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 |
|---|---|
PPTPUTNAM PREMIER INCOME | $431K |
ARKFARK FINTECH | $431K |
FSLRFIRST SOLAR | $426K |
PDECINNOVATOR ETFS TRUST | $425K |
TSLXSIXTH STREET SPECIALTY LENDI | $422K |
DLTRDOLLAR TREE | $422K |
IM8NINSMED INC | $420K |
INVHINVITATION HOMES | $420K |
AAAUGOLDMAN SACHS | $418K |
UTGREAVES UTILITY | $418K |
SYU1SYNOVUS FINANCIAL | $416K |
PCARPACCAR INC | $414K |
IYFISHARES U S | $413K |
MSMMSC INDL | $412K |
VDCVANGUARD CONSUMER | $412K |
VNLAJANUS HENDERSON | $411K |
SFMSPROUTS FARMERS | $410K |
HRLHORMEL FOODS | $410K |
DWXSPDR S&P | $410K |
KBWBINVESCO KBW | $408K |
FPFFIRST TRUST | $407K |
MTGM G I C INVT CORP | $407K |
CAGCONAGRA BRANDS | $406K |
UHSUNIVERSAL HEALTH | $405K |
NXTNEXTRACKER INC | $405K |
CGSDCAPITAL GROUP | $405K |
CCEFCALAMOS ETF TR | $405K |
DEMWISDOMTREE EMERGING | $404K |
BF/BBROWN FORMAN CORP CL B | $404K |
CPRICAPRI HOLDINGS | $403K |
SJMSMUCKER JM | $402K |
DOCUDOCUSIGN INC | $402K |
INGRINGREDION INC | $401K |
BBDBANCO BRADESCO | $399K |
INFYINFOSYS LTD | $398K |
AEHRAEHR TEST SYS | $397K |
LECOLINCOLN ELECTRIC | $396K |
RXIISHARES TR | $394K |
BSCVINVESCO BULLETSHARES | $392K |
CHTRCHARTER COMMUNICATIONS | $392K |
SSLSASOL LTD | $391K |
LSCCLATTICE SEMICONDUCTOR | $390K |
ITDCISHARES TR | $390K |
CYDCHINA YUCHAI INTL LTD | $390K |
CSGPCOSTAR GROUP INC | $389K |
PTACOHEN & STEERS | $389K |
OUSAALPS OSHARES | $388K |
PCTYPAYLOCITY HOLDING | $385K |
SBLKSTAR BULK | $385K |
HTGCHERCULES CAPITAL INC | $384K |
DTDWISDOMTREE U S | $383K |
CRDOCREDO TECHNOLOGY | $382K |
NVTNVENT ELECTRIC | $382K |
BFAMBRIGHT HORIZONS | $381K |
TYTRI CONTINENTAL | $381K |
SOCLGLOBAL X | $379K |
ALSNALLISON TRANSMISSION | $379K |
GRNBVANECK GREEN | $378K |
ALAIR LEASE | $378K |
IBNICICI BANK | $377K |
SQMXFIRST TR EXCHNG TRADED FD VI | $377K |
QQQEDIREXION SHS ETF TR | $376K |
PCTPURECYCLE TECHNOLOGIES | $376K |
CRCRANE CO | $375K |
BOTZGLOBAL X | $375K |
ULTAULTA BEAUTY | $374K |
AJGARTHUR J | $374K |
ITGARTNER INC | $373K |
IYEISHARES U S | $373K |
EXLSEXLSERVICE HOLDINGS | $372K |
WBSWEBSTER FINANCIAL | $372K |
NZACSPDR MSCI | $372K |
ALCALCON INC | $372K |
ALBALBEMARLE CORP | $371K |
NNNNNN REIT | $371K |
AALAMERICAN AIRLINES | $371K |
TIGRUP FINTECH HLDG LTD | $371K |
XMHQINVESCO S&P | $370K |
OWNSCCM AFFORDABLE | $370K |
FROFRONTLINE PLC | $369K |
UI2KEMPER CORP | $368K |
EQNREQUINOR ASA | $368K |
NBISNEBIUS GROUP | $367K |
JDJD.COM INC | $366K |
VODVODAFONE GROUP | $366K |
MVFBLACKROCK MUNIVEST FD INC | $364K |
ALLEALLEGION PUBLIC | $363K |
NUSCNUVEEN ESG | $363K |
KEYKEYCORP NEW | $362K |
HGERHARBOR COMMODITY | $361K |
UDIVFRANKLIN TEMPLETON ETF TR | $360K |
SBSWSIBANYE STILLWATER | $360K |
EEMAISHARES MSCI | $360K |
VNETVNET GROUP INC | $359K |
AATAMERICAN ASSETS | $359K |
CVECENOVUS ENERGY | $359K |
ANAUTONATION INC | $358K |
CNRCANADIAN NATIONAL | $356K |
TSLLDIREXION SHS ETF TR | $355K |
CNXCCONCENTRIX CORP | $355K |