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 14 of 27

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Corteva, Inc.

CTVA|22052L104

Shares:9.3K

Value:$587.2K

% of Portfolio:0.1% ($587.2K/$693.1M)

922908744

VTV|922908744

Shares:3.4K

Value:$586.2K

% of Portfolio:0.1% ($586.2K/$693.1M)

PFIZER INC

PFE|717081103

Shares:22.9K

Value:$579.9K

% of Portfolio:0.1% ($579.9K/$693.1M)

46137V357

RSP|46137V357

Shares:3.3K

Value:$579.8K

% of Portfolio:0.1% ($579.8K/$693.1M)

ALLSTATE CORP

ALL|020002101

Shares:2.8K

Value:$575.9K

% of Portfolio:0.1% ($575.9K/$693.1M)

97717X511

Shares:13.2K

Value:$573.4K

% of Portfolio:0.1% ($573.4K/$693.1M)

46137V431

Shares:5.7K

Value:$569.7K

% of Portfolio:0.1% ($569.7K/$693.1M)

HEALTHEQUITY, INC.

HQY|42226A107

Shares:6.4K

Value:$569.5K

% of Portfolio:0.1% ($569.5K/$693.1M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:7.8K

Value:$563.5K

% of Portfolio:0.1% ($563.5K/$693.1M)

464287598

IWD|464287598

Shares:3.0K

Value:$562.7K

% of Portfolio:0.1% ($562.7K/$693.1M)

Rithm Capital Corp.

RITM|64828T201

Shares:48.9K

Value:$560.4K

% of Portfolio:0.1% ($560.4K/$693.1M)

Expedia Group, Inc.

EXPE|30212P303

Shares:3.3K

Value:$554.4K

% of Portfolio:0.1% ($554.4K/$693.1M)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:3.2K

Value:$551.1K

% of Portfolio:0.1% ($551.1K/$693.1M)

81369Y209

Shares:3.8K

Value:$550.2K

% of Portfolio:0.1% ($550.2K/$693.1M)

QUANTA SERVICES, INC.

PWR|74762E102

Shares:2.2K

Value:$550.0K

% of Portfolio:0.1% ($550.0K/$693.1M)

T-Mobile US, Inc.

TMUS|872590104

Shares:2.1K

Value:$548.1K

% of Portfolio:0.1% ($548.1K/$693.1M)

46654Q203

Shares:10.5K

Value:$543.8K

% of Portfolio:0.1% ($543.8K/$693.1M)

Hilton Worldwide Holdings Inc.

HLT|43300A203

Shares:2.4K

Value:$542.5K

% of Portfolio:0.1% ($542.5K/$693.1M)

46432F842

IEFA|46432F842

Shares:7.1K

Value:$540.4K

% of Portfolio:0.1% ($540.4K/$693.1M)

46137V563

Shares:25.2K

Value:$540.1K

% of Portfolio:0.1% ($540.1K/$693.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Corteva, Inc.(CTVAcusip22052L104)	9.3K	QoQ -0.42% (-40) YoY -1.76% (-168)	All Managers (Combined)	$587.2K	0.1% ($587.2K/$693.1M)	QoQ +10.00% (-$53.4K) YoY +7.19% (-$39.4K)
(VTVcusip922908744)	3.4K	QoQ -13.44% (-527) YoY -13.57% (-533)	All Managers (Combined)	$586.2K	0.1% ($586.2K/$693.1M)	QoQ -11.69% (-$77.7K) YoY -8.33% (-$53.3K)
PFIZER INC(PFEcusip717081103)	22.9K	QoQ -0.82% (-191) YoY -6.29% (-1.5K)	All Managers (Combined)	$579.9K	0.1% ($579.9K/$693.1M)	QoQ -5.27% (-$32.3K) YoY -14.43% (-$97.8K)
(RSPcusip46137V357)	3.3K	QoQ -7.05% (-254) YoY -22.52% (-973)	All Managers (Combined)	$579.8K	0.1% ($579.8K/$693.1M)	QoQ -8.12% (-$51.3K) YoY -20.76% (-$152.0K)
ALLSTATE CORP(ALLcusip020002101)	2.8K	QoQ -1.48% (-42) YoY -5.02% (-147)	All Managers (Combined)	$575.9K	0.1% ($575.9K/$693.1M)	QoQ +5.81% (-$31.6K) YoY +13.68% (-$69.3K)
(cusip97717X511)✕	13.2K	QoQ +1.29% (+169) YoY +2.80% (+360)	All Managers (Combined)	$573.4K	0.1% ($573.4K/$693.1M)	QoQ +2.50% (+$14.0K) YoY +2.87% (+$16.0K)
(cusip46137V431)✕	5.7K	QoQ -4.80% (-288) YoY -6.56% (-401)	All Managers (Combined)	$569.7K	0.1% ($569.7K/$693.1M)	QoQ -9.34% (-$58.7K) YoY -12.35% (-$80.3K)
HEALTHEQUITY, INC.(HQYcusip42226A107)	6.4K	QoQ -1.67% (-110) YoY -4.80% (-325)	All Managers (Combined)	$569.5K	0.1% ($569.5K/$693.1M)	QoQ -9.44% (-$59.4K) YoY +3.05% (-$16.9K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	7.8K	QoQ +0.05% (+4) YoY -24.47% (-2.5K)	All Managers (Combined)	$563.5K	0.1% ($563.5K/$693.1M)	QoQ +2.25% (+$12.4K) YoY -6.44% (-$38.8K)
(IWDcusip464287598)	3.0K	QoQ -0.30% (-9) YoY +25.31% (+604)	All Managers (Combined)	$562.7K	0.1% ($562.7K/$693.1M)	QoQ +1.32% (-$7.4K) YoY +31.65% (+$135.3K)
Rithm Capital Corp.(RITMcusip64828T201)	48.9K	QoQ -28.59% (-19.6K) YoY -17.69% (-10.5K)	All Managers (Combined)	$560.4K	0.1% ($560.4K/$693.1M)	QoQ -24.50% (-$181.9K) YoY -15.55% (-$103.2K)
Expedia Group, Inc.(EXPEcusip30212P303)	3.3K	QoQ 0.00% (-0) YoY NEW(+3.3K)	All Managers (Combined)	$554.4K	0.1% ($554.4K/$693.1M)	QoQ -9.78% (-$60.1K) YoY NEW(+$554.4K)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	3.2K	QoQ +12.34% (+351) YoY +20.88% (+552)	All Managers (Combined)	$551.1K	0.1% ($551.1K/$693.1M)	QoQ +30.02% (+$127.2K) YoY +51.71% (+$187.8K)
(cusip81369Y209)✕	3.8K	QoQ -2.71% (-105) YoY -6.24% (-251)	All Managers (Combined)	$550.2K	0.1% ($550.2K/$693.1M)	QoQ +3.25% (-$17.3K) YoY -7.33% (-$43.6K)
QUANTA SERVICES, INC.(PWRcusip74762E102)	2.2K	QoQ 0.00% (-0) YoY -6.36% (-147)	All Managers (Combined)	$550.0K	0.1% ($550.0K/$693.1M)	QoQ -19.57% (-$133.9K) YoY -8.38% (-$50.4K)
T-Mobile US, Inc.(TMUScusip872590104)	2.1K	QoQ -1.20% (-25) YoY -11.65% (-271)	All Managers (Combined)	$548.1K	0.1% ($548.1K/$693.1M)	QoQ +19.37% (-$89.0K) YoY +44.36% (-$168.4K)
(cusip46654Q203)✕	10.5K	QoQ +2.27% (-234) YoY NEW(+10.5K)	All Managers (Combined)	$543.8K	0.1% ($543.8K/$693.1M)	QoQ -6.07% (-$35.1K) YoY NEW(+$543.8K)
Hilton Worldwide Holdings Inc.(HLTcusip43300A203)	2.4K	QoQ +37.72% (+653) YoY +39.82% (+679)	All Managers (Combined)	$542.5K	0.1% ($542.5K/$693.1M)	QoQ +26.79% (+$114.6K) YoY +49.15% (+$178.8K)
(IEFAcusip46432F842)	7.1K	QoQ -0.54% (-39) YoY NEW(+7.1K)	All Managers (Combined)	$540.4K	0.1% ($540.4K/$693.1M)	QoQ +7.05% (-$35.6K) YoY NEW(+$540.4K)
(cusip46137V563)✕	25.2K	QoQ 0.00% (+0) YoY -0.05% (-14)	All Managers (Combined)	$540.1K	0.1% ($540.1K/$693.1M)	QoQ +0.98% (+$5.3K) YoY +3.91% (-$20.3K)