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
MCKMCKESSON CORP
$2.4M
FDXFEDEX CORP
$2.4M
TXNTEXAS INSTRUMENTS
$2.4M
MDLZMONDELEZ INTERNATIONAL
$2.4M
HDVISHARES CORE
$2.3M
NVSNNOVARTIS AG
$2.3M
ANETARISTA NETWORKS
$2.3M
ITA*ISHARES AEROSPACE
$2.3M
NFTYFIRST TR EXCH TRD ALPHDX FD
$2.3M
FUNDSPROTT FOCUS TR INC
$2.3M
SHELSHELL PLC
$2.3M
BABAALIBABA GROUP
$2.3M
HALHALLIBURTON COMPANY
$2.3M
BLKBLACKROCK FDG
$2.3M
SLVISHARES SILVER
$2.3M
GSYINVESCO ULTRA
$2.3M
USTBVICTORYSHARES SHORT
$2.3M
FSKFS KKR
$2.3M
FNOVFIRST TR EXCHNG TRADED FD VI
$2.3M
VBKVANGUARD SMALL
$2.3M
SYKSTRYKER CORP
$2.2M
FXIISHARES CHINA
$2.2M
CLXCLOROX COMPANY
$2.2M
TTDTRADE DESK
$2.2M
FDLFIRST TRUST
$2.2M
FMBFIRST TRUST
$2.2M
MPCMARATHON PETROLEUM
$2.2M
CIIBLACKROCK ENHANCED
$2.2M
WMBWILLIAMS COS
$2.2M
PWBINVESCO LARGE
$2.2M
XLGIXLAZARD GLOBAL TOTAL RETURN &
$2.2M
NVONOVO NORDISK
$2.2M
SPGIS&P GLOBAL
$2.2M
CEF/USPROTT PHYSICAL
$2.2M
BSMQINVESCO BULLETSHARES
$2.1M
FFORD MOTOR
$2.1M
PBRPETROLEO BRASILEIRO
$2.1M
SLBSCHLUMBERGER LTD
$2.1M
DGXQUEST DIAGNOSTICS
$2.1M
KRKROGER CO
$2.1M
OREALTY INCOME
$2.1M
ROKUROKU INC
$2.1M
EDOWFIRST TRUST
$2.1M
IBDRISHARES IBONDS
$2.1M
ASMLASML HOLDING
$2.0M
CGUSCAPITAL GROUP
$2.0M
FRDMEA SERIES TRUST
$2.0M
XTISHARES EXPONENTIAL
$2.0M
UBSUBS GROUP
$2.0M
VSSVANGUARD FTSE
$2.0M
IXCISHARES GLOBAL
$2.0M
KGCKINROSS GOLD
$2.0M
DDOMINION ENERGY
$2.0M
SCHMSCHWAB US
$2.0M
FBTCFIDELITY WISE ORIGIN BITCOIN
$2.0M
VRTXVERTEX PHARMACEUTICALS
$2.0M
TDIVFIRST TRUST
$2.0M
BKNGBOOKING HOLDINGS
$2.0M
KBESPDR S&P
$2.0M
ADMEETF SER Solutions Aptus Drawdown
$2.0M
NVEEUSDNV5 GLOBAL
$2.0M
AONAON PLC
$2.0M
TSECTouchstone Securitized Inc ETF
$1.9M
XGDVXGABELLI DIVIDEND
$1.9M
PFFISHARES PFD
$1.9M
FCXFREEPORT MCMORAN
$1.9M
VCRVANGUARD CONSUMER
$1.9M
CLSEConvergence Long Short Equity ETF
$1.9M
UUNITY SOFTWARE
$1.9M
SNOWSNOWFLAKE INC
$1.9M
DMXFISHARES ESG
$1.9M
NKENIKE INC
$1.9M
NFJVirtus Divid Int & Prem Strategy Fd
$1.9M
HLIHOULIHAN LOKEY
$1.9M
KMIKINDER MORGAN
$1.9M
PSLV/USPROTT PHYSICAL
$1.9M
TYTRI CONTL CORP
$1.9M
PRUPRUDENTIAL FINANCIAL
$1.9M
FTLSFIRST TR EXCH TRADED FD III
$1.9M
DEODIAGEO PLC
$1.9M
PAYXPAYCHEX INC
$1.9M
FICSFIRST TR EXCHANGE-TRADED FD
$1.9M
FTHYFIRST TRUST
$1.9M
MCHIISHARES MSCI
$1.9M
EWHISHARES MSCI
$1.9M
RIORIO TINTO
$1.9M
INTUINTUIT INC
$1.9M
XOPSPDR SERIES
$1.9M
CALFPACER U S
$1.8M
FPFFIRST TRUST
$1.8M
DIVOAMPLIFY CWP
$1.8M
PEJINVESCO LEISURE
$1.8M
QDPLPACER METAURUS
$1.8M
IWVISHARES RUSSELL
$1.8M
JPIEJ P MORGAN EXCHANGE TRADED F
$1.8M
NOCNORTHROP GRUMMAN
$1.8M
PZAINVESCO NATIONAL
$1.8M
SPGSIMON PROPERTY
$1.8M
AZNASTRAZENECA PLC
$1.8M
GRMNGARMIN LTD
$1.8M
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