Legal Name: INSTITUTE FOR WEALTH MANAGEMENT LLC
報告期間:
Jun 30, 2019
有効日:
Aug 2, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
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 |
|
