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)

StockValue
DOCHEALTHPEAK PPTYS
$366K
KEYKEYCORP NEW
$365K
DWXSPDR S&P
$365K
COINCOINBASE GLOBAL
$365K
VSGXVANGUARD ESG
$365K
CATHGLOBAL X
$365K
FCNFTI CONSULTING
$364K
HLMNHILLMAN SOLUTIONS CORP
$364K
FFLCFIDELITY FUNDAMENTAL
$362K
CSPICSP INC
$361K
VODVODAFONE GROUP
$361K
JDJD.COM INC
$361K
ISCFISHARES MSCI
$357K
CNNECANNAE HOLDINGS
$357K
TTEKTETRA TECH
$355K
SQMXFIRST TR EXCHNG TRADED FD VI
$355K
IPGINTERPUBLIC GROUP
$355K
LYGLLOYDS BANKING
$351K
XJHISHARES ESG
$350K
CCOCAMECO CORP
$349K
MFGMIZUHO FINANCIAL
$349K
PLUSEPLUS INC
$349K
IJJISHARES S&P
$348K
LBRDKLIBERTY BROADBAND
$348K
SHESPDR SSGA
$348K
MKLMARKEL GROUP
$348K
XMHQINVESCO S&P
$346K
BOTZGLOBAL X
$346K
ALBALBEMARLE CORP
$346K
ONEQFIDELITY COMWLTH TR
$345K
ACWIiShares MSCI ACWI
$345K
HAYWHAYWARD HLDGS INC
$345K
ITDCISHARES TR LIFEPATH TGT2035
$345K
POSTPOST HOLDINGS
$343K
WF2WINTRUST FINANCIAL
$343K
KKRKKR & CO
$342K
TERTERADYNE INC
$342K
WYNNWYNN RESORTS
$341K
PINSPINTEREST INC
$339K
ARANTERO RESOURCES
$339K
LPXLA PAC CORP
$338K
EWZISHARES MSCI
$338K
LUVSOUTHWEST AIRLINES
$337K
PAXSPimco Access Income Cf
$337K
LCTDBLACKROCK WORLD
$337K
CHTRCHARTER COMMUNICATIONS
$336K
ARGXARGENX SE
$336K
DERMJOURNEY MEDICAL
$335K
CGCPCAPITAL GROUP
$335K
SVALISHARES US
$335K
BSCWINVESCO EXCH TRD SLF IDX FD
$334K
PECOPHILLIPS EDISON & CO INC
$333K
SKWDSKYWARD SPECIALTY INS GROUP
$332K
GBFISHARES GOVERNMENT
$332K
BGLDFIRST TR EXCHANGE-TRADED FD
$332K
IRTINDEPENDENCE REALTY
$332K
SCHQSCHWAB LONG
$332K
HTGCHERCULES CAPITAL
$331K
UI2KEMPER CORP
$330K
TYLTYLER TECHNOLOGIES
$330K
VGLTVANGUARD LONG
$329K
CWKCushman And Wakefield Plc
$329K
DHSWISDOMTREE U S
$329K
LLOEWS CORP
$329K
OLLIOLLIES BARGAIN
$328K
DGSWISDOMTREE EMERGING
$327K
QQQEDirexion Shs Tr Nasdaq-100 Equal Weighted
$327K
GNRSPDR S&P
$326K
SNPSSYNOPSYS INC
$326K
EBCEASTERN BANKSHARES
$325K
TRFKPacer Data and Digital Revolution ETF
$324K
NRANRG ENERGY
$323K
QUSSPDR MSCI
$322K
KBWBINVESCO KBW
$321K
CENXCENTURY ALUM CO
$321K
HUBBHUBBELL INC
$321K
RBLXROBLOX CORP
$321K
MDYGSPDR SERIES
$320K
GMEDGLOBUS MEDICAL
$320K
CNRCANADIAN NATIONAL
$320K
AATAMERICAN ASSETS
$319K
ACWXISHARES MSCI
$319K
VMCVULCAN MATERIALS
$318K
ITGARTNER INC
$318K
SOCLGLOBAL X
$318K
BROSDUTCH BROS
$318K
GLDMWORLD GOLD
$317K
BBNBLACKROCK TXBL
$317K
UFPIUFP INDUSTRIES
$317K
GOLFACUSHNET HOLDINGS
$316K
ETHEGRAYSCALE ETHEREUM
$316K
BJBJS WHOLESALE
$316K
IRINGERSOLL RAND
$315K
LCRManaged Portfolio Series Leuthold Core Et
$315K
DEMWISDOMTREE EMERGING
$314K
DKNGDRAFTKINGS INC
$314K
WTMWhite Mountains Insurance Grp Ltd
$314K
DASHDOORDASH INC
$314K
BMOBANK MONTREAL
$313K
AOMISHARES CORE
$313K
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