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 |
|---|---|
CTASIMPLIFY EXCHANGE TRADED FUN | $490K |
MVFBLACKROCK MUNIVEST FD INC | $490K |
FDLOFIDELITY COVINGTON TRUST | $488K |
KKRKKR & CO | $488K |
BCSBARCLAYS PLC | $486K |
ESMLISHARES ESG | $483K |
CAHCARDINAL HEALTH | $483K |
SMCISUPER MICRO | $482K |
PRIPRIMERICA INC | $482K |
MOATVANECK MORNINGSTAR | $482K |
MOHMOLINA HEALTHCARE | $482K |
FDRRFIDELITY COVINGTON TRUST | $481K |
PZCPIMCO California Municipal Inc III | $481K |
—ARCADIUM LITHIUM | $481K |
TDVProshares TR S&P Tech Dividen | $480K |
SMFGSUMITOMO MITSUI | $480K |
ONEYSPDR RUSSELL | $480K |
DHIDR HORTON | $479K |
VEEVVEEVA SYSTEMS | $479K |
VFLOVICTORY VICTORYSHARES | $478K |
IBMSISHARES IBONDS | $478K |
CSQCALAMOS STRATEGIC | $477K |
EPSWISDOMTREE U S | $477K |
BAC 7.25 PERP LBank of America Convertible 7.25 | $476K |
COKECOCA-COLA CONSOLIDATED | $472K |
EQHEQUITABLE HOLDINGS | $471K |
MANHMANHATTAN ASSOCS | $470K |
BCCCGLOBAL X | $470K |
NCLHNORWEGIAN CRUISE | $470K |
MGOVFIRST TR EXCHANGE-TRADED FD | $469K |
FXOFIRST TRUST | $467K |
AOMISHARES CORE | $467K |
FTVFORTIVE CORP | $467K |
CLOUGLOBAL CLOUD | $466K |
IPINTL PAPER | $466K |
ICUIICU MEDICAL INC | $466K |
TERTERADYNE INC | $462K |
HLTHILTON WORLDWIDE | $460K |
AG8AGILENT TECHNOLOGIES | $458K |
BBAGJ P MORGAN | $458K |
FNFFIDELITY NATIONAL | $457K |
GRT-UGranite Real Estate Investment Unit | $456K |
AATAMERICAN ASSETS | $455K |
MTBASIMPLIFY EXCHANGE TRADED FUN | $455K |
TYLTYLER TECHNOLOGIES | $453K |
ACVFEtf Opportunities Tr Amern Conservative Values Etf | $453K |
RCLROYAL CARIBBEAN | $452K |
BLDRBUILDERS FIRSTSOURCE INC | $452K |
MKLMARKEL GROUP | $452K |
BKMCBNY MELLON | $448K |
IHIISHARES U S | $446K |
ICVTISHARES CONV | $445K |
TTCTORO CO | $445K |
IMCVISHARES MORNINGSTAR | $442K |
EQIXEQUINIX INC | $441K |
FASTFASTENAL CO | $441K |
GVIISHARES INTERMEDIATE | $441K |
NACNuveen California Quality Municipal Income Fund | $441K |
XAWFXALLIANCEBERNSTEIN GLOBAL HIG | $440K |
ILMNILLUMINA INC | $440K |
XNCMXNuveen CA Amt-Free Quality Municipal Income Fund | $439K |
RBLXROBLOX CORP | $439K |
CBRECBRE GROUP | $439K |
PKWINVESCO BUYBACK | $438K |
DTDWISDOMTREE U S | $433K |
GCORGOLDMAN SACHS | $432K |
DSLDOUBLELINE INCOME | $432K |
EAELECTRONIC ARTS | $432K |
BWXTBWX TECHNOLOGIES | $431K |
HOODROBINHOOD MARKETS | $430K |
VODVODAFONE GROUP | $428K |
ALCALCON INC | $428K |
LBRTLIBERTY ENERGY | $428K |
DORMDORMAN PRODUCTS | $426K |
JCPBJPMORGAN CORE | $425K |
PCARPACCAR INC | $424K |
SPHBINVESCO EXCH TRADED FD TR II | $424K |
COINCOINBASE GLOBAL | $424K |
PLUSEplus Inc | $423K |
KEYKEYCORP NEW | $423K |
WINGWINGSTOP INC | $423K |
WF2WINTRUST FINANCIAL | $423K |
GDDYGODADDY INC | $422K |
AWCAMERICAN WATER | $421K |
CWKCushman And Wakefield Plc | $421K |
DHSWISDOMTREE U S | $419K |
LYVLIVE NATION | $419K |
LUVSOUTHWEST AIRLINES | $417K |
PHMPULTEGROUP INC | $417K |
BSCUINVESCO BULLETSHARES | $413K |
ITGARTNER INC | $412K |
SCHHSCHWAB US | $412K |
GLTRABERDEEN PHYSICAL | $412K |
NGGNATIONAL GRID | $409K |
IQQQPROSHARES NASDAQ | $406K |
ENVXENOVIX CORP | $406K |
FCNFTI CONSULTING | $405K |
OSKOSHKOSH CORP | $404K |
SSDSIMPSON MANUFACTURING | $404K |
HLMNHillman Solutions Corp A | $403K |