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 |
|---|---|
AWGASBURY AUTOMOTIVE | $313K |
VRSNVERISIGN INC | $313K |
CFGCITIZENS FINANCIAL | $311K |
MASMASCO CORP | $311K |
ACMAECOM | $309K |
JSIJANUS HENDERSON | $308K |
UUPINVESCO DB US DLR INDEX TR | $307K |
BAMBROOKFIELD ASSET | $306K |
KAIKADANT INC | $306K |
PTLCPACER TRENDPILOT | $304K |
NLYANNALY CAPITAL | $302K |
AVDVAVANTIS INTL | $301K |
PAYCPAYCOM SOFTWARE | $301K |
SRVRPACER DATA | $299K |
HISFFirst Trust Strategic Income | $299K |
ROUSHartford Multifactor US Equity ETF | $298K |
AAAUGoldman Sachs Physical Gold Etf | $296K |
BUFSFIRST TR EXCHNG TRADED FD VI | $296K |
IAGGISHARES CORE | $296K |
NADNUVEEN QUALITY | $293K |
REETISHARES GLOBAL | $293K |
CHKPCHECK POINT | $293K |
CMSCMS ENERGY | $293K |
HEGDSWAN HEDGED | $292K |
BALIISHARES ADVANTAGE | $292K |
AG8AGILENT TECHNOLOGIES | $289K |
ARLPALLIANCE RESOURCE | $289K |
FEFIRSTENERGY CORP | $289K |
NBBNUVEEN TXBL | $288K |
CCBGCAPITAL CITY BK GROUP INC | $288K |
IBCPINDEPENDENT BANK | $287K |
MUSTCOLUMBIA MULTI | $286K |
MOHMOLINA HEALTHCARE | $286K |
IHAKISHARES CYBERSECURITY | $286K |
ZSZSCALER INC | $285K |
TQQQPROSHARES TR | $285K |
BIIBBIOGEN INC | $285K |
DECKDECKERS OUTDOOR | $284K |
ESGVVANGUARD ESG | $284K |
CSWCSW INDUSTRIALS INC | $283K |
IDIInterdigital Communications Co | $283K |
PFLDAAM LOW | $283K |
EBAEBAY INC | $283K |
EWCISHARES MSCI | $283K |
ETSYETSY INC | $282K |
FWONALIBERTY MEDIA CORP DEL | $282K |
INGRINGREDION INC | $281K |
NULGNUVEEN ESG | $281K |
JFRNUVEEN FLOATING RATE | $281K |
ICFISHARES COHEN | $280K |
MCMOELIS & COMPANY | $280K |
WESWESTERN MIDSTREAM | $280K |
PAAAPGIM ETF TR | $279K |
ENVXENOVIX CORP | $279K |
CHPTCHARGEPOINT HOLDINGS | $279K |
OGEOGE ENERGY CORP | $279K |
LKQ1LKQ CORP | $278K |
FVALFIDELITY VALUE | $277K |
JCPBJ P MORGAN EXCHANGE TRADED F | $277K |
LNTALLIANT ENERGY | $277K |
CHDCHURCH & DWIGHT | $275K |
ILTBISHARES CORE | $275K |
FTITECHNIPFMC PLC | $274K |
MUCBlackRock MuniHoldings CA Quality Fund Inc | $273K |
SKMSK TELECOM CO LTD | $272K |
SFSTIFEL FINANCIAL | $272K |
MLNKMeridianlink Inc Com | $271K |
NYFISHARES TR | $271K |
AERAERCAP HOLDINGS | $271K |
NUNU HOLDINGS | $271K |
AWMSKYWORKS SOLUTIONS | $270K |
CNCCENTENE CORP | $270K |
CAECAE INC | $270K |
CINFCINCINNATI FINL | $269K |
RSPUINVESCO S&P | $268K |
AUBATLANTIC UNION | $266K |
NSANATIONAL STORAGE | $266K |
HEIHEICO CORP | $265K |
EEMAISHARES MSCI | $264K |
VLTOVERALTO CORP | $264K |
YUMCYUM CHINA | $263K |
STESTERIS PLC | $262K |
GARPiShares MSCI USA Quality GARP ETF | $262K |
OREUROSISKO GOLD | $262K |
DFEVDIMENSIONAL EMERGING | $261K |
BCEBCE INC | $261K |
FMAGFidelity Magellan Etf | $261K |
SPHYSPDR HIGH | $260K |
BNSBANK NOVA SCOTIA | $259K |
KNXKNIGHT SWIFT | $259K |
DNOVFIRST TR EXCHNG TRADED FD VI | $258K |
IPARInter Parfums Inc | $258K |
ARKFARK FINTECH | $258K |
BAXBAXTER INTL | $258K |
TKOTKO GROUP | $258K |
WINCWESTERN ASSET | $257K |
USX1UNITED STS STEEL CRP NEW | $257K |
VAWVANGUARD MATERIALS | $256K |
RPGINVESCO S&P | $256K |
FIDUFIDELITY COVINGTON TRUST | $256K |