Institute-For-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
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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 18 of 27

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GENUINE PARTS CO

GPC|372460105

Shares:3.4K

Value:$404.8K

% of Portfolio:0.1% ($404.8K/$693.1M)

Discover Financial Services

DFS|254709108

Shares:2.4K

Value:$403.5K

% of Portfolio:0.1% ($403.5K/$693.1M)

Datadog, Inc.

DDOG|23804L103

Shares:4.1K

Value:$402.3K

% of Portfolio:0.1% ($402.3K/$693.1M)

DILLARD'S, INC.

DDS|254067101

Shares:1.1K

Value:$401.4K

% of Portfolio:0.1% ($401.4K/$693.1M)

ASTRAZENECA PLC

AZN|046353108

Shares:5.4K

Value:$398.4K

% of Portfolio:0.1% ($398.4K/$693.1M)

MICRON TECHNOLOGY INC

MU|595112103

Shares:4.5K

Value:$395.3K

% of Portfolio:0.1% ($395.3K/$693.1M)

Johnson Controls International plc

JCI|G51502105

Shares:4.9K

Value:$392.6K

% of Portfolio:0.1% ($392.6K/$693.1M)

ONEOK INC /NEW/

OKE|682680103

Shares:3.9K

Value:$391.8K

% of Portfolio:0.1% ($391.8K/$693.1M)

74347R206

Shares:4.4K

Value:$390.3K

% of Portfolio:0.1% ($390.3K/$693.1M)

Ulta Beauty, Inc.

ULTA|90384S303

Shares:1.1K

Value:$389.5K

% of Portfolio:0.1% ($389.5K/$693.1M)

RADIAN GROUP INC

RDN|750236101

Shares:11.7K

Value:$386.6K

% of Portfolio:0.1% ($386.6K/$693.1M)

CANADIAN NATURAL RESOURCES LTD

CNQ|136385101

Shares:12.5K

Value:$385.1K

% of Portfolio:0.1% ($385.1K/$693.1M)

CARRIER GLOBAL Corp

CARR|14448C104

Shares:6.0K

Value:$380.0K

% of Portfolio:0.1% ($380.0K/$693.1M)

EMCOR Group, Inc.

EME|29084Q100

Shares:1.0K

Value:$380.0K

% of Portfolio:0.1% ($380.0K/$693.1M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:1.7K

Value:$379.8K

% of Portfolio:0.1% ($379.8K/$693.1M)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:2.2K

Value:$379.4K

% of Portfolio:0.1% ($379.4K/$693.1M)

Paramount Global

PARA|92556H206

Shares:31.7K

Value:$378.9K

% of Portfolio:0.1% ($378.9K/$693.1M)

REGAL REXNORD CORP

RRX|758750103

Shares:3.3K

Value:$376.2K

% of Portfolio:0.1% ($376.2K/$693.1M)

Edwards Lifesciences Corp

EW|28176E108

Shares:5.2K

Value:$373.6K

% of Portfolio:0.1% ($373.6K/$693.1M)

SOUTHWEST AIRLINES CO

LUV|844741108

Shares:11.0K

Value:$369.2K

% of Portfolio:0.1% ($369.2K/$693.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
GENUINE PARTS CO(GPCcusip372460105)	3.4K	QoQ -1.73% (-60) YoY -7.81% (-288)	All Managers (Combined)	$404.8K	0.1% ($404.8K/$693.1M)	QoQ +0.26% (-$1.1K) YoY -29.10% (-$166.2K)
Discover Financial Services(DFScusip254709108)	2.4K	QoQ 0.00% (-0) YoY -2.47% (-60)	All Managers (Combined)	$403.5K	0.1% ($403.5K/$693.1M)	QoQ -1.46% (-$6.0K) YoY +26.99% (-$85.8K)
Datadog, Inc.(DDOGcusip23804L103)	4.1K	QoQ +25.85% (-833) YoY +112.30% (+2.1K)	All Managers (Combined)	$402.3K	0.1% ($402.3K/$693.1M)	QoQ -12.61% (-$58.1K) YoY +70.38% (+$166.2K)
DILLARD'S, INC.(DDScusip254067101)	1.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$401.4K	0.1% ($401.4K/$693.1M)	QoQ -17.04% (-$82.5K) YoY -24.06% (-$127.2K)
ASTRAZENECA PLC(AZNcusip046353108)	5.4K	QoQ +1.25% (+67) YoY -0.42% (-23)	All Managers (Combined)	$398.4K	0.1% ($398.4K/$693.1M)	QoQ +13.59% (+$47.7K) YoY +8.04% (-$29.7K)
MICRON TECHNOLOGY INC(MUcusip595112103)	4.5K	QoQ -9.97% (-504) YoY -3.00% (-141)	All Managers (Combined)	$395.3K	0.1% ($395.3K/$693.1M)	QoQ -7.05% (-$30.0K) YoY -28.50% (-$157.7K)
Johnson Controls International plc(JCIcusipG51502105)	4.9K	QoQ -0.46% (-23) YoY -0.14% (-7)	All Managers (Combined)	$392.6K	0.1% ($392.6K/$693.1M)	QoQ +1.02% (-$4.0K) YoY +22.46% (-$72.0K)
ONEOK INC /NEW/(OKEcusip682680103)	3.9K	QoQ -1.47% (-59) YoY -1.49% (-60)	All Managers (Combined)	$391.8K	0.1% ($391.8K/$693.1M)	QoQ -2.63% (-$10.6K) YoY +21.90% (-$70.4K)
(cusip74347R206)✕	4.4K	QoQ 0.00% (-0) YoY -36.07% (-2.5K)	All Managers (Combined)	$390.3K	0.1% ($390.3K/$693.1M)	QoQ -17.88% (-$85.0K) YoY -35.05% (-$210.6K)
Ulta Beauty, Inc.(ULTAcusip90384S303)	1.1K	QoQ -0.65% (-7) YoY -4.74% (-53)	All Managers (Combined)	$389.5K	0.1% ($389.5K/$693.1M)	QoQ -16.29% (-$75.8K) YoY -33.24% (-$193.9K)
RADIAN GROUP INC(RDNcusip750236101)	11.7K	QoQ -0.76% (-90) YoY -0.76% (-90)	All Managers (Combined)	$386.6K	0.1% ($386.6K/$693.1M)	QoQ +3.45% (-$12.9K) YoY -1.94% (-$7.7K)
CANADIAN NATURAL RESOURCES LTD(CNQcusip136385101)	12.5K	QoQ NEW(+12.5K) YoY NEW(+12.5K)	All Managers (Combined)	$385.1K	0.1% ($385.1K/$693.1M)	QoQ NEW(+$385.1K) YoY NEW(+$385.1K)
CARRIER GLOBAL Corp(CARRcusip14448C104)	6.0K	QoQ -0.44% (-27) YoY -2.78% (-172)	All Managers (Combined)	$380.0K	0.1% ($380.0K/$693.1M)	QoQ -7.54% (-$31.0K) YoY +6.01% (-$21.6K)
EMCOR Group, Inc.(EMEcusip29084Q100)	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$380.0K	0.1% ($380.0K/$693.1M)	QoQ NEW(+$380.0K) YoY NEW(+$380.0K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	1.7K	QoQ 0.00% (+0) YoY -35.15% (-946)	All Managers (Combined)	$379.8K	0.1% ($379.8K/$693.1M)	QoQ +18.64% (+$59.7K) YoY -28.57% (-$151.9K)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	2.2K	QoQ 0.00% (-0) YoY -8.12% (-191)	All Managers (Combined)	$379.4K	0.1% ($379.4K/$693.1M)	QoQ -8.85% (-$36.9K) YoY -0.06% (-$258)
Paramount Global(PARAcusip92556H206)	31.7K	QoQ -12.94% (-4.7K) YoY -25.75% (-11.0K)	All Managers (Combined)	$378.9K	0.1% ($378.9K/$693.1M)	QoQ -0.45% (-$1.7K) YoY -24.55% (-$123.3K)
REGAL REXNORD CORP(RRXcusip758750103)	3.3K	QoQ NEW(+3.3K) YoY NEW(+3.3K)	All Managers (Combined)	$376.2K	0.1% ($376.2K/$693.1M)	QoQ NEW(+$376.2K) YoY NEW(+$376.2K)
Edwards Lifesciences Corp(EWcusip28176E108)	5.2K	QoQ 0.00% (-0) YoY -1.50% (-79)	All Managers (Combined)	$373.6K	0.1% ($373.6K/$693.1M)	QoQ -2.09% (-$8.0K) YoY -25.29% (-$126.5K)
SOUTHWEST AIRLINES CO(LUVcusip844741108)	11.0K	QoQ -0.54% (-60) YoY NEW(+11.0K)	All Managers (Combined)	$369.2K	0.1% ($369.2K/$693.1M)	QoQ -0.66% (-$2.5K) YoY NEW(+$369.2K)