Integrated Wealth Concepts LLC Q3 2024 Filing
Filed November 14, 2024
Portfolio Value
$7.0B
Holdings
1,670
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (1,670 positions)
| Stock | Value |
|---|---|
JEPQJP MORGAN | $3.0M |
SCHJSchwab 1-5 Year Corporate Bond ETF | $3.0M |
KMBKIMBERLY CLARK | $3.0M |
MTHMERITAGE HOMES | $3.0M |
RWKINVESCO S&P | $3.0M |
TJXTJX COS | $3.0M |
AYS1SANDSTORM GOLD | $3.0M |
JNKSPDR BLOOMBERG | $3.0M |
COFCAPITAL ONE | $3.0M |
RNRRENAISSANCERE HOLDINGS | $3.0M |
MUNIPIMCO INTERMEDIATE | $3.0M |
CALMCAL MAINE FOODS | $3.0M |
SYYSYSCO CORP | $2.0M |
SCHCSCHWAB INTL | $2.0M |
IYHISHARES U S | $2.0M |
XLGIXLazard Global Total Return | $2.0M |
CMICUMMINS INC | $2.0M |
BKHYBNY MELLON | $2.0M |
FNDFSCHWAB FUNDAMENTAL | $2.0M |
BBVABANCO BILBAO | $2.0M |
AEBAALLETE INC | $2.0M |
TXNTEXAS INSTRUMENTS | $2.0M |
SPLVINVESCO EXCHANGE | $2.0M |
ITA*ISHARES AEROSPACE | $2.0M |
PMBSPIMCO INVESTMENT | $2.0M |
FDXFEDEX CORP | $2.0M |
VRTXVERTEX PHARMACEUTICALS | $2.0M |
KRKROGER CO | $2.0M |
PBRPETROLEO BRASILEIRO | $2.0M |
HDVISHARES CORE | $2.0M |
TYTri-Continental Corp | $2.0M |
HSYHERSHEY COMPANY | $2.0M |
FUNDSprott Focus Tr Inc | $2.0M |
GILDGILEAD SCIENCES | $2.0M |
PFFISHARES PFD | $2.0M |
HYZDWISDOMTREE TRUST | $2.0M |
FRDMAlpha Architect ETF Trust - Freedom 100 Emerging Markets ETF | $2.0M |
DOWDOW INC | $2.0M |
ESGEISHARES ESG | $2.0M |
FNDCSCHWAB FUNDAMENTAL | $2.0M |
STZCONSTELLATION BRANDS | $2.0M |
NVEEUSDNV5 GLOBAL | $2.0M |
SCHYSCHWAB STRATEGIC | $2.0M |
BSLBLACKSTONE SENIOR | $2.0M |
ROIVROIVANT SCIENCES | $2.0M |
VBKVANGUARD SMALL | $2.0M |
TUSITouchstone ETF Tr Ultra Short Income ETF | $2.0M |
UBERUBER TECHNOLOGIES | $2.0M |
FTHIFIRST TRUST | $2.0M |
RIORIO TINTO | $2.0M |
TCAFT ROWE | $2.0M |
DHRDANAHER CORP | $2.0M |
AZNASTRAZENECA PLC | $2.0M |
STBAS&T BANCORP | $2.0M |
ENBENBRIDGE INC | $2.0M |
FSKFS KKR | $2.0M |
GSYINVESCO ULTRA | $2.0M |
ETENERGY TRANSFER | $2.0M |
FTGCFIRST TRUST | $2.0M |
RPVINVESCO S&P | $2.0M |
DDOMINION ENERGY | $2.0M |
DFSVDimensional US Small Cap Value ETF | $2.0M |
IJTISHARES S&P | $2.0M |
FCXFREEPORT MCMORAN | $2.0M |
FISVFISERV INC | $2.0M |
IWNISHARES RUSSELL | $2.0M |
PRUPRUDENTIAL FINANCIAL | $2.0M |
GDGENERAL DYNAMICS | $2.0M |
ETNEATON CORP | $2.0M |
OXYOCCIDENTAL PETROLEUM | $2.0M |
UBSUBS GROUP | $2.0M |
ISRGINTUITIVE SURGICAL | $2.0M |
SPMBSPDR MORTGAGE | $2.0M |
GOFGUGGENHEIM STRATEGIC | $2.0M |
XFEBFIRST TRUST | $2.0M |
OKEONEOK INC | $2.0M |
MCKMCKESSON CORP | $2.0M |
PYPLPAYPAL HOLDINGS | $2.0M |
FICSFirst Trust International Dev Capital Strength ETF | $2.0M |
CBCHUBB LTD | $2.0M |
CEF/USPROTT PHYSICAL | $2.0M |
VOXVANGUARD COMMUNICATION | $2.0M |
BKEMBNY MELLON | $2.0M |
IDV*ISHARES INTL | $2.0M |
NVSNNOVARTIS AG | $2.0M |
PDCOEURPATTERSON COS | $2.0M |
UUNITY SOFTWARE | $2.0M |
DEODIAGEO PLC | $2.0M |
BILZPIMCO ULTRA | $2.0M |
EWJISHARES MSCI | $2.0M |
GEVGE VERNOVA | $2.0M |
SHOPSHOPIFY INC | $2.0M |
SLVISHARES SILVER | $2.0M |
DFEBFT Cboe Vest US Equity Deep Bffr ETF Feb | $2.0M |
BUFDFIRST TRUST | $2.0M |
MGKVANGUARD MEGA | $2.0M |
EEMISHARES MSCI | $2.0M |
DGXQUEST DIAGNOSTICS | $2.0M |
GLWCORNING INC | $2.0M |
ADPAUTOMATIC DATA | $2.0M |