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 |
|---|---|
DXJWISDOMTREE JAPAN | $1.8M |
CEGCONSTELLATION ENERGY | $1.8M |
JQUAJPMORGAN US | $1.8M |
MSDMORGAN STANLEY EMKT DBT FD I | $1.8M |
DGDOLLAR GENL | $1.8M |
TFLOISHARES TREASURY | $1.7M |
ESGDISHARES ESG | $1.7M |
DHRDANAHER CORP | $1.7M |
SPLVINVESCO EXCHANGE | $1.7M |
CETCENTRAL SECS CORP | $1.7M |
TRPTC ENERGY | $1.7M |
ROKROCKWELL AUTOMATION | $1.7M |
JETSETF SER | $1.7M |
BIVVANGUARD INTERMEDIATE | $1.7M |
VRSKVERISK ANALYTICS | $1.7M |
MTBM&T BANK | $1.7M |
SIRISIRIUS XM | $1.7M |
EWGISHARES MSCI | $1.7M |
ADSKAUTODESK INC | $1.7M |
NXPINXP SEMICONDUCTORS | $1.7M |
EMFTEMPLETON EMERGING MKTS FD | $1.7M |
BUFZFIRST TRUST | $1.7M |
BXSLBlackstone Secd Lending Fd | $1.7M |
XMMOINVESCO S&P | $1.7M |
SCHESCHWAB EMERGING | $1.7M |
UALUNITED AIRLINES | $1.7M |
AMEAMETEK INC | $1.6M |
XMHQINVESCO S&P | $1.6M |
SYYSYSCO CORP | $1.6M |
TRVTRAVELERS COS | $1.6M |
IBHFISHARES IBONDS | $1.6M |
DFATDIMENSIONAL US | $1.6M |
SUSAISHARES MSCI | $1.6M |
CGGRCAPITAL GROUP | $1.6M |
EWLISHARES MSCI | $1.6M |
IBMQISHARES IBONDS | $1.6M |
WECWEC ENERGY | $1.6M |
IWSISHARES RUSS | $1.6M |
XWIAXWESTERN ASST INFLTN LKD INM | $1.6M |
EIXEDISON INTL | $1.6M |
AAONAAON INC | $1.6M |
BSMRINVESCO EXCH TRD SLF IDX FD | $1.6M |
IMCGISHARES MORNINGSTAR | $1.6M |
CLCOLGATE-PALMOLIVE | $1.6M |
BIPCBROOKFIELD INFRA | $1.6M |
CFAVICTORYSHARES US | $1.6M |
IWYISHARES RUSSELL | $1.5M |
FNDXSCHWAB FUNDAMENTAL | $1.5M |
TIPISHARES TIPS | $1.5M |
CPNGCOUPANG INC | $1.5M |
RITMRITHM CAPITAL | $1.5M |
RCATRED CAT HLDGS INC | $1.5M |
CVSCVS HEALTH | $1.5M |
KWEBKRANESHARES TR | $1.5M |
ELVELEVANCE HEALTH | $1.5M |
FFAFIRST TRUST | $1.5M |
A4SAMERIPRISE FINANCIAL | $1.5M |
EEMVISHARES MSCI | $1.5M |
DOXAMDOCS LTD | $1.5M |
HEZUISHARES CURRENCY | $1.5M |
XARSPDR S&P | $1.5M |
GISGENERAL MILLS | $1.5M |
HSYHERSHEY COMPANY | $1.5M |
XNIEXVirtus Allianzgi Equity & Conv Income Fd | $1.5M |
JPEMJP MORGAN | $1.4M |
EDGGOLD FIELDS | $1.4M |
QQQEDirexion Shs Tr Nasdaq-100 Equal Weighted | $1.4M |
ALLYALLY FINANCIAL | $1.4M |
BSXBOSTON SCIENTIFIC | $1.4M |
ARGTGlobal X FTSE Argentina 20 | $1.4M |
BSMYINVESCO BULLETSHARES | $1.4M |
FTCFIRST TRUST | $1.4M |
DIHPDimensional International High Profitability ETF | $1.4M |
VISVANGUARD INDUSTRIALS | $1.4M |
QGROAMERICAN CENTURY | $1.4M |
FGDFIRST TRUST | $1.4M |
ESEVERSOURCE ENERGY | $1.4M |
OIHVanEck Oil Service | $1.4M |
APDAIR PRODUCTS | $1.4M |
FXUFIRST TRUST | $1.4M |
SMMVISHARES MSCI | $1.4M |
IXP*iShares Global Comm Services ETF | $1.4M |
MIGAMICROSTRATEGY INC | $1.4M |
VONEVANGUARD RUSSELL | $1.4M |
AVUVAVANTIS U S | $1.4M |
ROSTROSS STORES | $1.4M |
ADIANALOG DEVICES | $1.4M |
PNCPNC FINANCIAL | $1.4M |
IGROISHARES INTL | $1.4M |
JHMDJOHN HANCOCK | $1.4M |
TILTFLEXSHARES MORNINGSTAR | $1.4M |
FAUGFIRST TR EXCHNG TRADED FD VI | $1.4M |
EWTISHARES INC | $1.4M |
FLCAFRANKLIN TEMPLETON | $1.4M |
IWNISHARES RUSSELL | $1.4M |
UITBVICTORYSHARES CORE | $1.4M |
WABWABTEC | $1.3M |
GEHCGE HEALTHCARE | $1.3M |
EIPXFIRST TRUST | $1.3M |
DFASDIMENSIONAL US | $1.3M |