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 |
|---|---|
BIIBBIOGEN INC | $614K |
ENVXENOVIX CORP | $614K |
GOLFACUSHNET HOLDINGS | $613K |
IUSINVESCO EXCH TRD SLF IDX FD | $612K |
KHCKRAFT HEINZ | $612K |
IMOIMPERIAL OIL | $612K |
AG8AGILENT TECHNOLOGIES | $610K |
VTCVANGUARD TOTAL | $609K |
KEYSKEYSIGHT TECHNOLOGIES | $609K |
TRGPTARGA RESOURCES | $607K |
TXUETHORNBURG INTL | $606K |
KLACKLA CORP | $605K |
RIVNRIVIAN AUTOMOTIVE | $603K |
TFXTELEFLEX INC | $603K |
MUCBLACKROCK MUNIHLDNGS CALI QL | $602K |
QTUMDEFIANCE QUANTUM | $596K |
RBRKRUBRIK INC | $595K |
RDFICOLLABORATIVE INVESTMNT SER | $594K |
WTWWILLIS TOWERS | $594K |
IVZINVESCO LTD | $594K |
IYRISHARES U S | $594K |
STESTERIS PLC | $593K |
XJHISHARES ESG | $592K |
BSYBENTLEY SYSTEMS | $588K |
IDIINTERDIGITAL INC | $588K |
SCHQSCHWAB LONG | $584K |
ACPABRDN INCOME CREDIT STRATEGI | $582K |
NWSANEWS CORP | $581K |
CSQCALAMOS STRATEGIC | $581K |
PFFAVIRTUS INFRACAP | $580K |
CGMUCAPITAL GROUP | $580K |
BNSBANK NOVA SCOTIA | $577K |
FDMOFIDELITY COVINGTON TRUST | $577K |
SEICSEI INVESTMENTS | $572K |
IMCBISHARES MORNINGSTAR | $570K |
EXREXTRA SPACE | $569K |
NJRNEW JERSEY | $568K |
IBDXISHARES IBONDS | $567K |
BAHBOOZ ALLEN | $566K |
ADTADT INC DEL | $563K |
IGIBISHARES 5-10 YEAR | $562K |
SCHHSCHWAB US | $559K |
COKECOCA-COLA CONSOLIDATED | $559K |
OMAHTIDAL TRUST III | $557K |
XVVISHARES ESG | $555K |
AIGAMERICAN INTL | $554K |
NKENIKE INC | $553K |
SILASILA REALTY | $551K |
FDRRFIDELITY COVINGTON TRUST | $551K |
DFHDREAM FINDERS | $550K |
ETXEATON VANCE | $545K |
CPBCAMPBELLS CO | $541K |
TNLTRAVEL LEISURE | $541K |
SHESPDR SSGA | $541K |
FLMIFRANKLIN DYNAMIC | $539K |
FDLOFIDELITY LOW | $538K |
EQHEQUITABLE HOLDINGS | $537K |
NFGNATIONAL FUEL | $536K |
SNYSANOFI | $535K |
RHIROBERT HALF | $535K |
GGUSGOLDMAN SACHS | $533K |
RGTIRIGETTI COMPUTING | $532K |
GJANFIRST TR EXCHNG TRADED FD VI | $532K |
FERGFERGUSON ENTERPRISES | $532K |
TTWOTAKE-TWO INTERACTIVE | $532K |
VSDAVICTORYSHARES DIVIDEND | $531K |
FCNFTI CONSULTING | $530K |
CRCCANADIAN NATURAL | $528K |
DOGGFIRST TR EXCHANGE-TRADED FD | $527K |
QQQINEOS NASDAQ | $526K |
ETSYETSY INC | $525K |
WSBKWINCHESTER BANCORP | $525K |
EVTREATON VANCE | $524K |
CRVLCORVEL CORP | $523K |
ONEQFIDELITY NASDAQ | $521K |
PBPROSPERITY BANCSHARES | $520K |
MLMMARTIN MARIETTA | $519K |
TOWNTOWNEBANK PORTSMOUTH | $519K |
ACWIISHARES MSCI | $519K |
EBAEBAY INC | $518K |
IBMSISHARES IBONDS | $518K |
RUNSUNRUN INC | $518K |
LIILENNOX INTL INC | $518K |
XYLXYLEM INC | $516K |
NLYANNALY CAPITAL | $516K |
LYBLYONDELLBASELL INDUSTRIE | $513K |
IXJISHARES GLOBAL | $512K |
ACVFETF OPPORTUNITIES TRUST | $511K |
LAZLAZARD INC | $510K |
VMCVULCAN MATERIALS | $510K |
GDXJVANECK JR | $510K |
KMXCARMAX INC | $510K |
CGCPCAPITAL GROUP | $509K |
SPHBINVESCO EXCH TRADED FD TR II | $507K |
CIIBLACKROCK ENHANCED | $507K |
CLOUGLOBAL CLOUD | $507K |
DGXQUEST DIAGNOSTICS | $506K |
NVGNUVEEN AMT | $504K |
GTLBGITLAB INC | $503K |
TDVPROSHARES TR | $502K |