INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 764K | $142.46M |
 | ABSI | 146K | $443.21K |
 | AAPL | 124K | $31.64M |
 | VKTX | 103K | $2.72M |
 | AMZN | 85K | $18.62M |
 | BORR | 80K | $215.20K |
 | BAC | 78K | $4.05M |
 | SBUX | 75K | $6.38M |
 | LRCX | 73K | $9.84M |
 | CSX | 70K | $2.47M |
 | ERIC | 63K | $523.81K |
 | GOOGL | 56K | $13.70M |
 | FTNT | 55K | $4.61M |
 | AUR | 53K | $284.12K |
 | RITM | 51K | $585.39K |
 | STGW | 51K | $288.87K |
 | HOUS | 50K | $529.50K |
 | MSFT | 48K | $24.95M |
 | F | 47K | $566.72K |
 | DIS | 46K | $5.23M |
NVIDIA Corporation
NVDA
Shares Held
764K
Value
$142.46M
Absci Corporation
ABSI
Shares Held
146K
Value
$443.21K
Apple Inc.
AAPL
Shares Held
124K
Value
$31.64M
Viking Therapeutics, Inc.
VKTX
Shares Held
103K
Value
$2.72M
Amazon.com, Inc.
AMZN
Shares Held
85K
Value
$18.62M
Borr Drilling Limited
BORR
Shares Held
80K
Value
$215.20K
Bank of America Corporation
BAC
Shares Held
78K
Value
$4.05M
Starbucks Corporation
SBUX
Shares Held
75K
Value
$6.38M
Lam Research Corporation
LRCX
Shares Held
73K
Value
$9.84M
CSX Corporation
CSX
Shares Held
70K
Value
$2.47M
Telefonaktiebolaget LM Ericsson (publ)
ERIC
Shares Held
63K
Value
$523.81K
Alphabet Inc.
GOOGL
Shares Held
56K
Value
$13.70M
Fortinet, Inc.
FTNT
Shares Held
55K
Value
$4.61M
Aurora Innovation, Inc.
AUR
Shares Held
53K
Value
$284.12K
Rithm Capital Corp.
RITM
Shares Held
51K
Value
$585.39K
Stagwell Inc.
STGW
Shares Held
51K
Value
$288.87K
Anywhere Real Estate Inc.
HOUS
Shares Held
50K
Value
$529.50K
Microsoft Corporation
MSFT
Shares Held
48K
Value
$24.95M
Ford Motor Company
F
Shares Held
47K
Value
$566.72K
The Walt Disney Company
DIS
Shares Held
46K
Value
$5.23M