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
Filing Details
13F-HR • 2025-03-31- 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% identified409 identified115 unidentified
Holdings
524 positions • $693.1M total value
Manager:
Search and click to pin securities to the top
Page 5 of 27
46137V241
Shares:28.5K
Value:$1.9M
% of Portfolio:0.3% ($1.9M/$693.1M)
37954Y475
Shares:47.8K
Value:$1.9M
% of Portfolio:0.3% ($1.9M/$693.1M)
Shares:26.7K
Value:$1.9M
% of Portfolio:0.3% ($1.9M/$693.1M)
78464A888
Shares:19.2K
Value:$1.9M
% of Portfolio:0.3% ($1.9M/$693.1M)
46137V506
Shares:40.3K
Value:$1.8M
% of Portfolio:0.3% ($1.8M/$693.1M)
464288810
Shares:29.8K
Value:$1.8M
% of Portfolio:0.3% ($1.8M/$693.1M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 90.3K | All Managers (Combined) | $2.2M | 0.3% ($2.2M/$693.1M) | |||
| 9.0K | QoQ -0.52% (-47)YoY +1.86% (+164) | All Managers (Combined) | $2.1M | 0.3% ($2.1M/$693.1M) | ||
| 70.0K | All Managers (Combined) | $2.1M | 0.3% ($2.1M/$693.1M) | |||
QUALCOMM INC/DE(QCOMcusip747525103) | 13.2K | QoQ +0.05% (+7)YoY -4.29% (-592) | All Managers (Combined) | $2.0M | 0.3% ($2.0M/$693.1M) | |
Eaton Corp plc(ETNcusipG29183103) | 7.4K | QoQ +4.93% (-348)YoY +4.09% (-291) | All Managers (Combined) | $2.0M | 0.3% ($2.0M/$693.1M) | |
MORGAN STANLEY(MScusip617446448) | 17.1K | QoQ -0.83% (-144)YoY -1.97% (-346) | All Managers (Combined) | $2.0M | 0.3% ($2.0M/$693.1M) | |
| 15.1K | QoQ -1.10% (-168)YoY -3.57% (-559) | All Managers (Combined) | $2.0M | 0.3% ($2.0M/$693.1M) | ||
General Motors Co(GMcusip37045V100) | 42.4K | All Managers (Combined) | $2.0M | 0.3% ($2.0M/$693.1M) | ||
| 3.5K | QoQ -1.20% (-43)YoY -4.41% (-163) | All Managers (Combined) | $2.0M | 0.3% ($2.0M/$693.1M) | ||
HOME DEPOT, INC.(HDcusip437076102) | 5.4K | QoQ -2.48% (-137)YoY -2.80% (-155) | All Managers (Combined) | $2.0M | 0.3% ($2.0M/$693.1M) | |
(cusip46137V241)✕ | 28.5K | QoQ -1.18% (-341)YoY -0.62% (-180) | All Managers (Combined) | $1.9M | 0.3% ($1.9M/$693.1M) | |
(cusip37954Y475)✕ | 47.8K | All Managers (Combined) | $1.9M | 0.3% ($1.9M/$693.1M) | ||
| 26.7K | QoQ -0.24% (-66)YoY -0.89% (-242) | All Managers (Combined) | $1.9M | 0.3% ($1.9M/$693.1M) | ||
(cusip78464A888)✕ | 19.2K | All Managers (Combined) | $1.9M | 0.3% ($1.9M/$693.1M) | ||
(cusip46137V506)✕ | 40.3K | QoQ 0.00% (-0)YoY -0.44% (-180) | All Managers (Combined) | $1.8M | 0.3% ($1.8M/$693.1M) | |
| 11.1K | QoQ -0.60% (-67)YoY +5.73% (+602) | All Managers (Combined) | $1.8M | 0.3% ($1.8M/$693.1M) | ||
Walmart Inc.(WMTcusip931142103) | 20.7K | All Managers (Combined) | $1.8M | 0.3% ($1.8M/$693.1M) | ||
| 30.9K | All Managers (Combined) | $1.8M | 0.3% ($1.8M/$693.1M) | |||
| 391 | QoQ +4.54% (-17)YoY +13.33% (+46) | All Managers (Combined) | $1.8M | 0.3% ($1.8M/$693.1M) | ||
(cusip464288810)✕ | 29.8K | QoQ +1.81% (+532)YoY +3.39% (+978) | All Managers (Combined) | $1.8M | 0.3% ($1.8M/$693.1M) |