Institute-For-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
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  "NCNO",
  "ARES",
  "ABSI",
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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,
  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,
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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,
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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,
  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,
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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

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Brighthouse Financial, Inc.

BHF|10922N103

Shares:6.0K

Value:$346.7K

% of Portfolio:0.1% ($346.7K/$693.1M)

Workday, Inc.

WDAY|98138H101

Shares:1.5K

Value:$346.3K

% of Portfolio:0.0% ($346.3K/$693.1M)

Live Nation Entertainment, Inc.

LYV|538034109

Shares:2.6K

Value:$342.5K

% of Portfolio:0.0% ($342.5K/$693.1M)

Guidewire Software, Inc.

GWRE|40171V100

Shares:1.8K

Value:$336.8K

% of Portfolio:0.0% ($336.8K/$693.1M)

92841M101

Shares:15.2K

Value:$335.3K

% of Portfolio:0.0% ($335.3K/$693.1M)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:8.1K

Value:$334.7K

% of Portfolio:0.0% ($334.7K/$693.1M)

GLOBAL PAYMENTS INC

GPN|37940X102

Shares:3.4K

Value:$334.3K

% of Portfolio:0.0% ($334.3K/$693.1M)

Zoetis Inc.

ZTS|98978V103

Shares:2.0K

Value:$333.1K

% of Portfolio:0.0% ($333.1K/$693.1M)

Philip Morris International Inc.

PM|718172109

Shares:2.1K

Value:$329.7K

% of Portfolio:0.0% ($329.7K/$693.1M)

lululemon athletica inc.

LULU|550021109

Shares:1.2K

Value:$328.9K

% of Portfolio:0.0% ($328.9K/$693.1M)

Trane Technologies plc

TT|G8994E103

Shares:976

Value:$328.7K

% of Portfolio:0.0% ($328.7K/$693.1M)

AUTOZONE INC

AZO|053332102

Shares:85

Value:$323.0K

% of Portfolio:0.0% ($323.0K/$693.1M)

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

Shares:1.5K

Value:$321.4K

% of Portfolio:0.0% ($321.4K/$693.1M)

CF Industries Holdings, Inc.

CF|125269100

Shares:4.1K

Value:$321.2K

% of Portfolio:0.0% ($321.2K/$693.1M)

WESCO INTERNATIONAL INC

WCC|95082P105

Shares:2.1K

Value:$320.5K

% of Portfolio:0.0% ($320.5K/$693.1M)

Construction Partners, Inc.

ROAD|21044C107

Shares:4.5K

Value:$320.3K

% of Portfolio:0.0% ($320.3K/$693.1M)

DOW INC.

DOW|260557103

Shares:9.2K

Value:$319.6K

% of Portfolio:0.0% ($319.6K/$693.1M)

ELECTRONIC ARTS INC.

EA|285512109

Shares:2.2K

Value:$318.4K

% of Portfolio:0.0% ($318.4K/$693.1M)

POOL CORP

POOL|73278L105

Shares:998

Value:$317.7K

% of Portfolio:0.0% ($317.7K/$693.1M)

HDFC BANK LTD

HDB|40415F101

Shares:4.8K

Value:$317.6K

% of Portfolio:0.0% ($317.6K/$693.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Brighthouse Financial, Inc.(BHFcusip10922N103)	6.0K	QoQ 0.00% (+0) YoY NEW(+6.0K)	All Managers (Combined)	$346.7K	0.1% ($346.7K/$693.1M)	QoQ +20.71% (+$59.5K) YoY NEW(+$346.7K)
Workday, Inc.(WDAYcusip98138H101)	1.5K	QoQ +2.70% (-39) YoY NEW(+1.5K)	All Managers (Combined)	$346.3K	0.0% ($346.3K/$693.1M)	QoQ -7.05% (-$26.3K) YoY NEW(+$346.3K)
Live Nation Entertainment, Inc.(LYVcusip538034109)	2.6K	QoQ 0.00% (+0) YoY -3.17% (-86)	All Managers (Combined)	$342.5K	0.0% ($342.5K/$693.1M)	QoQ +0.83% (+$2.8K) YoY +19.53% (-$56.0K)
Guidewire Software, Inc.(GWREcusip40171V100)	1.8K	QoQ +0.16% (+3) YoY -0.99% (-18)	All Managers (Combined)	$336.8K	0.0% ($336.8K/$693.1M)	QoQ +11.37% (+$34.4K) YoY +58.98% (-$125.0K)
(cusip92841M101)✕	15.2K	QoQ -0.96% (-147) YoY -1.05% (-162)	All Managers (Combined)	$335.3K	0.0% ($335.3K/$693.1M)	QoQ -11.11% (-$42.0K) YoY -2.20% (-$7.5K)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	8.1K	QoQ 0.00% (-0) YoY -2.69% (-225)	All Managers (Combined)	$334.7K	0.0% ($334.7K/$693.1M)	QoQ -5.14% (-$18.1K) YoY +2.72% (-$8.9K)
GLOBAL PAYMENTS INC(GPNcusip37940X102)	3.4K	QoQ -1.30% (-45) YoY NEW(+3.4K)	All Managers (Combined)	$334.3K	0.0% ($334.3K/$693.1M)	QoQ -13.75% (-$53.3K) YoY NEW(+$334.3K)
Zoetis Inc.(ZTScusip98978V103)	2.0K	QoQ 0.00% (+0) YoY -18.59% (-462)	All Managers (Combined)	$333.1K	0.0% ($333.1K/$693.1M)	QoQ +1.05% (+$3.5K) YoY -20.78% (-$87.4K)
Philip Morris International Inc.(PMcusip718172109)	2.1K	QoQ 0.00% (+0) YoY -24.39% (-670)	All Managers (Combined)	$329.7K	0.0% ($329.7K/$693.1M)	QoQ +31.90% (+$79.7K) YoY +30.97% (-$78.0K)
lululemon athletica inc.(LULUcusip550021109)	1.2K	QoQ 0.00% (-0) YoY -2.10% (-25)	All Managers (Combined)	$328.9K	0.0% ($328.9K/$693.1M)	QoQ -25.98% (-$115.4K) YoY -29.06% (-$134.8K)
Trane Technologies plc(TTcusipG8994E103)	976	QoQ -0.50% (-5) YoY +22.30% (+178)	All Managers (Combined)	$328.7K	0.0% ($328.7K/$693.1M)	QoQ -9.29% (-$33.7K) YoY +37.20% (+$89.1K)
AUTOZONE INC(AZOcusip053332102)	85	QoQ 0.00% (+0) YoY NEW(+85)	All Managers (Combined)	$323.0K	0.0% ($323.0K/$693.1M)	QoQ +19.01% (+$51.6K) YoY NEW(+$323.0K)
L3HARRIS TECHNOLOGIES, INC. /DE/(LHXcusip502431109)	1.5K	QoQ -1.15% (-18) YoY -3.51% (-56)	All Managers (Combined)	$321.4K	0.0% ($321.4K/$693.1M)	QoQ -1.57% (-$5.1K) YoY -5.19% (-$17.6K)
CF Industries Holdings, Inc.(CFcusip125269100)	4.1K	QoQ NEW(+4.1K) YoY NEW(+4.1K)	All Managers (Combined)	$321.2K	0.0% ($321.2K/$693.1M)	QoQ NEW(+$321.2K) YoY NEW(+$321.2K)
WESCO INTERNATIONAL INC(WCCcusip95082P105)	2.1K	QoQ 0.00% (-0) YoY +36.68% (+554)	All Managers (Combined)	$320.5K	0.0% ($320.5K/$693.1M)	QoQ -14.17% (-$53.0K) YoY +23.93% (+$61.9K)
Construction Partners, Inc.(ROADcusip21044C107)	4.5K	QoQ NEW(+4.5K) YoY NEW(+4.5K)	All Managers (Combined)	$320.3K	0.0% ($320.3K/$693.1M)	QoQ NEW(+$320.3K) YoY NEW(+$320.3K)
DOW INC.(DOWcusip260557103)	9.2K	QoQ -6.86% (-675) YoY -12.83% (-1.3K)	All Managers (Combined)	$319.6K	0.0% ($319.6K/$693.1M)	QoQ -18.95% (-$74.8K) YoY -47.45% (-$288.7K)
ELECTRONIC ARTS INC.(EAcusip285512109)	2.2K	QoQ -5.41% (-126) YoY -5.45% (-127)	All Managers (Combined)	$318.4K	0.0% ($318.4K/$693.1M)	QoQ -6.56% (-$22.4K) YoY +2.99% (-$9.3K)
POOL CORP(POOLcusip73278L105)	998	QoQ 0.00% (-0) YoY NEW(+998)	All Managers (Combined)	$317.7K	0.0% ($317.7K/$693.1M)	QoQ -6.62% (-$22.5K) YoY NEW(+$317.7K)
HDFC BANK LTD(HDBcusip40415F101)	4.8K	QoQ -4.57% (-229) YoY +1.63% (+77)	All Managers (Combined)	$317.6K	0.0% ($317.6K/$693.1M)	QoQ -0.71% (-$2.3K) YoY +20.64% (+$54.4K)