Institute-For-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "NCNO",
  "ARES",
  "ABSI",
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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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  "CI",
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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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  "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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  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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Fortinet, Inc.

FTNT|34959E109

Shares:56.7K

Value:$5.5M

% of Portfolio:0.8% ($5.5M/$693.1M)

46429B697

USMV|46429B697

Shares:58.1K

Value:$5.4M

% of Portfolio:0.8% ($5.4M/$693.1M)

81369Y605

Shares:107.7K

Value:$5.4M

% of Portfolio:0.8% ($5.4M/$693.1M)

LAM RESEARCH CORP

LRCX|512807306

Shares:73.7K

Value:$5.4M

% of Portfolio:0.8% ($5.4M/$693.1M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:29.5K

Value:$5.3M

% of Portfolio:0.8% ($5.3M/$693.1M)

UNITED RENTALS, INC.

URI|911363109

Shares:8.4K

Value:$5.3M

% of Portfolio:0.8% ($5.3M/$693.1M)

Mastercard Inc

MA|57636Q104

Shares:9.6K

Value:$5.3M

% of Portfolio:0.8% ($5.3M/$693.1M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:9.2K

Value:$5.1M

% of Portfolio:0.7% ($5.1M/$693.1M)

ELI LILLY & Co

LLY|532457108

Shares:6.2K

Value:$5.1M

% of Portfolio:0.7% ($5.1M/$693.1M)

464288679

Shares:43.2K

Value:$4.8M

% of Portfolio:0.7% ($4.8M/$693.1M)

VISA INC.

V|92826C839

Shares:13.6K

Value:$4.8M

% of Portfolio:0.7% ($4.8M/$693.1M)

Walt Disney Co

DIS|254687106

Shares:47.4K

Value:$4.7M

% of Portfolio:0.7% ($4.7M/$693.1M)

46137V837

Shares:46.6K

Value:$4.7M

% of Portfolio:0.7% ($4.7M/$693.1M)

81369Y803

XLK|81369Y803

Shares:21.4K

Value:$4.4M

% of Portfolio:0.6% ($4.4M/$693.1M)

Broadcom Inc.

AVGO|11135F101

Shares:24.3K

Value:$4.1M

% of Portfolio:0.6% ($4.1M/$693.1M)

AbbVie Inc.

ABBV|00287Y109

Shares:19.3K

Value:$4.0M

% of Portfolio:0.6% ($4.0M/$693.1M)

92189F676

Shares:19.0K

Value:$4.0M

% of Portfolio:0.6% ($4.0M/$693.1M)

NETFLIX INC

NFLX|64110L106

Shares:4.3K

Value:$4.0M

% of Portfolio:0.6% ($4.0M/$693.1M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:15.9K

Value:$3.9M

% of Portfolio:0.6% ($3.9M/$693.1M)

AMGEN INC

AMGN|031162100

Shares:12.2K

Value:$3.8M

% of Portfolio:0.5% ($3.8M/$693.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Fortinet, Inc.(FTNTcusip34959E109)	56.7K	QoQ -1.40% (-805) YoY -0.42% (-242)	All Managers (Combined)	$5.5M	0.8% ($5.5M/$693.1M)	QoQ +0.45% (-$24.9K) YoY +40.31% (-$1.6M)
(USMVcusip46429B697)	58.1K	QoQ +528.67% (+48.9K) YoY +457.43% (+47.7K)	All Managers (Combined)	$5.4M	0.8% ($5.4M/$693.1M)	QoQ +563.13% (+$4.6M) YoY +524.68% (+$4.6M)
(cusip81369Y605)✕	107.7K	QoQ -2.20% (-2.4K) YoY -3.96% (-4.4K)	All Managers (Combined)	$5.4M	0.8% ($5.4M/$693.1M)	QoQ +0.79% (-$42.1K) YoY +13.57% (-$641.1K)
LAM RESEARCH CORP(LRCXcusip512807306)	73.7K	QoQ NEW(+73.7K) YoY NEW(+73.7K)	All Managers (Combined)	$5.4M	0.8% ($5.4M/$693.1M)	QoQ NEW(+$5.4M) YoY NEW(+$5.4M)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	29.5K	QoQ -0.45% (-135) YoY -1.59% (-478)	All Managers (Combined)	$5.3M	0.8% ($5.3M/$693.1M)	QoQ -4.60% (-$255.6K) YoY +1.50% (-$78.6K)
UNITED RENTALS, INC.(URIcusip911363109)	8.4K	QoQ +9.14% (-703) YoY +3.79% (-307)	All Managers (Combined)	$5.3M	0.8% ($5.3M/$693.1M)	QoQ -2.90% (-$157.1K) YoY -9.79% (-$570.8K)
Mastercard Inc(MAcusip57636Q104)	9.6K	QoQ -0.60% (-58) YoY -3.51% (-349)	All Managers (Combined)	$5.3M	0.8% ($5.3M/$693.1M)	QoQ +3.46% (-$176.2K) YoY +9.81% (-$470.0K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	9.2K	QoQ -45.08% (-7.5K) YoY -92.84% (-119.1K)	All Managers (Combined)	$5.1M	0.7% ($5.1M/$693.1M)	QoQ -47.59% (-$4.7M) YoY -92.35% (-$62.0M)
ELI LILLY & Co(LLYcusip532457108)	6.2K	QoQ -3.35% (-214) YoY -8.50% (-573)	All Managers (Combined)	$5.1M	0.7% ($5.1M/$693.1M)	QoQ +3.38% (-$166.6K) YoY -2.87% (-$150.7K)
(cusip464288679)✕	43.2K	QoQ +14.94% (+5.6K) YoY +63.05% (+16.7K)	All Managers (Combined)	$4.8M	0.7% ($4.8M/$693.1M)	QoQ +15.30% (+$633.3K) YoY +62.93% (+$1.8M)
VISA INC.(Vcusip92826C839)	13.6K	QoQ -1.96% (-272) YoY -0.59% (-82)	All Managers (Combined)	$4.8M	0.7% ($4.8M/$693.1M)	QoQ +8.71% (-$382.1K) YoY +24.82% (-$948.0K)
Walt Disney Co(DIScusip254687106)	47.4K	QoQ +0.45% (-213) YoY +2.11% (-983)	All Managers (Combined)	$4.7M	0.7% ($4.7M/$693.1M)	QoQ -10.95% (-$576.1K) YoY -17.62% (-$1.0M)
(cusip46137V837)✕	46.6K	QoQ -0.01% (-5) YoY -3.24% (-1.6K)	All Managers (Combined)	$4.7M	0.7% ($4.7M/$693.1M)	QoQ -7.10% (-$356.2K) YoY -2.06% (-$98.3K)
(XLKcusip81369Y803)	21.4K	QoQ +1.80% (-379) YoY +3.14% (+652)	All Managers (Combined)	$4.4M	0.6% ($4.4M/$693.1M)	QoQ -9.59% (-$469.0K) YoY +2.25% (+$97.4K)
Broadcom Inc.(AVGOcusip11135F101)	24.3K	QoQ +2331.00% (+23.3K) YoY +901.64% (+21.9K)	All Managers (Combined)	$4.1M	0.6% ($4.1M/$693.1M)	QoQ +1655.61% (+$3.8M) YoY +26.51% (+$853.1K)
AbbVie Inc.(ABBVcusip00287Y109)	19.3K	QoQ -1.25% (-245) YoY -4.47% (-902)	All Managers (Combined)	$4.0M	0.6% ($4.0M/$693.1M)	QoQ +16.42% (-$569.3K) YoY +9.91% (-$363.8K)
(cusip92189F676)✕	19.0K	QoQ +3.67% (-674) YoY +5.69% (-1.0K)	All Managers (Combined)	$4.0M	0.6% ($4.0M/$693.1M)	QoQ -9.46% (-$420.0K) YoY -0.65% (-$26.3K)
NETFLIX INC(NFLXcusip64110L106)	4.3K	QoQ +0.16% (+7) YoY +1.27% (+54)	All Managers (Combined)	$4.0M	0.6% ($4.0M/$693.1M)	QoQ +4.80% (+$183.1K) YoY +55.52% (+$1.4M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	15.9K	QoQ -0.37% (-60) YoY +1.06% (+168)	All Managers (Combined)	$3.9M	0.6% ($3.9M/$693.1M)	QoQ +1.94% (-$74.4K) YoY +23.77% (+$749.0K)
AMGEN INC(AMGNcusip031162100)	12.2K	QoQ -1.15% (-142) YoY -1.45% (-180)	All Managers (Combined)	$3.8M	0.5% ($3.8M/$693.1M)	QoQ +18.15% (-$581.8K) YoY +7.98% (-$280.0K)