Integrated Wealth Concepts LLC Q4 2020 Filing

Filed February 12, 2021

Portfolio Value

$2.1T

Holdings

622

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (622 positions)

#StockSharesValue% PortfolioType
201
TAILCAMBRIA TAIL RISK ETF
66,137$1.4B0.06%
202
IXUSISHARES CORE
20,243$1.4B0.06%
203
FVDFIRST TRUST
38,727$1.4B0.06%
204
ULUNILEVER PLC
21,829$1.3B0.06%
205
FDNFIRST TRUST
6,168$1.3B0.06%
206
AZNASTRAZENECA PLC
25,854$1.3B0.06%
207
NVONOVO NORDISK
18,487$1.3B0.06%
208
IBDPISHARES IBONDS
48,413$1.3B0.06%
209
FTCSFIRST TRUST
18,763$1.3B0.06%
210
SPMDSPDR PORTFOLIO
31,267$1.3B0.06%
211
LMTLOCKHEED MARTIN
3,557$1.3B0.06%
212
APDAIR PRODUCTS
4,593$1.3B0.06%
213
TMTOYOTA MOTOR
8,054$1.2B0.06%
214
XBISPDR SERIES
8,807$1.2B0.06%
215
ZTSZOETIS INC
7,485$1.2B0.06%
216
FLRNSPDR BLOOMBERG
39,917$1.2B0.06%
217
MUBISHARES NATIONAL
10,390$1.2B0.06%
218
MUMICRON TECHNOLOGY INC
16,096$1.2B0.06%
219
ABBVABBVIE INC
11,284$1.2B0.06%
220
BNDXVANGUARD TOTAL
20,372$1.2B0.06%
221
TSNTYSON FOODS
18,355$1.2B0.06%
222
OGIGUSDOSI OSHARES
21,595$1.2B0.06%
223
IVEISHARES S&P
9,077$1.2B0.05%
224
SNYSANOFI
23,896$1.2B0.05%
225
PODDINSULET CORP
4,488$1.1B0.05%
226
XLCSELECT SECTOR
16,975$1.1B0.05%
227
WFCWELLS FARGO
37,903$1.1B0.05%
228
GEGENERAL ELECTRIC
105,730$1.1B0.05%
229
XSOEWISDOMTREE EMERGING
28,591$1.1B0.05%
230
EEMVISHARES MSCI
18,531$1.1B0.05%
231
AFWALIGN TECHNOLOGY
2,113$1.1B0.05%
232
NOCNORTHROP GRUMMAN
3,639$1.1B0.05%
233
XTISHARES EXPONENTIAL
19,286$1.1B0.05%
234
IWDISHARES RUSSELL
7,919$1.1B0.05%
235
SAPSAP SE
8,299$1.1B0.05%
236
AVGOBROADCOM INC
2,470$1.1B0.05%
237
IGVISHARES EXPANDED
3,047$1.1B0.05%
238
LHXL3HARRIS TECHNOLOGIES
5,677$1.1B0.05%
239
CICIGNA CORP
5,134$1.1B0.05%
240
IBMINTL BUSINESS
8,414$1.1B0.05%
241
TILTFLEXSHARES MORNINGSTAR
7,316$1.1B0.05%
242
ADBEADOBE INC
2,105$1.1B0.05%
243
SPXLDIREXION DAILY S & P
14,500$1.0B0.05%
244
SOXXISHARES PHLX
2,759$1.0B0.05%
245
LLYELI LILLY
6,175$1.0B0.05%
246
DDOMINION ENERGY
13,851$1.0B0.05%
247
SPGIS&P GLOBAL
3,144$1.0B0.05%
248
SCHOSCHWAB SHORT
20,051$1.0B0.05%
249
UNMUNUM GROUP
44,820$1.0B0.05%
250
CATCATERPILLAR INC
5,642$1.0B0.05%
251
0E41ENLINK MIDSTREAM
273,132$1.0B0.05%
252
0VVBVIACOMCBS INC
27,121$1.0B0.05%
253
SHWSHERWIN WILLIAMS
1,373$1.0B0.05%
254
ISHARES IBONDS
39,030$1.0B0.05%
255
MOALTRIA GROUP
24,523$1.0B0.05%
256
ADSKAUTODESK INC
3,265$997.0M0.05%
257
ROKROCKWELL AUTOMATION
3,945$989.0M0.05%
258
FMXFOMENTO ECONOMICO
12,960$982.0M0.05%
259
LRGFISHARES MSCI
25,701$968.0M0.05%
260
ABTABBOTT LABORATORIES
8,831$967.0M0.05%
261
QCOMQUALCOMM INC
6,273$956.0M0.05%
262
UPSUNITED PARCEL
5,677$956.0M0.05%
263
IBDQISHARES IBONDS
34,724$950.0M0.04%
264
TTENTOTAL SE
22,474$942.0M0.04%
265
WPCW P CAREY
13,323$940.0M0.04%
266
XLUSELECT UTILITIES
14,977$939.0M0.04%
267
IVZINVESCO LTD
53,435$931.0M0.04%
268
LOWLOWES COMPANIES
5,775$927.0M0.04%
269
VBRVANGUARD SMALL
6,512$926.0M0.04%
270
EWEDWARDS LIFESCIENCES
10,135$925.0M0.04%
271
CZAINVESCO ZACKS
12,100$921.0M0.04%
272
VXUSVANGUARD TOTAL
15,224$916.0M0.04%
273
SHYGISHARES
20,145$915.0M0.04%
274
FDVVFIDELITY COVINGTON
28,361$910.0M0.04%
275
SCHFSCHWAB INTERNATIONAL
24,781$892.0M0.04%
276
MDTMEDTRONIC PLC
7,501$879.0M0.04%
277
SMBVANECK VECTORS SHORT MUNI
47,813$866.0M0.04%
278
MMTMSPDR S&P
5,342$866.0M0.04%
279
NIONIO INC
17,744$865.0M0.04%
280
SHMSPDR NUVEEN
17,295$861.0M0.04%
281
EDCONSOLIDATED EDISON
11,854$857.0M0.04%
282
USIGISHARES BROAD
13,783$854.0M0.04%
283
PHYS/USPROTT PHYSICAL GOLD
56,097$847.0M0.04%
284
ILMNILLUMINA INC
2,288$847.0M0.04%
285
VBKVANGUARD SMALL
3,105$831.0M0.04%
286
FRCBFIRST REPUBLIC
5,605$824.0M0.04%
287
LULULULULEMON ATHLETICA
2,363$822.0M0.04%
288
STZCONSTELLATION BRANDS
3,725$816.0M0.04%
289
BABAALIBABA GROUP
3,489$812.0M0.04%
290
DHTDHT HOLDINGS
153,476$803.0M0.04%
291
SPEMSPDR PORTFOLIO
18,953$799.0M0.04%
292
AWMSKYWORKS SOLUTIONS
5,200$795.0M0.04%
293
GPNGLOBAL PAYMENTS
3,666$790.0M0.04%
294
DVADAVITA INC
6,713$788.0M0.04%
295
DLTRDOLLAR TREE
7,237$782.0M0.04%
296
AMTAMERICAN TOWER
3,468$778.0M0.04%
297
ALBALBEMARLE CORP
5,269$777.0M0.04%
298
CITCINTAS CORP
2,172$768.0M0.04%
299
JPSTJPMORGAN
15,110$767.0M0.04%
300
VRNSVARONIS SYSTEM
4,673$765.0M0.04%
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