Integrated Wealth Concepts LLC Q1 2020 Filing
Filed May 18, 2020
Portfolio Value
$1.1B
Holdings
413
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (413 positions)
| Stock | Value |
|---|---|
MCDMCDONALDS CORP | $1.7M |
EPSWISDOMTREE U S | $1.7M |
NEARISHARES U S | $1.7M |
FTSMFIRST TRUST | $1.7M |
MAMASTERCARD INC | $1.6M |
UNHUNITEDHEALTH GROUP | $1.6M |
KOCOCA COLA COMPANY | $1.6M |
ESGUISHARES ESG | $1.5M |
TRVCCITIGROUP INC | $1.5M |
MINTPIMCO EHNANCED | $1.5M |
XOMEXXON MOBIL | $1.4M |
IXNISHARES GLOBAL | $1.4M |
SMMVISHARES EDGE | $1.4M |
CVXCHEVRON CORP | $1.4M |
BIVVANGUARD INTERMEDIATE | $1.3M |
SUBISHARES SHORT | $1.3M |
AGGYWISDOMTREE YIELD | $1.3M |
CMCSACOMCAST CORP | $1.3M |
BNDXVANGUARD TOTAL | $1.3M |
—NUVEEN CREDIT | $1.3M |
GSYINVESCO ULTRA | $1.2M |
IGIBISHARES INTERMEDIATE | $1.2M |
HYGISHARES IBOXX | $1.2M |
VOVANGUARD MID | $1.2M |
VTVANGUARD TOTAL | $1.2M |
COSTCOSTCO WHOLESALE | $1.2M |
IXUSISHARES CORE | $1.1M |
RYROYAL BANK | $1.1M |
LMTLOCKHEED MARTIN | $1.1M |
GSKGLAXOSMITHKLINE PLC | $1.1M |
VGTVANGUARD INFORMATION | $1.0M |
GFLWVICTORYSHARES DEVELOPED | $1.0M |
VCSHVANGUARD SHORT | $1.0M |
SCHOSCHWAB SHORT | $1.0M |
VONGVANGUARD RUSSELL | $1.0M |
WMTWALMART INC | $1.0M |
SPSBSPDR PORTFOLIO | $1.0M |
BILSPDR BLOOMBERG | $1.0M |
GOOGALPHABET INC | $995K |
UTXZUNITED TECHNOLOGIES | $990K |
NFLXNETFLIX INC | $983K |
NVSNNOVARTIS AG | $968K |
BMYBRISTOL MYERS | $945K |
LMBSFIRST TRUST | $936K |
VNQVANGUARD REAL | $924K |
GFLWVICTORYSHARES US | $924K |
TDTORONTO DOMINION | $911K |
NVONOVO NORDISK | $910K |
IVEISHARES S&P | $908K |
TSLATESLA INC | $905K |
NKENIKE INC | $898K |
QQLVINVESCO BULLETSHARES | $890K |
FVDFIRST TRUST | $888K |
VCLTVANGUARD LONG | $887K |
DDOMINION ENERGY | $886K |
IGVISHARES EXPANDED | $873K |
AZNASTRAZENECA PLC | $845K |
IWFISHARES RUSSELL | $842K |
FLOTISHARES FLOATING | $830K |
EEMVISHARES EDGE | $826K |
XLISECTOR INDUSTRIAL | $811K |
SNYSANOFI | $806K |
FLRNSPDR BLOOMBERG | $789K |
APDAIR PRODUCTS | $773K |
PWVINVESCO EXCHANGE | $771K |
JPSTJPMORGAN | $762K |
ACNACCENTURE PLC | $757K |
—ISHARES IBONDS | $755K |
LINLINDE PLC | $752K |
SPDWSPDR PORTFOLIO | $751K |
ASMLASML HOLDING | $745K |
VONVVANGUARD RUSSELL | $731K |
ESGEISHARES ESG | $730K |
ESEVERSOURCE ENERGY | $727K |
SAPSAP SE | $724K |
TMTOYOTA MOTOR | $723K |
DDWMWISDOMTREE DYNAMIC | $722K |
UNUSDUNILEVER N V | $720K |
WPCW P CAREY | $716K |
BSJM1EURINVESCO BULLETSHARES | $697K |
BABOEING CO | $686K |
IBMINTL BUSINESS | $676K |
SPGIS&P GLOBAL | $665K |
RIORIO TINTO | $665K |
ZTSZOETIS INC | $662K |
PYPLPAYPAL HOLDINGS | $658K |
RDS/AROYAL DUTCH | $657K |
XLVSECTOR HEALTHCARE | $653K |
BHPBHP GROUP | $637K |
TTENTOTAL S A | $630K |
TILTFLEXSHARES MORNINGSTAR | $628K |
LHXL3HARRIS TECHNOLOGIES | $626K |
SPHDINVESCO S&P | $626K |
DYHTARGET CORP | $624K |
HONHONEYWELL INTL | $623K |
SHYGISHARES | $619K |
CATCATERPILLAR INC | $618K |
HBC2HSBC HOLDINGS | $614K |
MOALTRIA GROUP | $606K |
LFCUSDCHINA LIFE | $602K |