StockDriftsStockDriftsTop 50 Institute for Wealth Management, LLC. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 13.88% | 741.3K | $129.3M | -1.57%(-11.85K) | $8.42(+2698.98%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.25% | 119.4K | $30.3M | -2.56%(-3.14K) | $68.98(+332.32%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.47% | 39.9K | $23.0M | +49.85%(+13.27K) | $433.95(+65.87%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.95% | 49.0K | $18.1M | +3.12%(+1.48K) | $186.59(+119.42%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.93% | 86.2K | $18.0M | +2.71%(+2.28K) | $100.14(+166.84%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.75% | 56.6K | $16.3M | +2.07%(+1.15K) | $76.98(+421.02%) | 2026-03-31 | |
| LRCX | LAM RESEARCH CORP | 1.66% | 72.4K | $15.5M | -0.43%(-312) | $42.02(+611.88%) | 2026-03-31 | |
| META | META PLATFORMS INC | 1.22% | 19.8K | $11.3M | -0.14%(-28) | $199.20(+210.45%) | 2026-03-31 | |
| TSLA | TESLA INC | 1.11% | 27.9K | $10.4M | +7.47%(+1.94K) | $154.55(+186.84%) | 2026-03-31 | |
| AXON | AXON ENTERPRISE INC | 0.93% | 20.5K | $8.7M | +0.07%(+15) | $126.43(+207.03%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +43.54% | +195.72% |
| Top 20 Holdings Unweighted | +30.39% | +121.68% |
Sign up free to track Institute for Wealth Management, LLC., compare funds side by side, and get alerts the moment positions change.