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
HWMHOWMET AEROSPACE
$403K
FLSPFranklin Liberty Systematic Sty Prm ETF
$402K
CNNECANNAE HOLDINGS
$399K
ATOATMOS ENERGY CORP
$398K
PPTPUTNAM PREMIER INCOME TR
$398K
HAYWHAYWARD HLDGS INC
$396K
KEYSKEYSIGHT TECHNOLOGIES
$395K
HESHESS CORP
$395K
JHIHANCOCK JOHN INVT TR II
$395K
LCTDBLACKROCK WORLD
$392K
WYNNWYNN RESORTS
$391K
WYWEYERHAEUSER CO
$391K
PDECINNOVATOR ETFS TRUST
$389K
AZEKAZEK COMPANY
$388K
VALEVALE S A
$388K
OUSAALPS OSHARE
$386K
MLMMARTIN MARIETTA
$385K
PKGPACKAGING CORP
$384K
CCEFCalamos Cef Income & Arbitrage Etf
$384K
IAGGISHARES CORE
$383K
TRFKPacer Data and Digital Revolution ETF
$382K
IBDXISHARES IBONDS
$381K
GEMGOLDMAN SACHS
$380K
BCATBLACKROCK CAP ALLOCATION TER
$380K
CRVLCorVel Corp
$380K
CSPICSP INC
$378K
WATWATERS CORP
$378K
PEOEXELON CORP
$377K
EXPDEXPEDITORS INTL
$376K
VMCVULCAN MATERIALS
$372K
VDCVANGUARD CONSUMER
$372K
ASAASA Gold and Precious Metals Ltd
$372K
ACMAECOM
$371K
VDEVANGUARD ENERGY
$370K
IBHKISHARES TR
$370K
NBIXNEUROCRINE BIOSCIENCES
$370K
ICLRICON PLC
$369K
REGLProshares Tr S&P Midcap 400 Div Aristocrats ETF
$367K
XYLXYLEM INC
$367K
DONWISDOMTREE U S
$367K
W3UWESTERN UNION
$366K
MFUSPIMCO RAFI Dyn Multi-Factor US Eq ETF
$366K
NWGNATWEST GROUP
$365K
VENVENTAS INC
$363K
07WAMR COOPER
$363K
SVALISHARES US
$362K
USHYISHARES BROAD
$362K
AWGASBURY AUTOMOTIVE
$361K
BECNUSDBEACON ROOFING SUPPLY INC
$360K
ACWIISHARES MSCI
$360K
PCTPURECYCLE TECHNOLOGIES
$359K
JXNJACKSON FINANCIAL
$358K
CFGCITIZENS FINANCIAL
$357K
RFREGIONS FINANCIAL
$356K
MASMASCO CORP
$354K
ACWXISHARES MSCI
$353K
ESGVVANGUARD ESG
$353K
CNRCANADIAN NATIONAL
$353K
EWQISHARES MSCI
$352K
IRINGERSOLL RAND
$351K
ARGXARGENX SE
$350K
PPGPPG INDUSTRIES
$350K
OGNORGANON & CO
$349K
BAMBROOKFIELD ASSET
$349K
EMOClearbridge Energy MLP Opportunity Fund Inc
$348K
WTSWATTS WATER
$348K
POSTPOST HOLDINGS
$348K
ISCFISHARES MSCI
$348K
FLMIFRANKLIN DYNAMIC
$347K
APPAPPLOVIN CORP
$347K
WHWYNDHAM HOTELS
$347K
ONEQFIDELITY COMWLTH TR
$346K
FFLCFIDELITY FUNDAMENTAL
$345K
KBWBINVESCO EXCHANGE
$345K
CNCCENTENE CORP
$345K
IJJISHARES S&P
$344K
CATHGLOBAL X
$344K
QUSSPDR MSCI
$343K
DOCHEALTHPEAK PPTYS
$342K
ARANTERO RESOURCES
$339K
WTVWISDOMTREE U S
$337K
RXIiShares S&P Global Consumer Discretionary
$333K
BBNBLACKROCK TXBL
$333K
DKNGDRAFTKINGS INC
$332K
EBCEASTERN BANKSHARES
$332K
DWXSPDR S&P
$332K
SNPSSYNOPSYS INC
$331K
TQQQPROSHARES TR
$330K
BMOBANK MONTREAL
$330K
ALBALBEMARLE CORP
$327K
HTGCHercules Capital Inc
$327K
AMKRAMKOR TECHNOLOGY
$327K
DOGGFIRST TR EXCHANGE-TRADED FD
$327K
GBFISHARES GOVERNMENT
$326K
IDIInterdigital Communications Co
$326K
IRTINDEPENDENCE REALTY
$326K
XMLVINVESCO EXCHANGE
$326K
SRVRPACER DATA
$325K
IYFISHARES U S
$325K
AHRAMERICAN HEALTHCARE
$325K
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