Integrated-Wealth-Concepts

AI_NATIVE detailed information: This accession holds the following tickers:[
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  "WCC",
  "WDC",
  "WU",
  "WFC",
  "WST",
  "WELL",
  null,
  "WTM",
  "WING",
  "WTFC",
  "WPM",
  "WTW",
  "WMB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "WDS",
  null,
  null,
  "WPC",
  "WH",
  "WYNN",
  "XEL",
  "WDAY",
  "YUMC",
  "YUM",
  "YETI",
  "Z",
  "XYL",
  null,
  "IUSG",
  "FHB",
  null,
  null,
  "SOLV",
  null,
  null,
  "LNT",
  null,
  "ESI",
  null,
  "DTE",
  null,
  null,
  "GRMN",
  "NXST",
  null,
  "DNN",
  "FNF",
  "HAYW",
  "POST",
  "FOXA",
  "FCN",
  "MTB",
  "JHG",
  "CNQ",
  "AEM",
  null,
  "SCHD",
  "ET",
  "SOFI",
  "BIIB",
  null,
  "DVY",
  "CHKP",
  "SCHG",
  null,
  null,
  "OR",
  "SCHF",
  null,
  "EXLS",
  "SCHA",
  "JD",
  "LW",
  "KNX",
  "MSCI",
  "JKHY",
  null,
  "KVYO",
  "EIX",
  "NSC",
  "KEY",
  "NOK",
  "NDSN",
  "HLMN",
  "INFY",
  null,
  "LBRDK",
  "JCI",
  "NXPI",
  "LH",
  "MOH",
  "MFC",
  "NZF",
  "MKL",
  "MGM",
  "NOV",
  null,
  "TER",
  "SO",
  null,
  null,
  "TTD",
  "UFPI",
  "STBA",
  "SJM",
  "SKM",
  "TRMB",
  "PPL",
  "TRP",
  "HQH",
  null,
  "OKTA",
  "OTIS",
  null,
  "SW",
  "PSX",
  "SSD",
  "ROL",
  "CRM",
  "RNR",
  "SWKS",
  "SNAP",
  "RBLX",
  null,
  null,
  "TDY",
  "RUN",
  "RDDT",
  "SYY",
  "DIA",
  "ORI",
  "TS",
  "SKWD",
  null,
  null,
  "SPOT",
  null,
  null,
  null,
  "LII",
  "MANH",
  null,
  null,
  null,
  null,
  "TNL",
  "IXUS",
  "MTUM",
  "LYB",
  null,
  null,
  null,
  null,
  "IUSV",
  null,
  null,
  null,
  "GEV",
  "CHWY",
  "MELI",
  "TRI.TO",
  "OLED",
  "ARLP",
  "ZM",
  "DGRO",
  "MCK",
  null,
  "MTH",
  null,
  null,
  "SPYV",
  null,
  null,
  "GWW",
  null,
  null,
  "UPST",
  "ESGU",
  null,
  "NTAP",
  null,
  "PSA",
  null,
  "SYF",
  "NUE",
  "NRG",
  null,
  null,
  "EG",
  "PAYC",
  "FDX",
  null,
  "AME",
  null,
  "ALLY",
  "STLA",
  null,
  "STE",
  "MKTX",
  "KMB",
  "LULU",
  "ALV",
  "ADP",
  "AZO",
  "AZTA",
  "AXS",
  "BALL",
  "BAC",
  null,
  "OZK",
  "BBVA",
  "BBD",
  "BNS",
  "BMO",
  "BCS",
  "BK",
  "BRK-A",
  "BRK-B",
  "BAX",
  "BDX",
  "BSY",
  "BHP",
  "BJ",
  "BLE",
  "BBY",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MVF",
  "BA",
  "BAH",
  null,
  "BMY",
  "BTI",
  "BLDR",
  "BAM.TO",
  "BR",
  "CACI",
  "BWXT",
  "CALM",
  "CAE",
  "CCJ",
  null,
  "CM",
  "CNI",
  "CDNS",
  "CG",
  "CPRI",
  "CNNE",
  "CARR",
  "CCL",
  "CCBG",
  "CBRE",
  "STEL",
  "CAVA",
  "CASY",
  "CENX",
  "CNC",
  "CNP",
  "CHE",
  "CVX",
  "LNG",
  "CHTR",
  "CIEN",
  "CINF",
  "CB",
  "CHRD",
  "CRUS",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "CWAN",
  "CFG",
  "CLOV",
  "CLH",
  "NET",
  "C",
  "CLX",
  "CLSK",
  "CME",
  null,
  "COKE",
  "KO",
  "CBSH",
  "COIN",
  "FIX",
  "CMCSA",
  "CTSH",
  "CL",
  "CAG",
  "COP",
  "STZ",
  "COO",
  "CEG",
  "CPRT",
  "ED",
  "CRVL",
  "CTRA",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "CPNG",
  "CRH",
  "CRWD",
  "CVS",
  "CSX",
  "CCK",
  "CSWI",
  "CWK",
  "CW",
  "CYBR",
  "CSPI",
  "CVAC",
  "DHR",
  "DDOG",
  "DAWN",
  "DVA",
  "DELL",
  "DE",
  "DVN",
  "FANG",
  "DAL",
  "DXCM",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DFS",
  "DLB",
  "DCGO",
  "DLR",
  "DOCU",
  "DNOW",
  "DCI",
  "DPZ",
  "RSP",
  "EWJ",
  null,
  "IJT",
  null,
  "IJJ",
  "EFA",
  "ADI",
  "MCO",
  "VMC",
  "VOD",
  "TTEK",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  null,
  "AWK",
  null,
  null,
  "APO",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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: integrated-wealth-concepts
Manager Name: Integrated-Wealth-Concepts

Data Enrichment

61% identified

1,057 identified677 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,734 positions • $8.6B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 12 of 87

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72201R585

Shares:298.5K

Value:$7.9M

% of Portfolio:0.1% ($7.9M/$8.6B)

33738D606

Shares:364.8K

Value:$7.8M

% of Portfolio:0.1% ($7.8M/$8.6B)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:14.2K

Value:$7.8M

% of Portfolio:0.1% ($7.8M/$8.6B)

81369Y852

Shares:80.3K

Value:$7.7M

% of Portfolio:0.1% ($7.7M/$8.6B)

92647N824

Shares:116.5K

Value:$7.7M

% of Portfolio:0.1% ($7.7M/$8.6B)

46436E718

Shares:75.8K

Value:$7.6M

% of Portfolio:0.1% ($7.6M/$8.6B)

81369Y100

XLB|81369Y100

Shares:88.6K

Value:$7.6M

% of Portfolio:0.1% ($7.6M/$8.6B)

132061706

Shares:239.5K

Value:$7.6M

% of Portfolio:0.1% ($7.6M/$8.6B)

33738D879

Shares:319.5K

Value:$7.6M

% of Portfolio:0.1% ($7.6M/$8.6B)

92647N782

Shares:110.1K

Value:$7.5M

% of Portfolio:0.1% ($7.5M/$8.6B)

46654Q609

Shares:101.9K

Value:$7.5M

% of Portfolio:0.1% ($7.5M/$8.6B)

Merck & Co., Inc.

MRK|58933Y105

Shares:83.8K

Value:$7.5M

% of Portfolio:0.1% ($7.5M/$8.6B)

81369Y704

Shares:56.9K

Value:$7.5M

% of Portfolio:0.1% ($7.5M/$8.6B)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:44.4K

Value:$7.4M

% of Portfolio:0.1% ($7.4M/$8.6B)

BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

Shares:30.4K

Value:$7.4M

% of Portfolio:0.1% ($7.4M/$8.6B)

33734X192

Shares:71.7K

Value:$7.3M

% of Portfolio:0.1% ($7.3M/$8.6B)

72201R775

Shares:79.2K

Value:$7.3M

% of Portfolio:0.1% ($7.3M/$8.6B)

COPART INC

CPRT|217204106

Shares:129.1K

Value:$7.3M

% of Portfolio:0.1% ($7.3M/$8.6B)

AMGEN INC

AMGN|031162100

Shares:23.3K

Value:$7.2M

% of Portfolio:0.1% ($7.2M/$8.6B)

Blackstone Inc.

BX|09260D107

Shares:51.7K

Value:$7.2M

% of Portfolio:0.1% ($7.2M/$8.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip72201R585)✕	298.5K	QoQ -17.37% (-62.8K) YoY NEW(+298.5K)	All Managers (Combined)	$7.9M	0.1% ($7.9M/$8.6B)	QoQ -16.00% (-$1.5M) YoY NEW(+$7.9M)
(cusip33738D606)✕	364.8K	QoQ NEW(+364.8K) YoY +1291.43% (+338.6K)	All Managers (Combined)	$7.8M	0.1% ($7.8M/$8.6B)	QoQ NEW(+$7.8M) YoY +1299.24% (+$7.3M)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	14.2K	QoQ -9.70% (-1.5K) YoY +18.98% (+2.3K)	All Managers (Combined)	$7.8M	0.1% ($7.8M/$8.6B)	QoQ -13.85% (-$1.2M) YoY +55.58% (+$2.8M)
(cusip81369Y852)✕	80.3K	QoQ +4.55% (+3.5K) YoY +7.08% (+5.3K)	All Managers (Combined)	$7.7M	0.1% ($7.7M/$8.6B)	QoQ +4.16% (+$309.8K) YoY +26.48% (+$1.6M)
(cusip92647N824)✕	116.5K	QoQ -5.02% (-6.2K) YoY -16.83% (-23.6K)	All Managers (Combined)	$7.7M	0.1% ($7.7M/$8.6B)	QoQ -0.25% (-$19.7K) YoY -8.18% (-$682.3K)
(cusip46436E718)✕	75.8K	QoQ +3.53% (+2.6K) YoY +42.00% (+22.4K)	All Managers (Combined)	$7.6M	0.1% ($7.6M/$8.6B)	QoQ +3.90% (+$286.5K) YoY +41.95% (+$2.3M)
(XLBcusip81369Y100)	88.6K	QoQ -1.81% (-1.6K) YoY -2.54% (-2.3K)	All Managers (Combined)	$7.6M	0.1% ($7.6M/$8.6B)	QoQ +0.33% (-$25.1K) YoY -9.79% (-$827.9K)
(cusip132061706)✕	239.5K	QoQ +4.64% (+10.6K) YoY NEW(+239.5K)	All Managers (Combined)	$7.6M	0.1% ($7.6M/$8.6B)	QoQ +6.11% (+$438.2K) YoY NEW(+$7.6M)
(cusip33738D879)✕	319.5K	QoQ +8.41% (+24.8K) YoY +68.40% (+129.8K)	All Managers (Combined)	$7.6M	0.1% ($7.6M/$8.6B)	QoQ +6.08% (+$434.9K) YoY +63.17% (+$2.9M)
(cusip92647N782)✕	110.1K	QoQ -4.50% (-5.2K) YoY -14.41% (-18.5K)	All Managers (Combined)	$7.5M	0.1% ($7.5M/$8.6B)	QoQ -5.10% (-$405.5K) YoY -11.08% (-$940.3K)
(cusip46654Q609)✕	101.9K	QoQ +15.14% (+13.4K) YoY +742.87% (+89.8K)	All Managers (Combined)	$7.5M	0.1% ($7.5M/$8.6B)	QoQ +4.86% (+$348.6K) YoY +785.80% (+$6.7M)
Merck & Co., Inc.(MRKcusip58933Y105)	83.8K	QoQ +0.72% (-604) YoY +4.34% (-3.5K)	All Managers (Combined)	$7.5M	0.1% ($7.5M/$8.6B)	QoQ -9.11% (-$754.1K) YoY -29.02% (-$3.1M)
(cusip81369Y704)✕	56.9K	QoQ -12.27% (-8.0K) YoY +0.61% (+348)	All Managers (Combined)	$7.5M	0.1% ($7.5M/$8.6B)	QoQ -12.73% (-$1.1M) YoY +4.69% (+$334.4K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	44.4K	QoQ +39.98% (+12.7K) YoY +10.39% (+4.2K)	All Managers (Combined)	$7.4M	0.1% ($7.4M/$8.6B)	QoQ +17.66% (+$1.1M) YoY +34.69% (+$1.9M)
BROADRIDGE FINANCIAL SOLUTIONS, INC.(BRcusip11133T103)	30.4K	QoQ +2.81% (+832) YoY +79.29% (+13.4K)	All Managers (Combined)	$7.4M	0.1% ($7.4M/$8.6B)	QoQ +10.26% (+$685.3K) YoY +112.17% (+$3.9M)
(cusip33734X192)✕	71.7K	QoQ -0.06% (-46) YoY +0.02% (+15)	All Managers (Combined)	$7.3M	0.1% ($7.3M/$8.6B)	QoQ -14.23% (-$1.2M) YoY +6.95% (+$476.6K)
(cusip72201R775)✕	79.2K	QoQ -3.23% (-2.6K) YoY +5.13% (+3.9K)	All Managers (Combined)	$7.3M	0.1% ($7.3M/$8.6B)	QoQ -1.04% (-$77.0K) YoY +5.82% (+$403.6K)
COPART INC(CPRTcusip217204106)	129.1K	QoQ +10.20% (+12.0K) YoY +70.84% (+53.5K)	All Managers (Combined)	$7.3M	0.1% ($7.3M/$8.6B)	QoQ +8.67% (+$583.1K) YoY +66.92% (+$2.9M)
AMGEN INC(AMGNcusip031162100)	23.3K	QoQ 0.00% (+1) YoY +13.69% (+2.8K)	All Managers (Combined)	$7.2M	0.1% ($7.2M/$8.6B)	QoQ +19.53% (+$1.2M) YoY +24.56% (+$1.4M)
Blackstone Inc.(BXcusip09260D107)	51.7K	QoQ +55.17% (+18.4K) YoY +68.79% (+21.1K)	All Managers (Combined)	$7.2M	0.1% ($7.2M/$8.6B)	QoQ +25.79% (+$1.5M) YoY +79.60% (+$3.2M)