Integrated Wealth Concepts LLC

Filing Details

13F-HR2025-03-31
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
Manager Name
Integrated Wealth Concepts LLC
Data Enrichment
61% identified
1,057 identified677 unidentified

Holdings

1,734 positions
Manager:
Search and click to pin securities to the top
Page 16 of 87
74933W460
Shares:
105305(+26.4%)
Value:
$5.3B(+26.8%)
464288653
Shares:
50867(-27.8%)
Value:
$5.3B(-24.8%)
AMERICAN EXPRESS CO
Shares:
19425(+6.3%)
Value:
$5.2B(-3.6%)
UNITED PARCEL SERVICE INC
Shares:
47417(-10.7%)
Value:
$5.2B(-22.1%)
92189F676
Shares:
24555(+46.7%)
Value:
$5.2B(+28.1%)
Blackstone Strategic Credit 2027 Term Fund
Shares:
429670(-11.9%)
Value:
$5.2B(-12.9%)
14020Y300
Shares:
187630(-14.3%)
Value:
$5.1B(-14.2%)
808524805
Shares:
258905(-8.2%)
Value:
$5.1B(-1.8%)
46434VBD1
Shares:
202481(+52.1%)
Value:
$5.1B(+52.8%)
78464A284
Shares:
199924(+40.0%)
Value:
$5.0B(+38.0%)
46438F101
Shares:
107310(+77.7%)
Value:
$5.0B(+56.8%)
46436E833
Shares:
225675(+96.4%)
Value:
$5.0B(+99.5%)
STARBUCKS CORP
Shares:
51078(+4.9%)
Value:
$5.0B(+12.8%)
092528876
Shares:
99277
Value:
$5.0B
74255Y102
Shares:
262430
Value:
$5.0B
APPLIED MATERIALS INC /DE
Shares:
34154(+3.1%)
Value:
$5.0B(-8.0%)
31423L305
Shares:
175512(+27.4%)
Value:
$4.9B(+34.8%)
BOEING CO
Shares:
28617(-0.5%)
Value:
$4.9B(-4.1%)
46435U283
Shares:
192237(+10.3%)
Value:
$4.9B(+10.9%)
ADOBE INC.
Shares:
12522(-5.5%)
Value:
$4.8B(-18.4%)