Institute-For-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
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  "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,
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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,
  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,
  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,
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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,
  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,
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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,
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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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  "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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78464A797

Shares:4.7K

Value:$248.2K

% of Portfolio:0.0% ($248.2K/$693.1M)

TWILIO INC

TWLO|90138F102

Shares:2.5K

Value:$247.6K

% of Portfolio:0.0% ($247.6K/$693.1M)

464287648

IWO|464287648

Shares:953

Value:$243.5K

% of Portfolio:0.0% ($243.5K/$693.1M)

AerCap Holdings N.V.

AER|N00985106

Shares:2.4K

Value:$243.2K

% of Portfolio:0.0% ($243.2K/$693.1M)

Gaming & Leisure Properties, Inc.

GLPI|36467J108

Shares:4.8K

Value:$242.6K

% of Portfolio:0.0% ($242.6K/$693.1M)

EVERTEC, Inc.

EVTC|30040P103

Shares:6.6K

Value:$241.8K

% of Portfolio:0.0% ($241.8K/$693.1M)

921910873

MGC|921910873

Shares:1.2K

Value:$241.1K

% of Portfolio:0.0% ($241.1K/$693.1M)

PIMCO Dynamic Income Fund

PDI|72201Y101

Shares:12.2K

Value:$240.7K

% of Portfolio:0.0% ($240.7K/$693.1M)

TCW STRATEGIC INCOME FUND INC

TSI|872340104

Shares:49.4K

Value:$240.1K

% of Portfolio:0.0% ($240.1K/$693.1M)

Mondelez International, Inc.

MDLZ|609207105

Shares:3.5K

Value:$237.8K

% of Portfolio:0.0% ($237.8K/$693.1M)

74347R107

Shares:2.9K

Value:$237.2K

% of Portfolio:0.0% ($237.2K/$693.1M)

Allegion plc

ALLE|G0176J109

Shares:1.8K

Value:$235.5K

% of Portfolio:0.0% ($235.5K/$693.1M)

NOVANTA INC

NOVT|67000B104

Shares:1.8K

Value:$235.0K

% of Portfolio:0.0% ($235.0K/$693.1M)

46435U549

Shares:4.9K

Value:$234.8K

% of Portfolio:0.0% ($234.8K/$693.1M)

Monster Beverage Corp

MNST|61174X109

Shares:4.0K

Value:$234.8K

% of Portfolio:0.0% ($234.8K/$693.1M)

LPL Financial Holdings Inc.

LPLA|50212V100

Shares:714

Value:$233.6K

% of Portfolio:0.0% ($233.6K/$693.1M)

GE HealthCare Technologies Inc.

GEHC|36266G107

Shares:2.9K

Value:$232.4K

% of Portfolio:0.0% ($232.4K/$693.1M)

INTERNATIONAL PAPER CO /NEW/

IP|460146103

Shares:4.3K

Value:$232.0K

% of Portfolio:0.0% ($232.0K/$693.1M)

DOMINION ENERGY, INC

D|25746U109

Shares:4.1K

Value:$231.6K

% of Portfolio:0.0% ($231.6K/$693.1M)

03073E105

Shares:824

Value:$229.1K

% of Portfolio:0.0% ($229.1K/$693.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78464A797)✕	4.7K	QoQ +1.73% (-80) YoY +6.09% (+269)	All Managers (Combined)	$248.2K	0.0% ($248.2K/$693.1M)	QoQ -2.86% (-$7.3K) YoY +19.28% (+$40.1K)
TWILIO INC(TWLOcusip90138F102)	2.5K	QoQ 0.00% (-0) YoY NEW(+2.5K)	All Managers (Combined)	$247.6K	0.0% ($247.6K/$693.1M)	QoQ -9.40% (-$25.7K) YoY NEW(+$247.6K)
(IWOcusip464287648)	953	QoQ 0.00% (-0) YoY -89.45% (-8.1K)	All Managers (Combined)	$243.5K	0.0% ($243.5K/$693.1M)	QoQ -11.21% (-$30.8K) YoY -90.05% (-$2.2M)
AerCap Holdings N.V.(AERcusipN00985106)	2.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$243.2K	0.0% ($243.2K/$693.1M)	QoQ +6.76% (+$15.4K) YoY +17.55% (+$36.3K)
Gaming & Leisure Properties, Inc.(GLPIcusip36467J108)	4.8K	QoQ 0.00% (+0) YoY -1.97% (-96)	All Managers (Combined)	$242.6K	0.0% ($242.6K/$693.1M)	QoQ +5.68% (+$13.1K) YoY +8.30% (-$18.6K)
EVERTEC, Inc.(EVTCcusip30040P103)	6.6K	QoQ 0.00% (+0) YoY NEW(+6.6K)	All Managers (Combined)	$241.8K	0.0% ($241.8K/$693.1M)	QoQ +6.48% (+$14.7K) YoY NEW(+$241.8K)
(MGCcusip921910873)	1.2K	QoQ +0.16% (-2) YoY -36.16% (-678)	All Managers (Combined)	$241.1K	0.0% ($241.1K/$693.1M)	QoQ -5.11% (-$13.0K) YoY -31.17% (-$109.2K)
PIMCO Dynamic Income Fund(PDIcusip72201Y101)	12.2K	QoQ NEW(+12.2K) YoY NEW(+12.2K)	All Managers (Combined)	$240.7K	0.0% ($240.7K/$693.1M)	QoQ NEW(+$240.7K) YoY NEW(+$240.7K)
TCW STRATEGIC INCOME FUND INC(TSIcusip872340104)	49.4K	QoQ 0.00% (+0) YoY -7.02% (-3.7K)	All Managers (Combined)	$240.1K	0.0% ($240.1K/$693.1M)	QoQ +1.03% (+$2.5K) YoY -6.06% (-$15.5K)
Mondelez International, Inc.(MDLZcusip609207105)	3.5K	QoQ 0.00% (+0) YoY -29.29% (-1.5K)	All Managers (Combined)	$237.8K	0.0% ($237.8K/$693.1M)	QoQ +13.60% (+$28.5K) YoY -31.45% (-$109.2K)
(cusip74347R107)✕	2.9K	QoQ 0.00% (-0) YoY -7.40% (-229)	All Managers (Combined)	$237.2K	0.0% ($237.2K/$693.1M)	QoQ -10.51% (-$27.9K) YoY -1.11% (-$2.7K)
Allegion plc(ALLEcusipG0176J109)	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$235.5K	0.0% ($235.5K/$693.1M)	QoQ NEW(+$235.5K) YoY NEW(+$235.5K)
NOVANTA INC(NOVTcusip67000B104)	1.8K	QoQ -2.75% (-52) YoY -5.15% (-100)	All Managers (Combined)	$235.0K	0.0% ($235.0K/$693.1M)	QoQ -18.60% (-$53.7K) YoY -30.61% (-$103.7K)
(cusip46435U549)✕	4.9K	QoQ -40.55% (-3.4K) YoY -63.44% (-8.6K)	All Managers (Combined)	$234.8K	0.0% ($234.8K/$693.1M)	QoQ -39.22% (-$151.6K) YoY -63.12% (-$402.0K)
Monster Beverage Corp(MNSTcusip61174X109)	4.0K	QoQ 0.00% (+0) YoY -3.60% (-150)	All Managers (Combined)	$234.8K	0.0% ($234.8K/$693.1M)	QoQ +11.33% (+$23.9K) YoY -4.83% (-$11.9K)
LPL Financial Holdings Inc.(LPLAcusip50212V100)	714	QoQ 0.00% (+0) YoY NEW(+714)	All Managers (Combined)	$233.6K	0.0% ($233.6K/$693.1M)	QoQ +0.19% (+$449) YoY NEW(+$233.6K)
GE HealthCare Technologies Inc.(GEHCcusip36266G107)	2.9K	QoQ -5.07% (-154) YoY -14.26% (-479)	All Managers (Combined)	$232.4K	0.0% ($232.4K/$693.1M)	QoQ -2.00% (-$4.8K) YoY -23.88% (-$72.9K)
INTERNATIONAL PAPER CO /NEW/(IPcusip460146103)	4.3K	QoQ -1.09% (-48) YoY NEW(+4.3K)	All Managers (Combined)	$232.0K	0.0% ($232.0K/$693.1M)	QoQ -1.96% (-$4.7K) YoY NEW(+$232.0K)
DOMINION ENERGY, INC(Dcusip25746U109)	4.1K	QoQ 0.00% (+0) YoY -10.89% (-505)	All Managers (Combined)	$231.6K	0.0% ($231.6K/$693.1M)	QoQ +4.10% (+$9.1K) YoY +1.56% (-$3.6K)
(cusip03073E105)✕	824	QoQ NEW(+824) YoY 0.00% (+0)	All Managers (Combined)	$229.1K	0.0% ($229.1K/$693.1M)	QoQ NEW(+$229.1K) YoY +14.44% (+$28.9K)