Integrated Wealth Concepts LLC Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$8.6B

Holdings

1,713

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (1,713 positions)

StockValue
GRABGRAB HOLDINGS
$55K
CMUMFS HIGH
$55K
NNVCNANOVIRICIDES INC
$54K
RDVYFIRST TRUST
$54K
VTIVANGUARD TOTAL
$54K
SECTNORTHERN LIGHTS
$53K
SSUSSTRATEGY DAY
$53K
BKAGBNY MELLON
$52K
NAIINATURAL ALTERNATIVES
$52K
DUBSAptus Large Cap Enhanced Yield ETF
$50K
AQLTISHARES CORE
$49K
DHYCREDIT SUISSE HIGH YIELD BD
$48K
SCHGSCHWAB US
$48K
KWE1Ring Energy Inc
$47K
VTEBVANGUARD MUNICIPAL
$47K
BBDBANCO BRADESCO
$46K
LIVXEURLIVEONE INC
$45K
VGZVISTA GOLD CORP
$45K
WTIW&T OFFSHORE
$44K
BKIEBNY MELLON
$44K
INTFISHARES U S
$43K
QQQMINVESCO NASDAQ
$43K
CCIVGBPLUCID GROUP
$42K
TSLATESLA INC
$41K
CVACCurevac Nv
$41K
PLUNPLUG POWER
$41K
NOVAQSunnova Energy Intl Inc
$40K
JPMJPMORGAN CHASE
$39K
EUENCORE ENERGY CORP
$38K
IDUBETF SER
$38K
TLRYEURTILRAY BRANDS
$38K
OSCVETF SOLUTIONS
$37K
VWOVANGUARD FSTE
$36K
GONGERON CORP
$36K
BRK/BBerkshire Hathaway Inc Class B
$36K
BILSSPDR BLOOMBERG
$36K
METAMETA PLATFORMS
$36K
ANTXAN2 THERAPEUTICS
$35K
TNYATENAYA THERAPEUTICS
$34K
JVACoffee Holding Co Inc
$34K
CGDGCAPITAL GROUP
$34K
MEARISHARES SHORT
$34K
GOOGALPHABET INC
$34K
RSPINVESCO S&P
$33K
SPDWSPDR PORTFOLIO
$33K
USMVISHARES MSCI
$33K
QCOMQUALCOMM INC
$33K
GOOGLALPHABET INC
$33K
AVGOBROADCOM INC
$32K
MUBISHARES NATIONAL
$30K
CNSPCNS Pharmaceuticals Inc
$30K
IEMGISHARES CORE
$30K
STIPISHARES 0-5
$30K
SPYVSPDR PORTFOLIO
$29K
AQLTISHARES IBONDS
$29K
TGBTaseko Mines Ltd
$29K
DMLDenison Mines Corp
$29K
JUCYETF APTUS
$29K
DFUVDIMENSIONAL US
$29K
IBTGISHARES IBONDS
$28K
BINCBLACKROCK ISHARES
$28K
VOVANGUARD MID
$28K
VVISA INC
$27K
XOMEXXON MOBIL
$27K
PGPROCTER & GAMBLE
$27K
HDHOME DEPOT
$26K
PTRBPGIM ETF TR
$26K
VEAVANGUARD FTSE
$26K
VUGVANGUARD GROWTH
$26K
RSTEM INC
$26K
RSSBTIDAL TR II
$26K
EFGISHARES MSCI
$26K
EMXCISHARES MSCI
$25K
VBVANGUARD SMALL
$25K
VTVVANGUARD VALUE
$25K
ITOTISHARES CORE
$25K
SDVYFIRST TRUST
$25K
JMSTJP MORGAN
$25K
JPSTJPMORGAN
$25K
USDProShares Ultra Semiconductor
$25K
MTUMISHARES MSCI
$24K
ANGLVANECK FALLEN
$24K
SOXXISHARES SEMICONDUCTOR
$24K
VYMVANGUARD HIGH
$24K
DONSPDR DOW
$23K
JEPIJPMORGAN
$23K
XLGINVESCO S&P
$23K
LLYELI LILLY
$23K
GSATUSDGlobalstar Inc
$23K
BUFRFIRST TRUST
$23K
XLFSECTOR FINANCIAL
$22K
ASNSUSDX4 Pharmaceuticals Inc
$22K
SCHDSCHWAB US
$22K
SPSMSPDR PORTFOLIO
$22K
GQ9SPDR GOLD
$21K
MBBISHARES MBS
$21K
EFVISHARES MSCI
$21K
IBTHISHARES IBONDS
$20K
DFCFDIMENSIONAL CORE
$20K
TBILRBB US
$20K
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