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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INTUITIVE SURGICAL INC
Shares:2.5K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$693.1M)
PROCTER & GAMBLE Co
Shares:7.2K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$693.1M)
PULTEGROUP INC/MI/
Shares:11.9K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$693.1M)
46137V159
Shares:16.2K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$693.1M)
MARRIOTT INTERNATIONAL INC /MD/
Shares:5.1K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$693.1M)
852234103
Shares:22.2K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$693.1M)
46434G863
Shares:34.5K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$693.1M)
Howmet Aerospace Inc.
Shares:9.2K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$693.1M)
92189F726
Shares:7.6K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$693.1M)
92204A108
Shares:3.7K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$693.1M)
HESS CORP
Shares:7.4K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$693.1M)
AT&T INC.
Shares:41.8K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$693.1M)
UNION PACIFIC CORP
Shares:5.0K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$693.1M)
464288885
Shares:11.7K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$693.1M)
Marvell Technology, Inc.
Shares:19.0K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$693.1M)
464287150
Shares:9.5K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$693.1M)
EBAY INC
Shares:17.0K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$693.1M)
LOCKHEED MARTIN CORP
Shares:2.6K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$693.1M)
CINTAS CORP
Shares:5.6K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$693.1M)
922908611
Shares:6.1K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$693.1M)