Institute-For-Wealth-Management

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

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:

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REGENERON PHARMACEUTICALS, INC.

REGN|75886F107

Shares:849

Value:$538.5K

% of Portfolio:0.1% ($538.5K/$693.1M)

46137V456

Shares:10.2K

Value:$535.6K

% of Portfolio:0.1% ($535.6K/$693.1M)

ALASKA AIR GROUP, INC.

ALK|011659109

Shares:10.8K

Value:$529.6K

% of Portfolio:0.1% ($529.6K/$693.1M)

LIBERTY ALL STAR EQUITY FUND

USA|530158104

Shares:78.7K

Value:$515.5K

% of Portfolio:0.1% ($515.5K/$693.1M)

CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND

CHI|128117108

Shares:53.7K

Value:$514.9K

% of Portfolio:0.1% ($514.9K/$693.1M)

ELLSWORTH GROWTH & INCOME FUND LTD

ECF|289074106

Shares:56.4K

Value:$511.8K

% of Portfolio:0.1% ($511.8K/$693.1M)

ASML HOLDING NV

ASML|N07059210

Shares:758

Value:$502.3K

% of Portfolio:0.1% ($502.3K/$693.1M)

AMPHENOL CORP /DE/

APH|032095101

Shares:7.6K

Value:$501.6K

% of Portfolio:0.1% ($501.6K/$693.1M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:4.5K

Value:$497.3K

% of Portfolio:0.1% ($497.3K/$693.1M)

26922A842

Shares:23.9K

Value:$495.7K

% of Portfolio:0.1% ($495.7K/$693.1M)

FORD MOTOR CO

F|345370860

Shares:48.9K

Value:$490.6K

% of Portfolio:0.1% ($490.6K/$693.1M)

CORNING INC /NY

GLW|219350105

Shares:10.7K

Value:$490.3K

% of Portfolio:0.1% ($490.3K/$693.1M)

46137V480

Shares:9.7K

Value:$488.9K

% of Portfolio:0.1% ($488.9K/$693.1M)

Airbnb, Inc.

ABNB|009066101

Shares:4.1K

Value:$486.1K

% of Portfolio:0.1% ($486.1K/$693.1M)

MASCO CORP /DE/

MAS|574599106

Shares:7.0K

Value:$484.7K

% of Portfolio:0.1% ($484.7K/$693.1M)

Uber Technologies, Inc

UBER|90353T100

Shares:6.6K

Value:$483.6K

% of Portfolio:0.1% ($483.6K/$693.1M)

922042866

VPL|922042866

Shares:6.7K

Value:$482.1K

% of Portfolio:0.1% ($482.1K/$693.1M)

Autodesk, Inc.

ADSK|052769106

Shares:1.8K

Value:$478.8K

% of Portfolio:0.1% ($478.8K/$693.1M)

GABELLI DIVIDEND & INCOME TRUST

GDV|36242H104

Shares:19.7K

Value:$475.5K

% of Portfolio:0.1% ($475.5K/$693.1M)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:4.3K

Value:$474.7K

% of Portfolio:0.1% ($474.7K/$693.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
REGENERON PHARMACEUTICALS, INC.(REGNcusip75886F107)	849	QoQ 0.00% (-0) YoY -6.39% (-58)	All Managers (Combined)	$538.5K	0.1% ($538.5K/$693.1M)	QoQ -10.96% (-$66.3K) YoY -38.29% (-$334.2K)
(cusip46137V456)✕	10.2K	QoQ +0.02% (-3) YoY +0.07% (-8)	All Managers (Combined)	$535.6K	0.1% ($535.6K/$693.1M)	QoQ -4.80% (-$27.0K) YoY -2.79% (-$15.4K)
ALASKA AIR GROUP, INC.(ALKcusip011659109)	10.8K	QoQ -2.38% (-263) YoY -1.32% (-144)	All Managers (Combined)	$529.6K	0.1% ($529.6K/$693.1M)	QoQ -25.79% (-$184.1K) YoY +12.97% (-$60.8K)
LIBERTY ALL STAR EQUITY FUND(USAcusip530158104)	78.7K	QoQ -0.16% (-134) YoY +12.59% (+8.8K)	All Managers (Combined)	$515.5K	0.1% ($515.5K/$693.1M)	QoQ -5.91% (-$32.4K) YoY +3.15% (+$15.7K)
CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND(CHIcusip128117108)	53.7K	QoQ +2.62% (-1.4K) YoY +32.44% (+13.2K)	All Managers (Combined)	$514.9K	0.1% ($514.9K/$693.1M)	QoQ -17.57% (-$109.8K) YoY +11.90% (+$54.8K)
ELLSWORTH GROWTH & INCOME FUND LTD(ECFcusip289074106)	56.4K	QoQ -4.58% (-2.7K) YoY -7.11% (-4.3K)	All Managers (Combined)	$511.8K	0.1% ($511.8K/$693.1M)	QoQ -10.59% (-$60.6K) YoY +3.87% (-$19.1K)
ASML HOLDING NV(ASMLcusipN07059210)	758	QoQ -2.31% (-18) YoY +102.67% (+384)	All Managers (Combined)	$502.3K	0.1% ($502.3K/$693.1M)	QoQ -6.61% (-$35.6K) YoY +38.38% (+$139.3K)
AMPHENOL CORP /DE/(APHcusip032095101)	7.6K	QoQ +43.87% (+2.3K) YoY +185.76% (+5.0K)	All Managers (Combined)	$501.6K	0.1% ($501.6K/$693.1M)	QoQ +35.87% (+$132.4K) YoY +62.45% (+$192.8K)
EMERSON ELECTRIC CO(EMRcusip291011104)	4.5K	QoQ -2.66% (-124) YoY -7.39% (-362)	All Managers (Combined)	$497.3K	0.1% ($497.3K/$693.1M)	QoQ -13.88% (-$80.2K) YoY -10.46% (-$58.1K)
(cusip26922A842)✕	23.9K	QoQ 0.00% (-0) YoY -1.39% (-337)	All Managers (Combined)	$495.7K	0.1% ($495.7K/$693.1M)	QoQ -18.06% (-$109.3K) YoY -2.51% (-$12.8K)
FORD MOTOR CO(Fcusip345370860)	48.9K	QoQ -14.13% (-8.0K) YoY -19.99% (-12.2K)	All Managers (Combined)	$490.6K	0.1% ($490.6K/$693.1M)	QoQ -13.00% (-$73.3K) YoY -39.57% (-$321.3K)
CORNING INC /NY(GLWcusip219350105)	10.7K	QoQ -0.05% (-6) YoY -0.45% (-49)	All Managers (Combined)	$490.3K	0.1% ($490.3K/$693.1M)	QoQ -3.71% (-$18.9K) YoY +38.26% (-$135.7K)
(cusip46137V480)✕	9.7K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$488.9K	0.1% ($488.9K/$693.1M)	QoQ -7.85% (-$41.7K) YoY -11.83% (-$65.6K)
Airbnb, Inc.(ABNBcusip009066101)	4.1K	QoQ +0.24% (-10) YoY +104.47% (+2.1K)	All Managers (Combined)	$486.1K	0.1% ($486.1K/$693.1M)	QoQ -8.86% (-$47.3K) YoY +48.07% (+$157.8K)
MASCO CORP /DE/(MAScusip574599106)	7.0K	QoQ -0.08% (-6) YoY -2.83% (-203)	All Managers (Combined)	$484.7K	0.1% ($484.7K/$693.1M)	QoQ -4.25% (-$21.5K) YoY -14.33% (-$81.1K)
Uber Technologies, Inc(UBERcusip90353T100)	6.6K	QoQ +0.48% (+32) YoY +57.63% (+2.4K)	All Managers (Combined)	$483.6K	0.1% ($483.6K/$693.1M)	QoQ +21.37% (+$85.2K) YoY +49.17% (+$159.4K)
(VPLcusip922042866)	6.7K	QoQ -1.65% (-112) YoY -28.49% (-2.7K)	All Managers (Combined)	$482.1K	0.1% ($482.1K/$693.1M)	QoQ +0.30% (-$1.4K) YoY -31.86% (-$225.4K)
Autodesk, Inc.(ADSKcusip052769106)	1.8K	QoQ +135.39% (+1.1K) YoY +125.24% (+1.0K)	All Managers (Combined)	$478.8K	0.1% ($478.8K/$693.1M)	QoQ +108.49% (+$249.2K) YoY +126.43% (+$267.4K)
GABELLI DIVIDEND & INCOME TRUST(GDVcusip36242H104)	19.7K	QoQ -0.20% (-40) YoY -0.39% (-79)	All Managers (Combined)	$475.5K	0.1% ($475.5K/$693.1M)	QoQ -0.28% (-$1.4K) YoY +4.58% (-$20.8K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	4.3K	QoQ -1.25% (-55) YoY -7.72% (-364)	All Managers (Combined)	$474.7K	0.1% ($474.7K/$693.1M)	QoQ +16.99% (-$69.0K) YoY +17.08% (-$69.3K)