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 15 of 87
808524862
808524862
Shares:
240546(+4.8%)
Value:
$5.9B(+6.0%)
LOCKHEED MARTIN CORP
LMT|539830109
Shares:
13010(-2.8%)
Value:
$5.8B(-10.7%)
46434V860
46434V860
Shares:
113594(+228.1%)
Value:
$5.8B(+229.3%)
92204A405
VFH|92204A405
Shares:
47780(+17.6%)
Value:
$5.7B(+18.9%)
46429B291
46429B291
Shares:
118935(-17.3%)
Value:
$5.7B(-16.0%)
46431W648
46431W648
Shares:
75358
Value:
$5.6B
464287572
464287572
Shares:
58521(+13.2%)
Value:
$5.6B(+8.1%)
92206C409
92206C409
Shares:
71353(+621.5%)
Value:
$5.6B(+630.1%)
ALTRIA GROUP, INC.
MO|02209S103
Shares:
93363(+0.6%)
Value:
$5.6B(+15.5%)
381430107
GSIE|381430107
Shares:
156803(-1.9%)
Value:
$5.6B(+4.9%)
Main Street Capital CORP
MAIN|56035L104
Shares:
98704(+1.8%)
Value:
$5.6B(-1.7%)
46138J783
46138J783
Shares:
284656(+11.1%)
Value:
$5.6B(+11.7%)
46435G326
46435G326
Shares:
80662(+74.8%)
Value:
$5.6B(+86.8%)
14020X104
14020X104
Shares:
195312(+80.6%)
Value:
$5.5B(+75.1%)
Palo Alto Networks Inc
PANW|697435105
Shares:
32158(-0.0%)
Value:
$5.5B(-6.2%)
33734X846
33734X846
Shares:
86820(+43.8%)
Value:
$5.5B(+42.8%)
72201R866
72201R866
Shares:
104513(+68.9%)
Value:
$5.4B(+68.3%)
02072L565
02072L565
Shares:
48183(-12.1%)
Value:
$5.4B(-11.1%)
33733E203
33733E203
Shares:
31291(+1.9%)
Value:
$5.3B(+4.3%)
78463X509
78463X509
Shares:
134695(-5.1%)
Value:
$5.3B(-2.6%)