Institute-For-Wealth-Management

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

Search and click to pin securities to the top

Page 17 of 27

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JD.com, Inc.

JD|47215P106

Shares:10.5K

Value:$433.3K

% of Portfolio:0.1% ($433.3K/$693.1M)

464287556

Shares:3.4K

Value:$431.9K

% of Portfolio:0.1% ($431.9K/$693.1M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:1.5K

Value:$430.3K

% of Portfolio:0.1% ($430.3K/$693.1M)

NUCOR CORP

NUE|670346105

Shares:3.6K

Value:$427.9K

% of Portfolio:0.1% ($427.9K/$693.1M)

92203J407

BNDX|92203J407

Shares:8.7K

Value:$426.3K

% of Portfolio:0.1% ($426.3K/$693.1M)

46434V860

Shares:8.4K

Value:$424.1K

% of Portfolio:0.1% ($424.1K/$693.1M)

PEPSICO INC

PEP|713448108

Shares:2.8K

Value:$423.4K

% of Portfolio:0.1% ($423.4K/$693.1M)

97717W505

Shares:8.5K

Value:$419.8K

% of Portfolio:0.1% ($419.8K/$693.1M)

Essential Utilities, Inc.

WTRG|29670G102

Shares:10.6K

Value:$419.5K

% of Portfolio:0.1% ($419.5K/$693.1M)

3M CO

MMM|88579Y101

Shares:2.9K

Value:$419.5K

% of Portfolio:0.1% ($419.5K/$693.1M)

ROYAL CARIBBEAN CRUISES LTD

RCL|V7780T103

Shares:2.0K

Value:$415.8K

% of Portfolio:0.1% ($415.8K/$693.1M)

25434V807

Shares:10.6K

Value:$415.3K

% of Portfolio:0.1% ($415.3K/$693.1M)

Kinsale Capital Group, Inc.

KNSL|49714P108

Shares:848

Value:$412.7K

% of Portfolio:0.1% ($412.7K/$693.1M)

NOVARTIS AG

NVS|66987V109

Shares:3.7K

Value:$412.3K

% of Portfolio:0.1% ($412.3K/$693.1M)

33939L662

Shares:10.2K

Value:$411.8K

% of Portfolio:0.1% ($411.8K/$693.1M)

YUM BRANDS INC

YUM|988498101

Shares:2.6K

Value:$411.7K

% of Portfolio:0.1% ($411.7K/$693.1M)

Nuveen Dow 30sm Dynamic Overwrite Fund

DIAX|67075F105

Shares:28.3K

Value:$410.3K

% of Portfolio:0.1% ($410.3K/$693.1M)

CIMPRESS plc

CMPR|G2143T103

Shares:9.1K

Value:$410.1K

% of Portfolio:0.1% ($410.1K/$693.1M)

92206C664

VTWO|92206C664

Shares:5.1K

Value:$408.6K

% of Portfolio:0.1% ($408.6K/$693.1M)

GRACO INC

GGG|384109104

Shares:4.9K

Value:$405.9K

% of Portfolio:0.1% ($405.9K/$693.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
JD.com, Inc.(JDcusip47215P106)	10.5K	QoQ 0.00% (+0) YoY NEW(+10.5K)	All Managers (Combined)	$433.3K	0.1% ($433.3K/$693.1M)	QoQ +18.60% (+$68.0K) YoY NEW(+$433.3K)
(cusip464287556)✕	3.4K	QoQ 0.00% (-0) YoY -3.34% (-117)	All Managers (Combined)	$431.9K	0.1% ($431.9K/$693.1M)	QoQ -3.25% (-$14.6K) YoY -9.91% (-$47.5K)
Air Products & Chemicals, Inc.(APDcusip009158106)	1.5K	QoQ 0.00% (+0) YoY -2.60% (-39)	All Managers (Combined)	$430.3K	0.1% ($430.3K/$693.1M)	QoQ +1.68% (+$7.1K) YoY +18.57% (-$67.4K)
NUCOR CORP(NUEcusip670346105)	3.6K	QoQ 0.00% (+0) YoY -12.69% (-517)	All Managers (Combined)	$427.9K	0.1% ($427.9K/$693.1M)	QoQ +3.11% (+$12.9K) YoY -46.91% (-$378.2K)
(BNDXcusip92203J407)	8.7K	QoQ -4.61% (-422) YoY -17.51% (-1.9K)	All Managers (Combined)	$426.3K	0.1% ($426.3K/$693.1M)	QoQ -5.06% (-$22.7K) YoY -18.13% (-$94.4K)
(cusip46434V860)✕	8.4K	QoQ +4.92% (+393) YoY +15.36% (+1.1K)	All Managers (Combined)	$424.1K	0.1% ($424.1K/$693.1M)	QoQ +5.31% (+$21.4K) YoY +15.28% (+$56.2K)
PEPSICO INC(PEPcusip713448108)	2.8K	QoQ -7.89% (-242) YoY -16.37% (-553)	All Managers (Combined)	$423.4K	0.1% ($423.4K/$693.1M)	QoQ -9.17% (-$42.8K) YoY -28.35% (-$167.6K)
(cusip97717W505)✕	8.5K	QoQ 0.00% (-0) YoY -11.33% (-1.1K)	All Managers (Combined)	$419.8K	0.1% ($419.8K/$693.1M)	QoQ -2.84% (-$12.3K) YoY -9.97% (-$46.5K)
Essential Utilities, Inc.(WTRGcusip29670G102)	10.6K	QoQ -0.83% (-89) YoY -2.47% (-269)	All Managers (Combined)	$419.5K	0.1% ($419.5K/$693.1M)	QoQ +7.93% (-$30.8K) YoY +4.05% (-$16.4K)
3M CO(MMMcusip88579Y101)	2.9K	QoQ -3.31% (-98) YoY +9.71% (+253)	All Managers (Combined)	$419.5K	0.1% ($419.5K/$693.1M)	QoQ +9.98% (-$38.1K) YoY +51.90% (+$143.3K)
ROYAL CARIBBEAN CRUISES LTD(RCLcusipV7780T103)	2.0K	QoQ +0.89% (-18) YoY -1.65% (-34)	All Managers (Combined)	$415.8K	0.1% ($415.8K/$693.1M)	QoQ -10.14% (-$47.0K) YoY +45.34% (-$129.7K)
(cusip25434V807)✕	10.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$415.3K	0.1% ($415.3K/$693.1M)	QoQ +10.93% (+$40.9K) YoY +7.10% (+$27.5K)
Kinsale Capital Group, Inc.(KNSLcusip49714P108)	848	QoQ NEW(+848) YoY NEW(+848)	All Managers (Combined)	$412.7K	0.1% ($412.7K/$693.1M)	QoQ NEW(+$412.7K) YoY NEW(+$412.7K)
NOVARTIS AG(NVScusip66987V109)	3.7K	QoQ -0.02% (-1) YoY -0.88% (-33)	All Managers (Combined)	$412.3K	0.1% ($412.3K/$693.1M)	QoQ +14.52% (-$52.3K) YoY +14.22% (-$51.3K)
(cusip33939L662)✕	10.2K	QoQ -7.67% (-848) YoY -3.01% (-317)	All Managers (Combined)	$411.8K	0.1% ($411.8K/$693.1M)	QoQ -8.36% (-$37.6K) YoY -4.74% (-$20.5K)
YUM BRANDS INC(YUMcusip988498101)	2.6K	QoQ -10.83% (-318) YoY -11.53% (-341)	All Managers (Combined)	$411.7K	0.1% ($411.7K/$693.1M)	QoQ +4.58% (-$18.0K) YoY +0.40% (-$1.7K)
Nuveen Dow 30sm Dynamic Overwrite Fund(DIAXcusip67075F105)	28.3K	QoQ 0.00% (-0) YoY -1.70% (-491)	All Managers (Combined)	$410.3K	0.1% ($410.3K/$693.1M)	QoQ -3.78% (-$16.1K) YoY -2.84% (-$12.0K)
CIMPRESS plc(CMPRcusipG2143T103)	9.1K	QoQ NEW(+9.1K) YoY NEW(+9.1K)	All Managers (Combined)	$410.1K	0.1% ($410.1K/$693.1M)	QoQ NEW(+$410.1K) YoY NEW(+$410.1K)
(VTWOcusip92206C664)	5.1K	QoQ 0.00% (-0) YoY NEW(+5.1K)	All Managers (Combined)	$408.6K	0.1% ($408.6K/$693.1M)	QoQ -9.71% (-$44.0K) YoY NEW(+$408.6K)
GRACO INC(GGGcusip384109104)	4.9K	QoQ 0.00% (-0) YoY NEW(+4.9K)	All Managers (Combined)	$405.9K	0.1% ($405.9K/$693.1M)	QoQ -0.92% (-$3.8K) YoY NEW(+$405.9K)