Integrated Wealth Concepts LLC Q2 2021 Filing

Filed August 13, 2021

Portfolio Value

$2.8T

Holdings

797

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (797 positions)

#StockSharesValue% PortfolioType
201
IAU*ISHARES GOLD
67,983$2.3B0.08%
202
FTCFIRST TRUST
20,816$2.3B0.08%
203
CVXCHEVRON CORP
21,754$2.3B0.08%
204
FDTFIRST TRUST
36,201$2.3B0.08%
205
IAGGISHARES CORE
40,294$2.2B0.08%
206
VCSHVANGUARD SHORT
26,831$2.2B0.08%
207
TMTOYOTA MOTOR
12,555$2.2B0.08%
208
SPEMSPDR PORTFOLIO
47,850$2.2B0.08%
209
DBDEUTSCHE BANK
166,026$2.2B0.08%
210
RYROYAL BANK
21,384$2.2B0.08%
211
NEARBLACKROCK SHORT
42,755$2.1B0.08%
212
FBTFIRST TRUST
12,168$2.1B0.07%
213
SHOPSHOPIFY INC
1,436$2.1B0.07%
214
VTVANGUARD TOTAL
20,245$2.1B0.07%
215
FPXIFIRST TRUST INTERNATIONAL
30,637$2.1B0.07%
216
PJANINNOVATOR S&P
63,995$2.1B0.07%
217
LMTLOCKHEED MARTIN
5,443$2.1B0.07%
218
AZNASTRAZENECA PLC
34,217$2.0B0.07%
219
FAPRFIRST TRUST CBOE VEST
66,000$2.0B0.07%
220
UNPUNION PACIFIC CORP
9,205$2.0B0.07%
221
SNYSANOFI
37,643$2.0B0.07%
222
ABBVABBVIE INC
17,550$2.0B0.07%
223
LINLINDE PLC
6,794$2.0B0.07%
224
UNFIUNITED NATURAL
52,099$1.9B0.07%
225
RDS/AROYAL DUTCH
47,627$1.9B0.07%
226
ARKGARK GENOMIC
20,611$1.9B0.07%
227
SCHOSCHWAB SHORT
37,125$1.9B0.07%
228
GLDM1USDWORLD GOLD
108,020$1.9B0.07%
229
DBAINVESCO MULTI SECTOR
101,713$1.9B0.07%
230
LOWLOWES COMPANIES
9,704$1.9B0.07%
231
SCHBSCHWAB US
17,993$1.9B0.07%
232
NVONOVO NORDISK
22,060$1.8B0.07%
233
BUDANHEUSER BUSCH
25,513$1.8B0.07%
234
DFEBFIRST TRUST CBOE
53,200$1.8B0.06%
235
VNQVANGUARD REAL
17,823$1.8B0.06%
236
XLCSELECT SECTOR
22,316$1.8B0.06%
237
UPSUNITED PARCEL
8,680$1.8B0.06%
238
ULUNILEVER PLC
30,486$1.8B0.06%
239
BMYBRISTOL MYERS
26,463$1.8B0.06%
240
BIVVANGUARD INTERMEDIATE
19,320$1.7B0.06%
241
ZTSZOETIS INC
9,309$1.7B0.06%
242
SPYVSPDR PORTFOLIO
43,408$1.7B0.06%
243
FDVVFIDELITY COVINGTON
44,990$1.7B0.06%
244
MOALTRIA GROUP
35,556$1.7B0.06%
245
OGIGUSDOSI OSHARES
29,698$1.7B0.06%
246
NVSNNOVARTIS AG
18,464$1.7B0.06%
247
BHPBHP GROUP
23,058$1.7B0.06%
248
FPFFIRST TRUST EMERGING MARKETS
59,747$1.7B0.06%
249
HAMHARMONY GOLD
443,887$1.7B0.06%
250
APDAIR PRODUCTS
5,705$1.6B0.06%
251
VBRVANGUARD SMALL
9,435$1.6B0.06%
252
IWOISHARES RUSSELL
5,157$1.6B0.06%
253
MMM3M COMPANY
8,059$1.6B0.06%
254
KOMPSPDR S&P
23,952$1.6B0.06%
255
IWSISHARES RUSS
13,894$1.6B0.06%
256
SAPSAP SE
11,336$1.6B0.06%
257
IXUSISHARES CORE
21,671$1.6B0.06%
258
FXLFIRST TRUST
12,781$1.6B0.06%
259
QQLVINVESCO BULLETSHARES
61,504$1.6B0.06%
260
PEJINVESCO DYNAMIC
29,889$1.6B0.06%
261
SONYSONY GROUP
16,005$1.6B0.06%
262
XBISPDR SERIES
11,436$1.5B0.05%
263
EDGGOLD FIELDS
171,052$1.5B0.05%
264
STIPISHARES 0-5
14,305$1.5B0.05%
265
KHCKRAFT HEINZ
37,288$1.5B0.05%
266
TSNTYSON FOODS
20,612$1.5B0.05%
267
FIXDFIRST TRUST
28,274$1.5B0.05%
268
FJANFIRST TRUST CBOE VEST
46,016$1.5B0.05%
269
EPDENTERPRISE PRODUCTS
62,327$1.5B0.05%
270
HDBHDFC BANK
20,508$1.5B0.05%
271
XLUSELECT UTILITIES
23,449$1.5B0.05%
272
FNYFIRST TRUST MID CAP GROWTH
19,606$1.5B0.05%
273
IAUISHARES IBONDS
56,659$1.5B0.05%
274
NIONIO INC
27,387$1.5B0.05%
275
JDJD.COM INC
18,075$1.4B0.05%
276
XLYCONSUMER DISCRETIONARY
8,076$1.4B0.05%
277
SMMVISHARES MSCI
37,590$1.4B0.05%
278
LGLVSPDR SSGA
10,736$1.4B0.05%
279
FFEBFIRST TRUST CBOE VEST
39,125$1.4B0.05%
280
ROKROCKWELL AUTOMATION
4,898$1.4B0.05%
281
CATCATERPILLAR INC
6,431$1.4B0.05%
282
GEGENERAL ELECTRIC
103,700$1.4B0.05%
283
LRGFISHARES MSCI
32,545$1.4B0.05%
284
VEUVANGUARD FTSE
21,878$1.4B0.05%
285
NOCNORTHROP GRUMMAN
3,749$1.4B0.05%
286
LMBSFIRST TRUST
26,730$1.4B0.05%
287
IJSISHARES S&P
12,809$1.4B0.05%
288
XTISHARES EXPONENTIAL
20,672$1.3B0.05%
289
ALSALLSTATE CORP
9,933$1.3B0.05%
290
AFWALIGN TECHNOLOGY
2,102$1.3B0.05%
291
IBDPISHARES IBONDS
48,480$1.3B0.05%
292
QCOMQUALCOMM INC
8,850$1.3B0.04%
293
IEIISHARES 3-7YR
9,688$1.3B0.04%
294
TAILCAMBRIA TAIL RISK ETF
67,398$1.3B0.04%
295
WFCWELLS FARGO
27,828$1.3B0.04%
296
FALNISHARES FALLEN
41,958$1.3B0.04%
297
PXFINVESCO EXCHANGE
25,861$1.2B0.04%
298
SPTLSPDR PORTFOLIO
30,138$1.2B0.04%
299
FTSMFIRST TRUST
20,761$1.2B0.04%
300
HZNPHORIZON THERAPEUTICS
13,241$1.2B0.04%
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