Portfolio (Quarterly)
Guide ↗
Institute for Wealth Management, LLC.
· CIK 0001533954| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | RDDT | REDDIT INC | Communication Services | 1,071 | $246K | 0.03% | SOLD |
| 22 | GIS | GENERAL MLS INC | Consumer Defensive | 5,278 | $245K | 0.03% | SOLD |
| 23 | QRVO | QORVO INC | Technology | 2,856 | $241K | 0.03% | SOLD |
| 24 | LII | LENNOX INTL INC | Industrials | 487 | $236K | 0.03% | SOLD |
| 25 | NUMV | NUSHARES ETF TR | — | 5,803 | $227K | 0.02% | SOLD |
| 26 | IWF | ISHARES TR | — | 455 | $215K | 0.02% | SOLD |
| 27 | MCY | MERCURY GENL CORP NEW | Financial Services | 2,266 | $213K | 0.02% | SOLD |
| 28 | ITB | ISHARES TR | — | 2,150 | $207K | 0.02% | SOLD |
| 29 | ARI | APOLLO COML REAL EST FIN INC | Real Estate | 12,093 | $117K | 0.01% | SOLD |
| 30 | GOOGL PUT | ALPHABET INC | Communication Services | 300 | $94K | 0.01% | SOLD |
| 31 | AMZN PUT | AMAZON COM INC | Consumer Cyclical | 400 | $92K | 0.01% | SOLD |
| 32 | AAPL PUT | APPLE INC | Technology | 300 | $82K | 0.01% | SOLD |
| 33 | NVDA PUT | NVIDIA CORPORATION | Technology | 400 | $75K | 0.01% | SOLD |
| 34 | ACRE | ARES COML REAL ESTATE CORP | Real Estate | 13,244 | $63K | 0.01% | SOLD |
| 35 | ORCL PUT | ORACLE CORP | Technology | 200 | $39K | 0.00% | SOLD |
| 36 | — | STRIVE INC | — | 35,000 | $26K | 0.00% | SOLD |
Sector Allocation
Technology
42.7%
Financial Services
15.5%
Consumer Cyclical
10.8%
Industrials
9.4%
Communication Services
7.4%
Healthcare
6.3%
Energy
3.2%
Consumer Defensive
2.8%
Utilities
0.7%
Real Estate
0.6%