Institute-For-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "NCNO",
  "ARES",
  "ABSI",
  "JAZZ",
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  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
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  null,
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  null,
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  null,
  null,
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  null,
  null,
  null,
  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
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  null,
  null,
  null,
  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
  null,
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  null,
  null,
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  "IBM",
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  "SYK",
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  "ERIC",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TFPM.TO",
  "TFC",
  "TWLO",
  "TRV",
  "UBER",
  "UPS",
  "VNQ",
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  "UHAL-B",
  "WMS",
  "ASH",
  "RCL",
  "VOE",
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  "EWBC",
  "VWO",
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  null,
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  null,
  "IWV",
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  null,
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  null,
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  "SU",
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  null,
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  "GGG",
  null,
  "IT",
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  null,
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  null,
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  null,
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  null,
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  "TT",
  null,
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  "GM",
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  "F",
  "WM",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
  null,
  null,
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  null,
  "BHF",
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  "FANG",
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  null,
  null,
  "DFAC",
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  "GOOG",
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  "LLY",
  "TSLA",
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  null,
  "APO",
  "MO",
  "XLK",
  "ITOT",
  "URI",
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  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 524
Total Value: 693095385
Accession Number: 0001667731-25-000461
Form Type: 13F-HR
CIK: institute-for-wealth-management
Manager Name: Institute-For-Wealth-Management

Data Enrichment

78% identified

409 identified115 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

524 positions • $693.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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78464A102

Shares:5.2K

Value:$999.3K

% of Portfolio:0.1% ($999.3K/$693.1M)

47804J107

Shares:14.8K

Value:$996.9K

% of Portfolio:0.1% ($996.9K/$693.1M)

PRUDENTIAL FINANCIAL INC

PRU|744320102

Shares:8.9K

Value:$995.6K

% of Portfolio:0.1% ($995.6K/$693.1M)

46137V548

Shares:51.5K

Value:$981.8K

% of Portfolio:0.1% ($981.8K/$693.1M)

SPDR GOLD TRUST

GLD|78463V107

Shares:3.4K

Value:$978.3K

% of Portfolio:0.1% ($978.3K/$693.1M)

922042718

VSS|922042718

Shares:8.5K

Value:$978.3K

% of Portfolio:0.1% ($978.3K/$693.1M)

81369Y407

Shares:4.9K

Value:$967.6K

% of Portfolio:0.1% ($967.6K/$693.1M)

97717W406

Shares:8.8K

Value:$961.4K

% of Portfolio:0.1% ($961.4K/$693.1M)

F5, INC.

FFIV|315616102

Shares:3.6K

Value:$948.5K

% of Portfolio:0.1% ($948.5K/$693.1M)

97717W851

Shares:8.5K

Value:$940.7K

% of Portfolio:0.1% ($940.7K/$693.1M)

Trade Desk, Inc.

TTD|88339J105

Shares:17.1K

Value:$937.4K

% of Portfolio:0.1% ($937.4K/$693.1M)

BLACKSTONE MORTGAGE TRUST, INC.

BXMT|09257W100

Shares:46.8K

Value:$935.3K

% of Portfolio:0.1% ($935.3K/$693.1M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:7.7K

Value:$934.9K

% of Portfolio:0.1% ($934.9K/$693.1M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:20.5K

Value:$931.0K

% of Portfolio:0.1% ($931.0K/$693.1M)

922042874

VGK|922042874

Shares:13.1K

Value:$922.2K

% of Portfolio:0.1% ($922.2K/$693.1M)

Phillips 66

PSX|718546104

Shares:7.4K

Value:$919.2K

% of Portfolio:0.1% ($919.2K/$693.1M)

INTUIT INC.

INTU|461202103

Shares:1.5K

Value:$914.8K

% of Portfolio:0.1% ($914.8K/$693.1M)

U-Haul Holding Co /NV/

UHAL-B|023586506

Shares:15.3K

Value:$908.2K

% of Portfolio:0.1% ($908.2K/$693.1M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:3.7K

Value:$907.8K

% of Portfolio:0.1% ($907.8K/$693.1M)

HCA Healthcare, Inc.

HCA|40412C101

Shares:2.6K

Value:$885.0K

% of Portfolio:0.1% ($885.0K/$693.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78464A102)✕	5.2K	QoQ 0.00% (-0) YoY -2.25% (-120)	All Managers (Combined)	$999.3K	0.1% ($999.3K/$693.1M)	QoQ -4.95% (-$52.2K) YoY +2.79% (-$27.2K)
(cusip47804J107)✕	14.8K	QoQ +0.33% (-49) YoY -5.05% (-788)	All Managers (Combined)	$996.9K	0.1% ($996.9K/$693.1M)	QoQ -2.87% (-$29.6K) YoY -1.15% (-$11.7K)
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	8.9K	QoQ -0.33% (-30) YoY -0.48% (-43)	All Managers (Combined)	$995.6K	0.1% ($995.6K/$693.1M)	QoQ -6.09% (-$64.6K) YoY -5.32% (-$56.0K)
(cusip46137V548)✕	51.5K	QoQ -0.57% (-300) YoY -0.75% (-392)	All Managers (Combined)	$981.8K	0.1% ($981.8K/$693.1M)	QoQ +3.54% (-$33.6K) YoY +2.08% (-$20.0K)
SPDR GOLD TRUST(GLDcusip78463V107)	3.4K	QoQ +77.65% (+1.5K) YoY +85.82% (+1.6K)	All Managers (Combined)	$978.3K	0.1% ($978.3K/$693.1M)	QoQ +111.48% (+$515.7K) YoY +160.25% (+$602.4K)
(VSScusip922042718)	8.5K	QoQ +173.26% (+5.4K) YoY NEW(+8.5K)	All Managers (Combined)	$978.3K	0.1% ($978.3K/$693.1M)	QoQ +175.93% (+$623.8K) YoY NEW(+$978.3K)
(cusip81369Y407)✕	4.9K	QoQ -1.80% (-90) YoY +2.91% (+139)	All Managers (Combined)	$967.6K	0.1% ($967.6K/$693.1M)	QoQ -13.56% (-$151.9K) YoY +10.52% (+$92.2K)
(cusip97717W406)✕	8.8K	QoQ +0.20% (+18) YoY +0.47% (+41)	All Managers (Combined)	$961.4K	0.1% ($961.4K/$693.1M)	QoQ +3.29% (+$30.6K) YoY +8.39% (+$74.4K)
F5, INC.(FFIVcusip315616102)	3.6K	QoQ 0.00% (+0) YoY +69.53% (+1.5K)	All Managers (Combined)	$948.5K	0.1% ($948.5K/$693.1M)	QoQ +5.88% (+$52.7K) YoY +138.10% (+$550.1K)
(cusip97717W851)✕	8.5K	QoQ -2.23% (-195) YoY -3.23% (-285)	All Managers (Combined)	$940.7K	0.1% ($940.7K/$693.1M)	QoQ -2.33% (-$22.4K) YoY -1.73% (-$16.6K)
Trade Desk, Inc.(TTDcusip88339J105)	17.1K	QoQ +41.30% (-5.0K) YoY +37.64% (-4.7K)	All Managers (Combined)	$937.4K	0.1% ($937.4K/$693.1M)	QoQ -34.21% (-$487.4K) YoY -13.83% (-$150.5K)
BLACKSTONE MORTGAGE TRUST, INC.(BXMTcusip09257W100)	46.8K	QoQ -1.02% (-482) YoY -29.19% (-19.3K)	All Managers (Combined)	$935.3K	0.1% ($935.3K/$693.1M)	QoQ +13.70% (-$112.7K) YoY -28.87% (-$379.7K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	7.7K	QoQ -1.10% (-86) YoY +2.79% (+209)	All Managers (Combined)	$934.9K	0.1% ($934.9K/$693.1M)	QoQ -0.29% (-$2.8K) YoY +23.46% (+$177.6K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	20.5K	QoQ -14.35% (-3.4K) YoY -15.12% (-3.7K)	All Managers (Combined)	$931.0K	0.1% ($931.0K/$693.1M)	QoQ -2.84% (-$27.3K) YoY -8.24% (-$83.7K)
(VGKcusip922042874)	13.1K	QoQ -0.66% (-88) YoY -0.18% (-24)	All Managers (Combined)	$922.2K	0.1% ($922.2K/$693.1M)	QoQ +9.88% (-$82.9K) YoY +4.07% (-$36.1K)
Phillips 66(PSXcusip718546104)	7.4K	QoQ -6.75% (-539) YoY -7.42% (-597)	All Managers (Combined)	$919.2K	0.1% ($919.2K/$693.1M)	QoQ +1.06% (-$9.7K) YoY -30.01% (-$394.3K)
INTUIT INC.(INTUcusip461202103)	1.5K	QoQ -0.13% (-2) YoY +39.51% (+422)	All Managers (Combined)	$914.8K	0.1% ($914.8K/$693.1M)	QoQ -2.46% (-$23.2K) YoY +31.73% (+$220.4K)
U-Haul Holding Co /NV/(UHAL-Bcusip023586506)	15.3K	QoQ +0.17% (-27) YoY +9.11% (-1.3K)	All Managers (Combined)	$908.2K	0.1% ($908.2K/$693.1M)	QoQ -7.44% (-$73.0K) YoY -3.15% (-$29.6K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	3.7K	QoQ -0.21% (-8) YoY -4.42% (-169)	All Managers (Combined)	$907.8K	0.1% ($907.8K/$693.1M)	QoQ +12.86% (-$103.5K) YoY +24.46% (-$178.4K)
HCA Healthcare, Inc.(HCAcusip40412C101)	2.6K	QoQ -0.07% (-2) YoY -2.10% (-55)	All Managers (Combined)	$885.0K	0.1% ($885.0K/$693.1M)	QoQ +15.05% (-$115.8K) YoY +1.42% (-$12.4K)