Institute-For-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
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  "ARES",
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  null,
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  null,
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  null,
  null,
  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,
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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,
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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,
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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,
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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,
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  null,
  null,
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  null,
  "BHF",
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  null,
  null,
  "DFAC",
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  null,
  "APO",
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  "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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25434V708

DFAC|25434V708

Shares:26.8K

Value:$884.3K

% of Portfolio:0.1% ($884.3K/$693.1M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:11.3K

Value:$883.4K

% of Portfolio:0.1% ($883.4K/$693.1M)

46137V738

Shares:14.6K

Value:$869.6K

% of Portfolio:0.1% ($869.6K/$693.1M)

Cloudflare, Inc.

NET|18915M107

Shares:7.7K

Value:$865.6K

% of Portfolio:0.1% ($865.6K/$693.1M)

97717W109

Shares:11.2K

Value:$865.1K

% of Portfolio:0.1% ($865.1K/$693.1M)

78464A698

Shares:15.0K

Value:$851.3K

% of Portfolio:0.1% ($851.3K/$693.1M)

808524797

SCHD|808524797

Shares:30.4K

Value:$850.9K

% of Portfolio:0.1% ($850.9K/$693.1M)

46137V597

Shares:22.4K

Value:$849.6K

% of Portfolio:0.1% ($849.6K/$693.1M)

81369Y852

Shares:8.8K

Value:$846.6K

% of Portfolio:0.1% ($846.6K/$693.1M)

MOODYS CORP /DE/

MCO|615369105

Shares:1.8K

Value:$844.8K

% of Portfolio:0.1% ($844.8K/$693.1M)

Merck & Co., Inc.

MRK|58933Y105

Shares:9.4K

Value:$843.3K

% of Portfolio:0.1% ($843.3K/$693.1M)

921910816

MGK|921910816

Shares:2.7K

Value:$836.8K

% of Portfolio:0.1% ($836.8K/$693.1M)

ARCH CAPITAL GROUP LTD.

ACGL|G0450A105

Shares:8.7K

Value:$834.7K

% of Portfolio:0.1% ($834.7K/$693.1M)

Accenture plc

ACN|G1151C101

Shares:2.7K

Value:$834.4K

% of Portfolio:0.1% ($834.4K/$693.1M)

464289867

Shares:14.4K

Value:$831.0K

% of Portfolio:0.1% ($831.0K/$693.1M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:7.3K

Value:$819.9K

% of Portfolio:0.1% ($819.9K/$693.1M)

METLIFE INC

MET|59156R108

Shares:10.2K

Value:$819.7K

% of Portfolio:0.1% ($819.7K/$693.1M)

Madison Square Garden Sports Corp.

MSGS|55825T103

Shares:4.2K

Value:$816.9K

% of Portfolio:0.1% ($816.9K/$693.1M)

Snowflake Inc.

SNOW|833445109

Shares:5.6K

Value:$815.3K

% of Portfolio:0.1% ($815.3K/$693.1M)

MCKESSON CORP

MCK|58155Q103

Shares:1.2K

Value:$815.3K

% of Portfolio:0.1% ($815.3K/$693.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(DFACcusip25434V708)	26.8K	QoQ +0.05% (-15) YoY +0.17% (+47)	All Managers (Combined)	$884.3K	0.1% ($884.3K/$693.1M)	QoQ -4.57% (-$42.4K) YoY +3.43% (+$29.4K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	11.3K	QoQ -0.02% (-3) YoY +32.15% (+2.7K)	All Managers (Combined)	$883.4K	0.1% ($883.4K/$693.1M)	QoQ +5.73% (-$47.9K) YoY +43.01% (+$265.7K)
(cusip46137V738)✕	14.6K	QoQ +0.01% (+2) YoY -0.48% (-71)	All Managers (Combined)	$869.6K	0.1% ($869.6K/$693.1M)	QoQ +4.64% (+$38.6K) YoY +4.48% (-$37.3K)
Cloudflare, Inc.(NETcusip18915M107)	7.7K	QoQ -7.54% (-627) YoY +55.99% (+2.8K)	All Managers (Combined)	$865.6K	0.1% ($865.6K/$693.1M)	QoQ -3.24% (-$29.0K) YoY +81.54% (+$388.8K)
(cusip97717W109)✕	11.2K	QoQ 0.00% (+0) YoY -3.85% (-451)	All Managers (Combined)	$865.1K	0.1% ($865.1K/$693.1M)	QoQ +1.43% (+$12.2K) YoY +4.61% (-$38.1K)
(cusip78464A698)✕	15.0K	QoQ +1.31% (-195) YoY +7.50% (+1.0K)	All Managers (Combined)	$851.3K	0.1% ($851.3K/$693.1M)	QoQ -4.55% (-$40.6K) YoY +21.54% (+$150.9K)
(SCHDcusip808524797)	30.4K	QoQ -5.73% (-1.9K) YoY +104.30% (-15.5K)	All Managers (Combined)	$850.9K	0.1% ($850.9K/$693.1M)	QoQ -3.52% (-$31.1K) YoY -29.15% (-$350.1K)
(cusip46137V597)✕	22.4K	QoQ 0.00% (-0) YoY -0.94% (-214)	All Managers (Combined)	$849.6K	0.1% ($849.6K/$693.1M)	QoQ -9.01% (-$84.1K) YoY -4.52% (-$40.3K)
(cusip81369Y852)✕	8.8K	QoQ +28.54% (+1.9K) YoY +92.77% (+4.2K)	All Managers (Combined)	$846.6K	0.1% ($846.6K/$693.1M)	QoQ +28.06% (+$185.5K) YoY +127.69% (+$474.8K)
MOODYS CORP /DE/(MCOcusip615369105)	1.8K	QoQ +1.68% (+30) YoY +12.60% (+203)	All Managers (Combined)	$844.8K	0.1% ($844.8K/$693.1M)	QoQ +0.03% (+$271) YoY +33.41% (+$211.6K)
Merck & Co., Inc.(MRKcusip58933Y105)	9.4K	QoQ -0.76% (-72) YoY +12.17% (-1.0K)	All Managers (Combined)	$843.3K	0.1% ($843.3K/$693.1M)	QoQ -10.45% (-$98.4K) YoY -23.68% (-$261.8K)
(MGKcusip921910816)	2.7K	QoQ -9.30% (-278) YoY +37.44% (+738)	All Managers (Combined)	$836.8K	0.1% ($836.8K/$693.1M)	QoQ -18.42% (-$189.1K) YoY +48.10% (+$271.8K)
ARCH CAPITAL GROUP LTD.(ACGLcusipG0450A105)	8.7K	QoQ +94.55% (+4.2K) YoY +83.06% (+3.9K)	All Managers (Combined)	$834.7K	0.1% ($834.7K/$693.1M)	QoQ +102.62% (+$422.8K) YoY +90.46% (+$396.5K)
Accenture plc(ACNcusipG1151C101)	2.7K	QoQ 0.00% (-0) YoY +31.65% (+643)	All Managers (Combined)	$834.4K	0.1% ($834.4K/$693.1M)	QoQ -11.29% (-$106.3K) YoY +18.54% (+$130.5K)
(cusip464289867)✕	14.4K	QoQ +10.57% (+1.4K) YoY +58.04% (+5.3K)	All Managers (Combined)	$831.0K	0.1% ($831.0K/$693.1M)	QoQ +11.06% (+$82.8K) YoY +63.43% (+$322.5K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	7.3K	QoQ -0.54% (-40) YoY -1.24% (-92)	All Managers (Combined)	$819.9K	0.1% ($819.9K/$693.1M)	QoQ +20.64% (-$140.3K) YoY +51.07% (-$277.2K)
METLIFE INC(METcusip59156R108)	10.2K	QoQ -1.44% (-150) YoY -5.30% (-572)	All Managers (Combined)	$819.7K	0.1% ($819.7K/$693.1M)	QoQ -3.36% (-$28.5K) YoY +2.58% (-$20.7K)
Madison Square Garden Sports Corp.(MSGScusip55825T103)	4.2K	QoQ -0.92% (-39) YoY -4.57% (-201)	All Managers (Combined)	$816.9K	0.1% ($816.9K/$693.1M)	QoQ -14.51% (-$138.7K) YoY +0.70% (-$5.7K)
Snowflake Inc.(SNOWcusip833445109)	5.6K	QoQ -4.68% (-274) YoY +8.98% (-460)	All Managers (Combined)	$815.3K	0.1% ($815.3K/$693.1M)	QoQ -9.77% (-$88.3K) YoY -1.42% (-$11.8K)
MCKESSON CORP(MCKcusip58155Q103)	1.2K	QoQ -0.41% (-5) YoY -0.90% (-11)	All Managers (Combined)	$815.3K	0.1% ($815.3K/$693.1M)	QoQ +17.60% (-$122.0K) YoY +24.25% (-$159.1K)