Institute-For-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "NCNO",
  "ARES",
  "ABSI",
  "JAZZ",
  "NOVT",
  "QRVO",
  "RRX",
  "POOL",
  "MORN",
  "GLBE",
  "ARW",
  "RBC",
  "H",
  "MSGS",
  null,
  null,
  "SNOW",
  "MU",
  "ACN",
  "MMM",
  "ABNB",
  "ABT",
  null,
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  null,
  null,
  "VONG",
  null,
  "ALL",
  "GOOGL",
  "VDE",
  "CET",
  "AXP",
  null,
  "AFRM",
  "JOE",
  "AIG",
  "ASML",
  "T",
  "ENOV",
  "BLK",
  "ASGI",
  null,
  "CAT",
  "AVGO",
  "LOW",
  "CP.TO",
  "CII",
  "HHH",
  "CSQ",
  null,
  null,
  null,
  "CCI",
  "CMI",
  null,
  "KFY",
  "USA",
  null,
  "D",
  "NAD",
  "NWBI",
  "PTY",
  "RDFN",
  "EBAY",
  "PDI",
  "RC",
  "WTRG",
  null,
  null,
  "EOG",
  "EXPE",
  "FFIV",
  null,
  null,
  null,
  null,
  null,
  "RWAY",
  "GILD",
  null,
  "GIS",
  "HLT",
  "ACRE",
  "HON",
  "HD",
  "CHW",
  "AZN",
  "MCD",
  "INTU",
  null,
  null,
  "UNP",
  "QCOM",
  "GLPI",
  null,
  "ISRG",
  null,
  null,
  "BTO",
  "HTD",
  "HWM",
  "LEN",
  null,
  "ITW",
  "INGR",
  "AMAT",
  null,
  "EMR",
  "BKNG",
  "ICE",
  "META",
  null,
  "VKQ",
  null,
  null,
  null,
  null,
  "IVW",
  null,
  null,
  null,
  null,
  null,
  "QUAD",
  "RRR",
  null,
  "TSI",
  null,
  null,
  "RMT",
  "DIAX",
  "CHI",
  null,
  "KNSL",
  "LHX",
  "LRCX",
  "LIN",
  null,
  null,
  null,
  null,
  null,
  "GGT",
  null,
  "MPC",
  "PGP",
  "PWR",
  "MRVL",
  null,
  "MA",
  "BMI",
  "MSFT",
  "MDLZ",
  "CNR",
  "MS",
  "TMUS",
  "EVRG",
  "FICO",
  "FIS",
  "GE",
  "GPC",
  null,
  "HQY",
  "GWRE",
  "HIG",
  "HES",
  "NVS",
  "OXY",
  null,
  "ORLY",
  null,
  "PCAR",
  "DLN",
  "ALK",
  "AER",
  "BX",
  "AMP",
  "ANSS",
  "DG",
  "IJR",
  "EFG",
  "KKR",
  "KLAC",
  "IWD",
  "ORCL",
  "NOC",
  "OKE",
  null,
  "VHT",
  null,
  null,
  null,
  "EEM",
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  null,
  "PNC",
  null,
  "VGSH",
  "IEMG",
  "IJK",
  null,
  null,
  "IVV",
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "BXSL",
  "ECL",
  "NVDA",
  "GS",
  null,
  "INTC",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "LPLA",
  "AMGN",
  "MAS",
  "MSTR",
  "PARA",
  null,
  "REGN",
  "IOT",
  "IEFA",
  "SPGI",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "ROST",
  "RTX",
  "GLD",
  null,
  null,
  "RITM",
  "AMT",
  "IBM",
  "STGW",
  "SYK",
  "SBUX",
  "ERIC",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TFPM.TO",
  "TFC",
  "TWLO",
  "TRV",
  "UBER",
  "UPS",
  "VNQ",
  "MET",
  "UHAL-B",
  "WMS",
  "ASH",
  "RCL",
  "VOE",
  "SCHW",
  "MNST",
  "EWBC",
  "VWO",
  "GDV",
  null,
  "VSS",
  null,
  "IWV",
  "PRF",
  null,
  "DSL",
  "EME",
  "VIG",
  "TTE",
  null,
  "ULTA",
  "IWO",
  "XLB",
  "SU",
  "WY",
  null,
  "GDDY",
  "GGG",
  null,
  "IT",
  "GPN",
  null,
  "RDN",
  null,
  "VYM",
  null,
  "DD",
  "VRTX",
  "MGC",
  null,
  "EA",
  "EW",
  "TT",
  null,
  "PRI",
  "MTN",
  "ADSK",
  "GM",
  "ACGL",
  "TOL",
  "AXON",
  "THO",
  "APH",
  "AMD",
  "ALLE",
  "SDY",
  "FI",
  "NTRA",
  "TAP",
  "IP",
  "F",
  "WM",
  "FTNT",
  "WCN",
  "ECF",
  "AEP",
  "FDS",
  "NVO",
  "DHI",
  "AMZN",
  "MSI",
  "HCA",
  null,
  "LUV",
  "VGM",
  null,
  "AAON",
  null,
  "HDB",
  null,
  "PDD",
  "RGA",
  null,
  "DKNG",
  "VPL",
  null,
  "VGT",
  null,
  "USB",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "VGK",
  null,
  null,
  "MGK",
  null,
  null,
  "VTWO",
  "BNDX",
  "BND",
  "VBR",
  "VOT",
  "VOO",
  null,
  "VTV",
  "V",
  "VKTX",
  null,
  "WBD",
  "WMT",
  "WCC",
  "WFC",
  "WMB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "WYNN",
  "WDAY",
  "YUM",
  null,
  "EVTC",
  "ELAN",
  "FCN",
  "CNQ",
  "GEN",
  "SCHD",
  "DVY",
  "SCHG",
  "JD",
  "MSCI",
  "KEY",
  "HLMN",
  "JCI",
  "NXPI",
  "LH",
  "MOH",
  "MGM",
  "SO",
  "TTD",
  null,
  "OTIS",
  "PSX",
  "CRM",
  "SWKS",
  "RVTY",
  "RBLX",
  "SYY",
  "DIA",
  null,
  "LII",
  "LYV",
  null,
  null,
  "CMPR",
  "MTUM",
  null,
  "GEV",
  "MELI",
  "MCK",
  null,
  "ESGU",
  "NUE",
  "FDX",
  null,
  null,
  null,
  "LULU",
  "ADP",
  "AZO",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BAX",
  "BILL",
  "BXMT",
  "BA",
  null,
  "BHF",
  "BMY",
  "CARR",
  "CF",
  "CVX",
  "LNG",
  "CHTR",
  "CMG",
  "CHH",
  "CTAS",
  "CSCO",
  "NET",
  "C",
  "CME",
  "KO",
  "CMCSA",
  "COP",
  "ROAD",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "CRWD",
  "CVS",
  "CSX",
  "DHR",
  "DDOG",
  "DELL",
  "DE",
  "FANG",
  "DAL",
  null,
  null,
  "DFAC",
  "DDS",
  "DFS",
  "RSP",
  "EWJ",
  "EFA",
  "MCO",
  "USMV",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  "APO",
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "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

Page 23 of 27

Sort by:

464287168

DVY|464287168

Shares:2.0K

Value:$269.3K

% of Portfolio:0.0% ($269.3K/$693.1M)

Core Natural Resources, Inc.

CNR|218937100

Shares:3.5K

Value:$267.3K

% of Portfolio:0.0% ($267.3K/$693.1M)

nCino, Inc.

NCNO|63947X101

Shares:9.6K

Value:$263.8K

% of Portfolio:0.0% ($263.8K/$693.1M)

Natera, Inc.

NTRA|632307104

Shares:1.9K

Value:$263.6K

% of Portfolio:0.0% ($263.6K/$693.1M)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:1.1K

Value:$263.4K

% of Portfolio:0.0% ($263.4K/$693.1M)

RBC Bearings INC

RBC|75524B104

Shares:818

Value:$263.2K

% of Portfolio:0.0% ($263.2K/$693.1M)

Jazz Pharmaceuticals plc

JAZZ|G50871105

Shares:2.1K

Value:$262.0K

% of Portfolio:0.0% ($262.0K/$693.1M)

Primerica, Inc.

PRI|74164M108

Shares:919

Value:$261.6K

% of Portfolio:0.0% ($261.6K/$693.1M)

NXP Semiconductors N.V.

NXPI|N6596X109

Shares:1.4K

Value:$260.6K

% of Portfolio:0.0% ($260.6K/$693.1M)

BlackRock Enhanced Large Cap Core Fund, Inc.

CII|09256A109

Shares:14.1K

Value:$260.2K

% of Portfolio:0.0% ($260.2K/$693.1M)

46436E718

Shares:2.6K

Value:$259.0K

% of Portfolio:0.0% ($259.0K/$693.1M)

33734X176

Shares:1.9K

Value:$257.9K

% of Portfolio:0.0% ($257.9K/$693.1M)

SYSCO CORP

SYY|871829107

Shares:3.4K

Value:$257.5K

% of Portfolio:0.0% ($257.5K/$693.1M)

MGM Resorts International

MGM|552953101

Shares:8.6K

Value:$255.9K

% of Portfolio:0.0% ($255.9K/$693.1M)

81369Y886

Shares:3.2K

Value:$255.4K

% of Portfolio:0.0% ($255.4K/$693.1M)

BAXTER INTERNATIONAL INC

BAX|071813109

Shares:7.5K

Value:$255.4K

% of Portfolio:0.0% ($255.4K/$693.1M)

464287606

IJK|464287606

Shares:3.0K

Value:$252.5K

% of Portfolio:0.0% ($252.5K/$693.1M)

abrdn Global Infrastructure Income Fund

ASGI|00326W106

Shares:13.6K

Value:$249.8K

% of Portfolio:0.0% ($249.8K/$693.1M)

33735K108

Shares:1.9K

Value:$249.1K

% of Portfolio:0.0% ($249.1K/$693.1M)

464288372

Shares:4.6K

Value:$249.0K

% of Portfolio:0.0% ($249.0K/$693.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(DVYcusip464287168)	2.0K	QoQ 0.00% (+0) YoY +12.69% (+226)	All Managers (Combined)	$269.3K	0.0% ($269.3K/$693.1M)	QoQ +2.28% (+$6.0K) YoY +22.86% (+$50.1K)
Core Natural Resources, Inc.(CNRcusip218937100)	3.5K	QoQ NEW(+3.5K) YoY NEW(+3.5K)	All Managers (Combined)	$267.3K	0.0% ($267.3K/$693.1M)	QoQ NEW(+$267.3K) YoY NEW(+$267.3K)
nCino, Inc.(NCNOcusip63947X101)	9.6K	QoQ 0.00% (-0) YoY NEW(+9.6K)	All Managers (Combined)	$263.8K	0.0% ($263.8K/$693.1M)	QoQ -18.19% (-$58.7K) YoY NEW(+$263.8K)
Natera, Inc.(NTRAcusip632307104)	1.9K	QoQ NEW(+1.9K) YoY NEW(+1.9K)	All Managers (Combined)	$263.6K	0.0% ($263.6K/$693.1M)	QoQ NEW(+$263.6K) YoY NEW(+$263.6K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	1.1K	QoQ 0.00% (-0) YoY -0.37% (-4)	All Managers (Combined)	$263.4K	0.0% ($263.4K/$693.1M)	QoQ -2.18% (-$5.9K) YoY -7.91% (-$22.6K)
RBC Bearings INC(RBCcusip75524B104)	818	QoQ 0.00% (+0) YoY NEW(+818)	All Managers (Combined)	$263.2K	0.0% ($263.2K/$693.1M)	QoQ +7.56% (+$18.5K) YoY NEW(+$263.2K)
Jazz Pharmaceuticals plc(JAZZcusipG50871105)	2.1K	QoQ 0.00% (+0) YoY NEW(+2.1K)	All Managers (Combined)	$262.0K	0.0% ($262.0K/$693.1M)	QoQ +0.81% (+$2.1K) YoY NEW(+$262.0K)
Primerica, Inc.(PRIcusip74164M108)	919	QoQ +0.10% (+1) YoY +0.76% (+7)	All Managers (Combined)	$261.6K	0.0% ($261.6K/$693.1M)	QoQ +4.94% (+$12.3K) YoY +13.38% (+$30.9K)
NXP Semiconductors N.V.(NXPIcusipN6596X109)	1.4K	QoQ -0.36% (-5) YoY -1.01% (-14)	All Managers (Combined)	$260.6K	0.0% ($260.6K/$693.1M)	QoQ -8.89% (-$25.4K) YoY -24.06% (-$82.6K)
BlackRock Enhanced Large Cap Core Fund, Inc.(CIIcusip09256A109)	14.1K	QoQ 0.00% (-0) YoY -1.39% (-200)	All Managers (Combined)	$260.2K	0.0% ($260.2K/$693.1M)	QoQ -8.10% (-$23.0K) YoY -6.56% (-$18.3K)
(cusip46436E718)✕	2.6K	QoQ NEW(+2.6K) YoY NEW(+2.6K)	All Managers (Combined)	$259.0K	0.0% ($259.0K/$693.1M)	QoQ NEW(+$259.0K) YoY NEW(+$259.0K)
(cusip33734X176)✕	1.9K	QoQ 0.00% (-0) YoY -2.50% (-50)	All Managers (Combined)	$257.9K	0.0% ($257.9K/$693.1M)	QoQ -10.97% (-$31.8K) YoY -4.35% (-$11.8K)
SYSCO CORP(SYYcusip871829107)	3.4K	QoQ -4.77% (-172) YoY -6.58% (-242)	All Managers (Combined)	$257.5K	0.0% ($257.5K/$693.1M)	QoQ -6.54% (-$18.0K) YoY -13.65% (-$40.7K)
MGM Resorts International(MGMcusip552953101)	8.6K	QoQ 0.00% (-0) YoY -0.74% (-65)	All Managers (Combined)	$255.9K	0.0% ($255.9K/$693.1M)	QoQ -14.45% (-$43.3K) YoY -37.68% (-$154.8K)
(cusip81369Y886)✕	3.2K	QoQ -18.84% (-752) YoY -22.30% (-930)	All Managers (Combined)	$255.4K	0.0% ($255.4K/$693.1M)	QoQ -15.45% (-$46.7K) YoY -6.68% (-$18.3K)
BAXTER INTERNATIONAL INC(BAXcusip071813109)	7.5K	QoQ -0.46% (-35) YoY +8.92% (-611)	All Managers (Combined)	$255.4K	0.0% ($255.4K/$693.1M)	QoQ +16.83% (-$36.8K) YoY -12.76% (-$37.4K)
(IJKcusip464287606)	3.0K	QoQ 0.00% (-0) YoY -5.77% (-186)	All Managers (Combined)	$252.5K	0.0% ($252.5K/$693.1M)	QoQ -8.41% (-$23.2K) YoY -14.00% (-$41.1K)
abrdn Global Infrastructure Income Fund(ASGIcusip00326W106)	13.6K	QoQ -5.69% (-820) YoY -5.75% (-830)	All Managers (Combined)	$249.8K	0.0% ($249.8K/$693.1M)	QoQ -1.06% (-$2.7K) YoY -2.35% (-$6.0K)
(cusip33735K108)✕	1.9K	QoQ 0.00% (-0) YoY -0.88% (-17)	All Managers (Combined)	$249.1K	0.0% ($249.1K/$693.1M)	QoQ -4.95% (-$13.0K) YoY +5.63% (-$13.3K)
(cusip464288372)✕	4.6K	QoQ -0.24% (-11) YoY -1.87% (-87)	All Managers (Combined)	$249.0K	0.0% ($249.0K/$693.1M)	QoQ +4.33% (-$10.4K) YoY +12.65% (-$28.0K)