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)
| Stock | Value |
|---|---|
WMTWALMART INC | $20K |
OEFISHARES S&P | $20K |
IJRISHARES CORE | $20K |
UCONFIRST TRUST | $20K |
IVEISHARES S&P | $19K |
IWBISHARES RUSSELL | $19K |
COSTCOSTCO WHOLESALE | $19K |
IUSGISHARES S&P | $19K |
IYWISHARES TECHNOLOGY | $19K |
NOWSERVICENOW INC | $18K |
FDVVFIDELITY COVINGTON | $18K |
VGSHVANGUARD SHORT | $18K |
ABOSAcumen Pharmaceuticals Inc | $17K |
ESGUISHARES ESG | $17K |
CVXCHEVRON CORP | $17K |
EMGFISHARES MSCI | $17K |
IWMISHARES RUSSELL | $17K |
CHPTCHARGEPOINT HOLDINGS | $17K |
VGTVANGUARD INFORMATION | $16K |
FBNDFIDELITY TOTAL | $16K |
DUHPDIMENSIONAL US | $16K |
BACBANK AMERICA | $16K |
SPTLSPDR PORTFOLIO | $16K |
JNJJOHNSON & JOHNSON | $16K |
XWELXWELL INC | $16K |
QTECFIRST TRUST | $16K |
AGGiShares Core US Aggregate Bond ETF | $16K |
VLUEISHARES MSCI | $16K |
AQLTISHARES U S | $15K |
FTAFIRST TRUST | $15K |
XLESECTOR ENERGY | $15K |
DCORDIMENSIONAL US | $15K |
JMUBJP MORGAN | $15K |
IJKISHARES S&P | $15K |
KNGFIRST TRUST | $14K |
DGROISHARES CORE | $14K |
SHYISHARES 1-3YR | $14K |
FTQIFIRST TRUST | $14K |
DFSDDIMENSIONAL SHORT | $14K |
UNHUNITEDHEALTH GROUP | $14K |
MCDMCDONALDS CORP | $13K |
VHTVANGUARD HEALTH | $13K |
PHYS/USPROTT PHYSICAL | $13K |
SMLFISHARES MSCI | $13K |
LMBSFIRST TRUST | $13K |
PFEPFIZER INC | $13K |
IXUSISHARES CORE | $13K |
PHPNGalectin Therapeutics Inc | $13K |
IWFISHARES RUSSELL | $13K |
IFRAISHARES TRUST | $13K |
FTGSFIRST TRUST | $12K |
FAIFIRST TRUST | $12K |
IVLUISHARES MSCI | $12K |
PEPPEPSICO INC | $12K |
EMCBWISDOMTREE TR | $12K |
OMFLINVESCO RUSSELL | $11K |
SPYCSIMPLIFY US | $11K |
DFAUDIMENSIONAL US | $11K |
NFLXNETFLIX INC | $11K |
VXUSVANGUARD TOTAL | $11K |
XLFISECTOR CONSUMER | $11K |
LDURPIMCO ENHANCED | $11K |
IBMINTL BUSINESS | $11K |
ORCLORACLE CORP | $11K |
XLVSECTOR HEALTHCARE | $11K |
PLTRPALANTIR TECHNOLOGIES | $11K |
VCITVANGUARD INTERMEDIATE | $10K |
FLOTISHARES FLOATING | $10K |
IUSVISHARES CORE | $10K |
IOTSAMSARA INC | $10K |
JMOMJ P MORGAN EXCHANGE TRADED F | $10K |
SHVISHARES SHORT | $10K |
LVLNSPDR S&P | $10K |
IXNISHARES GLOBAL | $10K |
BILSPDR BLOOMBERG | $10K |
FTCSFIRST TRUST | $10K |
SCHASCHWAB US | $10K |
JHMMJOHN HANCOCK | $10K |
ABBVABBVIE INC | $10K |
DFIVDIMENSIONAL INTL | $10K |
AXONAXON ENTERPRISE | $10K |
IWDISHARES RUSSELL | $10K |
DFNMDIMENSIONAL NATIONAL | $10K |
FVDFIRST TRUST | $10K |
FTSLFIRST TRUST | $9K |
BSJPINVESCO BULLETSHARES | $9K |
PYLDPIMCO ENHANCED | $9K |
DFICDIMENSIONAL INTL | $9K |
DFAEDIMENSIONAL EMERGING | $9K |
IEFISHARES 7-10YR | $9K |
SUBISHARES SHORT | $9K |
TLTISHARES 20 | $9K |
AMRNAMARIN CORP | $9K |
GSGOLDMAN SACHS | $9K |
IEVISHARES EUROPE | $9K |
SMTHAlps ETF Tr Smith Core Plus | $9K |
VIGVANGUARD DIVIDEND | $9K |
USFRWISDOMTREE FLOATING | $9K |
DFAXDIMENSIONAL WORLD | $9K |
AQLTISHARES SELECT | $9K |