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 |
|---|---|
MTCHMATCH GROUP | $502K |
GIGBGOLDMAN SACHS | $499K |
DOLWISDOMTREE TR | $498K |
CLHCLEAN HARBORS | $498K |
SOLVSOLVENTUM CORP | $498K |
FDSFACTSET RESEARCH | $497K |
DHSWISDOMTREE U S | $497K |
AFRMAFFIRM HOLDINGS | $495K |
CRBGCOREBRIDGE FINANCIAL | $494K |
NDSNNORDSON CORP | $494K |
AMKRAMKOR TECHNOLOGY | $494K |
NDAQNASDAQ INC | $493K |
AFWALIGN TECHNOLOGY | $493K |
ODFLOLD DOMINION | $490K |
JXNJACKSON FINANCIAL | $489K |
PENPENUMBRA INC | $488K |
MFUSPIMCO EQUITY SER | $488K |
TTDTRADE DESK | $487K |
DUSADAVIS FUNDAMENTAL ETF TR | $487K |
NGGNATIONAL GRID | $486K |
GAPGAP INC | $485K |
NWGNATWEST GROUP | $485K |
HSTHOST HOTELS | $485K |
PMLPIMCO MUN INCOME FD II | $483K |
DBEFXTRACKERS MSCI | $482K |
NACNUVEEN CA | $482K |
CGNGCAPITAL GROUP | $482K |
HAMHARMONY GOLD MINING CO LTD | $481K |
XAWFXALLIANCEBERNSTEIN GLOBAL HIG | $481K |
HUMHUMANA INC | $480K |
DINOHF SINCLAIR | $478K |
ROLROLLINS INC | $478K |
FLEXFLEX LTD | $477K |
FEFIRSTENERGY CORP | $476K |
EAELECTRONIC ARTS | $476K |
07WAMR COOPER | $475K |
TQQQPROSHARES TR | $474K |
DCIDONALDSON CO | $473K |
CENXCENTURY ALUM CO | $473K |
CGCARLYLE GROUP | $472K |
CBRECBRE GROUP | $471K |
HYDBISHARES HIGH | $470K |
AVDEAMERICAN CENTY ETF TR | $469K |
DFGXDIMENSIONAL GLOBAL | $467K |
CGNXCOGNEX CORP | $467K |
BAC 7.25 PERP LBANK AMERICA | $467K |
PAXSPIMCO ACCESS INCOME FUND | $467K |
WSTWEST PHARMACEUTICAL | $467K |
ALABASTERA LABS | $466K |
FEOEFIRST EAGLE | $463K |
OROR ROYALTIES INC | $463K |
PHMPULTEGROUP INC | $462K |
EX9EXELIXIS INC | $461K |
BMOBANK MONTREAL | $461K |
WOPWOODSIDE ENERGY | $461K |
IMCVISHARES MORNINGSTAR | $461K |
IGEBISHARES INVESTMENT | $460K |
WF2WINTRUST FINANCIAL | $458K |
LHLABCORP HOLDINGS | $458K |
VTECVANGUARD CALIF TAX FREE FDS | $457K |
JOBYJOBY AVIATION | $457K |
AOSSMITH AO | $456K |
ONEYSPDR RUSSELL | $455K |
FISFIDELITY NATIONAL | $454K |
HMCHONDA MOTOR | $454K |
TRFKPACER FDS TR | $453K |
CAVACAVA GROUP | $452K |
IBKRINTERACTIVE BROKERS | $451K |
IJJISHARES S&P | $451K |
SMFGSUMITOMO MITSUI | $451K |
WWDWOODWARD INC | $450K |
ARGXARGENX SE | $449K |
IXGISHARES GLOBAL | $449K |
KDKYNDRYL HOLDINGS | $449K |
VDEVANGUARD ENERGY | $449K |
DOXAMDOCS LTD | $448K |
SNSHARKNINJA INC | $447K |
GGENPACT LTD | $446K |
POSTPOST HOLDINGS | $445K |
VAWVANGUARD MATERIALS | $445K |
OCOWENS CORNING | $444K |
GNRSPDR S&P | $444K |
SAFTSAFETY INS GROUP INC | $443K |
XFEBFIRST TR EXCHNG TRADED FD VI | $442K |
TWTRADEWEB MARKETS | $442K |
XNCMXNUVEEN CALIFORNIA AMT QLT MU | $441K |
AVKADVENT CONV & INCOME FD | $439K |
PNFPPINNACLE FINANCIAL | $437K |
LBRTLIBERTY ENERGY | $437K |
LCTDBLACKROCK WORLD | $436K |
BWXTBWX TECHNOLOGIES | $436K |
EXASEXACT SCIENCES | $436K |
LAMRLAMAR ADVERTISING | $436K |
EUSBISHARES ESG | $435K |
VOOVVANGUARD S&P | $434K |
8CWCROWN CASTLE | $432K |
NLRVANECK URANIUM | $432K |
FFLCFIDELITY COVINGTON TRUST | $432K |
BAMBROOKFIELD ASSET | $431K |
CATHGLOBAL X | $431K |