Institute-For-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
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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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CVS HEALTH Corp

CVS|126650100

Shares:3.4K

Value:$227.3K

% of Portfolio:0.0% ($227.3K/$693.1M)

Ingredion Inc

INGR|457187102

Shares:1.7K

Value:$226.4K

% of Portfolio:0.0% ($226.4K/$693.1M)

464287176

Shares:2.0K

Value:$224.4K

% of Portfolio:0.0% ($224.4K/$693.1M)

46438F101

Shares:4.8K

Value:$222.6K

% of Portfolio:0.0% ($222.6K/$693.1M)

KORN FERRY

KFY|500643200

Shares:3.3K

Value:$222.5K

% of Portfolio:0.0% ($222.5K/$693.1M)

Motorola Solutions, Inc.

MSI|620076307

Shares:504

Value:$220.6K

% of Portfolio:0.0% ($220.6K/$693.1M)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:431

Value:$220.5K

% of Portfolio:0.0% ($220.5K/$693.1M)

TotalEnergies SE

TTE|89151E109

Shares:3.4K

Value:$219.4K

% of Portfolio:0.0% ($219.4K/$693.1M)

92189F486

Shares:8.5K

Value:$217.2K

% of Portfolio:0.0% ($217.2K/$693.1M)

PIMCO Global StocksPLUS & Income Fund

PGP|722011103

Shares:26.8K

Value:$217.0K

% of Portfolio:0.0% ($217.0K/$693.1M)

BADGER METER INC

BMI|056525108

Shares:1.1K

Value:$216.8K

% of Portfolio:0.0% ($216.8K/$693.1M)

JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND

HTD|41013V100

Shares:9.0K

Value:$215.2K

% of Portfolio:0.0% ($215.2K/$693.1M)

REINSURANCE GROUP OF AMERICA INC

RGA|759351604

Shares:1.1K

Value:$211.5K

% of Portfolio:0.0% ($211.5K/$693.1M)

46435U218

Shares:2.2K

Value:$210.8K

% of Portfolio:0.0% ($210.8K/$693.1M)

Otis Worldwide Corp

OTIS|68902V107

Shares:2.0K

Value:$210.7K

% of Portfolio:0.0% ($210.7K/$693.1M)

DOLLAR GENERAL CORP

DG|256677105

Shares:2.4K

Value:$210.5K

% of Portfolio:0.0% ($210.5K/$693.1M)

Redfin Corp

RDFN|75737F108

Shares:22.8K

Value:$210.3K

% of Portfolio:0.0% ($210.3K/$693.1M)

97717W562

Shares:4.3K

Value:$209.5K

% of Portfolio:0.0% ($209.5K/$693.1M)

46137V647

Shares:4.4K

Value:$206.8K

% of Portfolio:0.0% ($206.8K/$693.1M)

Qorvo, Inc.

QRVO|74736K101

Shares:2.9K

Value:$206.8K

% of Portfolio:0.0% ($206.8K/$693.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CVS HEALTH Corp(CVScusip126650100)	3.4K	QoQ NEW(+3.4K) YoY -43.62% (-2.6K)	All Managers (Combined)	$227.3K	0.0% ($227.3K/$693.1M)	QoQ NEW(+$227.3K) YoY -52.10% (-$247.3K)
Ingredion Inc(INGRcusip457187102)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$226.4K	0.0% ($226.4K/$693.1M)	QoQ NEW(+$226.4K) YoY NEW(+$226.4K)
(cusip464287176)✕	2.0K	QoQ -23.83% (-632) YoY -28.67% (-812)	All Managers (Combined)	$224.4K	0.0% ($224.4K/$693.1M)	QoQ -20.58% (-$58.2K) YoY -26.22% (-$79.8K)
(cusip46438F101)✕	4.8K	QoQ NEW(+4.8K) YoY NEW(+4.8K)	All Managers (Combined)	$222.6K	0.0% ($222.6K/$693.1M)	QoQ NEW(+$222.6K) YoY NEW(+$222.6K)
KORN FERRY(KFYcusip500643200)	3.3K	QoQ NEW(+3.3K) YoY NEW(+3.3K)	All Managers (Combined)	$222.5K	0.0% ($222.5K/$693.1M)	QoQ NEW(+$222.5K) YoY NEW(+$222.5K)
Motorola Solutions, Inc.(MSIcusip620076307)	504	QoQ -33.59% (-255) YoY NEW(+504)	All Managers (Combined)	$220.6K	0.0% ($220.6K/$693.1M)	QoQ -37.14% (-$130.3K) YoY NEW(+$220.6K)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	431	QoQ 0.00% (+0) YoY -13.10% (-65)	All Managers (Combined)	$220.5K	0.0% ($220.5K/$693.1M)	QoQ +9.11% (+$18.4K) YoY -7.22% (-$17.2K)
TotalEnergies SE(TTEcusip89151E109)	3.4K	QoQ NEW(+3.4K) YoY -8.74% (-325)	All Managers (Combined)	$219.4K	0.0% ($219.4K/$693.1M)	QoQ NEW(+$219.4K) YoY -14.23% (-$36.4K)
(cusip92189F486)✕	8.5K	QoQ -2.29% (-200) YoY -26.08% (-3.0K)	All Managers (Combined)	$217.2K	0.0% ($217.2K/$693.1M)	QoQ -1.91% (-$4.2K) YoY -25.97% (-$76.2K)
PIMCO Global StocksPLUS & Income Fund(PGPcusip722011103)	26.8K	QoQ +6.13% (+1.5K) YoY NEW(+26.8K)	All Managers (Combined)	$217.0K	0.0% ($217.0K/$693.1M)	QoQ +10.50% (+$20.6K) YoY NEW(+$217.0K)
BADGER METER INC(BMIcusip056525108)	1.1K	QoQ -34.04% (-588) YoY NEW(+1.1K)	All Managers (Combined)	$216.8K	0.0% ($216.8K/$693.1M)	QoQ -40.82% (-$149.6K) YoY NEW(+$216.8K)
JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND(HTDcusip41013V100)	9.0K	QoQ -10.00% (-1.0K) YoY NEW(+9.0K)	All Managers (Combined)	$215.2K	0.0% ($215.2K/$693.1M)	QoQ -2.20% (-$4.8K) YoY NEW(+$215.2K)
REINSURANCE GROUP OF AMERICA INC(RGAcusip759351604)	1.1K	QoQ -24.78% (-354) YoY -27.53% (-408)	All Managers (Combined)	$211.5K	0.0% ($211.5K/$693.1M)	QoQ -30.70% (-$93.7K) YoY -26.02% (-$74.4K)
(cusip46435U218)✕	2.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$210.8K	0.0% ($210.8K/$693.1M)	QoQ -7.01% (-$15.9K) YoY +2.08% (+$4.3K)
Otis Worldwide Corp(OTIScusip68902V107)	2.0K	QoQ NEW(+2.0K) YoY -5.68% (-123)	All Managers (Combined)	$210.7K	0.0% ($210.7K/$693.1M)	QoQ NEW(+$210.7K) YoY -1.93% (-$4.2K)
DOLLAR GENERAL CORP(DGcusip256677105)	2.4K	QoQ NEW(+2.4K) YoY -8.24% (-215)	All Managers (Combined)	$210.5K	0.0% ($210.5K/$693.1M)	QoQ NEW(+$210.5K) YoY -48.29% (-$196.7K)
Redfin Corp(RDFNcusip75737F108)	22.8K	QoQ -47.43% (-20.6K) YoY -47.62% (-20.8K)	All Managers (Combined)	$210.3K	0.0% ($210.3K/$693.1M)	QoQ -38.48% (-$131.5K) YoY -27.46% (-$79.6K)
(cusip97717W562)✕	4.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$209.5K	0.0% ($209.5K/$693.1M)	QoQ -9.45% (-$21.9K) YoY -2.55% (-$5.5K)
(cusip46137V647)✕	4.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$206.8K	0.0% ($206.8K/$693.1M)	QoQ -18.19% (-$46.0K) YoY -16.03% (-$39.5K)
Qorvo, Inc.(QRVOcusip74736K101)	2.9K	QoQ -25.13% (-959) YoY -35.23% (-1.6K)	All Managers (Combined)	$206.8K	0.0% ($206.8K/$693.1M)	QoQ -22.48% (-$60.0K) YoY -59.16% (-$299.6K)