Integrated Wealth Concepts LLC Q1 2021 Filing

Filed May 13, 2021

Portfolio Value

$2.4T

Holdings

732

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (732 positions)

#StockSharesValue% PortfolioType
401
DALDELTA AIRLINES
13,810$667.0M0.03%
402
DBEFX TRACKERS
18,348$666.0M0.03%
403
FTCFIRST TRUST
6,804$664.0M0.03%
404
EWPISHARES MSCI
24,222$663.0M0.03%
405
NEENEXTERA ENERGY
8,774$663.0M0.03%
406
AMATAPPLIED MATERIALS
4,918$657.0M0.03%
407
FTECFIDELITY MSCI
6,178$654.0M0.03%
408
AQLTISHARES IBONDS
24,982$654.0M0.03%
409
RPMRPM INTL INC
7,016$644.0M0.03%
410
RSPINVESCO S&P
4,530$642.0M0.03%
411
GENNORTONLIFELOCK INC
30,206$642.0M0.03%
412
AQLTISHARES IBONDS
23,632$638.0M0.03%
413
4I1PHILIP MORRIS
7,157$635.0M0.03%
414
IAUISHARES IBONDS
22,617$632.0M0.03%
415
INMDINMODE LTD
8,739$632.0M0.03%
416
QTECFIRST TRUST
4,368$630.0M0.03%
417
CSGPCOSTAR GROUP INC
767$630.0M0.03%
418
CICIGNA CORP
2,601$629.0M0.03%
419
ABXBARRICK GOLD
31,724$628.0M0.03%
420
8CWCROWN CASTLE
3,635$626.0M0.03%
421
ETF MANAGERS AI
16,265$623.0M0.03%
422
DEDEERE & CO
1,660$621.0M0.03%
423
SPIBSPDR PORTFOLIO
17,042$618.0M0.03%
424
ALXNALEXION PHARMACEUTICALS
4,026$616.0M0.03%
425
BKLNINVESCO SENIOR
27,771$615.0M0.03%
426
IYRISHARES U S
6,671$613.0M0.03%
427
TLTDFLEXSHARES MORNINGSTAR
8,722$610.0M0.03%
428
TFCTRUIST FINANCIAL
10,362$604.0M0.02%
429
FLOTISHARES FLOATING
11,869$603.0M0.02%
430
GSKGLAXOSMITHKLINE PLC
16,890$603.0M0.02%
431
CLXCLOROX COMPANY
3,111$600.0M0.02%
432
IYHISHARES U S
2,364$597.0M0.02%
433
MINTPIMCO EHNANCED
5,844$596.0M0.02%
434
FITBFIFTH THIRD
15,898$595.0M0.02%
435
FISVFISERV INC
4,999$595.0M0.02%
436
MARMARRIOTT INTL
3,990$591.0M0.02%
437
LRCXEURLAM RESEARCH CORPORATION
993$591.0M0.02%
438
XHTAXINVESCO HIGH
61,012$591.0M0.02%
439
PRUPRUDENTIAL FINANCIAL
6,444$587.0M0.02%
440
BDXBECTON DICKINSON
2,404$585.0M0.02%
441
BRBROADRIDGE FINANCIAL
3,821$585.0M0.02%
442
IMCBISHARES MORNINGSTAR
2,322$584.0M0.02%
443
PODDINSULET CORP
2,238$584.0M0.02%
444
HEIHEICO CORP
4,620$581.0M0.02%
445
PLTRPALANTIR TECHNOLOGIES
24,930$581.0M0.02%
446
TRVTRAVELERS COS
3,831$576.0M0.02%
447
BPBP PLC
23,662$576.0M0.02%
448
PFFISHARES U S
14,937$574.0M0.02%
449
VXFVANGUARD EXTENDED
3,222$570.0M0.02%
450
XLFISECTOR CONSUMER
8,281$566.0M0.02%
451
NOWSERVICENOW INC
1,101$551.0M0.02%
452
RDVYFIRST TRUST
12,075$549.0M0.02%
453
FDXFEDEX CORP
1,934$549.0M0.02%
454
XLRESELECT SECTOR
13,735$542.0M0.02%
455
UNITED STATES
33,871$538.0M0.02%
456
DWDMORGAN STANLEY
6,916$537.0M0.02%
457
SOCLGLOBAL X
8,037$536.0M0.02%
458
HDVISHARES CORE
5,640$535.0M0.02%
459
NUVEEN EMERGING
67,446$533.0M0.02%
460
OREALTY INCOME
8,353$530.0M0.02%
461
CNCCENTENE CORP
8,267$528.0M0.02%
462
FBTFIRST TRUST
3,283$527.0M0.02%
463
XJPIXNUVEEN PFD
21,066$527.0M0.02%
464
FLRNSPDR BLOOMBERG
17,057$523.0M0.02%
465
ITWILLINOIS TOOL
2,356$522.0M0.02%
466
EWZISHARES MSCI
15,571$521.0M0.02%
467
IMTBISHARES CORE
10,161$518.0M0.02%
468
BLKCHFBLACKROCK INC
678$512.0M0.02%
469
PFGCPERFORMANCE FOOD
8,700$501.0M0.02%
470
SPHDINVESCO S&P
11,542$495.0M0.02%
471
A4SAMERIPRISE FINANCIAL
2,126$494.0M0.02%
472
ISRGINTUITIVE SURGICAL
663$490.0M0.02%
473
T77LENDINGTREE INC
2,280$486.0M0.02%
474
AMLPALPS ALERIAN
15,743$480.0M0.02%
475
MGMMGM RESORTS
12,626$480.0M0.02%
476
DKNG1USDDRAFTKINGS INC
7,821$480.0M0.02%
477
DBDEUTSCHE BANK
39,982$480.0M0.02%
478
0E41ENLINK MIDSTREAM
111,619$479.0M0.02%
479
IIPRINNOVATIVE INDUSTRIAL
2,644$476.0M0.02%
480
VRTXVERTEX PHARMACEUTICALS
2,214$476.0M0.02%
481
VEEVVEEVA SYSTEMS
1,814$474.0M0.02%
482
VERVEREIT INC
12,259$473.0M0.02%
483
ABJAABB LIMITED
15,510$473.0M0.02%
484
ICLNISHARES GLOBAL
19,421$472.0M0.02%
485
SCHJSCHWAB 1-5 YEAR CORP BOND
9,241$471.0M0.02%
486
DGDOLLAR GENL
2,301$466.0M0.02%
487
CMFISHARES CALIFORNIA
7,490$465.0M0.02%
488
7HPHP INC
14,501$460.0M0.02%
489
TGNATEGNA INC
24,344$458.0M0.02%
490
SPYVSPDR PORTFOLIO
12,053$457.0M0.02%
491
KBESPDR S&P
8,782$456.0M0.02%
492
URTYPROSHARES ULTRAPRO
4,265$455.0M0.02%
493
MEARBLACKROCK SHORT
9,062$455.0M0.02%
494
IDV*ISHARES INTL
14,422$454.0M0.02%
495
DBIDESIGNER BRANDS INC
25,999$452.0M0.02%
496
VFCV F CORP
5,603$448.0M0.02%
497
CWBSPDR BLOOMBERG
5,335$445.0M0.02%
498
BCOBRINKS COMPANY
5,538$439.0M0.02%
499
TLTISHARES 20
3,234$438.0M0.02%
500
PENNPENN NATIONAL
4,171$437.0M0.02%
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