• 13F History

Institute for Wealth Management, LLC.

13F Filings History

Latest 13F report
Q4 2024 - Jan 23, 2025
Value $
$796M
Signature - Title
Jeff Jorgensen - Chief Operating Officer
Location
Denver, CO
Summary
This page shows a list of all the recent 13F filings made by Institute for Wealth Management, LLC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Institute for Wealth Management, LLC. reported 505 stock holdings with total value $796M as of Q4 2024. Top holdings included NVDA, AAPL, MSFT, AMZN, and AXON.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 505 $796M +$29.4M -$39.5M -$10.1M NVDA, AAPL, MSFT, AMZN, AXON 13F-HR 1/23/2025, 04:12 PM
Q3 2024 550 $792M +$33.7M -$17.4M +$16.3M NVDA, AAPL, MSFT, AMZN, META 13F-HR 11/12/2024, 02:38 PM
Q2 2024 504 $746M +$117M -$85.8M +$31.3M NVDA, AAPL, MSFT, AMZN, QQQ 13F-HR 7/25/2024, 10:03 AM
Q1 2024 497 $770M +$95M -$16.7M +$78.3M NVDA, SPY, AAPL, MSFT, QQQ 13F-HR 4/30/2024, 09:44 AM
Q4 2023 485 $616M +$19.8M -$20.4M -$614K NVDA, AAPL, MSFT, QQQ, AMZN 13F-HR 1/31/2024, 01:42 PM
Q3 2023 454 $551M +$21.3M -$26.5M -$5.17M NVDA, AAPL, MSFT, QQQ, AMZN 13F-HR 10/13/2023, 11:14 AM
Q2 2023 462 $593M +$44.4M -$8.16M +$36.2M NVDA, AAPL, MSFT, QQQ, AMZN 13F-HR 7/25/2023, 12:13 PM
Q1 2023 447 $522M +$34.7M -$17.2M +$17.5M NVDA, AAPL, MSFT, QQQ, AMZN 13F-HR 4/20/2023, 03:05 PM
Q4 2022 452 $476M +$22.2M -$15.7M +$6.57M AAPL, NVDA, MSFT, SBUX, SPY 13F-HR 2/2/2023, 03:45 PM
Q3 2022 447 $445M +$19.3M -$13.1M +$6.24M AAPL, MSFT, NVDA, AMZN, SBUX 13F-HR 10/18/2022, 04:19 PM
Q2 2022 530 $508M +$39.9M -$11.5M +$28.5M AAPL, MSFT, NVDA, AMZN, ADBE 13F-HR 7/25/2022, 12:31 PM
Q1 2022 540 $618M +$66.4M -$10.3M +$56.2M AAPL, NVDA, MSFT, AMZN, ADBE 13F-HR 4/28/2022, 07:23 PM
Q4 2021 489 $614M +$22.5M -$11.1M +$11.4M AAPL, NVDA, MSFT, AMZN, ADBE 13F-HR 1/21/2022, 03:11 PM
Q3 2021 477 $567M +$33.2M -$16.9M +$16.2M AAPL, NVDA, MSFT, AMZN, ADBE 13F-HR 11/15/2021, 01:42 PM
Q2 2021 489 $570M +$25.9M -$13.7M +$12.2M AAPL, NVDA, MSFT, AMZN, ADBE 13F-HR 7/21/2021, 10:40 AM
Q1 2021 463 $522M +$20.3M -$28.7M -$8.36M AAPL, MSFT, AMZN, NVDA, ADBE 13F-HR 5/4/2021, 10:18 AM
Q4 2020 446 $503M +$32.9M -$18.4M +$14.5M AAPL, MSFT, AMZN, ADBE, NVDA 13F-HR 2/1/2021, 09:54 AM
Q3 2020 416 $438M +$43.5M -$18.2M +$25.3M AAPL, MSFT, NVDA, AMZN, ADBE 13F-HR 11/3/2020, 10:58 AM
Q2 2020 426 $408M +$41.9M -$12.3M +$29.6M AAPL, MSFT, AMZN, ADBE, NVDA 13F-HR 7/30/2020, 01:34 PM
Q1 2020 400 $321M +$25.1M -$27M -$1.93M MSFT, AAPL, AMZN, ADBE, SBUX 13F-HR 4/29/2020, 02:47 PM
Q4 2019 662 $439M +$40.2M -$22M +$18.2M AAPL, MSFT, ADBE, SBUX, AMZN Restatement 2/27/2020, 08:28 AM
Q3 2019 418 $395M +$17.5M -$45.1M -$27.6M MSFT, AAPL, SBUX, ADBE, AMZN 13F-HR 10/28/2019, 04:52 PM
Q2 2019 467 $449M +$44M -$69.6M -$25.6M MSFT, AAPL, VOO, AMZN, SBUX 13F-HR 8/2/2019, 05:12 PM
Q1 2019 439 $432M +$200M -$17.3M +$183M VOO, AGG, MSFT, AMZN, VTI 13F-HR 5/15/2019, 02:39 PM
Q4 2018 263 $242M +$119M -$5.26M +$114M AAPL, AMZN, ADBE, BA, SPY 13F-HR 2/8/2019, 04:07 PM
Q3 2018 202 $296M +$8.93M -$66.9M -$58M AAPL, VOO, MSFT, ADBE, NVDA 13F-HR 10/29/2018, 04:51 PM
Q2 2018 210 $311M +$24.4M -$2.84M +$21.5M VOO, AAPL, MSFT, SPY, IVV 13F-HR 8/10/2018, 10:00 AM
Q1 2018 249 $336M +$61.4M -$52.3M +$9.14M VOO, AAPL, MSFT, IVV, BA 13F-HR 5/15/2018, 03:19 PM
Q4 2017 390 $433M +$162M -$24.7M +$137M VOO, SPY, AAPL, MSFT, RESN 13F-HR 2/12/2018, 03:22 PM
Q3 2017 248 $306M +$29.2M -$12.9M +$16.2M VOO, AAPL, MSFT, VTI, SBUX 13F-HR 11/14/2017, 01:34 PM
Q2 2017 413 $362M VOO, AAPL, VTI, MSFT, SBUX 13F-HR 8/14/2017, 03:04 PM
Q4 2015 36 $67M +$23.1M -$6.85M +$16.3M SPY, USMV, QUAL, AGG, VOO 13F-HR 2/8/2016, 12:15 PM
Q3 2015 27 $52.6M +$11.4M -$19M -$7.67M AGG, SPY, USMV, ALFA, QUAL 13F-HR 11/12/2015, 01:03 PM
Q2 2015 30 $77.5M +$20.3M -$23.1M -$2.78M SPY, AGG, USMV, ALFA, PHDGXXXX 13F-HR 8/12/2015, 12:35 PM
Q1 2015 32 $91M +$2.2M -$7.35M -$5.16M SPY, AGG, PHDGXXXX, VNQ, HEDJ 13F-HR 11/12/2015, 01:11 PM
Q4 2014 26 $95.1M +$20.7M -$9.52M +$11.2M SPY, AGG, PHDGXXXX, VNQ, XLU 13F-HR 1/26/2015, 01:00 PM
Q3 2014 61 $105M +$10.9M -$18.6M -$7.66M SPY, AGG, SPXH, VNQ, HYG 13F-HR 10/10/2014, 03:41 PM
Q2 2014 60 $116M +$23M -$19.9M +$3.08M SPY, AGG, VNQ, SPXH, FYT 13F-HR 7/16/2014, 09:24 AM
Q1 2014 70 $114M +$13.4M -$34.7M -$21.2M SPY, AGG, XLU, IYR, EFA 13F-HR 4/11/2014, 01:52 PM
Q4 2013 70 $136M SPY, AGG, IYR, IWR, XLP 13F-HR 1/16/2014, 09:00 AM