Integrated Wealth Concepts LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified1,057 identified677 unidentified
Holdings
1,734 positions
Manager:
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Page 15 of 87
808524862
Shares:
240546(+4.8%)
Value:
$5.9B(+6.0%)
46434V860
Shares:
113594(+228.1%)
Value:
$5.8B(+229.3%)
46429B291
Shares:
118935(-17.3%)
Value:
$5.7B(-16.0%)
46431W648
Shares:
75358
Value:
$5.6B
464287572
Shares:
58521(+13.2%)
Value:
$5.6B(+8.1%)
92206C409
Shares:
71353(+621.5%)
Value:
$5.6B(+630.1%)
46138J783
Shares:
284656(+11.1%)
Value:
$5.6B(+11.7%)
46435G326
Shares:
80662(+74.8%)
Value:
$5.6B(+86.8%)
14020X104
Shares:
195312(+80.6%)
Value:
$5.5B(+75.1%)
33734X846
Shares:
86820(+43.8%)
Value:
$5.5B(+42.8%)
72201R866
Shares:
104513(+68.9%)
Value:
$5.4B(+68.3%)
02072L565
Shares:
48183(-12.1%)
Value:
$5.4B(-11.1%)
33733E203
Shares:
31291(+1.9%)
Value:
$5.3B(+4.3%)
78463X509
Shares:
134695(-5.1%)
Value:
$5.3B(-2.6%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip808524862)✕ | 240.5K | All Managers (Combined) | $5.9M | ||
13.0K | QoQ -2.83% (-379)YoY +7.17% (+871) | All Managers (Combined) | $5.8M | ||
(cusip46434V860)✕ | 113.6K | All Managers (Combined) | $5.8M | ||
47.8K | All Managers (Combined) | $5.7M | |||
(cusip46429B291)✕ | 118.9K | All Managers (Combined) | $5.7M | ||
(cusip46431W648)✕ | 75.4K | QoQ NEW(+75.4K) YoY NEW(+75.4K) | All Managers (Combined) | $5.6M | QoQ NEW(+$5.6M) YoY NEW(+$5.6M) |
(cusip464287572)✕ | 58.5K | All Managers (Combined) | $5.6M | ||
(cusip92206C409)✕ | 71.4K | All Managers (Combined) | $5.6M | ||
93.4K | All Managers (Combined) | $5.6M | |||
156.8K | All Managers (Combined) | $5.6M | |||
98.7K | All Managers (Combined) | $5.6M | |||
(cusip46138J783)✕ | 284.7K | All Managers (Combined) | $5.6M | ||
(cusip46435G326)✕ | 80.7K | All Managers (Combined) | $5.6M | ||
(cusip14020X104)✕ | 195.3K | All Managers (Combined) | $5.5M | ||
32.2K | All Managers (Combined) | $5.5M | |||
(cusip33734X846)✕ | 86.8K | All Managers (Combined) | $5.5M | ||
(cusip72201R866)✕ | 104.5K | All Managers (Combined) | $5.4M | ||
(cusip02072L565)✕ | 48.2K | All Managers (Combined) | $5.4M | ||
(cusip33733E203)✕ | 31.3K | QoQ +1.91% (+587)YoY -1.71% (-546) | All Managers (Combined) | $5.3M | |
(cusip78463X509)✕ | 134.7K | All Managers (Combined) | $5.3M |