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
NIONIO INC
$203K
CCKCROWN HOLDINGS
$203K
NTRNUTRIEN LTD
$203K
PVBCPROVIDENT BANCORP
$203K
VRSNVERISIGN INC
$202K
LLOEWS CORP
$202K
FBTCFIDELITY WISE ORIGIN BITCOIN
$201K
MNDYMONDAY.COM LTD
$201K
CRMTAmericas Car Mart Inc
$201K
YEARAB ACTIVE
$200K
CLSKCLEANSPARK INC
$197K
AM6AMICUS THERAPEUTICS INC
$196K
NATRNATURES SUNSHINE PRODS INC
$194K
OREUROSISKO GOLD
$193K
HQHABRDN HEALTHCARE
$191K
NMTNUVEEN MASSACHUSETS QLT MUN
$191K
MDVModiv Industrial Inc
$188K
ABRARBOR REALTY
$187K
CIONCION INVESTMENT
$184K
XNEAXNUVEEN AMT
$182K
HRTXHERON THERAPEUTICS
$177K
GMREUSDGLOBAL MEDICAL
$175K
CSIQCANADIAN SOLAR
$174K
OBDCBLUE OWL
$172K
HYTBLACKROCK CORP
$171K
ETVEATON VANCE
$171K
BTZBLACKROCK CREDIT
$171K
JBIJANUS INTL
$169K
TSITCW STRATEGIC
$167K
HLNHALEON PLC
$167K
EWHISHARES MSCI
$167K
ORANYORANGE SPON
$163K
MFMMFS MUN INCOME TR
$159K
MTWManitowoc Inc
$158K
BLEBLACKROCK MUNI
$154K
MHDBLACKROCK MUNIHOLDINGS FD IN
$153K
PBFSPIONEER BANCORP
$150K
ELANELANCO ANIMAL
$150K
BLUEBLUEBIRD BIO
$145K
ALTAltimmune Inc
$133K
RQICOHEN & STEERS
$132K
XBFZXBlackRock CA Mun Inc
$130K
OVERBEYOND INC
$130K
SOFISOFI TECHNOLOGIES
$126K
ASGLIBERTY ALL-STAR GROWTH FD I
$121K
TRWHEURBALLYS CORP
$120K
DCGODocgo Inc
$119K
CMUMFS HIGH
$116K
TEITEMPLETON EMERGING MKTS INCO
$114K
DHYCREDIT SUISSE HIGH YIELD BD
$113K
VGMInvesco Trust For Investment Grade Municipals
$113K
FSEAFIRST SEACOAST
$112K
JBLUJETBLUE AIRWAYS
$111K
ARRYARRAY TECHNOLOGIES INC
$111K
FSPFRANKLIN STREET
$111K
IBRXIMMUNITYBIO INC
$108K
JPCNUVEEN PFD
$105K
MTTR*MATTERPORT INC
$105K
ARQTArcutis Biotherapeutics Inc
$103K
SPWRQSUNPOWER CORP
$101K
CTEC1USDGLOBAL X
$97K
DNPDNP SELECT
$96K
ETWEaton Vance Tax Managed Global Buy
$93K
ASPSAltisource Portfolio Solutions SA
$91K
RLGTRADIANT LOGISTICS INC
$90K
WIWWESTERN AST INFL LKD OPP & I
$89K
KRON1USDKronos Inc
$88K
EGYVAALCO ENERGY INC
$85K
BBDBANCO BRADESCO
$83K
SPYSPDR S&P
$81K
USALiberty All Star Equity
$81K
NCZVIRTUS CONVERTIBLE & INCOME
$80K
PMMPUTNAM MANAGED
$74K
SIRIEURSIRIUS XM
$73K
NAIINATURAL ALTERNATIVES
$72K
VZLAVIZSLA SILVER CORP
$72K
KWE1Ring Energy Inc
$71K
FVIFORTUNA MINING
$71K
NOKNOKIA CORP
$70K
MPTMEDICAL PROPERTIES
$70K
ERICERICSSON TELEPHONE
$65K
CFSB BANCORP
$65K
NNVCNanoviricides Inc
$63K
SOUNSOUNDHOUND AI
$59K
WTIW&T OFFSHORE
$58K
HIOWestern Asset High Income Opportunity Fund
$57K
CCIVGBPLUCID GROUP
$56K
QSQUANTUMSCAPE CORP
$56K
VERUEURVERU INC
$54K
MAXNMaxeon Solar Technologies Ltd
$54K
TLRYEURTILRAY BRANDS
$54K
PLUNPLUG POWER
$53K
SYRSSyros Pharmaceuticals Inc
$51K
TDAYGANNETT CO INC
$51K
RSTEM INC
$51K
GNSSGenasys Inc
$50K
CLRBUSDCellectar Biosciences Inc
$50K
LIVXEURLIVEONE INC
$48K
FBIOFORTRESS BIOTECH
$46K
TNYATENAYA THERAPEUTICS
$46K
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