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 |
|---|---|
NCLHNORWEGIAN CRUISE | $439K |
XNCMXNuveen CA Amt-Free Quality Municipal Income Fund | $438K |
HWMHOWMET AEROSPACE | $437K |
BECNUSDBEACON ROOFING SUPPLY INC | $437K |
FTVFORTIVE CORP | $437K |
TLNTALEN ENERGY | $436K |
AZTAAZENTA INC | $435K |
CLOUGLOBAL CLOUD | $433K |
BLDRBUILDERS FIRSTSOURCE INC | $432K |
IPINTL PAPER | $431K |
CLHCLEAN HARBORS | $431K |
IMCVISHARES MORNINGSTAR | $429K |
VDCVANGUARD CONSUMER | $428K |
SSDSIMPSON MANUFACTURING | $427K |
BITOProShares Bitcoin Strategy ETF | $427K |
FSLRFIRST SOLAR | $426K |
FLEXFLEX LTD | $426K |
DTDWISDOMTREE U S | $426K |
CRVLCORVEL CORP | $425K |
TTWOTAKE-TWO INTERACTIVE | $425K |
EQIXEQUINIX INC | $425K |
WQTMWISDOMTREE CLOUD | $424K |
FLSPFranklin Liberty Systematic Sty Prm ETF | $423K |
RXIiShares S&P Global Consumer Discretionary | $423K |
W3UWESTERN UNION | $422K |
NWGNATWEST GROUP | $421K |
ZTOZTO EXPRESS | $421K |
PPGPPG INDUSTRIES | $421K |
NTAPNETAPP INC | $419K |
HLTHILTON WORLDWIDE | $419K |
WHWYNDHAM HOTELS | $418K |
IBDXISHARES IBONDS | $418K |
INGING GROEP | $418K |
VENVENTAS INC | $416K |
PTFInvesco Dorsey Wright Technology Momentum ETF | $416K |
TDVProshares TR S&P Tech Dividen | $415K |
MOATVANECK MORNINGSTAR | $415K |
ICUIICU MEDICAL INC | $415K |
PPTPUTNAM PREMIER INCOME TR | $414K |
MDYVSPDR SERIES | $412K |
ICVTISHARES CONV | $412K |
ALVAUTOLIV INC | $412K |
NGGNATIONAL GRID | $411K |
BKMCBNY MELLON | $410K |
ELFE L F BEAUTY | $407K |
RCLROYAL CARIBBEAN | $406K |
VOOVVANGUARD S&P | $405K |
FNYFIRST TRUST | $403K |
GGGGRACO INC | $403K |
07WAMR COOPER | $402K |
EUSBISHARES ESG | $402K |
APOAPOLLO GLOBAL | $401K |
NACNuveen California Quality Municipal Income Fund | $400K |
MFUSPIMCO RAFI Dyn Multi-Factor US Eq ETF | $400K |
JHIHANCOCK JOHN INVT TR II | $399K |
CBRECBRE GROUP | $399K |
CPRICAPRI HOLDINGS | $397K |
TNLTRAVEL LEISURE | $396K |
RBCRBC BEARINGS | $395K |
JCPIJPMORGAN INFLATION | $395K |
AWCAMERICAN WATER | $394K |
WYWEYERHAEUSER CO | $393K |
NUENUCOR CORP | $393K |
EWQISHARES MSCI | $391K |
OVVOVINTIV INC | $391K |
SMRNUSCALE POWER | $390K |
BWXTBWX TECHNOLOGIES | $389K |
CCEFCalamos Cef Income & Arbitrage Etf | $387K |
KEYSKEYSIGHT TECHNOLOGIES | $387K |
SNASNAP ON | $386K |
WATWATERS CORP | $386K |
WTSWATTS WATER | $385K |
PCARPACCAR INC | $384K |
JKHYJACK HENRY | $384K |
OUSAALPS OSHARES | $383K |
JBLJABIL INC | $382K |
AZEKAZEK COMPANY | $382K |
PDECINNOVATOR ETFS TRUST | $381K |
MLMMARTIN MARIETTA | $379K |
CSGPCOSTAR GROUP INC | $379K |
SYFSYNCHRONY FINANCIAL | $379K |
GCORGOLDMAN SACHS | $378K |
BSCVINVESCO BULLETSHARES | $375K |
CLFCLEVELAND CLIFFS | $375K |
IQVIQVIA HOLDINGS | $375K |
FETHFidelity Ethereum Etf | $374K |
JHGJANUS HENDERSON | $372K |
EMOClearbridge Energy MLP Opportunity Fund Inc | $372K |
VDEVANGUARD ENERGY | $371K |
SUSBISHARES TRUST | $371K |
XYLXYLEM INC | $370K |
TSLXSIXTH STREET SPECIALTY LENDI | $370K |
SNSHARKNINJA INC | $369K |
ASAASA Gold and Precious Metals Ltd | $368K |
CCKCROWN HOLDINGS | $367K |
DOCHEALTHPEAK PPTYS | $366K |
KEYKEYCORP NEW | $365K |
DWXSPDR S&P | $365K |
COINCOINBASE GLOBAL | $365K |
VSGXVANGUARD ESG | $365K |