Long-term investor
Institute For Wealth Management, Llc. @instituteforwealthmanage
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001533954).
Record
- Tracked since 2025-06-30 (446 days), 73 trades recorded
- Returns: week n/a · month n/a · 90 days +11.9% · 6 months n/a · 1 year +17.5% · all +17.5%
- Max drawdown n/a · win rate 27% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 13.1% · long · since 2025-06-30
- AAPL · 2.9% · long · since 2025-06-30
- 512807306 · 2.8% · long · since 2025-06-30
- AMZN · 1.8% · long · since 2025-06-30
- GOOGL · 1.8% · long · since 2025-06-30
- MSFT · 1.7% · long · since 2025-06-30
- AMD · 1.4% · long · since 2025-06-30
- 46090E103 · 1.3% · long · since 2025-06-30
- META · 1.3% · long · since 2025-06-30
- AMAT · 1.2% · long · since 2025-06-30
- TSLA · 1.1% · long · since 2025-06-30
- 92189F676 · 1.0% · long · since 2025-06-30