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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92206C714
Shares:21.6K
Value:$1.8M
% of Portfolio:0.3% ($1.8M/$693.1M)
92204A504
Shares:6.7K
Value:$1.8M
% of Portfolio:0.3% ($1.8M/$693.1M)
Marathon Petroleum Corp
Shares:12.2K
Value:$1.8M
% of Portfolio:0.3% ($1.8M/$693.1M)
921943858
Shares:33.6K
Value:$1.7M
% of Portfolio:0.2% ($1.7M/$693.1M)
VERTEX PHARMACEUTICALS INC / MA
Shares:3.5K
Value:$1.7M
% of Portfolio:0.2% ($1.7M/$693.1M)
Cheniere Energy, Inc.
Shares:7.1K
Value:$1.7M
% of Portfolio:0.2% ($1.7M/$693.1M)
VAIL RESORTS INC
Shares:10.3K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$693.1M)
Dell Technologies Inc.
Shares:18.0K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$693.1M)
Hyatt Hotels Corp
Shares:13.3K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$693.1M)
KLA CORP
Shares:2.4K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$693.1M)
33734X846
Shares:25.6K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$693.1M)
UNITEDHEALTH GROUP INC
Shares:3.0K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$693.1M)
CATERPILLAR INC
Shares:4.7K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$693.1M)
EOG RESOURCES INC
Shares:12.1K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$693.1M)
92790A504
Shares:40.4K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$693.1M)
Cigna Group
Shares:4.4K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$693.1M)
TRAVELERS COMPANIES, INC.
Shares:5.5K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$693.1M)
46641Q332
Shares:24.7K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$693.1M)
ST JOE Co
Shares:29.9K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$693.1M)
AMERICAN INTERNATIONAL GROUP, INC.
Shares:16.2K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$693.1M)