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 |
|---|---|
SDGISHARES MSCI | $231K |
ROLROLLINS INC | $231K |
HMCHONDA MOTOR | $231K |
RSPFINVESCO EXCHANGE | $230K |
DERMJOURNEY MEDICAL | $230K |
NTRSNORTHERN TRUST | $230K |
IPACISHARES CORE | $230K |
USFDUS FOODS | $229K |
NZFNUVEEN MUNICIPAL | $229K |
KTBKONTOOR BRANDS | $229K |
XFLTXAI OCTAGON | $228K |
NCDLNUVEEN CHURCHILL | $228K |
SBACSBA COMMUNICATIONS | $228K |
YETIYETI HOLDINGS | $227K |
VRSNVERISIGN INC | $227K |
NJRNEW JERSEY | $226K |
MOSMOSAIC COMPANY | $226K |
IPGINTERPUBLIC GROUP | $226K |
TUSITouchstone ETF Tr Ultra Short Income ETF | $225K |
OREUROSISKO GOLD | $224K |
TRUTRANSUNION | $222K |
MZTILancaster Colony Corp | $221K |
PCORPROCORE TECHNOLOGIES | $221K |
CADECADENCE BANK | $220K |
DAWNDAY ONE BIOPHARMACEUTICALS I | $219K |
TRMBTRIMBLE INC | $218K |
ABALLIANCE BERNSTEIN | $218K |
BDJBlackRock Enhanced Equity Dividend Trust | $218K |
KWRQUAKER HOUGHTON | $217K |
ZSZSCALER INC | $216K |
OVVOVINTIV INC | $216K |
HHYATT HOTELS | $216K |
INGRINGREDION INC | $216K |
DLTRDOLLAR TREE | $216K |
CRMTAmericas Car Mart Inc | $216K |
GTESGates Industrial Corporation Plc Com Usd0.01 | $215K |
EXREXTRA SPACE | $215K |
BUDANHEUSER BUSCH | $215K |
MUSAMURPHY USA | $215K |
SJMSMUCKER JM | $215K |
CEMBISHARES JP | $214K |
EMNEASTMAN CHEMICAL | $214K |
FCAFIRST TR EXCH TRD ALPHDX FD | $214K |
IVVISHARES CORE | $214K |
IVTINVENTRUST PROPERTIES | $213K |
AREALEXANDRIA REAL | $213K |
IXGISHARES GLOBAL | $213K |
AERAERCAP HOLDINGS | $213K |
SMINISHARES MSCI | $212K |
RWRSPDR SERIES | $212K |
BAXBAXTER INTL | $211K |
AAAUGOLDMAN SACHS PHYSICAL GOLD | $211K |
FERGFERGUSON ENTERPRISES | $211K |
8LP1VITAL ENERGY | $211K |
WBSWEBSTER FINANCIAL | $210K |
SBLKSTAR BULK | $210K |
DLYDOUBLELINE YIELD OPPORTUNITI | $209K |
BIZDVANECK BDC | $208K |
BRBRBELLRING BRANDS | $208K |
PCYINVESCO EMERGING | $207K |
BALLBALL CORP | $207K |
DGRSWISDOMTREE US | $206K |
UIUBIQUITI INC | $205K |
RUNSUNRUN INC | $205K |
FNXFIRST TRUST | $205K |
OBDCBLUE OWL | $205K |
AVYAVERY DENNISON CORP | $205K |
HELOJP MORGAN | $204K |
AQLTISHARES U S | $204K |
BLEBLACKROCK MUNI | $203K |
AKXANSYS INC | $203K |
CGCPCAPITAL GROUP | $203K |
EWNISHARES MSCI | $203K |
VIKVIKING HOLDINGS | $202K |
MDVModiv Industrial Inc | $201K |
GNMAISHARES GNMA | $201K |
DCIDonaldson Co Inc | $201K |
CQPCHENIERE ENERGY | $201K |
FEMRFidelity Covington Tr Enhanced Large Cap Value ETF | $200K |
BAHBOOZ ALLEN | $200K |
BENFRANKLIN RESOURCES | $200K |
XPCQXPIMCO CALIFORNIA MUNI | $199K |
PSFCOHEN & STEERS SELECT PFD & | $198K |
NMTNUVEEN MASSACHUSETS QLT MUN | $198K |
DSMBNY Mellon Strategic Municipal Bond | $196K |
NLYANNALY CAPITAL | $195K |
AMANTERO MIDSTREAM | $194K |
NIONIO INC | $193K |
JPCNUVEEN PFD | $193K |
XBOEXBLACKROCK ENHANCED | $191K |
WOPWOODSIDE ENERGY | $187K |
NATRNATURES SUNSHINE PRODS INC | $187K |
ETVEATON VANCE | $184K |
MEGINYLI CBRE Glbl nfrstrctr Mgtnd Trm Fnd | $183K |
XPCKXPIMCO CA Municipal Income II | $183K |
IIMINVESCO VALUE | $181K |
XNEAXNUVEEN AMT | $179K |
HSTHOST HOTELS | $179K |
FSPFRANKLIN STREET | $175K |
HLNHALEON PLC | $174K |