Institute-For-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "NCNO",
  "ARES",
  "ABSI",
  "JAZZ",
  "NOVT",
  "QRVO",
  "RRX",
  "POOL",
  "MORN",
  "GLBE",
  "ARW",
  "RBC",
  "H",
  "MSGS",
  null,
  null,
  "SNOW",
  "MU",
  "ACN",
  "MMM",
  "ABNB",
  "ABT",
  null,
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  null,
  null,
  "VONG",
  null,
  "ALL",
  "GOOGL",
  "VDE",
  "CET",
  "AXP",
  null,
  "AFRM",
  "JOE",
  "AIG",
  "ASML",
  "T",
  "ENOV",
  "BLK",
  "ASGI",
  null,
  "CAT",
  "AVGO",
  "LOW",
  "CP.TO",
  "CII",
  "HHH",
  "CSQ",
  null,
  null,
  null,
  "CCI",
  "CMI",
  null,
  "KFY",
  "USA",
  null,
  "D",
  "NAD",
  "NWBI",
  "PTY",
  "RDFN",
  "EBAY",
  "PDI",
  "RC",
  "WTRG",
  null,
  null,
  "EOG",
  "EXPE",
  "FFIV",
  null,
  null,
  null,
  null,
  null,
  "RWAY",
  "GILD",
  null,
  "GIS",
  "HLT",
  "ACRE",
  "HON",
  "HD",
  "CHW",
  "AZN",
  "MCD",
  "INTU",
  null,
  null,
  "UNP",
  "QCOM",
  "GLPI",
  null,
  "ISRG",
  null,
  null,
  "BTO",
  "HTD",
  "HWM",
  "LEN",
  null,
  "ITW",
  "INGR",
  "AMAT",
  null,
  "EMR",
  "BKNG",
  "ICE",
  "META",
  null,
  "VKQ",
  null,
  null,
  null,
  null,
  "IVW",
  null,
  null,
  null,
  null,
  null,
  "QUAD",
  "RRR",
  null,
  "TSI",
  null,
  null,
  "RMT",
  "DIAX",
  "CHI",
  null,
  "KNSL",
  "LHX",
  "LRCX",
  "LIN",
  null,
  null,
  null,
  null,
  null,
  "GGT",
  null,
  "MPC",
  "PGP",
  "PWR",
  "MRVL",
  null,
  "MA",
  "BMI",
  "MSFT",
  "MDLZ",
  "CNR",
  "MS",
  "TMUS",
  "EVRG",
  "FICO",
  "FIS",
  "GE",
  "GPC",
  null,
  "HQY",
  "GWRE",
  "HIG",
  "HES",
  "NVS",
  "OXY",
  null,
  "ORLY",
  null,
  "PCAR",
  "DLN",
  "ALK",
  "AER",
  "BX",
  "AMP",
  "ANSS",
  "DG",
  "IJR",
  "EFG",
  "KKR",
  "KLAC",
  "IWD",
  "ORCL",
  "NOC",
  "OKE",
  null,
  "VHT",
  null,
  null,
  null,
  "EEM",
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  null,
  "PNC",
  null,
  "VGSH",
  "IEMG",
  "IJK",
  null,
  null,
  "IVV",
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "BXSL",
  "ECL",
  "NVDA",
  "GS",
  null,
  "INTC",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "LPLA",
  "AMGN",
  "MAS",
  "MSTR",
  "PARA",
  null,
  "REGN",
  "IOT",
  "IEFA",
  "SPGI",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "ROST",
  "RTX",
  "GLD",
  null,
  null,
  "RITM",
  "AMT",
  "IBM",
  "STGW",
  "SYK",
  "SBUX",
  "ERIC",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TFPM.TO",
  "TFC",
  "TWLO",
  "TRV",
  "UBER",
  "UPS",
  "VNQ",
  "MET",
  "UHAL-B",
  "WMS",
  "ASH",
  "RCL",
  "VOE",
  "SCHW",
  "MNST",
  "EWBC",
  "VWO",
  "GDV",
  null,
  "VSS",
  null,
  "IWV",
  "PRF",
  null,
  "DSL",
  "EME",
  "VIG",
  "TTE",
  null,
  "ULTA",
  "IWO",
  "XLB",
  "SU",
  "WY",
  null,
  "GDDY",
  "GGG",
  null,
  "IT",
  "GPN",
  null,
  "RDN",
  null,
  "VYM",
  null,
  "DD",
  "VRTX",
  "MGC",
  null,
  "EA",
  "EW",
  "TT",
  null,
  "PRI",
  "MTN",
  "ADSK",
  "GM",
  "ACGL",
  "TOL",
  "AXON",
  "THO",
  "APH",
  "AMD",
  "ALLE",
  "SDY",
  "FI",
  "NTRA",
  "TAP",
  "IP",
  "F",
  "WM",
  "FTNT",
  "WCN",
  "ECF",
  "AEP",
  "FDS",
  "NVO",
  "DHI",
  "AMZN",
  "MSI",
  "HCA",
  null,
  "LUV",
  "VGM",
  null,
  "AAON",
  null,
  "HDB",
  null,
  "PDD",
  "RGA",
  null,
  "DKNG",
  "VPL",
  null,
  "VGT",
  null,
  "USB",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "VGK",
  null,
  null,
  "MGK",
  null,
  null,
  "VTWO",
  "BNDX",
  "BND",
  "VBR",
  "VOT",
  "VOO",
  null,
  "VTV",
  "V",
  "VKTX",
  null,
  "WBD",
  "WMT",
  "WCC",
  "WFC",
  "WMB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "WYNN",
  "WDAY",
  "YUM",
  null,
  "EVTC",
  "ELAN",
  "FCN",
  "CNQ",
  "GEN",
  "SCHD",
  "DVY",
  "SCHG",
  "JD",
  "MSCI",
  "KEY",
  "HLMN",
  "JCI",
  "NXPI",
  "LH",
  "MOH",
  "MGM",
  "SO",
  "TTD",
  null,
  "OTIS",
  "PSX",
  "CRM",
  "SWKS",
  "RVTY",
  "RBLX",
  "SYY",
  "DIA",
  null,
  "LII",
  "LYV",
  null,
  null,
  "CMPR",
  "MTUM",
  null,
  "GEV",
  "MELI",
  "MCK",
  null,
  "ESGU",
  "NUE",
  "FDX",
  null,
  null,
  null,
  "LULU",
  "ADP",
  "AZO",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BAX",
  "BILL",
  "BXMT",
  "BA",
  null,
  "BHF",
  "BMY",
  "CARR",
  "CF",
  "CVX",
  "LNG",
  "CHTR",
  "CMG",
  "CHH",
  "CTAS",
  "CSCO",
  "NET",
  "C",
  "CME",
  "KO",
  "CMCSA",
  "COP",
  "ROAD",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "CRWD",
  "CVS",
  "CSX",
  "DHR",
  "DDOG",
  "DELL",
  "DE",
  "FANG",
  "DAL",
  null,
  null,
  "DFAC",
  "DDS",
  "DFS",
  "RSP",
  "EWJ",
  "EFA",
  "MCO",
  "USMV",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  "APO",
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "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

Page 13 of 27

Sort by:

92204A603

Shares:2.8K

Value:$703.8K

% of Portfolio:0.1% ($703.8K/$693.1M)

Diamondback Energy, Inc.

FANG|25278X109

Shares:4.2K

Value:$676.9K

% of Portfolio:0.1% ($676.9K/$693.1M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:7.9K

Value:$664.7K

% of Portfolio:0.1% ($664.7K/$693.1M)

67092P201

Shares:8.5K

Value:$663.5K

% of Portfolio:0.1% ($663.5K/$693.1M)

46090A887

Shares:13.1K

Value:$656.6K

% of Portfolio:0.1% ($656.6K/$693.1M)

92204A876

Shares:3.8K

Value:$649.6K

% of Portfolio:0.1% ($649.6K/$693.1M)

CHEVRON CORP

CVX|166764100

Shares:3.9K

Value:$644.3K

% of Portfolio:0.1% ($644.3K/$693.1M)

97717W794

Shares:11.7K

Value:$643.1K

% of Portfolio:0.1% ($643.1K/$693.1M)

DANAHER CORP /DE/

DHR|235851102

Shares:3.1K

Value:$641.7K

% of Portfolio:0.1% ($641.7K/$693.1M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:1.8K

Value:$640.8K

% of Portfolio:0.1% ($640.8K/$693.1M)

WYNN RESORTS LTD

WYNN|983134107

Shares:7.6K

Value:$638.0K

% of Portfolio:0.1% ($638.0K/$693.1M)

CHOICE HOTELS INTERNATIONAL INC /DE

CHH|169905106

Shares:4.8K

Value:$633.8K

% of Portfolio:0.1% ($633.8K/$693.1M)

25434V609

Shares:12.2K

Value:$628.0K

% of Portfolio:0.1% ($628.0K/$693.1M)

464287192

Shares:9.8K

Value:$624.5K

% of Portfolio:0.1% ($624.5K/$693.1M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:2.0K

Value:$615.7K

% of Portfolio:0.1% ($615.7K/$693.1M)

92204A207

Shares:2.8K

Value:$611.4K

% of Portfolio:0.1% ($611.4K/$693.1M)

92206C409

Shares:7.7K

Value:$607.7K

% of Portfolio:0.1% ($607.7K/$693.1M)

MERCADOLIBRE INC

MELI|58733R102

Shares:311

Value:$606.7K

% of Portfolio:0.1% ($606.7K/$693.1M)

VALERO ENERGY CORP/TX

VLO|91913Y100

Shares:4.5K

Value:$598.5K

% of Portfolio:0.1% ($598.5K/$693.1M)

97717W588

Shares:9.9K

Value:$587.5K

% of Portfolio:0.1% ($587.5K/$693.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip92204A603)✕	2.8K	QoQ +18.70% (+448) YoY +19.10% (+456)	All Managers (Combined)	$703.8K	0.1% ($703.8K/$693.1M)	QoQ +15.48% (+$94.4K) YoY +20.75% (+$121.0K)
Diamondback Energy, Inc.(FANGcusip25278X109)	4.2K	QoQ 0.00% (-0) YoY +2.61% (-108)	All Managers (Combined)	$676.9K	0.1% ($676.9K/$693.1M)	QoQ -2.41% (-$16.7K) YoY -17.21% (-$140.7K)
Palantir Technologies Inc.(PLTRcusip69608A108)	7.9K	QoQ -43.28% (-6.0K) YoY -32.04% (-3.7K)	All Managers (Combined)	$664.7K	0.1% ($664.7K/$693.1M)	QoQ -36.69% (-$385.3K) YoY +149.25% (-$398.0K)
(cusip67092P201)✕	8.5K	QoQ -9.28% (-868) YoY -14.36% (-1.4K)	All Managers (Combined)	$663.5K	0.1% ($663.5K/$693.1M)	QoQ -17.27% (-$138.6K) YoY -12.12% (-$91.5K)
(cusip46090A887)✕	13.1K	QoQ +1.35% (+175) YoY +4.51% (+566)	All Managers (Combined)	$656.6K	0.1% ($656.6K/$693.1M)	QoQ +1.37% (+$8.9K) YoY +5.00% (+$31.3K)
(cusip92204A876)✕	3.8K	QoQ -5.35% (-215) YoY NEW(+3.8K)	All Managers (Combined)	$649.6K	0.1% ($649.6K/$693.1M)	QoQ -1.07% (-$7.1K) YoY NEW(+$649.6K)
CHEVRON CORP(CVXcusip166764100)	3.9K	QoQ -1.00% (-39) YoY -8.76% (-370)	All Managers (Combined)	$644.3K	0.1% ($644.3K/$693.1M)	QoQ +14.34% (-$80.8K) YoY -3.23% (-$21.5K)
(cusip97717W794)✕	11.7K	QoQ -0.38% (-45) YoY -1.56% (-186)	All Managers (Combined)	$643.1K	0.1% ($643.1K/$693.1M)	QoQ +10.96% (-$63.5K) YoY +4.82% (-$29.6K)
DANAHER CORP /DE/(DHRcusip235851102)	3.1K	QoQ -5.26% (-174) YoY -11.97% (-426)	All Managers (Combined)	$641.7K	0.1% ($641.7K/$693.1M)	QoQ -15.39% (-$116.8K) YoY -27.73% (-$246.3K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	1.8K	QoQ -2.04% (-38) YoY +152.14% (+1.1K)	All Managers (Combined)	$640.8K	0.1% ($640.8K/$693.1M)	QoQ +0.92% (-$5.9K) YoY +177.20% (+$409.7K)
WYNN RESORTS LTD(WYNNcusip983134107)	7.6K	QoQ -2.61% (-205) YoY -4.55% (-365)	All Managers (Combined)	$638.0K	0.1% ($638.0K/$693.1M)	QoQ -5.61% (-$38.0K) YoY -22.04% (-$180.4K)
CHOICE HOTELS INTERNATIONAL INC /DE(CHHcusip169905106)	4.8K	QoQ -1.24% (-60) YoY -4.61% (-231)	All Managers (Combined)	$633.8K	0.1% ($633.8K/$693.1M)	QoQ -7.63% (-$52.4K) YoY +0.24% (-$1.5K)
(cusip25434V609)✕	12.2K	QoQ 0.00% (-0) YoY +0.09% (-11)	All Managers (Combined)	$628.0K	0.1% ($628.0K/$693.1M)	QoQ -7.49% (-$50.9K) YoY -5.31% (-$35.3K)
(cusip464287192)✕	9.8K	QoQ +0.98% (-95) YoY +0.51% (-50)	All Managers (Combined)	$624.5K	0.1% ($624.5K/$693.1M)	QoQ -4.30% (-$28.1K) YoY -8.57% (-$58.6K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	2.0K	QoQ -18.97% (-472) YoY -2.27% (-47)	All Managers (Combined)	$615.7K	0.1% ($615.7K/$693.1M)	QoQ -15.43% (-$112.4K) YoY +19.55% (-$100.7K)
(cusip92204A207)✕	2.8K	QoQ -4.31% (-126) YoY -7.33% (-221)	All Managers (Combined)	$611.4K	0.1% ($611.4K/$693.1M)	QoQ -0.92% (-$5.7K) YoY -0.64% (-$4.0K)
(cusip92206C409)✕	7.7K	QoQ +0.90% (+69) YoY -6.07% (-498)	All Managers (Combined)	$607.7K	0.1% ($607.7K/$693.1M)	QoQ +2.10% (+$12.6K) YoY -4.09% (-$26.0K)
MERCADOLIBRE INC(MELIcusip58733R102)	311	QoQ +3.32% (+10) YoY +42.00% (+92)	All Managers (Combined)	$606.7K	0.1% ($606.7K/$693.1M)	QoQ +18.53% (+$94.9K) YoY +83.23% (+$275.6K)
VALERO ENERGY CORP/TX(VLOcusip91913Y100)	4.5K	QoQ 0.00% (+0) YoY -0.04% (-2)	All Managers (Combined)	$598.5K	0.1% ($598.5K/$693.1M)	QoQ +7.73% (+$43.0K) YoY -22.65% (-$175.4K)
(cusip97717W588)✕	9.9K	QoQ 0.00% (-0) YoY -7.19% (-768)	All Managers (Combined)	$587.5K	0.1% ($587.5K/$693.1M)	QoQ -3.10% (-$18.8K) YoY -0.69% (-$4.1K)