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Institute for Wealth Management, Llc.

Q1 2018 Holdings

Filed 2018-05-15 | 255 holdings | $2.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Akamai Technologies Inc(AKAM)COM00971T101$1.9M26,25484.6%
Vanguard Index FDS(VOO)S&P 500 ETF SHS922908363$14.7K60,7080.7%
Apple Inc(AAPL)COM037833100$9.1K55,1850.4%
Microsoft Corp(MSFT)COM594918104$7.2K77,0780.3%
Ishares TR(IVV)CORE S&P500 ETF464287200$6.1K22,6570.3%
Boeing Co(BA)COM097023105$5.6K16,7850.3%
Adobe SYS Inc(ADBE)COM00724F101$5.5K24,6740.2%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$5.4K39,2690.2%
Starbucks Corp(SBUX)COM855244109$5.2K90,4010.2%
Nvidia Corp(NVDA)COM67066G104$5.2K23,0260.2%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$5.1K19,2070.2%
Facebook Inc(META)CL A30303M102$4.6K26,9040.2%
Bank Amer Corp(BAC)COM060505104$4.0K132,2890.2%
Paypal Hldgs Inc(PYPL)COM70450Y103$3.6K48,4600.2%
Powershares ETF TrustDWA MOMENTUM PTF73935X153$3.3K63,4720.2%
Texas Instrs Inc(TXN)COM882508104$3.3K32,4970.1%
Powershares ETF TrustRUSSELL MID GRW73935X807$3.1K67,9600.1%
Powershares QQQ TrustUNIT SER 173935A104$3.0K18,7500.1%
Altaba Inc(AABAUSD)COM021346101$3.0K42,5190.1%
AT&T Inc(T)COM00206R102$2.9K88,7420.1%
Dowdupont IncCOM26078J100$2.7K43,4520.1%
Powershares ETF TrustDYNAMIC MKT PT73935X104$2.7K28,1760.1%
Schwab Strategic TR(SCHG)US LCAP GR ETF808524300$2.7K37,7530.1%
Ishares TR(SHV)SHORT TREAS BD464288679$2.5K22,8400.1%
Ishares TR(IVW)S&P 500 GRWT ETF464287309$2.5K15,9800.1%
Select Sector Spdr TR(XLI)SBI INT-INDS81369Y704$2.5K34,2790.1%
Amgen Inc(AMGN)COM031162100$2.5K14,3430.1%
Johnson & Johnson(JNJ)COM478160104$2.5K19,3870.1%
Powershares ETF TrustDYNAMIC OTC PT73935X203$2.4K23,0130.1%
JPMorgan Chase & Co(JPM)COM46625H100$2.3K21,3180.1%
Powershares ETF TrustFTSE RAFI 100073935X583$2.3K20,9420.1%
Select Sector Spdr TR(XLK)TECHNOLOGY81369Y803$2.3K35,0550.1%
Vanguard Intl Equity Index F(VPL)FTSE PACIFIC ETF922042866$2.2K30,6710.1%
Proshares TR(QLD)PSHS ULTRA QQQ74347R206$2.2K29,0040.1%
Vanguard Scottsdale FDS(VCSH)SHRT TRM CORP BD92206C409$2.2K28,1500.1%
Pfizer Inc(PFE)COM717081103$2.2K60,1280.1%
Vanguard Intl Equity Index F(VGK)FTSE EUROPE ETF922042874$2.2K36,5670.1%
CSX Corp(CSX)COM126408103$2.2K36,1960.1%
Select Sector Spdr TR(XLF)SBI INT-FINL81369Y605$2.1K77,6880.1%
Citigroup Inc(C)COM NEW172967424$2.1K30,7450.1%
Costco Whsl Corp New(COST)COM22160K105$2.1K10,5720.1%
Wisdomtree TR(WTPI)CBOE S&P 50097717X560$2.0K69,8110.1%
Resonant IncCOM76118L102$2.0K467,0610.1%
International Business Machs(IBM)COM459200101$2.0K13,8830.1%
Exxon Mobil Corp(XOM)COM30231G102$2.0K25,3240.1%
Ford MTR Co del(F)COM PAR $0.01345370860$2.0K174,8410.1%
Powershares ETF TrustDYNM LRG CP GR73935X609$1.9K44,5930.1%
Disney Walt Co(DIS)COM DISNEY254687106$1.9K19,1670.1%
Vanguard Index FDS(VOT)MCAP GR IDXVIP922908538$1.9K14,7600.1%
Coca Cola Co(KO)COM191216100$1.9K43,7370.1%
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