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Portfolio (Quarterly) Guide ↗

Institute for Wealth Management, LLC.

· CIK 0001533954
13F Portfolio $1.1B AUM 1,770 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1239 New 87 Added 269 Reduced 12 Exited
Page 8 of 14  ·  269 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CMCSA COMCAST CORP NEW Communication Services 22,490.0 $552K 0.05% -7K -24.1% $24.55 +5.7%
142 PEP PEPSICO INC Consumer Defensive 4,054.0 $549K 0.05% -160.0 -3.8% $135.38 +3.6%
143 VIS VANGUARD WORLD FD 1,495.0 $539K 0.05% -1K -46.8% $360.44 -2.0%
144 VTWO VANGUARD SCOTTSDALE FDS 4,434.0 $538K 0.05% -659.0 -12.9% $121.42 +0.2%
145 ABT ABBOTT LABORATORIES Healthcare 5,882.0 $534K 0.05% -2K -23.3% $90.74 +24.2%
146 UPS UNITED PARCEL SVCS INC Industrials 4,920.0 $529K 0.05% -242.0 -4.7% $107.50 -5.3%
147 SU SUNCOR ENERGY INC NEW Energy 9,823.0 $527K 0.05% -150.0 -1.5% $53.68 +24.6%
148 MO ALTRIA GROUP INC Consumer Defensive 7,298.0 $525K 0.05% -1K -14.3% $71.95 -9.7%
149 APOS APOLLO GLOBAL MGMT INC Financial Services 4,340.0 $513K 0.04% -29.0 -0.7% $118.31 -78.5%
150 DIA STATE STR SPDR DOW JONES IND Financial Services 974.0 $509K 0.04% -7K -87.6% $522.31 +2.1%
151 VPU VANGUARD WORLD FD 2,507.0 $491K 0.04% -3K -50.1% $195.70 -1.8%
152 WMB WILLIAMS COS INC Energy 6,506.0 $484K 0.04% -101.0 -1.5% $74.34 +0.9%
153 LIN LINDE PLC Basic Materials 923.0 $479K 0.04% -78.0 -7.8% $518.94 -7.6%
154 VAW VANGUARD WORLD FD 2,086.0 $477K 0.04% -2K -51.5% $228.83 +1.3%
155 IEMG ISHARES INC 5,748.0 $476K 0.04% -368.0 -6.0% $82.84 -3.7%
156 MSTR STRATEGY INC Technology 5,460.0 $475K 0.04% -1K -15.6% $86.93 +9.6%
157 PM PHILIP MORRIS INTL INC Consumer Defensive 2,573.0 $465K 0.04% -18.0 -0.7% $180.89 +3.9%
158 BND VANGUARD BD INDEX FDS 6,213.0 $456K 0.04% -1K -14.3% $73.41 -1.7%
159 MHO M/I HOMES INC Consumer Cyclical 2,831.0 $455K 0.04% -98.0 -3.4% $160.79 -6.6%
160 TWLO TWILIO INC Communication Services 2,172.0 $448K 0.04% -30.0 -1.4% $206.33 +12.8%
Page 8 of 14  ·  269 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 46.9%
Financial Services 13.8%
Consumer Cyclical 10.0%
Industrials 9.5%
Communication Services 7.1%
Healthcare 6.0%
Consumer Defensive 2.4%
Energy 2.3%
Utilities 0.9%
Real Estate 0.7%