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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Alibaba Group Holding Ltd
Shares:8.6K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$693.1M)
OCCIDENTAL PETROLEUM CORP /DE/
Shares:22.8K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$693.1M)
CISCO SYSTEMS, INC.
Shares:18.1K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$693.1M)
46137V662
Shares:12.9K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$693.1M)
HONEYWELL INTERNATIONAL INC
Shares:5.2K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$693.1M)
LENNAR CORP /NEW/
Shares:9.6K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$693.1M)
33734H106
Shares:24.6K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$693.1M)
NOVO NORDISK A S
Shares:15.8K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$693.1M)
CONOCOPHILLIPS
Shares:10.4K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$693.1M)
922908538
Shares:4.4K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$693.1M)
COMCAST CORP
Shares:29.0K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$693.1M)
UNITED PARCEL SERVICE INC
Shares:9.7K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$693.1M)
25434V500
Shares:17.6K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$693.1M)
ABBOTT LABORATORIES
Shares:7.9K
Value:$1.0M
% of Portfolio:0.2% ($1.0M/$693.1M)
Apollo Global Management, Inc.
Shares:7.6K
Value:$1.0M
% of Portfolio:0.2% ($1.0M/$693.1M)
921908844
Shares:5.4K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$693.1M)
SHOPIFY INC.
Shares:10.8K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$693.1M)
FACTSET RESEARCH SYSTEMS INC
Shares:2.3K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$693.1M)
MCDONALDS CORP
Shares:3.3K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$693.1M)
MSCI Inc.
Shares:1.8K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$693.1M)