
Shares Held
50K
Value
$708.00K
Microsoft Corporation
MSFT
Shares Held
47K
Value
$22.97M
The Walt Disney Company
DIS
Shares Held
45K
Value
$5.13M
Ford Motor Company
F
Shares Held
44K
Value
$578.37K
AT&T Inc.
T
Shares Held
43K
Value
$1.06M