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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FAIR ISAAC CORP
Shares:760
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$693.1M)
COSTAR GROUP, INC.
Shares:17.5K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$693.1M)
NVIDIA CORP
Shares:12.8K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$693.1M)
KKR & Co. Inc.
Shares:12.0K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$693.1M)
BRISTOL MYERS SQUIBB CO
Shares:22.6K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$693.1M)
FISERV INC
Shares:6.2K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$693.1M)
92204A405
Shares:11.5K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$693.1M)
NIKE, Inc.
Shares:21.6K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$693.1M)
92204A884
Shares:9.2K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$693.1M)
92204A702
Shares:2.5K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$693.1M)
92206C680
Shares:14.5K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$693.1M)
46137V498
Shares:21.4K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$693.1M)
SHERWIN WILLIAMS CO
Shares:3.8K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$693.1M)
922908553
Shares:14.7K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$693.1M)
46137V787
Shares:20.8K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$693.1M)
922908769
Shares:4.6K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$693.1M)
GARTNER INC
Shares:3.0K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$693.1M)
46434G822
Shares:18.4K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$693.1M)
CITIGROUP INC
Shares:17.7K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$693.1M)
Elevance Health, Inc.
Shares:2.9K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$693.1M)