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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  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

Page 21 of 27

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BILL Holdings, Inc.

BILL|090043100

Shares:6.9K

Value:$317.5K

% of Portfolio:0.0% ($317.5K/$693.1M)

46434G103

IEMG|46434G103

Shares:5.9K

Value:$317.1K

% of Portfolio:0.0% ($317.1K/$693.1M)

97717W307

DLN|97717W307

Shares:4.0K

Value:$315.0K

% of Portfolio:0.0% ($315.0K/$693.1M)

78464A763

SDY|78464A763

Shares:2.3K

Value:$314.5K

% of Portfolio:0.0% ($314.5K/$693.1M)

46435G243

Shares:12.5K

Value:$312.6K

% of Portfolio:0.0% ($312.6K/$693.1M)

Stagwell Inc

STGW|85256A109

Shares:51.3K

Value:$310.4K

% of Portfolio:0.0% ($310.4K/$693.1M)

25434V724

Shares:7.5K

Value:$308.7K

% of Portfolio:0.0% ($308.7K/$693.1M)

Red Rock Resorts, Inc.

RRR|75700L108

Shares:7.1K

Value:$306.1K

% of Portfolio:0.0% ($306.1K/$693.1M)

464288877

Shares:5.2K

Value:$305.9K

% of Portfolio:0.0% ($305.9K/$693.1M)

HORTON D R INC /DE/

DHI|23331A109

Shares:2.4K

Value:$303.0K

% of Portfolio:0.0% ($303.0K/$693.1M)

Global-E Online Ltd.

GLBE|M5216V106

Shares:8.5K

Value:$301.9K

% of Portfolio:0.0% ($301.9K/$693.1M)

INTEL CORP

INTC|458140100

Shares:13.2K

Value:$299.3K

% of Portfolio:0.0% ($299.3K/$693.1M)

DELTA AIR LINES, INC.

DAL|247361702

Shares:6.9K

Value:$298.8K

% of Portfolio:0.0% ($298.8K/$693.1M)

SCHLUMBERGER LIMITED/NV

SLB|806857108

Shares:7.0K

Value:$294.1K

% of Portfolio:0.0% ($294.1K/$693.1M)

Howard Hughes Holdings Inc.

HHH|44267T102

Shares:4.0K

Value:$293.6K

% of Portfolio:0.0% ($293.6K/$693.1M)

Samsara Inc.

IOT|79589L106

Shares:7.6K

Value:$292.6K

% of Portfolio:0.0% ($292.6K/$693.1M)

BlackRock, Inc.

BLK|09290D101

Shares:309

Value:$292.5K

% of Portfolio:0.0% ($292.5K/$693.1M)

THOR INDUSTRIES INC

THO|885160101

Shares:3.9K

Value:$292.4K

% of Portfolio:0.0% ($292.4K/$693.1M)

GENERAL MILLS INC

GIS|370334104

Shares:4.9K

Value:$291.2K

% of Portfolio:0.0% ($291.2K/$693.1M)

464287804

IJR|464287804

Shares:2.8K

Value:$290.2K

% of Portfolio:0.0% ($290.2K/$693.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BILL Holdings, Inc.(BILLcusip090043100)	6.9K	QoQ -0.93% (-65) YoY -5.83% (-429)	All Managers (Combined)	$317.5K	0.0% ($317.5K/$693.1M)	QoQ -46.33% (-$274.1K) YoY -37.12% (-$187.4K)
(IEMGcusip46434G103)	5.9K	QoQ -0.55% (-33) YoY NEW(+5.9K)	All Managers (Combined)	$317.1K	0.0% ($317.1K/$693.1M)	QoQ +2.77% (-$8.6K) YoY NEW(+$317.1K)
(DLNcusip97717W307)	4.0K	QoQ -2.81% (-115) YoY -4.31% (-179)	All Managers (Combined)	$315.0K	0.0% ($315.0K/$693.1M)	QoQ -0.84% (-$2.7K) YoY +5.20% (-$15.6K)
(SDYcusip78464A763)	2.3K	QoQ +3.99% (+89) YoY +3.99% (+89)	All Managers (Combined)	$314.5K	0.0% ($314.5K/$693.1M)	QoQ +6.81% (+$20.1K) YoY +7.51% (+$22.0K)
(cusip46435G243)✕	12.5K	QoQ +15.29% (+1.7K) YoY NEW(+12.5K)	All Managers (Combined)	$312.6K	0.0% ($312.6K/$693.1M)	QoQ +16.64% (+$44.6K) YoY NEW(+$312.6K)
Stagwell Inc(STGWcusip85256A109)	51.3K	QoQ +3.31% (-1.6K) YoY -3.94% (-2.1K)	All Managers (Combined)	$310.4K	0.0% ($310.4K/$693.1M)	QoQ -5.00% (-$16.4K) YoY -6.57% (-$21.8K)
(cusip25434V724)✕	7.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$308.7K	0.0% ($308.7K/$693.1M)	QoQ +0.70% (+$2.2K) YoY +0.75% (+$2.3K)
Red Rock Resorts, Inc.(RRRcusip75700L108)	7.1K	QoQ +2.91% (-200) YoY -5.65% (-423)	All Managers (Combined)	$306.1K	0.0% ($306.1K/$693.1M)	QoQ -3.47% (-$11.0K) YoY -31.59% (-$141.4K)
(cusip464288877)✕	5.2K	QoQ NEW(+5.2K) YoY NEW(+5.2K)	All Managers (Combined)	$305.9K	0.0% ($305.9K/$693.1M)	QoQ NEW(+$305.9K) YoY NEW(+$305.9K)
HORTON D R INC /DE/(DHIcusip23331A109)	2.4K	QoQ 0.00% (-0) YoY NEW(+2.4K)	All Managers (Combined)	$303.0K	0.0% ($303.0K/$693.1M)	QoQ -9.07% (-$30.2K) YoY NEW(+$303.0K)
Global-E Online Ltd.(GLBEcusipM5216V106)	8.5K	QoQ NEW(+8.5K) YoY NEW(+8.5K)	All Managers (Combined)	$301.9K	0.0% ($301.9K/$693.1M)	QoQ NEW(+$301.9K) YoY NEW(+$301.9K)
INTEL CORP(INTCcusip458140100)	13.2K	QoQ -4.99% (-693) YoY +1.07% (-140)	All Managers (Combined)	$299.3K	0.0% ($299.3K/$693.1M)	QoQ +7.60% (-$21.2K) YoY -48.03% (-$276.7K)
DELTA AIR LINES, INC.(DALcusip247361702)	6.9K	QoQ 0.00% (-0) YoY +2.49% (-167)	All Managers (Combined)	$298.8K	0.0% ($298.8K/$693.1M)	QoQ -27.93% (-$115.8K) YoY -6.64% (-$21.3K)
SCHLUMBERGER LIMITED/NV(SLBcusip806857108)	7.0K	QoQ +1.72% (+119) YoY -1.74% (-125)	All Managers (Combined)	$294.1K	0.0% ($294.1K/$693.1M)	QoQ +10.89% (+$28.9K) YoY -25.06% (-$98.4K)
Howard Hughes Holdings Inc.(HHHcusip44267T102)	4.0K	QoQ 0.00% (-0) YoY NEW(+4.0K)	All Managers (Combined)	$293.6K	0.0% ($293.6K/$693.1M)	QoQ -3.69% (-$11.3K) YoY NEW(+$293.6K)
Samsara Inc.(IOTcusip79589L106)	7.6K	QoQ NEW(+7.6K) YoY NEW(+7.6K)	All Managers (Combined)	$292.6K	0.0% ($292.6K/$693.1M)	QoQ NEW(+$292.6K) YoY NEW(+$292.6K)
BlackRock, Inc.(BLKcusip09290D101)	309	QoQ NEW(+309) YoY NEW(+309)	All Managers (Combined)	$292.5K	0.0% ($292.5K/$693.1M)	QoQ NEW(+$292.5K) YoY NEW(+$292.5K)
THOR INDUSTRIES INC(THOcusip885160101)	3.9K	QoQ 0.00% (-0) YoY NEW(+3.9K)	All Managers (Combined)	$292.4K	0.0% ($292.4K/$693.1M)	QoQ -20.79% (-$76.8K) YoY NEW(+$292.4K)
GENERAL MILLS INC(GIScusip370334104)	4.9K	QoQ -5.65% (-292) YoY +1.43% (-69)	All Managers (Combined)	$291.2K	0.0% ($291.2K/$693.1M)	QoQ -11.54% (-$38.0K) YoY -13.31% (-$44.7K)
(IJRcusip464287804)	2.8K	QoQ -1.73% (-49) YoY +39.09% (+780)	All Managers (Combined)	$290.2K	0.0% ($290.2K/$693.1M)	QoQ -10.79% (-$35.1K) YoY +31.63% (+$69.7K)