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Reported Holdings Of The
Institute FOR Wealth Management LLC

Legal Name: INSTITUTE FOR WEALTH MANAGEMENT LLC

Period of report: Jun 30, 2019
Effectiveness Date: Aug 2, 2019

Security Shares Held / Principal Amount Market Value Option
Apple Inc (037833100) 46,295 $9,163k
Amazon.com Inc (023135106) 4,119 $7,800k
ADOBE INC (00724F101) 24,224 $7,138k
Boeing Co/The (097023105) 16,172 $5,887k
Bank of America Corp. (060505104) 147,537 $4,279k
AMGEN INC (031162100) 17,804 $3,281k
AABA (021346101) 41,593 $2,885k
AT&T INC (00206R102) 82,943 $2,779k
ALPHABET INC (02079K305) 1,855 $2,009k
Axon Enterprise Inc (05464C101) 24,898 $1,599k
American Express Co. (025816109) 12,460 $1,538k
Alphabet Inc (02079K107) 1,322 $1,429k
Berkshire Hathaway, Inc. (084670702) 6,157 $1,312k
BERKSHIRE HATHAWAY (084670108) 4 $1,273k
ALPS ALERIAN MLP ETF (00162Q866) 122,924 $1,211k
ALIBABA GROUP HLDG LTD (01609W102) 6,868 $1,164k
ABBVIE INC (00287Y109) 14,282 $1,039k
ALTRIA GROUP INC (02209S103) 21,431 $1,015k
Applied Materials, Inc. (038222105) 22,132 $994k
American International Group (026874784) 18,174 $968k
Booking Holdings, Inc. (09857L108) 501 $939k
ARES CAP CORP (04010L103) 48,576 $871k
3M CO (88579Y101) 5,012 $869k
Bristol-Myers Squibb Co (110122108) 19,143 $868k
ALLERGAN PLC (G0177J108) 4,852 $812k
ANTHEM INC (036752103) 2,836 $800k
AFLAC INC (001055102) 14,444 $792k
ANADARKO PETE (032511107) 10,911 $770k
BAXTER INTL INC (071813109) 9,158 $750k
BP PLC (055622104) 17,504 $730k
ALASKA AIR GROUP INC (011659109) 11,058 $707k
ADVANCED MICRO DEVICES INC (007903107) 19,262 $585k
Aegon NV (007924103) 116,616 $578k
AMERICAN TOWER CORP NEW (03027X100) 2,549 $521k
AQUA AMERICA INC (03836W103) 12,140 $502k
ADP (053015103) 2,802 $463k
ABBOTT LABS (002824100) 5,379 $452k
ALLIANZGI EQUITY & CONV INCO (018829101) 20,518 $445k
American Eagle Outfitters, Inc (02553E106) 24,793 $419k
BIOGEN INC (09062X103) 1,663 $389k
ACTIVISION BLIZZARD INC (00507V109) 7,986 $377k
ALLSTATE CORP (020002101) 3,622 $368k
BARCLAYS ETN SHILLER CAPE ETN (06742A669) 2,658 $361k
AIR PRODS & CHEMS INC (009158106) 1,504 $340k
Blackrock Enh Cap And Inc (09256A109) 19,092 $302k
BEST BUY INC (086516101) 4,324 $301k
ARCONIC INC (03965L100) 11,319 $292k
ADAMS NATURAL RESOURCES (00548f105) 17,401 $288k
BB&T CORPORATION (054937107) 5,804 $285k
ACCENTURE PLC IRELAND (G1151C101) 1,540 $285k
ASTRAZENECA (046353108) 6,012 $248k
BANCROFT FUND LTD (059695106) 10,876 $244k
Alcoa Corp (013872106) 9,088 $213k
BLACKROCK ENHNCD EQ (09251A104) 21,756 $193k
BBX Capital Corp (05491N104) 35,994 $177k
Blackstone Strategic (09257r101) 10,319 $151k
AURORA CANNABIS (05156X108) 12,700 $99k
ABERDEEN AUSTRALIA EQTY FD I (003011103) 15,200 $83k
BLACKROCK INCOME TR INC (09247F100) 11,105 $67k

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