Managed by Institute For Wealth Management, Llc. • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | N NVDA — | $100.6M | 814.3K | 0.00% | — |
| 6 | N NVDA — | $98.2M | 808.8K | 0.00% | — |
| 7 | N NVDA — | $86.2M | 795.5K | 0.00% | — |
| 8 | N NVDA — | $73.9M | 81.8K | 0.00% | — |
| 9 | S SPY — | $67.1M | 128.3K | 0.00% | — |
| 10 | N NVDA — | $41.3M | 83.4K | 0.00% | — |
| 11 | N NVDA — | $36.3M | 83.5K | 0.00% | — |
| 12 | N NVDA — | $35.4M | 83.7K | 0.00% | — |
| 13 | A AAPL — | $33.3M | 122.5K | 0.00% | — |
| 14 | A AAPL — | $31.7M | 126.8K | 0.00% | — |
| 15 | A AAPL — | $31.6M | 124.3K | 0.00% | — |
| 16 | A AAPL — | $29.8M | 127.9K | 0.00% | — |
| 17 | A AAPL — | $28.4M | 127.7K | 0.00% | — |
| 18 | A AAPL — | $27M | 128.4K | 0.00% | — |
| 19 | A AAPL — | $25.8M | 125.8K | 0.00% | — |
| 20 | M MSFT — | $24.9M | 48.2K | 0.00% | — |