Integrated Wealth Concepts LLC Q1 2024 Filing

Filed May 15, 2024

Portfolio Value

$6.9T

Holdings

1,644

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (1,644 positions)

#StockSharesValue% PortfolioType
401
CTSHCOGNIZANT TECH
38,790$2.8B0.04%
402
LENLENNAR CORP
16,406$2.8B0.04%
403
NOBLPROSHARES TRUST
27,674$2.8B0.04%
404
STZCONSTELLATION BRANDS
10,317$2.8B0.04%
405
JQUAJPMORGAN US
52,508$2.8B0.04%
406
NEENEXTERA ENERGY
43,345$2.8B0.04%
407
XTISHARES EXPONENTIAL
46,376$2.8B0.04%
408
ETNEATON CORP
8,838$2.8B0.04%
409
FDNFIRST TRUST
13,438$2.8B0.04%
410
SLBSCHLUMBERGER LTD
50,114$2.7B0.04%
411
CHECHEMED CORP
4,276$2.7B0.04%
412
DMBSDOUBLELINE ETF TRUST
55,943$2.7B0.04%
413
DSIISHARES MSCI
26,914$2.7B0.04%
414
DYHTARGET CORP
15,279$2.7B0.04%
415
FDXFEDEX CORP
9,327$2.7B0.04%
416
PFIXSIMPLIFY EXCHANGE TRADED FUN
60,114$2.7B0.04%
417
IBDSISHARES IBONDS
113,135$2.7B0.04%
418
PBRPETROLEO BRASILEIRO
176,984$2.7B0.04%
419
SHELSHELL PLC
40,011$2.7B0.04%
420
XLRESELECT SECTOR
67,733$2.7B0.04%
421
PDCOEURPATTERSON COS
96,680$2.7B0.04%
422
FUNDSPROTT FOCUS TR INC
332,237$2.7B0.04%
423
ONEYSPDR RUSSELL
24,577$2.7B0.04%
424
DFSVDIMENSIONAL ETF TRUST
88,583$2.7B0.04%
425
TEAMATLASSIAN CORP
13,529$2.6B0.04%
426
TIPISHARES TIPS
24,377$2.6B0.04%
427
TDTFFLEXSHARES TR
110,589$2.6B0.04%
428
AYS1SANDSTORM GOLD
497,231$2.6B0.04%
429
ABNBAIRBNB INC
15,796$2.6B0.04%
430
CVSCVS HEALTH
32,459$2.6B0.04%
431
MDYVSPDR SERIES
34,020$2.6B0.04%
432
ORIOLD REPUBLIC
83,828$2.6B0.04%
433
IBITISHARES BITCOIN TR
63,324$2.6B0.04%
434
MCKMCKESSON CORP
4,768$2.6B0.04%
435
XLGIXLAZARD GLOBAL TOTAL RETURN &
156,048$2.5B0.04%
436
UBERUBER TECHNOLOGIES
32,928$2.5B0.04%
437
IWPISHARES RUSSELL
22,113$2.5B0.04%
438
HDVISHARES CORE
22,878$2.5B0.04%
439
SHOPSHOPIFY INC
32,580$2.5B0.04%
440
DFSDDIMENSIONAL SHORT
53,284$2.5B0.04%
441
BCCBOISE CASCADE
16,251$2.5B0.04%
442
SDOGALPS SECTOR
46,150$2.5B0.04%
443
NKENIKE INC
26,368$2.5B0.04%
444
UUNITY SOFTWARE
92,806$2.5B0.04%
445
RNRRENAISSANCERE HOLDINGS
10,540$2.5B0.04%
446
DFEBFIRST TR EXCHNG TRADED FD VI
62,836$2.5B0.04%
447
GLWCORNING INC
74,535$2.5B0.04%
448
MTHMERITAGE HOMES
13,945$2.4B0.04%
449
BGBUNGE GLOBAL
23,779$2.4B0.04%
450
INDBINDEPENDENT BANK
46,810$2.4B0.04%
451
TJXTJX COS
23,987$2.4B0.04%
452
ESGDISHARES ESG
30,279$2.4B0.04%
453
CHRDCHORD ENERGY
13,557$2.4B0.04%
454
FTGCFIRST TRUST
101,866$2.4B0.04%
455
SPMBSPDR MORTGAGE
111,162$2.4B0.03%
456
XGDVXGABELLI DIVIDEND
104,804$2.4B0.03%
457
ITA*ISHARES AEROSPACE
18,245$2.4B0.03%
458
TXNTEXAS INSTRUMENTS
13,763$2.4B0.03%
459
PYPLPAYPAL HOLDINGS
35,762$2.4B0.03%
460
USXFISHARES ESG
52,856$2.4B0.03%
461
EXECHESAPEAKE ENERGY
26,844$2.4B0.03%
462
IAU*ISHARES GOLD
56,747$2.4B0.03%
463
VGLTVANGUARD LONG
40,214$2.4B0.03%
464
HCCWARRIOR MET
39,142$2.4B0.03%
465
AEBAALLETE INC
39,680$2.4B0.03%
466
ADSKAUTODESK INC
9,068$2.4B0.03%
467
ADPAUTOMATIC DATA
9,455$2.4B0.03%
468
FTHIFIRST TRUST
104,951$2.4B0.03%
469
MLIMUELLER INDS
43,414$2.3B0.03%
470
IJTISHARES S&P
17,906$2.3B0.03%
471
DEMWISDOMTREE EMERGING
55,620$2.3B0.03%
472
HYZDWISDOMTREE TRUST
105,373$2.3B0.03%
473
CGMSCAPITAL GROUP
85,659$2.3B0.03%
474
SMHVANECK SEMICONDUCTOR
10,289$2.3B0.03%
475
NVSNNOVARTIS AG
23,917$2.3B0.03%
476
CIBRFIRST TRUST
40,781$2.3B0.03%
477
XOPSPDR SERIES
14,806$2.3B0.03%
478
GBTCGRAYSCALE BITCOIN
36,104$2.3B0.03%
479
ETENERGY TRANSFER
144,381$2.3B0.03%
480
VONEVANGUARD RUSSELL
9,462$2.3B0.03%
481
ASMLASML HOLDING
2,318$2.3B0.03%
482
EDGGOLD FIELDS
141,062$2.2B0.03%
483
NVEEUSDNV5 GLOBAL
22,858$2.2B0.03%
484
FCXFREEPORT MCMORAN
47,590$2.2B0.03%
485
PULSPGIM ULTRA
44,862$2.2B0.03%
486
TCN1EURTRICON RESIDENTIAL
199,605$2.2B0.03%
487
UTHUNITED THERAPEUTICS
9,666$2.2B0.03%
488
DOWDOW INC
38,225$2.2B0.03%
489
GSUSGOLDMAN SACHS
30,841$2.2B0.03%
490
FTHYFIRST TRUST
151,412$2.2B0.03%
491
XBISPDR SERIES
23,196$2.2B0.03%
492
RIORIO TINTO
34,457$2.2B0.03%
493
HOLIHOLLYSYS AUTOMATION
85,467$2.2B0.03%
494
CBCHUBB LTD
8,437$2.2B0.03%
495
GNTXGENTEX CORP
60,363$2.2B0.03%
496
VCRVANGUARD CONSUMER
6,812$2.2B0.03%
497
IBDQISHARES IBONDS
87,136$2.2B0.03%
498
FISVFISERV INC
13,498$2.2B0.03%
499
PRUPRUDENTIAL FINANCIAL
18,281$2.1B0.03%
500
FNOVFIRST TR EXCHNG TRADED FD VI
47,848$2.1B0.03%
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