Institute-For-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "NCNO",
  "ARES",
  "ABSI",
  "JAZZ",
  "NOVT",
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  null,
  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,
  null,
  null,
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  null,
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  null,
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  "RC",
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  null,
  null,
  "EOG",
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  null,
  null,
  null,
  null,
  null,
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  null,
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  "MCD",
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  null,
  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,
  null,
  null,
  null,
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  null,
  null,
  null,
  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
  null,
  null,
  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,
  null,
  null,
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  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,
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  null,
  null,
  "NOW",
  "SHW",
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  "ROST",
  "RTX",
  "GLD",
  null,
  null,
  "RITM",
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  "IBM",
  "STGW",
  "SYK",
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  "ERIC",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TFPM.TO",
  "TFC",
  "TWLO",
  "TRV",
  "UBER",
  "UPS",
  "VNQ",
  "MET",
  "UHAL-B",
  "WMS",
  "ASH",
  "RCL",
  "VOE",
  "SCHW",
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  "EWBC",
  "VWO",
  "GDV",
  null,
  "VSS",
  null,
  "IWV",
  "PRF",
  null,
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  null,
  "ULTA",
  "IWO",
  "XLB",
  "SU",
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  null,
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  "GGG",
  null,
  "IT",
  "GPN",
  null,
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  null,
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  null,
  "DD",
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  "MGC",
  null,
  "EA",
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  "TT",
  null,
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  "ADSK",
  "GM",
  "ACGL",
  "TOL",
  "AXON",
  "THO",
  "APH",
  "AMD",
  "ALLE",
  "SDY",
  "FI",
  "NTRA",
  "TAP",
  "IP",
  "F",
  "WM",
  "FTNT",
  "WCN",
  "ECF",
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  "NVO",
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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,
  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  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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  "NUE",
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  null,
  null,
  null,
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  null,
  "BHF",
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  "C",
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  "DE",
  "FANG",
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  null,
  null,
  "DFAC",
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  "GOOG",
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  "LLY",
  "TSLA",
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  "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

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81369Y100

XLB|81369Y100

Shares:5.5K

Value:$472.9K

% of Portfolio:0.1% ($472.9K/$693.1M)

921946406

VYM|921946406

Shares:3.6K

Value:$469.8K

% of Portfolio:0.1% ($469.8K/$693.1M)

Elanco Animal Health Inc

ELAN|28414H103

Shares:44.7K

Value:$469.5K

% of Portfolio:0.1% ($469.5K/$693.1M)

LINDE PLC

LIN|G54950103

Shares:1.0K

Value:$469.4K

% of Portfolio:0.1% ($469.4K/$693.1M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:7.8K

Value:$469.3K

% of Portfolio:0.1% ($469.3K/$693.1M)

ERICSSON LM TELEPHONE CO

ERIC|294821608

Shares:60.3K

Value:$467.7K

% of Portfolio:0.1% ($467.7K/$693.1M)

AAON, INC.

AAON|000360206

Shares:5.9K

Value:$463.2K

% of Portfolio:0.1% ($463.2K/$693.1M)

464287515

Shares:5.2K

Value:$458.3K

% of Portfolio:0.1% ($458.3K/$693.1M)

FTI CONSULTING, INC

FCN|302941109

Shares:2.8K

Value:$456.8K

% of Portfolio:0.1% ($456.8K/$693.1M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:917

Value:$456.3K

% of Portfolio:0.1% ($456.3K/$693.1M)

Fidelity National Information Services, Inc.

FIS|31620M106

Shares:6.1K

Value:$455.3K

% of Portfolio:0.1% ($455.3K/$693.1M)

WEYERHAEUSER CO

WY|962166104

Shares:15.5K

Value:$455.3K

% of Portfolio:0.1% ($455.3K/$693.1M)

Gen Digital Inc.

GEN|668771108

Shares:17.1K

Value:$454.1K

% of Portfolio:0.1% ($454.1K/$693.1M)

KEYCORP /NEW/

KEY|493267108

Shares:28.2K

Value:$450.6K

% of Portfolio:0.1% ($450.6K/$693.1M)

US BANCORP \DE\

USB|902973304

Shares:10.7K

Value:$450.2K

% of Portfolio:0.1% ($450.2K/$693.1M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:1.1K

Value:$449.0K

% of Portfolio:0.1% ($449.0K/$693.1M)

MICROSTRATEGY Inc

MSTR|594972408

Shares:1.6K

Value:$448.7K

% of Portfolio:0.1% ($448.7K/$693.1M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:832

Value:$443.8K

% of Portfolio:0.1% ($443.8K/$693.1M)

SUNCOR ENERGY INC

SU|867224107

Shares:11.3K

Value:$437.6K

% of Portfolio:0.1% ($437.6K/$693.1M)

REVVITY, INC.

RVTY|714046109

Shares:4.1K

Value:$434.6K

% of Portfolio:0.1% ($434.6K/$693.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(XLBcusip81369Y100)	5.5K	QoQ 0.00% (+0) YoY -0.29% (-16)	All Managers (Combined)	$472.9K	0.1% ($472.9K/$693.1M)	QoQ +2.18% (+$10.1K) YoY -7.70% (-$39.5K)
(VYMcusip921946406)	3.6K	QoQ +43.70% (+1.1K) YoY +16.80% (+524)	All Managers (Combined)	$469.8K	0.1% ($469.8K/$693.1M)	QoQ +45.23% (+$146.3K) YoY +24.49% (+$92.4K)
Elanco Animal Health Inc(ELANcusip28414H103)	44.7K	QoQ +25.90% (+9.2K) YoY +36.93% (-12.1K)	All Managers (Combined)	$469.5K	0.1% ($469.5K/$693.1M)	QoQ +9.16% (+$39.4K) YoY -11.68% (-$62.1K)
LINDE PLC(LINcusipG54950103)	1.0K	QoQ 0.00% (+0) YoY -6.83% (-74)	All Managers (Combined)	$469.4K	0.1% ($469.4K/$693.1M)	QoQ +11.22% (+$47.4K) YoY -6.56% (-$33.0K)
ALTRIA GROUP, INC.(MOcusip02209S103)	7.8K	QoQ +57.34% (+2.9K) YoY +54.48% (+2.8K)	All Managers (Combined)	$469.3K	0.1% ($469.3K/$693.1M)	QoQ +80.58% (+$209.4K) YoY +112.57% (+$248.6K)
ERICSSON LM TELEPHONE CO(ERICcusip294821608)	60.3K	QoQ +2.04% (-1.2K) YoY -9.60% (-6.4K)	All Managers (Combined)	$467.7K	0.1% ($467.7K/$693.1M)	QoQ -1.75% (-$8.3K) YoY +27.30% (-$100.3K)
AAON, INC.(AAONcusip000360206)	5.9K	QoQ NEW(+5.9K) YoY NEW(+5.9K)	All Managers (Combined)	$463.2K	0.1% ($463.2K/$693.1M)	QoQ NEW(+$463.2K) YoY NEW(+$463.2K)
(cusip464287515)✕	5.2K	QoQ 0.00% (-0) YoY +8.30% (+395)	All Managers (Combined)	$458.3K	0.1% ($458.3K/$693.1M)	QoQ -11.11% (-$57.3K) YoY +13.03% (+$52.8K)
FTI CONSULTING, INC(FCNcusip302941109)	2.8K	QoQ NEW(+2.8K) YoY NEW(+2.8K)	All Managers (Combined)	$456.8K	0.1% ($456.8K/$693.1M)	QoQ NEW(+$456.8K) YoY NEW(+$456.8K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	917	QoQ 0.00% (-0) YoY -8.75% (-88)	All Managers (Combined)	$456.3K	0.1% ($456.3K/$693.1M)	QoQ -4.34% (-$20.7K) YoY -21.84% (-$127.5K)
Fidelity National Information Services, Inc.(FIScusip31620M106)	6.1K	QoQ +86.90% (+2.8K) YoY +66.44% (+2.4K)	All Managers (Combined)	$455.3K	0.1% ($455.3K/$693.1M)	QoQ +72.82% (+$191.9K) YoY +67.57% (+$183.6K)
WEYERHAEUSER CO(WYcusip962166104)	15.5K	QoQ -2.58% (-413) YoY -4.98% (-816)	All Managers (Combined)	$455.3K	0.1% ($455.3K/$693.1M)	QoQ +1.32% (-$5.9K) YoY -22.52% (-$132.4K)
Gen Digital Inc.(GENcusip668771108)	17.1K	QoQ -1.44% (-250) YoY -1.43% (-249)	All Managers (Combined)	$454.1K	0.1% ($454.1K/$693.1M)	QoQ -4.46% (-$21.2K) YoY +16.78% (-$65.3K)
KEYCORP /NEW/(KEYcusip493267108)	28.2K	QoQ 0.00% (-0) YoY +2.36% (+650)	All Managers (Combined)	$450.6K	0.1% ($450.6K/$693.1M)	QoQ -6.70% (-$32.4K) YoY +3.52% (+$15.3K)
US BANCORP \DE\(USBcusip902973304)	10.7K	QoQ -0.42% (-45) YoY -4.24% (-473)	All Managers (Combined)	$450.2K	0.1% ($450.2K/$693.1M)	QoQ -12.09% (-$62.0K) YoY -9.55% (-$47.6K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	1.1K	QoQ +0.09% (-1) YoY -67.82% (-2.3K)	All Managers (Combined)	$449.0K	0.1% ($449.0K/$693.1M)	QoQ -1.16% (-$5.3K) YoY -66.02% (-$872.6K)
MICROSTRATEGY Inc(MSTRcusip594972408)	1.6K	QoQ -18.77% (-360) YoY +1145.60% (+1.4K)	All Managers (Combined)	$448.7K	0.1% ($448.7K/$693.1M)	QoQ -19.20% (-$106.6K) YoY +110.04% (+$235.1K)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	832	QoQ +30.00% (+192) YoY -39.92% (-553)	All Managers (Combined)	$443.8K	0.1% ($443.8K/$693.1M)	QoQ +21.68% (+$79.1K) YoY -42.40% (-$326.8K)
SUNCOR ENERGY INC(SUcusip867224107)	11.3K	QoQ 0.00% (+0) YoY -1.68% (-194)	All Managers (Combined)	$437.6K	0.1% ($437.6K/$693.1M)	QoQ +8.52% (+$34.4K) YoY +3.13% (-$13.3K)
REVVITY, INC.(RVTYcusip714046109)	4.1K	QoQ -1.98% (-83) YoY -9.31% (-422)	All Managers (Combined)	$434.6K	0.1% ($434.6K/$693.1M)	QoQ -7.08% (-$33.1K) YoY -8.62% (-$41.0K)