Institute for Wealth Management, LLC.
Source: SEC Form 13F · as of Mar 2026Institute for Wealth Management, LLC. holds 24 biotech & pharma companies tracked by BioSniper, totaling $40.7M in value as of Mar 2026 (SEC Form 13F).
Companies held
24
Total value held
$40.7M
| Company | Shares | Value |
|---|---|---|
| LLYELI LILLY & Co | 5,754 | $5.3M |
| AMGNAMGEN INC | 11,691 | $4.1M |
| ABBVAbbVie Inc. | 18,464 | $4.0M |
| VKTXViking Therapeutics, Inc. | 108,703 | $3.5M |
| IMMXImmix Biopharma, Inc. | 337,552 | $3.1M |
| GMOptec International, Inc. | 40,974 | $3.1M |
| JNJJOHNSON & JOHNSON | 10,508 | $2.6M |
| CORCencora Inc. | 7,977 | $2.5M |
| VRTXVERTEX PHARMACEUTICALS INC / MA | 3,215 | $1.4M |
| BMYBRISTOL MYERS SQUIBB CO | 20,285 | $1.2M |
| MRKMerck & Co., Inc. | 9,566 | $1.2M |
| MCKMcKesson Corporation | 1,205 | $1.0M |
| GILDGILEAD SCIENCES, INC. | 7,434 | $1.0M |
| ELANElanco Animal Health Inc | 40,788 | $976K |
| UNHUnitedHealth Group Incorporated Common Stock (DE) | 3,348 | $906K |
| ELVElevance Health Inc. | 2,723 | $797K |
| ABTABBOTT LABORATORIES | 7,668 | $787K |
| PFEPFIZER INC | 21,948 | $616K |
| NVSNovartis AG | 3,636 | $555K |
| REGNREGENERON PHARMACEUTICALS, INC. | 616 | $476K |
| NVONovo Nordisk A/S | 12,344 | $454K |
| ABSIAbsci Corporation | 145,792 | $437K |
| PMPhilip Morris International Inc | 2,591 | $428K |
| IDXXIDEXX LABORATORIES INC /DE | 409 | $230K |
13F holdings reflect long positions in U.S.-listed securities as reported to the SEC. Values are point-in-time for the most recent reported quarter.