Integrated Wealth Concepts LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$8.6B
Holdings
1,734
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,734 positions)
| Stock | Value |
|---|---|
BHPBHP GROUP | $551K |
IUSInvesco Strategic US | $550K |
SSOPROSHARES TR | $549K |
SOLVSOLVENTUM CORP | $548K |
MDYSPDR S&P | $546K |
JLLJONES LANG | $546K |
PAHUSDELEMENT SOLUTIONS | $545K |
CA8ACACI INTERNATIONAL | $545K |
PDIPIMCO DYNAMIC | $543K |
RSPTINVESCO S&P | $543K |
SWKSTANLEY BLACK | $543K |
PSTGPURE STORAGE | $541K |
DHIDR HORTON | $538K |
IYRISHARES U S | $537K |
IBTLISHARES IBONDS | $536K |
WDIWESTERN ASSET | $531K |
RIVNRIVIAN AUTOMOTIVE | $526K |
EQHEQUITABLE HOLDINGS | $526K |
EXPOEXPONENT INC | $525K |
INSPINSPIRE MEDICAL | $524K |
HRLHORMEL FOODS | $520K |
WTWWILLIS TOWERS | $520K |
MINTPIMCO EHNANCED | $517K |
CCLCARNIVAL CORP | $517K |
SPYINEOS S&P | $515K |
ZROZPIMCO 25 | $514K |
DIVOAMPLIFY CWP | $513K |
FNFFIDELITY NATIONAL | $510K |
AAALCOA CORP | $509K |
IMCBISHARES MORNINGSTAR | $507K |
OMCOMNICOM GROUP | $506K |
NVGNUVEEN AMT | $505K |
MSAMSA SAFETY INC | $501K |
RYNRAYONIER INC | $501K |
SMFGSUMITOMO MITSUI | $501K |
FSCOFS CREDIT | $500K |
KELKELLANOVA | $500K |
NXSTNEXSTAR MEDIA | $499K |
FLOFLOWERS FOODS | $499K |
UALUNITED AIRLINES | $497K |
VMBSVANGUARD MORTGAGE | $496K |
IBMSISHARES IBONDS | $494K |
SMCISUPER MICRO | $493K |
GLTRABRDN PHYSICAL | $491K |
VEEVVEEVA SYSTEMS | $491K |
CAGCONAGRA BRANDS | $490K |
ALCALCON INC | $490K |
AQLTISHARES TR | $490K |
SCHHSCHWAB US | $490K |
ATOATMOS ENERGY CORP | $490K |
BCATBLACKROCK CAP ALLOCATION TER | $490K |
FDLOFIDELITY COVINGTON TRUST | $490K |
PNWPINNACLE WEST | $487K |
IYEISHARES U S | $487K |
FASTFASTENAL CO | $487K |
TPRTAPESTRY INC | $486K |
IYFISHARES U S | $483K |
FWONALIBERTY MEDIA CORP DEL | $483K |
LYBLYONDELLBASELL INDUSTRIE | $482K |
SANBANCO SANTANDER | $482K |
BAC 7.25 PERP LBANK AMERICA | $481K |
GJANFirst Tr ETF FD VIII CBOE Vest US Eqt | $481K |
WDAYWORKDAY INC | $480K |
HESHESS CORP | $480K |
EXPDEXPEDITORS INTL | $480K |
COKECOCA-COLA CONSOLIDATED | $479K |
REGNREGENERON PHARMACEUTICAL | $477K |
0DFCDIREXION SHS ETF TR | $476K |
DOGGFIRST TR EXCHANGE-TRADED FD | $476K |
TROWPRICE T | $472K |
MVFBLACKROCK MUNIVEST FD INC | $470K |
ONEYSPDR RUSSELL | $468K |
FDRRFIDELITY COVINGTON TRUST | $468K |
PKWInvesco BuyBack Achievers | $467K |
CTRACOTERRA ENERGY | $466K |
VTRSVIATRIS INC | $463K |
TLTDFLEXSHARES MORNINGSTAR | $462K |
XAWFXALLIANCEBERNSTEIN GLOBAL HIG | $462K |
HPEHEWLETT PACKARD | $462K |
IBHKISHARES TR | $461K |
JXNJACKSON FINANCIAL | $458K |
FTECFIDELITY MSCI | $457K |
PZCPIMCO California Municipal Inc III | $456K |
MSMMSC INDL | $455K |
XVVISHARES ESG | $454K |
DORMDORMAN PRODUCTS | $453K |
EXPEEXPEDIA GROUP | $453K |
APAAPA CORP | $452K |
FDMOFIDELITY COVINGTON TRUST | $450K |
KNSLKINSALE CAPITAL | $450K |
APPAPPLOVIN CORP | $448K |
TBUXT Rowe Price Ultra Short-Term Bond ETF | $448K |
TTCTORO CO | $446K |
GEMGOLDMAN SACHS | $445K |
ACVFEtf Opportunities Tr Amern Conservative Values Etf | $444K |
DBEFXTRACKERS MSCI | $444K |
AVDEAMERICAN CENTY ETF TR | $443K |
VALEVALE S A | $442K |
CSQCALAMOS STRATEGIC | $441K |
PEOEXELON CORP | $439K |