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 |
|---|---|
PHEQMORGAN STANLEY | $1.9M |
APPAPPLOVIN CORP | $1.9M |
EWYISHARES MSCI | $1.8M |
EWHISHARES MSCI | $1.8M |
CLCOLGATE-PALMOLIVE | $1.8M |
VRSNVERISIGN INC | $1.8M |
BSCTINVESCO BULLETSHARES | $1.8M |
GLTRABRDN PHYSICAL | $1.8M |
IGVISHARES EXPANDED | $1.8M |
PCGPG&E CORP | $1.8M |
NFJVIRTUS DIVIDEND INTEREST & P | $1.8M |
ABNBAIRBNB INC | $1.8M |
VCRVANGUARD CONSUMER | $1.8M |
CRWVCOREWEAVE INC | $1.8M |
JPEMJPMORGAN DIVERSIFIED | $1.8M |
FALNISHARES FALLEN | $1.8M |
VRTXVERTEX PHARMACEUTICALS | $1.8M |
SESEA LTD | $1.8M |
IWVISHARES RUSSELL | $1.8M |
DMXFISHARES ESG | $1.8M |
ROKUROKU INC | $1.8M |
IBHIISHARES IBONDS | $1.8M |
PRFDPIMCO PFD | $1.8M |
SPABSPDR AGGREGATE | $1.8M |
TDTORONTO DOMINION | $1.8M |
SIRISIRIUS XM | $1.8M |
PEJINVESCO LEISURE | $1.8M |
MPWRMONOLITHIC POWER | $1.8M |
MGOVFIRST TR EXCHANGE-TRADED FD | $1.7M |
RITMRITHM CAPITAL | $1.7M |
XEMDXWESTERN ASSET EMERGING MKTS | $1.7M |
IQLTISHARES MSCI | $1.7M |
NXPINXP SEMICONDUCTORS | $1.7M |
TAXXBONDBLOXX ETF TRUST | $1.7M |
CFAVICTORYSHARES US | $1.7M |
DFASDIMENSIONAL US | $1.7M |
WELLWELLTOWER INC | $1.7M |
IAGGISHARES CORE | $1.7M |
BBVABANCO BILBAO | $1.7M |
CLXCLOROX COMPANY | $1.7M |
CTVACORTEVA INC | $1.7M |
FFAFIRST TR ENHANCED EQUITY INC | $1.7M |
XOPSPDR SERIES | $1.7M |
IBMSISHARES IBONDS | $1.7M |
A4SAMERIPRISE FINANCIAL | $1.7M |
SCHMSCHWAB US | $1.7M |
CETCENTRAL SECURITIES | $1.7M |
OKEONEOK INC | $1.7M |
BDXBECTON DICKINSON | $1.7M |
VOOGVANGUARD S&P | $1.7M |
ORLYO REILLY AUTOMOTIVE | $1.7M |
FTNTFORTINET INC | $1.7M |
CDLVICTORYSHARES US | $1.6M |
SHMSPDR NUVEEN | $1.6M |
ESEVERSOURCE ENERGY | $1.6M |
APLUALLSPRING EXCHANGE TRADED FU | $1.6M |
NPFINUVEEN PREFERRED | $1.6M |
CFGCITIZENS FINANCIAL | $1.6M |
ZTSZOETIS INC | $1.6M |
TPRTAPESTRY INC | $1.6M |
TILTFLEXSHARES MORNINGSTAR | $1.6M |
IWNISHARES RUSSELL | $1.6M |
DONWISDOMTREE U S | $1.6M |
GRIDFIRST TRUST | $1.6M |
SPHQINVESCO S&P | $1.6M |
DHIDR HORTON | $1.6M |
LYFTLYFT INC | $1.6M |
VIGIVANGUARD INTERNATIONAL | $1.6M |
CALFPACER U S | $1.6M |
VSGXVANGUARD ESG | $1.6M |
VONGVANGUARD RUSSELL | $1.6M |
MIGASTRATEGY INC | $1.6M |
XWIAXWESTERN ASST INFLTN LKD INM | $1.6M |
ADMEETF SER SOLUTIONS | $1.6M |
ESGEISHARES ESG | $1.6M |
EIXEDISON INTL | $1.6M |
SPYINEOS S&P | $1.6M |
BNBROOKFIELD CORP | $1.6M |
EAGGISHARES ESG | $1.6M |
PFFISHARES PFD | $1.6M |
BSMUINVESCO BULLETSHARES | $1.6M |
EEMVISHARES MSCI | $1.6M |
FYXFIRST TRUST | $1.6M |
GRMNGARMIN LTD | $1.5M |
ARKKARK INNOVATION | $1.5M |
EWTISHARES INC | $1.5M |
IWSISHARES RUSS | $1.5M |
FTHYFIRST TRUST | $1.5M |
DALDELTA AIRLINES | $1.5M |
FAUGFIRST TR EXCHNG TRADED FD VI | $1.5M |
DDDUPONT DE | $1.5M |
FTCFIRST TRUST | $1.5M |
SAPSAP SE | $1.5M |
AORISHARES CORE | $1.5M |
PSTGPURE STORAGE | $1.5M |
DYHTARGET CORP | $1.5M |
JVALJPMORGAN US | $1.5M |
JCPIJPMORGAN INFLATION | $1.5M |
ALLYALLY FINANCIAL | $1.5M |
DBCINVESCO DB | $1.5M |