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Institute for Wealth Management, Llc.

Q2 2013 Holdings

Filed 2013-08-13 | 126 holdings | $221.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Vodafone Group PLC NewSPONS ADR NEW92857W209$0170.0%
Alcatel-LucentSPONSORED ADR013904305$070.0%
Frontier Communications CorpCOM35906A108$070.0%
Centurylink Inc(CTLEUR)COM156700106$020.0%
American Intl Group Inc*W EXP 01/19/202026874156$000.0%
Rare Element RES LTD(REEMF)COM75381M102$01000.0%
Nokia Corp(NOK)SPONSORED ADR654902204$14000.0%
Molycorp Inc delCOM608753109$11000.0%
Berkshire Hathaway Inc del(BRK/B)CL B NEW084670702$150.0%
Comcast Corp New(CMCSA)CL A20030N101$1220.0%
Vanguard Intl Equity Index F(VWO)FTSE EMR MKT ETF922042858$1240.0%
Southern Copper Corp(SCCO)COM84265V105$1500.0%
Schwab Strategic TR(SCHB)US BRD MKT ETF808524102$1210.0%
Baidu Inc(BIDUN)SPON ADR REP A056752108$2200.0%
Silver BAY Rlty TR CorpCOM82735Q102$2970.0%
Huntington Bancshares Inc(HBAN)COM446150104$22650.0%
Facebook Inc(META)CL A30303M102$21000.0%
Resource Cap CorpCOM76120W302$24000.0%
Yelp Inc(YELP)CL A985817105$31000.0%
Apple Inc(AAPL)COM037833100$4100.0%
Currencyshs Japanese YEN TRJAPANESE YEN23130A102$4410.0%
Duke Energy Corp New(DUK)COM NEW26441C204$4660.0%
Salesforce COM Inc(CRM)COM79466L302$41160.0%
Waste Mgmt Inc del(WM)COM94106L109$41010.0%
Transcanada CorpCOM89353D107$41000.0%
Microsoft Corp(MSFT)COM594918104$41130.0%
Pepco Holdings IncCOM713291102$41980.0%
Powershares Global ETF FDS&P 500 BUYWRT73936G308$42020.0%
Magellan Midstream Prtnrs LP(WEP)COM UNIT RP LP559080106$51000.0%
PG&E Corp(PCG)COM69331C108$51070.0%
Nike Inc(NKE)CL B654106103$5800.0%
Reynolds American IncCOM761713106$51010.0%
Unitedhealth Group Inc(UNH)COM91324P102$5800.0%
WGL Hldgs IncCOM92924F106$61280.0%
Chimera Invt CorpCOM16934Q109$62,0000.0%
Powershs DB Multi Sect CommDB PREC MTLS73936B200$61530.0%
Reaves Util Income FD(UTG)COM SH BEN INT756158101$72850.0%
Spdr Index SHS FDS(RWX)DJ INTL RL ETF78463X863$102400.0%
Sysco Corp(SYY)COM871829107$103000.0%
BP PLC(BP)SPONSORED ADR055622104$102480.0%
Flexshares TR(TDTT)IBOXX 3R TARGT33939L506$114430.0%
Suncoke Energy Inc(SXC)COM86722A103$117950.0%
Global X FDSFTSE COLOMBIA2037950E200$116000.0%
Ishares Gold Trust(IAUUSD)ISHARES464285105$119000.0%
Blackstone Group L P(BXUSD)COM UNIT LTD09253U108$136000.0%
Bank of America Corporation(BAC)COM060505104$131,0000.0%
Ishares TR(TIP)BARCLYS TIPS BD464287176$131180.0%
ING Global Eqty DIV & Prem OCOM45684E107$141,5310.0%
Healthcare TR Amer IncCL A42225P105$141,2410.0%
General Electric CoCOM369604103$166990.0%
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