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)

StockValue
JPEMJP MORGAN
$1.0M
DDDUPONT DE
$1.0M
CTVACORTEVA INC
$1.0M
AQLTiShares Trust Russell 200 Index
$1.0M
PPGPPG INDUSTRIES
$1.0M
MTBM&T BANK
$1.0M
RACEFERRARI NV
$1.0M
AONAON PLC
$1.0M
TILTFLEXSHARES MORNINGSTAR
$1.0M
DFATDIMENSIONAL US
$1.0M
VISVANGUARD INDUSTRIALS
$1.0M
TRVTRAVELERS COS
$1.0M
STOTSSGA ACTIVE
$1.0M
OIHVanEck Oil Service
$1.0M
IYEISHARES U S
$1.0M
GRMNGARMIN LTD
$1.0M
EVTRMORGAN STANLEY
$1.0M
TRPTC ENERGY
$1.0M
IXJISHARES GLOBAL
$1.0M
VONEVANGUARD RUSSELL
$1.0M
PEJINVESCO LEISURE
$1.0M
TLTWISHARES 20
$1.0M
SCHRSCHWAB INTERMEDIATE
$1.0M
WSOWATSCO INC
$1.0M
DRIDARDEN RESTAURANTS
$1.0M
IHAKISHARES CYBERSECURITY
$1.0M
NDSNNORDSON CORP
$1.0M
ZTSZOETIS INC
$1.0M
ADSKAUTODESK INC
$1.0M
NBBKNB BANCORP
$1.0M
FQIDIGITAL REALTY
$1.0M
ABNBAIRBNB INC
$1.0M
FTCFIRST TRUST
$1.0M
HUBBHUBBELL INC
$1.0M
FDDFirst Trust Stoxx European Select Dividend Income Fund
$1.0M
SMMVISHARES MSCI
$1.0M
EDGGOLD FIELDS
$1.0M
NKENIKE INC
$1.0M
WECWEC ENERGY
$1.0M
TDTORONTO DOMINION
$1.0M
FXUFirst Trust Utilities Alphadex
$1.0M
IWVISHARES RUSSELL
$1.0M
BDXBECTON DICKINSON
$1.0M
WABWABTEC
$1.0M
LDOSLEIDOS HOLDINGS
$1.0M
EFXEQUIFAX INC
$1.0M
TPLTEXAS PACIFIC
$1.0M
ACGLARCH CAPITAL GROUP LTD
$1.0M
PNCPNC FINANCIAL
$1.0M
FPFFIRST TRUST
$1.0M
DECKDECKERS OUTDOOR
$1.0M
KBESPDR S&P
$1.0M
BXSLBLACKSTONE SECURED
$1.0M
USIGISHARES BROAD
$1.0M
4IUINVESCO INDIA
$1.0M
BPBP PLC
$1.0M
TIPISHARES TIPS
$1.0M
CAGCONAGRA BRANDS
$1.0M
PPAINVESCO AEROSPACE
$1.0M
DXJWISDOMTREE JAPAN
$1.0M
RGTRoyce Global Value Trust Inc
$1.0M
FMBFIRST TRUST
$1.0M
GBTCGRAYSCALE BITCOIN
$1.0M
GEHCGE HEALTHCARE
$1.0M
EWIISHARES INC
$1.0M
WPCW P CAREY
$1.0M
RYROYAL BANK
$1.0M
SH1USDProshares Short S&P 500
$1.0M
POOLPOOL CORP
$1.0M
CMFISHARES CALIFORNIA
$1.0M
EAGGISHARES ESG
$1.0M
FSMBFIRST TRUST
$1.0M
ADMEETF SER Solutions Aptus Drawdown
$1.0M
VOOGVANGUARD S&P
$1.0M
IHDGWISDOMTREE TRUST
$1.0M
MGMMGM RESORTS
$1.0M
DHIDR HORTON
$1.0M
IBHGISHARES IBONDS
$1.0M
CALFPACER U S
$1.0M
ROKUROKU INC
$1.0M
SCHESCHWAB EMERGING
$1.0M
IXP*iShares Global Comm Services ETF
$1.0M
IVVISHARES CORE
$209K
SPYSPDR S&P
$92K
VOOVANGUARD S&P
$54K
METAMETA PLATFORMS
$31K
LLYELI LILLY
$24K
COSTCOSTCO WHOLESALE
$16K
NOWSERVICENOW INC
$16K
VGTVANGUARD INFORMATION
$14K
UNHUNITEDHEALTH GROUP
$13K
NFLXNETFLIX INC
$7K
LMTLOCKHEED MARTIN
$6K
CHECHEMED CORP
$4K
TMOTHERMO FISHER
$3K
SPGIS&P GLOBAL
$2K
FICOFAIR ISAAC
$1K
BKNGBOOKING HOLDINGS
$1K
T7DTRANSDIGM GROUP
$1K
INTUINTUIT INC
$1K
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