Institute-For-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "NCNO",
  "ARES",
  "ABSI",
  "JAZZ",
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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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  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,
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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,
  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,
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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,
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  null,
  null,
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  "ASH",
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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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  "F",
  "WM",
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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,
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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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  null,
  null,
  null,
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  null,
  "BHF",
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  null,
  null,
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  "GOOG",
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  null,
  "APO",
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  "URI",
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  "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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ASHLAND INC.

ASH|044186104

Shares:6.2K

Value:$368.7K

% of Portfolio:0.1% ($368.7K/$693.1M)

JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND

BTO|409735206

Shares:10.8K

Value:$367.8K

% of Portfolio:0.1% ($367.8K/$693.1M)

67092P409

Shares:8.5K

Value:$366.7K

% of Portfolio:0.1% ($366.7K/$693.1M)

Absci Corp

ABSI|00091E109

Shares:145.8K

Value:$365.9K

% of Portfolio:0.1% ($365.9K/$693.1M)

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:6.1K

Value:$364.5K

% of Portfolio:0.1% ($364.5K/$693.1M)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:254

Value:$364.1K

% of Portfolio:0.1% ($364.1K/$693.1M)

ANSYS INC

ANSS|03662Q105

Shares:1.1K

Value:$363.5K

% of Portfolio:0.1% ($363.5K/$693.1M)

GoDaddy Inc.

GDDY|380237107

Shares:2.0K

Value:$361.5K

% of Portfolio:0.1% ($361.5K/$693.1M)

PACCAR INC

PCAR|693718108

Shares:3.7K

Value:$360.7K

% of Portfolio:0.1% ($360.7K/$693.1M)

ROSS STORES, INC.

ROST|778296103

Shares:2.8K

Value:$359.5K

% of Portfolio:0.1% ($359.5K/$693.1M)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:7.2K

Value:$359.2K

% of Portfolio:0.1% ($359.2K/$693.1M)

337344105

Shares:3.0K

Value:$358.6K

% of Portfolio:0.1% ($358.6K/$693.1M)

SOUTHERN CO

SO|842587107

Shares:3.9K

Value:$357.3K

% of Portfolio:0.1% ($357.3K/$693.1M)

CROWN CASTLE INC.

CCI|22822V101

Shares:3.4K

Value:$356.0K

% of Portfolio:0.1% ($356.0K/$693.1M)

SKYWORKS SOLUTIONS, INC.

SWKS|83088M102

Shares:5.5K

Value:$355.9K

% of Portfolio:0.1% ($355.9K/$693.1M)

Affirm Holdings, Inc.

AFRM|00827B106

Shares:7.9K

Value:$355.0K

% of Portfolio:0.1% ($355.0K/$693.1M)

78464A714

Shares:5.1K

Value:$353.3K

% of Portfolio:0.1% ($353.3K/$693.1M)

PDD Holdings Inc.

PDD|722304102

Shares:3.0K

Value:$352.7K

% of Portfolio:0.1% ($352.7K/$693.1M)

Morningstar, Inc.

MORN|617700109

Shares:1.2K

Value:$351.4K

% of Portfolio:0.1% ($351.4K/$693.1M)

Enovis CORP

ENOV|194014502

Shares:9.1K

Value:$347.0K

% of Portfolio:0.1% ($347.0K/$693.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ASHLAND INC.(ASHcusip044186104)	6.2K	QoQ NEW(+6.2K) YoY +143.59% (+3.7K)	All Managers (Combined)	$368.7K	0.1% ($368.7K/$693.1M)	QoQ NEW(+$368.7K) YoY +48.32% (+$120.1K)
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND(BTOcusip409735206)	10.8K	QoQ 0.00% (-0) YoY -0.18% (-20)	All Managers (Combined)	$367.8K	0.1% ($367.8K/$693.1M)	QoQ -4.42% (-$17.0K) YoY +15.10% (-$48.3K)
(cusip67092P409)✕	8.5K	QoQ +92.47% (+4.1K) YoY +66.84% (+3.4K)	All Managers (Combined)	$366.7K	0.1% ($366.7K/$693.1M)	QoQ +74.36% (+$156.4K) YoY +60.98% (+$138.9K)
Absci Corp(ABSIcusip00091E109)	145.8K	QoQ -68.66% (-319.4K) YoY -39.97% (-97.1K)	All Managers (Combined)	$365.9K	0.1% ($365.9K/$693.1M)	QoQ -69.97% (-$853.0K) YoY -73.47% (-$1.0M)
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	6.1K	QoQ -0.81% (-50) YoY +1.85% (+111)	All Managers (Combined)	$364.5K	0.1% ($364.5K/$693.1M)	QoQ +9.52% (-$31.7K) YoY +56.19% (+$131.1K)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	254	QoQ -2.68% (-7) YoY -3.42% (-9)	All Managers (Combined)	$364.1K	0.1% ($364.1K/$693.1M)	QoQ +17.56% (-$54.4K) YoY +22.65% (-$67.2K)
ANSYS INC(ANSScusip03662Q105)	1.1K	QoQ 0.00% (-0) YoY NEW(+1.1K)	All Managers (Combined)	$363.5K	0.1% ($363.5K/$693.1M)	QoQ -6.15% (-$23.8K) YoY NEW(+$363.5K)
GoDaddy Inc.(GDDYcusip380237107)	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$361.5K	0.1% ($361.5K/$693.1M)	QoQ NEW(+$361.5K) YoY NEW(+$361.5K)
PACCAR INC(PCARcusip693718108)	3.7K	QoQ 0.00% (-0) YoY +36.41% (+989)	All Managers (Combined)	$360.7K	0.1% ($360.7K/$693.1M)	QoQ -6.39% (-$24.6K) YoY +7.20% (+$24.3K)
ROSS STORES, INC.(ROSTcusip778296103)	2.8K	QoQ NEW(+2.8K) YoY NEW(+2.8K)	All Managers (Combined)	$359.5K	0.1% ($359.5K/$693.1M)	QoQ NEW(+$359.5K) YoY NEW(+$359.5K)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	7.2K	QoQ 0.00% (-0) YoY +5010.00% (-7.0K)	All Managers (Combined)	$359.2K	0.1% ($359.2K/$693.1M)	QoQ -16.73% (-$72.2K) YoY -12.02% (-$49.1K)
(cusip337344105)✕	3.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$358.6K	0.1% ($358.6K/$693.1M)	QoQ -3.22% (-$11.9K) YoY -2.39% (-$8.8K)
SOUTHERN CO(SOcusip842587107)	3.9K	QoQ -2.48% (-99) YoY -7.38% (-310)	All Managers (Combined)	$357.3K	0.1% ($357.3K/$693.1M)	QoQ +8.92% (-$29.3K) YoY +18.69% (-$56.3K)
CROWN CASTLE INC.(CCIcusip22822V101)	3.4K	QoQ -1.95% (-68) YoY -7.22% (-266)	All Managers (Combined)	$356.0K	0.1% ($356.0K/$693.1M)	QoQ +12.60% (-$39.9K) YoY -8.63% (-$33.7K)
SKYWORKS SOLUTIONS, INC.(SWKScusip83088M102)	5.5K	QoQ +0.09% (-5) YoY -7.64% (-456)	All Managers (Combined)	$355.9K	0.1% ($355.9K/$693.1M)	QoQ -27.05% (-$132.0K) YoY -44.89% (-$290.0K)
Affirm Holdings, Inc.(AFRMcusip00827B106)	7.9K	QoQ +16.36% (-1.1K) YoY NEW(+7.9K)	All Managers (Combined)	$355.0K	0.1% ($355.0K/$693.1M)	QoQ -13.65% (-$56.1K) YoY NEW(+$355.0K)
(cusip78464A714)✕	5.1K	QoQ -0.96% (-50) YoY -0.96% (-50)	All Managers (Combined)	$353.3K	0.1% ($353.3K/$693.1M)	QoQ -14.03% (-$57.7K) YoY -13.38% (-$54.6K)
PDD Holdings Inc.(PDDcusip722304102)	3.0K	QoQ 0.00% (+0) YoY NEW(+3.0K)	All Managers (Combined)	$352.7K	0.1% ($352.7K/$693.1M)	QoQ +22.02% (+$63.7K) YoY NEW(+$352.7K)
Morningstar, Inc.(MORNcusip617700109)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$351.4K	0.1% ($351.4K/$693.1M)	QoQ NEW(+$351.4K) YoY NEW(+$351.4K)
Enovis CORP(ENOVcusip194014502)	9.1K	QoQ NEW(+9.1K) YoY NEW(+9.1K)	All Managers (Combined)	$347.0K	0.1% ($347.0K/$693.1M)	QoQ NEW(+$347.0K) YoY NEW(+$347.0K)