Integrated Wealth Concepts LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$11.2B
Holdings
1,974
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (1,974 positions)
| Stock | Value |
|---|---|
SSDSIMPSON MANUFACTURING | $891K |
PPGPPG INDUSTRIES | $891K |
GGGGRACO INC | $889K |
BKRBAKER HUGHES | $888K |
FWONALIBERTY MEDIA CORP DEL | $888K |
AOAISHARES CORE | $888K |
ILMNILLUMINA INC | $887K |
ASGLIBERTY ALL-STAR GROWTH FD I | $887K |
XEXGXEATON VANCE | $879K |
MFCMANULIFE FINANCIAL | $879K |
WDAYWORKDAY INC | $878K |
XMESPDR SERIES | $877K |
CHWYCHEWY INC | $876K |
BGLDFIRST TRUST | $874K |
ULUNILEVER PLC | $872K |
XPCQXPIMCO CALIFORNIA MUNI | $872K |
MTZMASTEC INC | $868K |
SNASNAP ON | $867K |
HLIHOULIHAN LOKEY | $866K |
BBHYJPMORGAN BETABUILDERS | $866K |
SMBVANECK ETF TRUST | $866K |
SJNKSPDR BLOOMBERG | $866K |
YUMYUM BRANDS INC | $864K |
FMAYFIRST TR EXCHNG TRADED FD VI | $862K |
MGCVANGUARD MEGA | $861K |
PLPLANET LABS | $861K |
IGMISHARES EXPANDED | $860K |
HIGHARTFORD INSURANCE | $858K |
MCOMOODYS CORP | $858K |
CCKCROWN HOLDINGS | $858K |
IBHKISHARES TR | $856K |
MASMASCO CORP | $855K |
LGLVSPDR SSGA | $855K |
ICVTISHARES CONV | $853K |
PKWINVESCO BUYBACK | $851K |
IWOISHARES RUSSELL | $849K |
AVDVAVANTIS INTL | $849K |
MAGSLISTED FDS TR | $845K |
JHGJANUS HENDERSON | $845K |
FFEBFIRST TRUST | $843K |
MPLXMPLX | $839K |
ACWVISHARES MSCI | $838K |
ONON SEMICONDUCTOR | $838K |
MRSHMARSH & MCLENNAN | $836K |
MOHMOLINA HEALTHCARE | $836K |
FICOFAIR ISAAC | $835K |
RINGISHARES MSCI | $835K |
TOSTTOAST INC | $835K |
WTSWATTS WATER | $834K |
DSTLETF SER SOLUTIONS | $833K |
NBBKNB BANCORP | $832K |
DBMFIMGP DBI | $830K |
METMETLIFE INC | $828K |
GSKGSK PLC | $826K |
DGRWWISDOMTREE US | $822K |
MRVLMARVELL TECHNOLOGY | $818K |
BKSEBNY MELLON | $817K |
SCHRSCHWAB INTERMEDIATE | $814K |
MCXMC CORMICK | $810K |
TEAMATLASSIAN CORP | $808K |
LVHDFRANKLIN U S | $807K |
REGNREGENERON PHARMACEUTICAL | $805K |
IYHISHARES U S | $804K |
OTISOTIS WORLDWIDE | $803K |
AOMISHARES CORE | $801K |
RYNRAYONIER INC | $798K |
SUSCISHARES ESG | $797K |
AFBALLIANCEBERNSTEIN NATL MUN I | $794K |
TGTXTG THERAPEUTICS | $793K |
DESWISDOMTREE U S | $792K |
SONYSONY GROUP | $792K |
VRSKVERISK ANALYTICS | $791K |
BMRNBIOMARIN PHARMACEUTICAL | $785K |
USHYISHARES BROAD | $783K |
VENVENTAS INC | $782K |
IRMIRON MOUNTAIN | $782K |
PBRPETROLEO BRASILEIRO | $781K |
IAIISHARES U S | $777K |
BPOPPOPULAR INC | $775K |
LITELUMENTUM HOLDINGS | $773K |
VLTOVERALTO CORP | $772K |
AIEQAMPLIFY ETF TR | $771K |
VCSHVANGUARD SHORT | $771K |
QRVOQORVO INC | $770K |
BMNRBITMINE IMMERSION | $766K |
TXRHTEXAS ROADHOUSE | $764K |
IBTLISHARES IBONDS | $764K |
FOAFINANCE OF AMERICA COMPAN | $764K |
EWGISHARES MSCI | $763K |
BHPBHP GROUP | $759K |
RPMRPM INTL INC | $759K |
AMANTERO MIDSTREAM | $758K |
KRKROGER CO | $758K |
FTECFIDELITY MSCI | $753K |
AMPGAMPLITECH GROUP INC | $752K |
MDBMONGODB INC | $751K |
MPMP MATERIALS | $751K |
UNMUNUM GROUP | $751K |
RACEFERRARI NV | $749K |
BALIISHARES ADVANTAGE | $748K |