Institute-For-Wealth-Management

Filing Details

13F-HR2025-03-31
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
Manager Name
Institute-For-Wealth-Management
Data Enrichment
78% identified
409 identified115 unidentified

Holdings

524 positions • $693.1M total value
Manager:
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Palo Alto Networks Inc
Shares:15.3K
Value:$2.6M
% of Portfolio:0.4% ($2.6M/$693.1M)
464287861
Shares:44.4K
Value:$2.6M
% of Portfolio:0.4% ($2.6M/$693.1M)
AMERICAN EXPRESS CO
Shares:9.6K
Value:$2.6M
% of Portfolio:0.4% ($2.6M/$693.1M)
464287655
Shares:12.8K
Value:$2.6M
% of Portfolio:0.4% ($2.6M/$693.1M)
ServiceNow, Inc.
Shares:3.2K
Value:$2.5M
% of Portfolio:0.4% ($2.5M/$693.1M)
PayPal Holdings, Inc.
Shares:38.5K
Value:$2.5M
% of Portfolio:0.4% ($2.5M/$693.1M)
46137V613
Shares:61.8K
Value:$2.5M
% of Portfolio:0.4% ($2.5M/$693.1M)
464287309
Shares:26.7K
Value:$2.5M
% of Portfolio:0.4% ($2.5M/$693.1M)
CME GROUP INC.
Shares:9.3K
Value:$2.5M
% of Portfolio:0.4% ($2.5M/$693.1M)
Blackstone Secured Lending Fund
Shares:75.1K
Value:$2.4M
% of Portfolio:0.4% ($2.4M/$693.1M)
Blackstone Inc.
Shares:17.3K
Value:$2.4M
% of Portfolio:0.3% ($2.4M/$693.1M)
37954Y483
Shares:144.4K
Value:$2.4M
% of Portfolio:0.3% ($2.4M/$693.1M)
LOWES COMPANIES INC
Shares:10.3K
Value:$2.4M
% of Portfolio:0.3% ($2.4M/$693.1M)
37954Y459
Shares:158.4K
Value:$2.4M
% of Portfolio:0.3% ($2.4M/$693.1M)
78470E106
Shares:55.4K
Value:$2.4M
% of Portfolio:0.3% ($2.4M/$693.1M)
Ares Management Corp
Shares:16.0K
Value:$2.4M
% of Portfolio:0.3% ($2.4M/$693.1M)
464287234
Shares:52.5K
Value:$2.3M
% of Portfolio:0.3% ($2.3M/$693.1M)
DEERE & CO
Shares:4.8K
Value:$2.3M
% of Portfolio:0.3% ($2.3M/$693.1M)
464288869
Shares:20.2K
Value:$2.2M
% of Portfolio:0.3% ($2.2M/$693.1M)
GENERAL ELECTRIC CO
Shares:11.1K
Value:$2.2M
% of Portfolio:0.3% ($2.2M/$693.1M)