Integrated Wealth Concepts LLC Q1 2024 Filing

Filed May 15, 2024

Portfolio Value

$6.9B

Holdings

1,644

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (1,644 positions)

StockValue
IBDWISHARES IBONDS
$445.0M
XAWFXALLIANCEBERNSTEIN GLOBAL HIG
$445.0M
XHTAXINVESCO HIGH
$444.0M
VTWOVANGUARD RUSSELL
$443.0M
COINCOINBASE GLOBAL
$443.0M
AOMISHARES CORE
$442.0M
ICLNISHARES GLOBAL
$442.0M
UUPINVESCO DB US DLR INDEX TR
$439.0M
AQLTISHARES U S
$437.0M
CSQCALAMOS STRATEGIC
$435.0M
NACNuveen California Quality Municipal Income Fund
$435.0M
XNCMXNuveen CA Amt-Free Quality Municipal Income Fund
$435.0M
MOATVANECK MORNINGSTAR
$434.0M
PRIPRIMERICA INC
$433.0M
PNWPINNACLE WEST
$433.0M
CSPICSP INC
$433.0M
CWCURTISS WRIGHT CORP DE
$433.0M
IMCVISHARES MORNINGSTAR
$431.0M
SLQDISHARES
$431.0M
VTIPVANGUARD SHORT
$430.0M
8LP1Vital Energy Inc
$429.0M
KEYSKEYSIGHT TECHNOLOGIES
$428.0M
HMCHONDA MOTOR
$427.0M
APAAPA CORP
$427.0M
SAPSAP SE
$424.0M
DTEDTE ENERGY
$424.0M
AWGASBURY AUTOMOTIVE
$424.0M
TWTRADEWEB MARKETS
$423.0M
HAYWHayward Hldgs Inc Com
$423.0M
IMTMISHARES TR
$422.0M
IBMSISHARES IBONDS
$422.0M
FXOFIRST TRUST
$422.0M
AZEKAZEK COMPANY
$421.0M
SSNCSS&C TECHNOLOGIES
$417.0M
CMFISHARES CALIFORNIA
$417.0M
IBTLISHARES IBONDS
$416.0M
MCHPMICROCHIP TECHNOLOGY INC
$411.0M
SMFGSUMITOMO MITSUI
$411.0M
STXSEAGATE TECHNOLOGY
$410.0M
DECKDECKERS OUTDOOR
$410.0M
EMBJEMBRAER S A
$409.0M
GDDYGODADDY INC
$408.0M
ONTOONTO INNOVATION
$408.0M
NVTNVENT ELECTRIC
$407.0M
CTRACOTERRA ENERGY
$406.0M
VRTSVirtus Investment Partners Inc
$406.0M
METMETLIFE INC
$405.0M
PODDINSULET CORP
$404.0M
LABORATORY CORP
$404.0M
AMKRAMKOR TECHNOLOGY
$404.0M
ILMNILLUMINA INC
$403.0M
FSCOFS CREDIT
$403.0M
AWCAMERICAN WATER
$402.0M
SPHBINVESCO EXCH TRADED FD TR II
$401.0M
CCEFCalamos Cef Income & Arbitrage Etf
$400.0M
TANINVESCO SOLAR
$400.0M
MPLXMPLX
$399.0M
DLYDOUBLELINE YIELD OPPORTUNITI
$399.0M
RIGTRANSOCEAN LTD
$399.0M
TROWPRICE T
$398.0M
PKSTPEAKSTONE REALTY
$398.0M
ALCALCON INC
$397.0M
GCORGOLDMAN SACHS
$397.0M
VICIVICI PROPERTIES
$395.0M
IGMISHARES EXPANDED
$394.0M
AG8AGILENT TECHNOLOGIES
$394.0M
MCOMOODYS CORP
$393.0M
PATHUIPATH INC
$393.0M
BECNUSDBEACON ROOFING SUPPLY INC
$392.0M
CRCCANADIAN NATURAL
$390.0M
EQIXEQUINIX INC
$390.0M
NLYANNALY CAPITAL
$388.0M
WHRWHIRLPOOL CORP
$388.0M
DTDWISDOMTREE U S
$387.0M
IBHIISHARES TR
$386.0M
BMTABRITISH AMERN
$385.0M
SCHHSCHWAB US
$383.0M
STESTERIS PLC
$383.0M
0DFCDirexion Financial Bull 3X
$382.0M
ARDCARES DYNAMIC CR ALLOCATION F
$382.0M
WDCWESTERN DIGITAL
$380.0M
CWKCushman And Wakefield Plc
$380.0M
MTBASIMPLIFY EXCHANGE TRADED FUN
$379.0M
SRVRPACER DATA
$379.0M
INGING GROEP
$379.0M
OKTAOKTA INC
$378.0M
HPEHEWLETT PACKARD
$377.0M
AALAMERICAN AIRLINES
$377.0M
AOAISHARES CORE
$376.0M
DORMDORMAN PRODUCTS
$376.0M
CGGRCAPITAL GROUP
$376.0M
RBLXROBLOX CORP
$373.0M
FIXCOMFORT SYSTEMS USA INC
$372.0M
PDECINNOVATOR ETFS TRUST
$371.0M
SONYSONY GROUP
$371.0M
KOMPSPDR S&P
$370.0M
INGRINGREDION INC
$370.0M
KEYKEYCORP NEW
$370.0M
FMHIFIRST TRUST
$370.0M
SYMSYMBOTIC INC
$369.0M
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