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 |
|---|---|
AALAMERICAN AIRLINES | $256K |
FDECFIRST TR EXCHNG TRADED FD VI | $255K |
IXGISHARES GLOBAL | $255K |
PPLPPL CORP | $254K |
NEARISHARES SHORT | $254K |
PCTPURECYCLE TECHNOLOGIES | $253K |
GLPIGAMING & LEISURE | $253K |
KDKYNDRYL HOLDINGS | $252K |
NMAINUVEEN MULTI | $252K |
GBILGOLDMAN SACHS | $252K |
DKSDICKS SPORTING | $251K |
OBILU S TREASURY | $251K |
CQPCHENIERE ENERGY | $250K |
GDDYGODADDY INC | $250K |
VRTSVirtus Investment Partners Inc | $250K |
SWSMURFIT WESTROCK | $248K |
PHMPULTEGROUP INC | $248K |
CRCCANADIAN NATURAL | $248K |
INFYINFOSYS LTD | $247K |
BUFYFIRST TR EXCHNG TRADED FD VI | $247K |
ROLROLLINS INC | $246K |
FHBFIRST HAWAIIAN | $246K |
HYLSFIRST TRUST | $246K |
PG4PRINCIPAL FINANCIAL | $244K |
NKSHNATIONAL BANKSHARES | $244K |
OWNSCCM AFFORDABLE | $243K |
ILMNILLUMINA INC | $243K |
FJANFIRST TR EXCHNG TRADED FD VI | $243K |
CGCARLYLE GROUP | $243K |
TYGTortoise Energy Infrastructure | $242K |
FUODOLBY LABORATORIES INC | $241K |
TNADIREXION SHS ETF TR | $241K |
GMARFIRST TR EXCHNG TRADED FD VI | $239K |
MDBMONGODB INC | $239K |
IBNICICI BANK | $239K |
FPEIFIRST TRUST | $238K |
TANINVESCO SOLAR | $238K |
NXTNEXTRACKER INC | $238K |
UDIVFranklin Templeton US Core Div ETF | $238K |
SPGPINVESCO S&P | $238K |
RHCRH PLC | $237K |
XISEFIRST TR EXCHNG TRADED FD VI | $237K |
KOMPSPDR S&P | $236K |
LITGLOBAL X | $236K |
PFMINVESCO DIVIDEND | $236K |
CHWYCHEWY INC | $235K |
GPNGLOBAL PAYMENTS | $234K |
GRNBVANECK GREEN | $234K |
DCIDONALDSON CO | $233K |
GSSCGOLDMAN SACHS | $232K |
HMCHONDA MOTOR | $232K |
SCHKSCHWAB STRATEGIC | $232K |
RSPFINVESCO S&P | $232K |
MGAMAGNA INTERNATIONAL | $231K |
SDGISHARES MSCI | $231K |
BDJBLACKROCK ENHANCED EQUITY DI | $231K |
AVKAdvent Convertible & Income Fund | $231K |
FEMRFidelity Covington Tr Enhanced Large Cap Value ETF | $230K |
CDRECADRE HOLDINGS | $230K |
VKTXVIKING THERAPEUTICS | $230K |
NZFNUVEEN MUNICIPAL | $230K |
DONWISDOMTREE U S | $229K |
AMKRAMKOR TECHNOLOGY | $229K |
RFGInvesco S&P MidCap 400 Pure Growth | $228K |
DC4DEXCOM INC | $227K |
ASHASHLAND INC | $226K |
IPACISHARES CORE | $226K |
IBKRINTERACTIVE BROKERS | $226K |
OKTAOKTA INC | $225K |
ABALLIANCE BERNSTEIN | $225K |
AQLTISHARES U S | $224K |
AMANTERO MIDSTREAM | $224K |
MZTILANCASTER COLONY CORP | $223K |
WCCWESCO INTL | $223K |
ACLXArcellx Inc | $222K |
IEIINSIGHT ENTERPRISES INC | $221K |
RIGTRANSOCEAN LTD | $221K |
NTRANATERA INC | $221K |
HXLHEXCEL CORP NEW | $220K |
MDVModiv Industrial Inc | $219K |
MPMP MATERIALS | $219K |
CEMBISHARES JP | $219K |
CCDCALAMOS DYNAMIC | $219K |
NUSCNUVEEN ESG | $217K |
ISDPGIM HIGH YIELD BOND FUND IN | $217K |
HODLVANECK BITCOIN ETF | $216K |
LOGILOGITECH INTL | $215K |
XFLTXAI OCTAGON | $215K |
SBLKSTAR BULK | $215K |
BEPCBROOKFIELD RENEWABLE | $214K |
YETIYETI HOLDINGS | $214K |
ILCBISHARES MORNINGSTAR | $214K |
ELESTEE LAUDER | $214K |
WTRGESSENTIAL UTILITIES | $214K |
RDFICOLLABORATIVE INVESTMNT SER | $213K |
UPSTUPSTART HOLDINGS | $213K |
SG7SAGE THERAPEUTICS INC | $213K |
LWLAMB WESTON | $213K |
NZACSPDR MSCI | $213K |
AREALEXANDRIA REAL | $213K |