Institute-For-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
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  "ARES",
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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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  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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  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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00162Q452

Shares:5.6K

Value:$289.2K

% of Portfolio:0.0% ($289.2K/$693.1M)

LABCORP HOLDINGS INC.

LH|504922105

Shares:1.2K

Value:$288.0K

% of Portfolio:0.0% ($288.0K/$693.1M)

TARGET CORP

TGT|87612E106

Shares:2.8K

Value:$287.4K

% of Portfolio:0.0% ($287.4K/$693.1M)

Triple Flag Precious Metals Corp.

TFPM.TO|89679M104

Shares:14.9K

Value:$285.4K

% of Portfolio:0.0% ($285.4K/$693.1M)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:584

Value:$282.7K

% of Portfolio:0.0% ($282.7K/$693.1M)

336917109

Shares:6.5K

Value:$282.7K

% of Portfolio:0.0% ($282.7K/$693.1M)

LENNOX INTERNATIONAL INC

LII|526107107

Shares:503

Value:$282.1K

% of Portfolio:0.0% ($282.1K/$693.1M)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:8.2K

Value:$279.8K

% of Portfolio:0.0% ($279.8K/$693.1M)

464287465

EFA|464287465

Shares:3.4K

Value:$279.7K

% of Portfolio:0.0% ($279.7K/$693.1M)

92206C813

Shares:3.7K

Value:$278.7K

% of Portfolio:0.0% ($278.7K/$693.1M)

ECOLAB INC.

ECL|278865100

Shares:1.1K

Value:$276.9K

% of Portfolio:0.0% ($276.9K/$693.1M)

67092P300

Shares:6.8K

Value:$276.2K

% of Portfolio:0.0% ($276.2K/$693.1M)

CALAMOS STRATEGIC TOTAL RETURN FUND

CSQ|128125101

Shares:17.0K

Value:$275.3K

% of Portfolio:0.0% ($275.3K/$693.1M)

Toll Brothers, Inc.

TOL|889478103

Shares:2.6K

Value:$275.1K

% of Portfolio:0.0% ($275.1K/$693.1M)

46137V621

Shares:19.2K

Value:$274.2K

% of Portfolio:0.0% ($274.2K/$693.1M)

ADVANCED DRAINAGE SYSTEMS, INC.

WMS|00790R104

Shares:2.5K

Value:$274.1K

% of Portfolio:0.0% ($274.1K/$693.1M)

032108409

Shares:6.7K

Value:$273.0K

% of Portfolio:0.0% ($273.0K/$693.1M)

Waste Connections, Inc.

WCN|94106B101

Shares:1.4K

Value:$271.5K

% of Portfolio:0.0% ($271.5K/$693.1M)

464286822

Shares:5.3K

Value:$271.2K

% of Portfolio:0.0% ($271.2K/$693.1M)

EAST WEST BANCORP INC

EWBC|27579R104

Shares:3.0K

Value:$270.1K

% of Portfolio:0.0% ($270.1K/$693.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip00162Q452)✕	5.6K	QoQ +24.92% (+1.1K) YoY +22.21% (+1.0K)	All Managers (Combined)	$289.2K	0.0% ($289.2K/$693.1M)	QoQ +34.73% (+$74.5K) YoY +33.74% (+$73.0K)
LABCORP HOLDINGS INC.(LHcusip504922105)	1.2K	QoQ 0.00% (+0) YoY NEW(+1.2K)	All Managers (Combined)	$288.0K	0.0% ($288.0K/$693.1M)	QoQ +1.49% (+$4.2K) YoY NEW(+$288.0K)
TARGET CORP(TGTcusip87612E106)	2.8K	QoQ -13.25% (-421) YoY -18.10% (-609)	All Managers (Combined)	$287.4K	0.0% ($287.4K/$693.1M)	QoQ -33.03% (-$141.8K) YoY -51.76% (-$308.5K)
Triple Flag Precious Metals Corp.(TFPM.TOcusip89679M104)	14.9K	QoQ 0.00% (+0) YoY -5.65% (-893)	All Managers (Combined)	$285.4K	0.0% ($285.4K/$693.1M)	QoQ +27.32% (+$61.3K) YoY +25.03% (-$57.1K)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	584	QoQ +3.54% (-20) YoY +3.54% (+20)	All Managers (Combined)	$282.7K	0.0% ($282.7K/$693.1M)	QoQ -5.85% (-$17.6K) YoY +14.33% (+$35.4K)
(cusip336917109)✕	6.5K	QoQ 0.00% (+0) YoY -1.37% (-91)	All Managers (Combined)	$282.7K	0.0% ($282.7K/$693.1M)	QoQ +7.89% (+$20.7K) YoY +11.33% (-$28.8K)
LENNOX INTERNATIONAL INC(LIIcusip526107107)	503	QoQ NEW(+503) YoY NEW(+503)	All Managers (Combined)	$282.1K	0.0% ($282.1K/$693.1M)	QoQ NEW(+$282.1K) YoY NEW(+$282.1K)
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	8.2K	QoQ +0.70% (+57) YoY +7.32% (+559)	All Managers (Combined)	$279.8K	0.0% ($279.8K/$693.1M)	QoQ +9.63% (+$24.6K) YoY +25.56% (+$57.0K)
(EFAcusip464287465)	3.4K	QoQ -0.69% (-24) YoY +7.20% (+230)	All Managers (Combined)	$279.7K	0.0% ($279.7K/$693.1M)	QoQ +7.34% (-$19.1K) YoY +9.71% (+$24.8K)
(cusip92206C813)✕	3.7K	QoQ -4.84% (-187) YoY -10.55% (-433)	All Managers (Combined)	$278.7K	0.0% ($278.7K/$693.1M)	QoQ -3.41% (-$9.9K) YoY -13.19% (-$42.4K)
ECOLAB INC.(ECLcusip278865100)	1.1K	QoQ 0.00% (+0) YoY +0.55% (+6)	All Managers (Combined)	$276.9K	0.0% ($276.9K/$693.1M)	QoQ +8.19% (+$21.0K) YoY +10.40% (+$26.1K)
(cusip67092P300)✕	6.8K	QoQ NEW(+6.8K) YoY -45.80% (-5.8K)	All Managers (Combined)	$276.2K	0.0% ($276.2K/$693.1M)	QoQ NEW(+$276.2K) YoY -43.52% (-$212.9K)
CALAMOS STRATEGIC TOTAL RETURN FUND(CSQcusip128125101)	17.0K	QoQ -13.47% (-2.6K) YoY -14.99% (-3.0K)	All Managers (Combined)	$275.3K	0.0% ($275.3K/$693.1M)	QoQ -20.95% (-$73.0K) YoY -15.97% (-$52.4K)
Toll Brothers, Inc.(TOLcusip889478103)	2.6K	QoQ NEW(+2.6K) YoY NEW(+2.6K)	All Managers (Combined)	$275.1K	0.0% ($275.1K/$693.1M)	QoQ NEW(+$275.1K) YoY NEW(+$275.1K)
(cusip46137V621)✕	19.2K	QoQ -0.51% (-100) YoY -2.04% (-400)	All Managers (Combined)	$274.2K	0.0% ($274.2K/$693.1M)	QoQ -2.36% (-$6.6K) YoY -8.21% (-$24.5K)
ADVANCED DRAINAGE SYSTEMS, INC.(WMScusip00790R104)	2.5K	QoQ 0.00% (-0) YoY -16.56% (-501)	All Managers (Combined)	$274.1K	0.0% ($274.1K/$693.1M)	QoQ -6.01% (-$17.5K) YoY -47.37% (-$246.8K)
(cusip032108409)✕	6.7K	QoQ NEW(+6.7K) YoY NEW(+6.7K)	All Managers (Combined)	$273.0K	0.0% ($273.0K/$693.1M)	QoQ NEW(+$273.0K) YoY NEW(+$273.0K)
Waste Connections, Inc.(WCNcusip94106B101)	1.4K	QoQ 0.00% (+0) YoY -1.20% (-17)	All Managers (Combined)	$271.5K	0.0% ($271.5K/$693.1M)	QoQ +13.76% (+$32.8K) YoY +12.10% (-$29.3K)
(cusip464286822)✕	5.3K	QoQ -1.27% (-69) YoY -6.10% (-346)	All Managers (Combined)	$271.2K	0.0% ($271.2K/$693.1M)	QoQ +7.44% (-$18.8K) YoY -30.96% (-$121.7K)
EAST WEST BANCORP INC(EWBCcusip27579R104)	3.0K	QoQ +3.79% (-110) YoY NEW(+3.0K)	All Managers (Combined)	$270.1K	0.0% ($270.1K/$693.1M)	QoQ -2.70% (-$7.5K) YoY NEW(+$270.1K)