Institute-For-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
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]

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

Page 12 of 27

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92204A306

VDE|92204A306

Shares:6.3K

Value:$813.8K

% of Portfolio:0.1% ($813.8K/$693.1M)

S&P Global Inc.

SPGI|78409V104

Shares:1.6K

Value:$812.5K

% of Portfolio:0.1% ($812.5K/$693.1M)

886364231

Shares:44.2K

Value:$804.2K

% of Portfolio:0.1% ($804.2K/$693.1M)

CENTRAL SECURITIES CORP

CET|155123102

Shares:17.8K

Value:$799.9K

% of Portfolio:0.1% ($799.9K/$693.1M)

464288836

Shares:11.3K

Value:$796.1K

% of Portfolio:0.1% ($796.1K/$693.1M)

78464A870

Shares:9.7K

Value:$784.7K

% of Portfolio:0.1% ($784.7K/$693.1M)

47804J859

Shares:22.3K

Value:$779.5K

% of Portfolio:0.1% ($779.5K/$693.1M)

GE Vernova Inc.

GEV|36828A101

Shares:2.5K

Value:$778.2K

% of Portfolio:0.1% ($778.2K/$693.1M)

921937835

BND|921937835

Shares:10.6K

Value:$777.9K

% of Portfolio:0.1% ($777.9K/$693.1M)

922908363

VOO|922908363

Shares:1.5K

Value:$772.5K

% of Portfolio:0.1% ($772.5K/$693.1M)

97717W570

Shares:12.8K

Value:$762.3K

% of Portfolio:0.1% ($762.3K/$693.1M)

DraftKings Inc.

DKNG|26142V105

Shares:22.8K

Value:$757.4K

% of Portfolio:0.1% ($757.4K/$693.1M)

Roblox Corp

RBLX|771049103

Shares:13.0K

Value:$757.1K

% of Portfolio:0.1% ($757.1K/$693.1M)

COCA COLA CO

KO|191216100

Shares:10.5K

Value:$752.0K

% of Portfolio:0.1% ($752.0K/$693.1M)

EXXON MOBIL CORP

XOM|30231G102

Shares:6.3K

Value:$750.4K

% of Portfolio:0.1% ($750.4K/$693.1M)

CHARTER COMMUNICATIONS, INC. /MO/

CHTR|16119P108

Shares:2.0K

Value:$749.8K

% of Portfolio:0.1% ($749.8K/$693.1M)

DuPont de Nemours, Inc.

DD|26614N102

Shares:9.9K

Value:$742.6K

% of Portfolio:0.1% ($742.6K/$693.1M)

46432F396

MTUM|46432F396

Shares:3.6K

Value:$726.5K

% of Portfolio:0.1% ($726.5K/$693.1M)

CUMMINS INC

CMI|231021106

Shares:2.3K

Value:$724.4K

% of Portfolio:0.1% ($724.4K/$693.1M)

315912808

Shares:10.5K

Value:$717.3K

% of Portfolio:0.1% ($717.3K/$693.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VDEcusip92204A306)	6.3K	QoQ -5.49% (-365) YoY -16.49% (-1.2K)	All Managers (Combined)	$813.8K	0.1% ($813.8K/$693.1M)	QoQ +1.03% (-$8.3K) YoY -17.75% (-$175.7K)
S&P Global Inc.(SPGIcusip78409V104)	1.6K	QoQ +0.31% (+5) YoY -5.66% (-96)	All Managers (Combined)	$812.5K	0.1% ($812.5K/$693.1M)	QoQ +2.34% (+$18.6K) YoY +12.66% (-$91.4K)
(cusip886364231)✕	44.2K	QoQ NEW(+44.2K) YoY NEW(+44.2K)	All Managers (Combined)	$804.2K	0.1% ($804.2K/$693.1M)	QoQ NEW(+$804.2K) YoY NEW(+$804.2K)
CENTRAL SECURITIES CORP(CETcusip155123102)	17.8K	QoQ -4.11% (-763) YoY -10.02% (-2.0K)	All Managers (Combined)	$799.9K	0.1% ($799.9K/$693.1M)	QoQ -5.64% (-$47.8K) YoY -3.15% (-$26.1K)
(cusip464288836)✕	11.3K	QoQ +2.64% (+291) YoY +4.36% (+472)	All Managers (Combined)	$796.1K	0.1% ($796.1K/$693.1M)	QoQ +10.21% (+$73.8K) YoY +8.46% (+$62.1K)
(cusip78464A870)✕	9.7K	QoQ +1.95% (-186) YoY +12.06% (-1.0K)	All Managers (Combined)	$784.7K	0.1% ($784.7K/$693.1M)	QoQ -8.18% (-$70.0K) YoY -4.21% (-$34.5K)
(cusip47804J859)✕	22.3K	QoQ +0.28% (+63) YoY +0.97% (+216)	All Managers (Combined)	$779.5K	0.1% ($779.5K/$693.1M)	QoQ +9.28% (+$66.3K) YoY +2.20% (+$16.8K)
GE Vernova Inc.(GEVcusip36828A101)	2.5K	QoQ +0.19% (-5) YoY NEW(+2.5K)	All Managers (Combined)	$778.2K	0.1% ($778.2K/$693.1M)	QoQ -7.00% (-$58.6K) YoY NEW(+$778.2K)
(BNDcusip921937835)	10.6K	QoQ -0.25% (-27) YoY -14.09% (-1.7K)	All Managers (Combined)	$777.9K	0.1% ($777.9K/$693.1M)	QoQ +1.88% (-$14.4K) YoY -13.12% (-$117.5K)
(VOOcusip922908363)	1.5K	QoQ -17.82% (-326) YoY -10.85% (-183)	All Managers (Combined)	$772.5K	0.1% ($772.5K/$693.1M)	QoQ -21.59% (-$212.7K) YoY -4.70% (-$38.1K)
(cusip97717W570)✕	12.8K	QoQ 0.00% (-0) YoY -0.22% (-29)	All Managers (Combined)	$762.3K	0.1% ($762.3K/$693.1M)	QoQ -4.65% (-$37.2K) YoY -2.54% (-$19.9K)
DraftKings Inc.(DKNGcusip26142V105)	22.8K	QoQ -1.63% (-380) YoY +59.85% (+8.5K)	All Managers (Combined)	$757.4K	0.1% ($757.4K/$693.1M)	QoQ -12.18% (-$105.1K) YoY +16.91% (+$109.6K)
Roblox Corp(RBLXcusip771049103)	13.0K	QoQ -8.34% (-1.2K) YoY +32.86% (+3.2K)	All Managers (Combined)	$757.1K	0.1% ($757.1K/$693.1M)	QoQ -7.66% (-$62.9K) YoY +102.84% (+$383.9K)
COCA COLA CO(KOcusip191216100)	10.5K	QoQ -1.91% (-205) YoY +36.06% (+2.8K)	All Managers (Combined)	$752.0K	0.1% ($752.0K/$693.1M)	QoQ +12.83% (-$85.5K) YoY +59.30% (+$279.9K)
EXXON MOBIL CORP(XOMcusip30231G102)	6.3K	QoQ -1.80% (-116) YoY +13.71% (+761)	All Managers (Combined)	$750.4K	0.1% ($750.4K/$693.1M)	QoQ +8.55% (-$59.2K) YoY +16.33% (+$105.3K)
CHARTER COMMUNICATIONS, INC. /MO/(CHTRcusip16119P108)	2.0K	QoQ +27.90% (+444) YoY +76.80% (+884)	All Managers (Combined)	$749.8K	0.1% ($749.8K/$693.1M)	QoQ +37.52% (+$204.6K) YoY +124.22% (+$415.4K)
DuPont de Nemours, Inc.(DDcusip26614N102)	9.9K	QoQ -0.63% (-64) YoY -4.20% (-436)	All Managers (Combined)	$742.6K	0.1% ($742.6K/$693.1M)	QoQ -2.69% (-$20.6K) YoY -6.69% (-$53.3K)
(MTUMcusip46432F396)	3.6K	QoQ -1.37% (-50) YoY -1.07% (-39)	All Managers (Combined)	$726.5K	0.1% ($726.5K/$693.1M)	QoQ -3.64% (-$27.5K) YoY +6.72% (-$45.8K)
CUMMINS INC(CMIcusip231021106)	2.3K	QoQ 0.00% (-0) YoY -2.36% (-56)	All Managers (Combined)	$724.4K	0.1% ($724.4K/$693.1M)	QoQ -10.08% (-$81.2K) YoY +3.86% (-$27.0K)
(cusip315912808)✕	10.5K	QoQ NEW(+10.5K) YoY NEW(+10.5K)	All Managers (Combined)	$717.3K	0.1% ($717.3K/$693.1M)	QoQ NEW(+$717.3K) YoY NEW(+$717.3K)