Integrated Wealth Concepts LLC Q2 2022 Filing

Filed August 8, 2022

Portfolio Value

$3.2B

Holdings

979

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (979 positions)

StockValue
IJRISHARES CORE
$13K
SPDWSPDR PORTFOLIO
$13K
IUSGISHARES S&P
$13K
RDVYFIRST TRUST
$12K
VUGVANGUARD GROWTH
$12K
IEMGISHARES CORE
$12K
BNDVANGUARD TOTAL
$12K
SPYMSPDR PORTFOLIO
$12K
SRLNSPDR BLACKSTONE
$12K
EEMVISHARES MSCI
$11K
SPTLSPDR PORTFOLIO
$11K
IUSBISHARES CORE
$11K
VBVANGUARD SMALL
$11K
COMTISHARES U S
$10K
DFUVDIMENSIONAL US
$10K
XOMEXXON MOBIL
$10K
XLFSECTOR FINANCIAL
$10K
CDCVICTORYSHARES U S
$10K
IWBISHARES RUSSELL
$10K
TSLATESLA INC
$10K
VVISA INC
$9K
VOVANGUARD MID
$9K
SCHDSCHWAB US
$9K
BSJPINVESCO BULLETSHARES
$9K
EVOLVE TRANSITION INFRASTRU
$9K
CBTXEURCBTX INC
$9K
JNJJOHNSON & JOHNSON
$9K
IJSISHARES S&P
$9K
BSLBLACKSTONE SENIOR
$9K
GOOGALPHABET INC
$9K
HDHOME DEPOT
$9K
CFOVICTORYSHARES US
$9K
IUSVISHARES CORE
$8K
GOOGLALPHABET INC
$8K
SPDSIMPLIFY EXCHANGE TRADED FUN
$8K
OEFISHARES S&P
$8K
JPMJPMORGAN CHASE
$8K
ESGEISHARES ESG
$8K
XLKSECTOR TECHNOLOGY
$8K
BSVVANGUARD SHORT
$8K
NTSXWISDOMTREE TR
$7K
HDVISHARES CORE
$7K
BRK/BBERKSHIRE HATHAWAY
$7K
JEPIJPMORGAN
$7K
HYDVANECK HIGH
$7K
AQLTISHARES TR
$7K
AQLTISHARES SELECT
$7K
VCITVANGUARD INTERMEDIATE
$7K
LLYELI LILLY
$7K
BACVERIZON COMMUNICATIONS
$7K
QQLVINVESCO BULLETSHARES
$7K
UNHUNITEDHEALTH GROUP
$7K
IWFISHARES RUSSELL
$7K
GSLCGOLDMAN SACHS
$6K
KOCOCA COLA COMPANY
$6K
BKEMBNY MELLON
$6K
HDEFX TRACKERS
$6K
XHITXINVESCO HIGH
$6K
AGGISHARES CORE
$6K
VGTVANGUARD INFORMATION
$6K
IFRAISHARES TRUST
$6K
IGSBISHARES 1-5 YEAR
$6K
TLTISHARES 20
$6K
DISWALT DISNEY
$6K
ARDXARDELYX INC
$6K
BILSPDR BLOOMBERG
$6K
DMOWESTERN ASSET
$6K
JHMMJOHN HANCOCK
$6K
XLVSECTOR HEALTHCARE
$6K
BACBANK AMERICA
$6K
MRKMERCK & COMPANY
$6K
TRVCCITIGROUP INC
$6K
NVDANVIDIA CORP
$6K
XLUSELECT UTILITIES
$6K
SCHGSCHWAB US
$6K
METAMETA PLATFORMS
$6K
VTVVANGUARD VALUE
$6K
IEFISHARES 7-10YR
$6K
JMSTJP MORGAN
$6K
FAIFIRST TRUST
$5K
SIMPLIFY EXCHANGE TRADED FUN
$5K
ABBVABBVIE INC
$5K
EFAVISHARES MSCI
$5K
JMUBJP MORGAN
$5K
IXNISHARES GLOBAL
$5K
FTCSFIRST TRUST
$5K
GPRCHFGREAT PANTHER
$5K
XLFISECTOR CONSUMER
$5K
PEJINVESCO DYNAMIC
$5K
SUSLISHARES TR
$5K
COSTCOSTCO WHOLESALE
$5K
DFAXDIMENSIONAL WORLD
$5K
IVEISHARES S&P
$5K
JVALJPMORGAN US
$5K
GSYINVESCO ULTRA
$5K
VGSHVANGUARD SHORT
$5K
SCHJSCHWAB STRATEGIC TR
$5K
PDCOEURPATTERSON COS
$5K
LDURPIMCO ENHANCED
$5K
MUBISHARES NATIONAL
$4K
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