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)

StockValue
SPGMSPDR MSCI
$1.2M
XLBSECTOR MATERIALS
$1.1M
ABJAABB LIMITED
$1.1M
DEDEERE & CO
$1.1M
AEPAMERICAN ELECTRIC
$1.1M
KMIKINDER MORGAN
$1.1M
DLTRDOLLAR TREE
$1.1M
FCALFIRST TRUST
$1.1M
DUKDUKE ENERGY
$1.1M
IEIISHARES 3-7YR
$1.1M
CZAINVESCO ZACKS
$1.1M
NXPINXP SEMICONDUCTORS
$1.1M
TQQQPROSHARES TR
$1.1M
IYRISHARES U S
$1.1M
8CWCROWN CASTLE
$1.1M
DFATDIMENSIONAL US
$1.1M
GEGENERAL ELECTRIC
$1.1M
IWRISHARES RUSSELL
$1.1M
VISVANGUARD INDUSTRIALS
$1.0M
BONDPIMCO ACTIVE
$1.0M
FDXFEDEX CORP
$1.0M
SPYVSPDR PORTFOLIO
$1.0M
FSMBFIRST TRUST
$1.0M
MOALTRIA GROUP
$1.0M
EAGGISHARES ESG
$1.0M
SHOPSHOPIFY INC
$1.0M
SPYGSPDR PORTFOLIO
$1.0M
FDNFIRST TRUST
$1.0M
DMXFISHARES ESG
$998K
INDAISHARES MSCI
$987K
WPCW P CAREY
$984K
OREALTY INCOME
$980K
SOSOUTHERN COMPANY
$974K
MRNAMODERNA INC
$960K
PECOPHILLIPS EDISON
$953K
CCLCARNIVAL CORP
$946K
BABAALIBABA GROUP
$946K
TILTFLEXSHARES MORNINGSTAR
$944K
KRKROGER CO
$942K
GISGENERAL MILLS
$929K
ASMLASML HOLDING
$929K
UISUNISYS CORP
$926K
IHEISHARES U S
$913K
FNXFIRST TRUST
$912K
BBREJPMORGAN BETABUILDERS
$907K
CWBSPDR BLOOMBERG
$902K
CBCHUBB LTD
$901K
ZTSZOETIS INC
$900K
VBRVANGUARD SMALL
$890K
HYZDWISDOMTREE TRUST
$886K
FTSMFIRST TRUST
$883K
BKBANK NEW YORK
$882K
TANINVESCO SOLAR
$881K
MCKMCKESSON CORP
$877K
LVLNSPDR ICE
$872K
HAMHARMONY GOLD
$864K
FSKFS KKR
$862K
OXYOCCIDENTAL PETROLEUM
$848K
CIBRFIRST TRUST
$846K
NUVEEN INTERMEDIATE
$827K
MGKVANGUARD MEGA
$819K
FSTAFIDELITY MSCI
$819K
HYGVFLEXSHARES TR
$819K
BRK-BBERKSHIRE HATHAWAY INC DEL
$818K
BDXBECTON DICKINSON
$816K
NUVEEN INTERMEDIATE
$815K
ISTBISHARES CORE
$815K
MIYBLACKROCK MUNIYIELD MICH QU
$813K
SMHVANECK SEMICONDUCTOR
$807K
CFCF INDUSTRIES
$805K
ISDXEURINVESCO RAFI
$802K
IWSISHARES RUSS
$802K
PXFINVESCO EXCHANGE
$801K
SHMSPDR NUVEEN
$800K
TEAMATLASSIAN CORP
$800K
KNGFIRST TRUST
$797K
DGDOLLAR GENL
$790K
CMICUMMINS INC
$789K
GNLGLOBAL NET
$785K
WYNNWYNN RESORTS
$781K
CSXCSX CORP
$781K
AMLPALPS ALERIAN
$780K
EBCEASTERN BANKSHARES
$776K
APDAIR PRODUCTS
$767K
FAARFIRST TRUST
$766K
INNOVATOR ETFS TR
$764K
PFFISHARES U S
$747K
GDGENERAL DYNAMICS
$746K
XTISHARES EXPONENTIAL
$745K
CLCOLGATE-PALMOLIVE
$737K
SLYSPDR SERIES
$734K
TOWNTOWNEBANK PORTSMOUTH
$733K
XLGINVESCO S&P
$729K
JIREJP MORGAN
$727K
PDNINVESCO EXCHANGE
$727K
EUSBISHARES TR
$724K
PLDPROLOGIS INC
$722K
NIONIO INC
$721K
XHTAXINVESCO HIGH
$718K
BKMCBNY MELLON
$716K
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