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 |
|---|---|
BILZPIMCO ULTRA | $2.4M |
NOBLPROSHARES S&P | $2.4M |
VBKVANGUARD SMALL | $2.4M |
VSSVANGUARD FTSE | $2.4M |
FUNDSPROTT FOCUS TR INC | $2.4M |
AVDSAMERICAN CENTY ETF TR | $2.4M |
DFAIDIMENSIONAL INTL | $2.4M |
TFLOISHARES TREASURY | $2.4M |
DVNDEVON ENERGY | $2.4M |
FXIISHARES CHINA | $2.3M |
SCHWSCHWAB CHARLES | $2.3M |
FMHIFIRST TRUST | $2.3M |
ESGDISHARES ESG | $2.3M |
ISPYPROSHARES S&P | $2.3M |
MLB1MERCADOLIBRE INC | $2.3M |
PWBINVESCO LARGE | $2.3M |
AZOAUTOZONE INC | $2.3M |
FNDXSCHWAB FUNDAMENTAL | $2.3M |
DELLDELL TECHNOLOGIES | $2.3M |
CALIBLACKROCK ETF TRUST II | $2.3M |
EWZISHARES MSCI | $2.3M |
NVSNNOVARTIS AG | $2.3M |
FTSMFIRST TRUST | $2.3M |
INTUINTUIT INC | $2.3M |
DFCADIMENSIONAL ETF TRUST | $2.3M |
TXNTEXAS INSTRUMENTS | $2.3M |
DHRDANAHER CORP | $2.3M |
VFLOVICTORYSHARES FREE | $2.3M |
IEURISHARES CORE | $2.3M |
IMCGISHARES MORNINGSTAR | $2.3M |
FHLCFIDELITY MSCI | $2.2M |
INDAISHARES MSCI | $2.2M |
FIXDFIRST TRUST | $2.2M |
NETCLOUDFLARE INC | $2.2M |
KBESPDR S&P | $2.2M |
QDPLPACER METAURUS | $2.2M |
EVLVEVOLV TECHNOLOGIES HLDNGS IN | $2.2M |
ROBTFIRST TRUST | $2.2M |
PYPLPAYPAL HOLDINGS | $2.2M |
PXHINVESCO EXCHANGE | $2.2M |
SPOTSPOTIFY TECHNOLOGY | $2.2M |
FGDFIRST TRUST | $2.2M |
RSSXTIDAL TRUST II | $2.2M |
MGVVANGUARD MEGA | $2.2M |
MFSBMFS ACTIVE EXCHANGE TRADED F | $2.2M |
SOXLDIREXION SHS ETF TR | $2.2M |
MCHIISHARES MSCI | $2.2M |
BSXBOSTON SCIENTIFIC | $2.1M |
SLBSCHLUMBERGER LTD | $2.1M |
FISVFISERV INC | $2.1M |
ALNYALNYLAM PHARMACEUTICALS | $2.1M |
PPAINVESCO AEROSPACE | $2.1M |
MNSTMONSTER BEVERAGE | $2.1M |
EEMISHARES MSCI | $2.1M |
TFCTRUIST FINANCIAL | $2.1M |
NOCNORTHROP GRUMMAN | $2.1M |
HEFAISHARES CURRENCY | $2.1M |
TDIVFIRST TRUST | $2.1M |
CGOCALAMOS GLOBAL TOTAL RETURN | $2.1M |
BIVVANGUARD INTERMEDIATE | $2.1M |
OREALTY INCOME | $2.1M |
BINV2023 ETF SERIES TRUST | $2.1M |
PAYXPAYCHEX INC | $2.0M |
BSMTINVESCO BULLETSHARES | $2.0M |
TSNTYSON FOODS | $2.0M |
EMREMERSON ELECTRIC | $2.0M |
VYMIVANGUARD INTL | $2.0M |
PTLCPACER TRENDPILOT | $2.0M |
EMFTEMPLETON EMERGING MKTS FD | $2.0M |
EXPEEXPEDIA GROUP | $2.0M |
DFEVDIMENSIONAL EMERGING | $2.0M |
XGDVXGABELLI DIVID & INCOME TR | $2.0M |
FFORD MOTOR | $2.0M |
SUSAISHARES ESG | $2.0M |
PSXPHILLIPS 66 | $2.0M |
CGCBCAPITAL GROUP | $2.0M |
DASHDOORDASH INC | $2.0M |
BSLBLACKSTONE SENIOR | $2.0M |
XLREREAL ESTATE | $2.0M |
AZNASTRAZENECA PLC | $2.0M |
MSIMOTOROLA SOLUTIONS | $2.0M |
LDURPIMCO ENHANCED | $2.0M |
CASYCASEYS GENL | $2.0M |
RIORIO TINTO | $1.9M |
ARMARM HOLDINGS | $1.9M |
FXUFIRST TRUST | $1.9M |
TICACUREN CORP | $1.9M |
HYGISHARES IBOXX | $1.9M |
DIHPDIMENSIONAL INTL | $1.9M |
TGENTECOGEN INC NEW | $1.9M |
SOFISOFI TECHNOLOGIES | $1.9M |
SPGSIMON PROPERTY | $1.9M |
DOCSDOXIMITY INC | $1.9M |
TOUST ROWE | $1.9M |
CMFISHARES CALIFORNIA | $1.9M |
MDLZMONDELEZ INTERNATIONAL | $1.9M |
GDXVANECK GOLD | $1.9M |
IXP*ISHARES TR | $1.9M |
VEEVVEEVA SYSTEMS | $1.9M |
ECLECOLAB INC | $1.9M |