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Institute for Wealth Management, Llc.

Q3 2019 Holdings

Filed 2019-10-28 | 419 holdings | $18.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Nike Inc(NKE)CL B654106103$1.5K16,4750.0%
Vanguard Index FDS(VUG)GROWTH ETF922908736$1.6K9,3610.0%
General Mtrs Co(GM)COM37045V100$1.6K42,5120.0%
Pfizer Inc(PFE)COM717081103$1.6K45,7370.0%
Ishares TR(DVY)SELECT DIVID ETF464287168$1.6K16,1790.0%
Select Sector Spdr TR(XLK)TECHNOLOGY81369Y803$1.7K20,5600.0%
Johnson & Johnson(JNJ)COM478160104$1.7K12,9030.0%
Invesco Exchange Traded FD T(PRF)FTSE RAFI 100046137V613$1.7K14,2300.0%
LAM Research Corp(LRCXEUR)COM512807108$1.7K7,5150.0%
Netflix Inc(NFLX)COM64110L106$1.8K6,8240.0%
CME Group Inc(CME)COM12572Q105$1.9K8,7770.0%
CSX Corp(CSX)COM126408103$1.9K27,1330.0%
Mastercard Inc(MA)CL A57636Q104$1.9K7,0780.0%
AT&T Inc(T)COM00206R102$1.9K50,8550.0%
Spdr Series Trust(LGLV)SSGA US LRG ETF78468R804$1.9K17,3590.0%
Citigroup Inc(C)COM NEW172967424$2.0K28,6580.0%
Proshares TR(SSO)PSHS ULT S&P 50074347R107$2.0K15,4970.0%
Select Sector Spdr TR(XLF)SBI INT-FINL81369Y605$2.2K76,8480.0%
Invesco Exchange Traded FD T(PWB)DYNMC LRG GWTH46137V746$2.2K44,7430.0%
Alphabet Inc(GOOGL)CAP STK CL A02079K305$2.2K1,7720.0%
Ishares TR(SHV)SHORT TREAS BD464288679$2.2K19,6340.0%
Hartford Finl Svcs Group Inc(HIG)COM416515104$2.2K36,9390.0%
Select Sector Spdr TR(XLI)SBI INT-INDS81369Y704$2.3K29,4020.0%
Visa Inc(V)COM CL A92826C839$2.3K13,4550.0%
Ishares TR(IVW)S&P 500 GRWT ETF464287309$2.3K12,9870.0%
Vanguard Charlotte FDS(BNDX)INTL BD IDX ETF92203J407$2.4K40,0160.0%
Invesco Exchange Traded FD TDWA NASDAQ MNT46137V829$2.5K22,9410.0%
Vanguard TAX Managed Intl FD(VEA)FTSE DEV MKT ETF921943858$2.6K62,8340.0%
Vanguard Index FDS(VNQ)REAL ESTATE ETF922908553$2.6K27,9120.0%
JPMorgan Chase & Co(JPM)COM46625H100$2.6K22,1690.0%
Invesco Exchange Traded FD T(BMVP)DYNMC MKT ETF46137V712$2.7K28,0610.0%
Vanguard Intl Equity Index F(VGK)FTSE EUROPE ETF922042874$2.7K50,9210.0%
Proshares TR(QLD)PSHS ULTRA QQQ74347R206$2.9K29,9190.0%
Schwab Strategic TR(SCHG)US LCAP GR ETF808524300$3.0K36,1390.0%
Vanguard BD Index FD Inc(BND)TOTAL BND MRKT921937835$3.1K36,9760.0%
Disney Walt Co(DIS)COM DISNEY254687106$3.2K24,5840.0%
Amgen Inc(AMGN)COM031162100$3.2K16,6080.0%
Vanguard Index FDS(VOT)MCAP GR IDXVIP922908538$3.3K22,0390.0%
Bank Amer Corp(BAC)COM060505104$3.5K120,7600.0%
Invesco Exchange Traded FD T(PDP)DWA MOMENTUM46137V837$3.6K59,8410.0%
Vanguard Scottsdale FDS(VCSH)SHRT TRM CORP BD92206C409$3.8K46,3730.0%
Nvidia Corp(NVDA)COM67066G104$3.8K21,6240.0%
Invesco Exchange Traded FD T(XMMO)S&P MDCP MOMNTUM46137V464$3.8K64,8030.0%
Texas Instrs Inc(TXN)COM882508104$3.8K29,7380.0%
Facebook Inc(META)CL A30303M102$4.3K24,3710.0%
Paypal Hldgs Inc(PYPL)COM70450Y103$4.6K43,9960.0%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$4.8K16,0190.0%
Boeing Co(BA)COM097023105$5.6K14,7780.0%
Ishares TR(IVV)CORE S&P500 ETF464287200$5.8K19,4550.0%
Vanguard Index FDS(VOO)S&P 500 ETF SHS922908363$6.2K22,6590.0%
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