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 |
|---|---|
AERAERCAP HOLDINGS | $355K |
VIKVIKING HOLDINGS | $355K |
HEGDSWAN HEDGED | $355K |
JPCNUVEEN PFD | $353K |
SHGSHINHAN FINANCIAL | $353K |
TANINVESCO SOLAR | $353K |
BROSDUTCH BROS | $352K |
SANBANCO SANTANDER | $352K |
BSCWINVESCO EXCH TRD SLF IDX FD | $351K |
NTSXWISDOMTREE TR | $350K |
KKRKKR & CO | $350K |
KBIAKB FINANCIAL | $350K |
FLSPFRANKLIN TEMPLETON ETF TR | $349K |
DSLDOUBLELINE INCOME | $349K |
BIZDVANECK BDC | $348K |
NULGNUVEEN ESG | $348K |
DGSWISDOMTREE EMERGING | $347K |
JBLJABIL INC | $346K |
ESGVVANGUARD ESG | $346K |
OHIOMEGA HEALTHCARE | $346K |
VMBSVANGUARD MORTGAGE | $345K |
IPGINTERPUBLIC GROUP | $345K |
QBTSDWAVE QUANTUM | $344K |
ITUBITAU UNIBANCO | $342K |
FNDCSCHWAB FUNDAMENTAL | $342K |
NSCNORFOLK SOUTHERN | $341K |
CGSMCAPITAL GROUP | $341K |
CCBGCAPITAL CITY BK GROUP INC | $340K |
FUODOLBY LABORATORIES INC | $337K |
ZBRAZEBRA TECHNOLOGIES | $336K |
EMOCLEARBRIDGE ENERGY MIDSTRM O | $336K |
LDRIISHARES TR | $336K |
NRPNATURAL RESOURCE | $334K |
BITBBITWISE BITCOIN | $333K |
HUTHUT 8 | $333K |
RLRALPH LAUREN | $331K |
PCHPOTLATCHDELTIC CORPORATION | $331K |
BLVVANGUARD LONG | $330K |
TMSLT ROWE | $330K |
AAONAAON INC | $329K |
APTVAPTIV PLC | $328K |
URAGLOBAL X | $327K |
TDVIFIRST TR EXCHANGE-TRADED FD | $327K |
FROGJFROG LTD | $326K |
GLPIGAMING & LEISURE | $325K |
OKLOOKLO INC | $324K |
AIPARTERIS INC | $323K |
BANFBANCFIRST CORP | $323K |
CGHMCAPITAL GROUP | $322K |
RPGINVESCO S&P | $322K |
CRSPCRISPR THERAPEUTICS | $321K |
GSSCGOLDMAN SACHS | $319K |
LCRMANAGED PORTFOLIO SERIES | $318K |
KNXKNIGHT SWIFT | $318K |
SDVDFIRST TRUST | $317K |
EWQISHARES MSCI | $316K |
MNDYMONDAY.COM LTD | $316K |
UPSTUPSTART HOLDINGS | $316K |
FIDUFIDELITY COVINGTON TRUST | $316K |
DERMJOURNEY MEDICAL | $316K |
AWGASBURY AUTOMOTIVE | $316K |
DWLDDAVIS FUNDAMENTAL ETF TR | $315K |
EVREVERCORE INC | $313K |
CVNACARVANA COMPANY | $311K |
TIGOMILLICOM INTL CELLULAR S A | $311K |
ACMAECOM | $311K |
RLIRLI CORP | $311K |
ASNDASCENDIS PHARMA A/S | $311K |
HUNHUNTSMAN CORP | $310K |
EZBCFRANKLIN TEMPLETON DIGITAL H | $309K |
CHDCHURCH & DWIGHT | $309K |
ABVXABIVAX SA | $308K |
ACHRARCHER AVIATION | $308K |
TYLTYLER TECHNOLOGIES | $308K |
KAIKADANT INC | $308K |
STLDSTEEL DYNAMICS INC | $307K |
IRTINDEPENDENCE REALTY | $307K |
JCPBJ P MORGAN EXCHANGE TRADED F | $307K |
BVNCOMPANIA DE MINAS BUENAVENTU | $307K |
IBCPINDEPENDENT BANK | $306K |
HODLVANECK BITCOIN ETF | $306K |
PAHUSDELEMENT SOLUTIONS | $306K |
BIPBROOKFIELD INFRASTRUCTRE | $305K |
JIGJPMORGAN | $305K |
HISFFIRST TR EXCHANGE-TRADED FD | $305K |
PPCPILGRIMS PRIDE CORP | $305K |
JIVEJPMORGAN INTL | $305K |
JPXAEROVIRONMENT INC | $304K |
GBFISHARES GOVERNMENT | $304K |
PTFINVESCO EXCHANGE TRADED FD T | $303K |
USOUNITED STATES ANTIMONY CORP | $302K |
ARTYISHARES FUTURE | $302K |
HIIHUNTINGTON INGALLS | $301K |
WYWEYERHAEUSER CO | $301K |
REETISHARES GLOBAL | $299K |
IHAKISHARES CYBERSECURITY | $298K |
NADNUVEEN QUALITY | $297K |
UUPINVESCO DB US DLR INDEX TR | $296K |
QUSSPDR MSCI | $296K |
QWLDSPDR INDEX | $296K |