Integrated Wealth Concepts LLC

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-05-15
Total Holdings
1,734
Total Value
8575136130
Accession Number
0001737109-25-000004
Form Type
13F-HR
CIK
0001737109
Manager Name
Integrated Wealth Concepts LLC
Data Enrichment
61% identified
1,057 identified677 unidentified

Holdings

1,734 positions
Manager:
SEC
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Page 10 of 87
VERIZON COMMUNICATIONS INC
VZ|92343V104
Shares:
202807(+1.1%)
Value:
$9.2B(+14.7%)
25434V880
DFAX|25434V880
Shares:
350993(-0.2%)
Value:
$9.2B(+5.1%)
46435U432
46435U432
Shares:
340102(+5.7%)
Value:
$9.1B(+6.3%)
464287598
IWD|464287598
Shares:
48319(-6.2%)
Value:
$9.1B(-4.6%)
Samsara Inc.
IOT|79589L106
Shares:
234738(+0.3%)
Value:
$9.0B(-12.0%)
464287168
DVY|464287168
Shares:
66516(+0.3%)
Value:
$8.9B(+2.6%)
464287291
464287291
Shares:
117637(+0.3%)
Value:
$8.9B(-10.3%)
78467V608
78467V608
Shares:
214873(+6.8%)
Value:
$8.8B(+5.3%)
ORACLE CORP
ORCL|68389X105
Shares:
62557(-2.4%)
Value:
$8.7B(-18.1%)
AMERICAN TOWER CORP /MA/
AMT|03027X100
Shares:
40021(+2.4%)
Value:
$8.7B(+21.4%)
46138J817
46138J817
Shares:
377012(-7.5%)
Value:
$8.7B(-7.6%)
WELLS FARGO & COMPANY/MN
WFC|949746101
Shares:
119366(+1.1%)
Value:
$8.6B(+3.3%)
AT&T INC.
T|00206R102
Shares:
300658(+9.6%)
Value:
$8.5B(+36.1%)
82889N103
82889N103
Shares:
246784(-18.0%)
Value:
$8.5B(-24.5%)
69344A800
69344A800
Shares:
203040(-68.3%)
Value:
$8.5B(-67.7%)
COCA COLA CO
KO|191216100
Shares:
118256(-1.9%)
Value:
$8.5B(+12.9%)
92206C870
VCIT|92206C870
Shares:
103514(-19.6%)
Value:
$8.5B(-18.1%)
464287861
464287861
Shares:
145126(-16.1%)
Value:
$8.4B(-6.3%)
46138E107
46138E107
Shares:
301888(-4.7%)
Value:
$8.4B(-1.9%)
25434V203
25434V203
Shares:
268716(-2.7%)
Value:
$8.4B(+4.0%)