Integrated Wealth Concepts LLC Q2 2024 Filing

Filed August 14, 2024

Portfolio Value

$7.3B

Holdings

1,643

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (1,643 positions)

StockValue
ALLEALLEGION PUBLIC
$558K
IBDUISHARES IBONDS
$557K
WTWWILLIS TOWERS
$556K
TERTERADYNE INC
$552K
IGVISHARES EXPANDED
$548K
FLQMFRANKLIN US
$547K
TXTTEXTRON INC
$547K
VSDAVICTORYSHARES DIVIDEND
$547K
METMETLIFE INC
$546K
CDNSCADENCE DESIGN
$545K
ACPABRDN INCOME CREDIT STRATEGI
$544K
EBCEASTERN BANKSHARES
$542K
TDVProshares TR S&P Tech Dividen
$538K
CAVACAVA GROUP
$538K
BSCTINVESCO BULLETSHARES
$538K
ESGRENSTAR GROUP
$532K
XMVMINVESCO S&P
$530K
VODVODAFONE GROUP
$529K
UALUNITED AIRLINES
$528K
VCSHVANGUARD SHORT
$526K
MUFGMITSUBISHI UFJ
$526K
EWQISHARES MSCI
$522K
ALSALLSTATE CORP
$521K
GRT-UCADGranite Real Estate Investment Unit
$520K
INFYINFOSYS LTD
$520K
PTLCPACER TRENDPILOT
$519K
NVGNUVEEN AMT
$518K
MCHIISHARES MSCI
$518K
EOGEOG RESOURCES
$517K
VONGVANGUARD RUSSELL
$517K
SPOTSPOTIFY TECHNOLOGY
$517K
CYBRCYBER ARK
$516K
BWABORG WARNER
$514K
IMCBISHARES MORNINGSTAR
$513K
FTECFIDELITY COVINGTON TRUST
$512K
ENQENTEGRIS INC
$511K
ECLECOLAB INC
$510K
PODDINSULET CORP
$508K
IUSInvesco Strategic US
$507K
PLUSEplus Inc
$507K
ORLYO REILLY AUTOMOTIVE
$506K
AJGARTHUR J
$505K
AMKRAMKOR TECHNOLOGY
$504K
SPYINEOS ETF TRUST
$504K
MKLMARKEL GROUP
$504K
PZCPIMCO California Municipal Inc III
$502K
DFGRDIMENSIONAL GLOBAL
$502K
IGIBISHARES 5-10 YEAR
$502K
DLNWISDOMTREE U S
$501K
CBCVR ENERGY
$500K
LQDBISHARES BBB
$500K
IBDWISHARES IBONDS
$497K
ALCALCON INC
$496K
WBDWARNER BROS
$496K
CAGCONAGRA BRANDS
$495K
LGOVFIRST TRUST
$495K
DC4DEXCOM INC
$494K
GDDYGODADDY INC
$494K
PCARPACCAR INC
$494K
FLEXFLEX LTD
$492K
SLQDISHARES
$490K
LHLABCORP HOLDINGS
$489K
APGApi Group Corp
$488K
CWCURTISS WRIGHT CORP DE
$484K
PDDPDD HOLDINGS
$484K
SPHQINVESCO EXCHANGE
$481K
HESHESS CORP
$478K
IBTKISHARES IBONDS
$476K
FDRRFIDELITY COVINGTON
$475K
FCNFTI CONSULTING
$475K
W3UWESTERN UNION
$474K
REGLProshares Tr S&P Midcap 400 Div Aristocrats ETF
$471K
SSDSIMPSON MANUFACTURING
$469K
ONEYSPDR RUSSELL
$467K
TCITranscontinental Realty Investors Inc
$466K
BAC 7.25 PERP LBANK AMERICA
$466K
VTWOVANGUARD RUSSELL
$465K
MCOMOODYS CORP
$465K
FDLOFIDELITY COVINGTON TRUST
$463K
NETCLOUDFLARE INC
$461K
LNGCHENIERE ENERGY
$461K
FWONALIBERTY MEDIA CORP DEL
$460K
VOOVVANGUARD S&P
$460K
IQVIQVIA HOLDINGS
$459K
BIDUNBAIDU INC
$459K
TWLOTWILIO INC
$459K
BSMTINVESCO BULLETSHARES
$458K
VICIVICI PROPERTIES
$458K
NACNuveen California Quality Municipal Income Fund
$455K
ZBHZIMMER BIOMET
$454K
XNCMXNuveen CA Amt-Free Quality Municipal Income Fund
$454K
RCLROYAL CARIBBEAN
$454K
CSQCALAMOS STRATEGIC
$453K
CNRCANADIAN NATIONAL
$452K
UUPINVESCO DB US DLR INDEX TR
$451K
CGUSCAPITAL GROUP
$449K
SAPSAP SE
$448K
COKECOCA-COLA CONSOLIDATED
$443K
NUENUCOR CORP
$442K
SESEA LTD
$442K
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