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
IWCISHARES MICROCAP
$272K
GMEDGLOBUS MEDICAL
$272K
TCITranscontinental Realty Investors Inc
$271K
U6ZURANIUM ENERGY
$270K
FUODOLBY LABORATORIES INC
$269K
CHTRCHARTER COMMUNICATIONS
$269K
URIUNITED RENTALS
$269K
WDCWESTERN DIGITAL
$268K
SOUNSOUNDHOUND AI
$267K
SHESPDR SSGA
$267K
RDFICOLLABORATIVE INVESTMNT SER
$266K
ETSYETSY INC
$266K
NYTNEW YORK
$265K
WTMWhite Mountains Insurance Grp Ltd
$265K
DNOVFIRST TR EXCHNG TRADED FD VI
$264K
AIC3 AI
$263K
NKSHNATIONAL BANKSHARES
$263K
TANINVESCO SOLAR
$263K
ACLXArcellx Inc
$263K
WESWESTERN MIDSTREAM
$263K
FDECFIRST TR EXCHNG TRADED FD VI
$262K
LNTALLIANT ENERGY
$262K
GLDMWORLD GOLD
$262K
CNPCENTERPOINT ENERGY
$261K
XJHISHARES ESG
$261K
SUSUNCOR ENERGY
$260K
LYGLLOYDS BANKING
$259K
BBHVANECK BIOTECH
$259K
MDYGSPDR SERIES
$259K
EUSBISHARES ESG
$258K
AESINEW ATLAS
$257K
FTITECHNIPFMC PLC
$257K
HODLVANECK BITCOIN ETF
$257K
ASHASHLAND INC
$257K
MUSTCOLUMBIA MULTI
$256K
CHDCHURCH & DWIGHT
$256K
KNXKNIGHT SWIFT
$256K
EBAEBAY INC
$256K
HXLHEXCEL CORP NEW
$255K
AVDVAVANTIS INTL
$255K
TSLXSixth Street Specialty Lending
$254K
CBOECBOE GLOBAL
$253K
DFEVDIMENSIONAL EMERGING
$253K
EWIISHARES INC
$253K
RSPUINVESCO S&P
$253K
ELESTEE LAUDER
$252K
NMAINUVEEN MULTI
$252K
RFGInvesco S&P MidCap 400 Pure Growth
$252K
NBBNUVEEN TXBL
$251K
ONON SEMICONDUCTOR
$251K
OBILRBB FC
$250K
UPSTUPSTART HOLDINGS
$250K
HLNEHAMILTON LANE
$250K
CHKPCHECK POINT
$250K
GLPIGAMING & LEISURE
$250K
CCDCALAMOS DYNAMIC
$250K
NSANATIONAL STORAGE
$249K
ENQENTEGRIS INC
$249K
IBKRINTERACTIVE BROKERS
$249K
CLHCLEAN HARBORS
$248K
BBMCJPMORGAN BETABUILDERS
$248K
HYLSFIRST TRUST
$248K
BJBJS WHOLESALE
$247K
LLOEWS CORP
$247K
BOTZGLOBAL X
$247K
SUSBISHARES TRUST
$245K
GOGrocery Outlet Hldg Corp
$245K
SKWDSkyward Specialty Insurance Group
$244K
CCKCROWN HOLDINGS
$244K
DC4DEXCOM INC
$244K
SPHYSPDR HIGH
$243K
ONTOONTO INNOVATION
$243K
PDIPIMCO DYNAMIC
$243K
VSGXVANGUARD ESG
$242K
OLLIOLLIES BARGAIN
$241K
MDBMONGODB INC
$241K
GMARFIRST TR EXCHNG TRADED FD VI
$241K
DCGODocgo Inc
$241K
CHWYCHEWY INC
$240K
KDKYNDRYL HOLDINGS
$240K
WTRGESSENTIAL UTILITIES
$240K
FHBFIRST HAWAIIAN INC
$239K
GSSCGOLDMAN SACHS
$239K
HTRBHARTFORD TOTAL
$238K
XISEFIRST TR EXCHNG TRADED FD VI
$238K
MGAMAGNA INTERNATIONAL
$238K
KXIISHARES GLOBAL
$237K
DASHDOORDASH INC
$237K
VTIPVANGUARD SHORT
$235K
LGCYLEGACY ED
$235K
LOGILOGITECH INTL
$234K
UI2Kemper Corp
$234K
FIDUFIDELITY COVINGTON TRUST
$234K
BLVVANGUARD LONG
$234K
YUMCYUM CHINA
$233K
RIGTRANSOCEAN LTD
$233K
WENWENDYS CO
$232K
NTRANATERA INC
$232K
EWPISHARES MSCI
$232K
STXSEAGATE TECHNOLOGY
$231K
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