Integrated Wealth Concepts LLC Q4 2022 Filing

Filed February 13, 2023

Portfolio Value

$3.7B

Holdings

1,038

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (1,038 positions)

StockValue
AREALEXANDRIA REAL
$228K
MPCMARATHON PETROLEUM
$228K
BMTABRITISH AMERN
$225K
CDWCDW CORP
$225K
SPYDSPDR PORTFOLIO
$225K
KBWBINVESCO EXCH TRADED FD TR II
$225K
SPHQINVESCO EXCHANGE TRADED FD T
$223K
HYSPIMCO 0-5
$223K
WEPMAGELLAN MIDSTREAM
$223K
SJMSMUCKER JM
$223K
ORLYO REILLY AUTOMOTIVE
$222K
LHLABORATORY CORP
$222K
MSIMOTOROLA SOLUTIONS
$221K
GPNGLOBAL PAYMENTS
$220K
CMECME GROUP
$219K
STTSTATE STREET
$219K
CAMBRIDGE BANCORP
$219K
CPRTCOPART INC
$219K
DNLWISDOMTREE GLOBAL
$219K
MDYSPDR S&P
$219K
IIMINVESCO VALUE
$219K
AFWALIGN TECHNOLOGY
$218K
AIGAMERICAN INTL GROUP INC
$218K
MGVVANGUARD MEGA
$216K
TWTRADEWEB MARKETS
$216K
NANNUVEEN NEW YORK
$216K
DBEINVESCO DB
$216K
PENGSMART GLOBAL HLDGS INC
$216K
BIDUNBAIDU INC
$214K
7HPHP INC
$214K
VDEVANGUARD ENERGY
$213K
ROSTROSS STORES
$212K
RIVNRIVIAN AUTOMOTIVE
$212K
CMUMFS HIGH YIELD MUN TR
$209K
CCBGCAPITAL CITY BK GROUP INC
$209K
VOOGVANGUARD ADMIRAL FDS INC
$208K
BBHVANECK BIOTECH
$207K
ZIMZIM INTEGRATED
$207K
ABALLIANCE BERNSTEIN
$207K
DBOINVESCO DB
$207K
PGRPROGRESSIVE CORP
$207K
EWTISHARES INC
$207K
PCYINVESCO EMERGING
$206K
BBDBANCO BRADESCO
$205K
TELTE CONNECTIVITY
$205K
PRDOPERDOCEO ED CORP
$204K
IEURISHARES CORE
$204K
DRIDARDEN RESTAURANTS
$203K
MCHPMICROCHIP TECHNOLOGY INC
$202K
DFARDIMENSIONAL ETF TRUST
$202K
FNDFSCHWAB FUNDAMENTAL
$202K
NCLHNORWEGIAN CRUISE
$200K
XAODXABRDN TOTAL DYNAMIC DIVIDEND
$199K
AALAMERICAN AIRLINES
$196K
NMTNUVEEN MASSACHUSETS QLT MUN
$182K
NECBNORTHEAST COMMUNITY
$180K
ABXBARRICK GOLD
$179K
RITMRITHM CAPITAL
$173K
PBFSPIONEER BANCORP
$171K
MHDBLACKROCK MUNIHOLDINGS FD IN
$166K
STEWSRH TOTAL RETURN FUND INC
$165K
VODVODAFONE GROUP
$161K
NZFNUVEEN MUNICIPAL
$159K
NEANUVEEN FLOATING
$159K
BHKBLACKROCK CORE BD TR
$156K
TSITCW STRATEGIC INCOME FD INC
$154K
NUVNUVEEN MUNICIPAL VALUE F
$154K
GHYPGIM GLOBAL HIGH YIELD FD FO
$149K
RSX1USDVANECK RUSSIA
$149K
BLEBLACKROCK MUNI INCOME TR II
$148K
GDLGDL FD
$146K
PVBCPROVIDENT BANCORP
$146K
VIPSVIPSHOP HOLDINGS
$145K
PCTPURECYCLE TECHNOLOGIES INC
$143K
FSEAFIRST SEACOAST
$143K
MUFGMITSUBISHI UFJ
$142K
BTZBLACKROCK CREDIT
$139K
RIOTRIOT BLOCKCHAIN INC
$137K
DKNGDRAFTKINGS INC
$136K
DNPDNP SELECT
$135K
XNEAXNUVEEN AMT
$132K
JBIJANUS INTERNATIONAL GROUP IN
$126K
TEITEMPLETON EMERGING MKTS INCO
$124K
FSPFRANKLIN STREET
$123K
WIWWESTERN AST INFL LKD OPP & I
$123K
SIRIEURSIRIUS XM
$122K
JFRNUVEEN FLOATING RATE
$114K
FCTFIRST TRUST
$114K
VKIINVESCO ADVANTAGE
$113K
CCIVGBPLUCID GROUP
$111K
NMZNUVEEN MUNICIPAL
$109K
WTIW&T OFFSHORE
$106K
FCELCHFFUELCELL ENERGY
$105K
JBLUJETBLUE AIRWAYS
$102K
NAIINATURAL ALTERNATIVES
$101K
DHYCREDIT SUISSE HIGH YIELD BD
$100K
NCZVIRTUS CONVERTIBLE & INCOME
$91K
BBVABANCO BILBAO
$90K
BCSBARCLAYS PLC
$88K
SANBANCO SANTANDER
$88K
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