Integrated Wealth Concepts LLC Q2 2022 Filing

Filed August 8, 2022

Portfolio Value

$3.2T

Holdings

979

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (979 positions)

#StockSharesValue% PortfolioType
201
FMBFIRST TRUST
59,463$3.0B0.09%
202
TMOTHERMO FISHER
5,539$3.0B0.09%
203
LINLINDE PLC
10,187$2.9B0.09%
204
AMGNAMGEN INC
12,039$2.9B0.09%
205
IHIISHARES U S
57,686$2.9B0.09%
206
RYROYAL BANK
29,964$2.9B0.09%
207
IYWISHARES TECHNOLOGY
36,217$2.9B0.09%
208
LMTLOCKHEED MARTIN
6,730$2.9B0.09%
209
SPMBSPDR MORTGAGE
125,633$2.9B0.09%
210
VHTVANGUARD HEALTH
12,186$2.9B0.09%
211
WMWASTE MANAGEMENT
18,556$2.8B0.09%
212
VIGVANGUARD DIVIDEND
19,482$2.8B0.09%
213
PFIXSIMPLIFY EXCHANGE TRADED FUN
49,485$2.8B0.09%
214
ICVTISHARES CONV
40,279$2.8B0.09%
215
INTCINTEL CORP
74,189$2.8B0.09%
216
SPTISPDR INTERMEDIATE
93,689$2.8B0.09%
217
TMTOYOTA MOTOR
17,856$2.8B0.09%
218
FXNFIRST TRUST
186,069$2.7B0.09%
219
IWDISHARES RUSSELL
18,551$2.7B0.08%
220
PGXINVESCO PFD
213,622$2.6B0.08%
221
SHYISHARES 1-3YR
31,834$2.6B0.08%
222
BMYBRISTOL MYERS
34,239$2.6B0.08%
223
BABOEING COMPANY
19,220$2.6B0.08%
224
JPSEJPMORGAN DIVERSIFIED
70,159$2.6B0.08%
225
CMCSACOMCAST CORP
66,630$2.6B0.08%
226
ADBEADOBE INC
7,130$2.6B0.08%
227
HYGISHARES IBOXX
35,392$2.6B0.08%
228
XJPIXNUVEEN PFD
134,966$2.6B0.08%
229
UPSUNITED PARCEL
14,190$2.6B0.08%
230
ULUNILEVER PLC
56,216$2.6B0.08%
231
SCHFSCHWAB INTL
81,519$2.6B0.08%
232
LTPZPIMCO 15
39,012$2.5B0.08%
233
VEAVANGUARD FTSE
62,214$2.5B0.08%
234
GSGOLDMAN SACHS
8,490$2.5B0.08%
235
FEPFIRST TRUST
79,428$2.5B0.08%
236
AXPAMERICAN EXPRESS
17,873$2.5B0.08%
237
SPEMSPDR PORTFOLIO
70,855$2.5B0.08%
238
IBDRISHARES IBONDS
103,407$2.5B0.08%
239
FXIISHARES CHINA
72,350$2.5B0.08%
240
AMTAMERICAN TOWER
9,598$2.5B0.08%
241
HONHONEYWELL INTL
13,839$2.4B0.07%
242
XLCSELECT SECTOR
44,227$2.4B0.07%
243
ISHARES IBONDS
102,172$2.4B0.07%
244
SCHASCHWAB US
61,223$2.4B0.07%
245
FDVVFIDELITY COVINGTON
65,674$2.4B0.07%
246
FNDCSCHWAB FUNDAMENTAL
77,448$2.4B0.07%
247
NKENIKE INC
22,985$2.3B0.07%
248
SPGPINVESCO S&P
29,422$2.3B0.07%
249
LITGLOBAL X
32,027$2.3B0.07%
250
XLGIXLAZARD GLOBAL TOTAL RETURN &
149,617$2.3B0.07%
251
NVSNNOVARTIS AG
27,133$2.3B0.07%
252
SPTMSPDR PORTFOLIO
49,187$2.3B0.07%
253
SNYSANOFI
45,537$2.3B0.07%
254
RPVINVESCO S&P
30,281$2.3B0.07%
255
IBHDISHARES IBONDS
102,025$2.3B0.07%
256
SDVYFIRST TRUST
94,040$2.2B0.07%
257
FXGFIRST TRUST
36,560$2.2B0.07%
258
IDEVISHARES TR
41,423$2.2B0.07%
259
DBDEUTSCHE BANK
254,080$2.2B0.07%
260
UNPUNION PACIFIC CORP
10,329$2.2B0.07%
261
IYEISHARES U S
57,746$2.2B0.07%
262
XLISECTOR INDUSTRIAL
24,950$2.2B0.07%
263
NOBLPROSHARES TRUST
25,394$2.2B0.07%
264
IVLUISHARES TR
97,713$2.2B0.07%
265
IBMINTL BUSINESS
15,334$2.2B0.07%
266
DSIISHARES MSCI
29,658$2.1B0.07%
267
EFAISHARES MSCI
33,757$2.1B0.07%
268
LOWLOWES COMPANIES
12,030$2.1B0.07%
269
MMITINDEXIQ ACTIVE ETF TR
85,799$2.1B0.06%
270
NEENEXTERA ENERGY
26,810$2.1B0.06%
271
XGDVXGABELLI DIVIDEND
101,307$2.1B0.06%
272
EMFTEMPLETON EMERGING MKTS FD
172,721$2.1B0.06%
273
CICIGNA CORP
7,846$2.1B0.06%
274
HBC2HSBC HOLDINGS
62,940$2.1B0.06%
275
PZAINVESCO NATIONAL
87,476$2.0B0.06%
276
USXFISHARES ESG
68,596$2.0B0.06%
277
FUNDSPROTT FOCUS TR INC
270,880$2.0B0.06%
278
XWIAXWESTERN ASST INFLTN LKD INM
207,898$2.0B0.06%
279
FTGCFIRST TRUST
75,560$2.0B0.06%
280
DFUSDIMENSIONAL US
49,379$2.0B0.06%
281
SCHVSCHWAB US
32,175$2.0B0.06%
282
SHYMBLACKROCK ETF TRUST II
92,039$2.0B0.06%
283
IYHISHARES U S
7,407$2.0B0.06%
284
DGROISHARES CORE
41,522$2.0B0.06%
285
SCHESCHWAB EMERGING
77,765$2.0B0.06%
286
VFHVANGUARD FINANCIALS
25,459$2.0B0.06%
287
VPUVANGUARD UTILITIES
12,874$2.0B0.06%
288
SCHRSCHWAB INTERMEDIATE
37,799$1.9B0.06%
289
PJANINNOVATOR ETFS TR
64,914$1.9B0.06%
290
DFEBFIRST TR EXCHNG TRADED FD VI
58,312$1.9B0.06%
291
CETCENTRAL SECS CORP
54,592$1.9B0.06%
292
TYTRI CONTINENTAL
73,276$1.9B0.06%
293
TTENTOTALENERGIES SE
36,190$1.9B0.06%
294
CRWDCROWDSTRIKE HOLDINGS
11,217$1.9B0.06%
295
SCHOSCHWAB SHORT
37,917$1.9B0.06%
296
LGLVSPDR SSGA
14,101$1.8B0.06%
297
TXNTEXAS INSTRUMENTS
11,969$1.8B0.06%
298
BSCPINVESCO BULLETSHARES
89,984$1.8B0.06%
299
HALHALLIBURTON COMPANY
58,460$1.8B0.06%
300
SPMDSPDR PORTFOLIO
45,760$1.8B0.06%
PreviousPage 3 of 10Next