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 16 of 87
74933W460
Shares:
105305(+26.4%)
Value:
$5.3B(+26.8%)
464288653
Shares:
50867(-27.8%)
Value:
$5.3B(-24.8%)
92189F676
Shares:
24555(+46.7%)
Value:
$5.2B(+28.1%)
14020Y300
Shares:
187630(-14.3%)
Value:
$5.1B(-14.2%)
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%)
092528876
Shares:
99277
Value:
$5.0B
74255Y102
Shares:
262430
Value:
$5.0B
31423L305
Shares:
175512(+27.4%)
Value:
$4.9B(+34.8%)
46435U283
Shares:
192237(+10.3%)
Value:
$4.9B(+10.9%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip74933W460)✕ | 105.3K | YoY NEW(+105.3K) | All Managers (Combined) | $5.3M | YoY NEW(+$5.3M) |
(cusip464288653)✕ | 50.9K | All Managers (Combined) | $5.3M | ||
19.4K | All Managers (Combined) | $5.2M | |||
47.4K | All Managers (Combined) | $5.2M | |||
(cusip92189F676)✕ | 24.6K | All Managers (Combined) | $5.2M | ||
429.7K | All Managers (Combined) | $5.2M | |||
(cusip14020Y300)✕ | 187.6K | All Managers (Combined) | $5.1M | ||
258.9K | All Managers (Combined) | $5.1M | |||
(cusip46434VBD1)✕ | 202.5K | All Managers (Combined) | $5.1M | ||
(cusip78464A284)✕ | 199.9K | All Managers (Combined) | $5.0M | ||
(cusip46438F101)✕ | 107.3K | All Managers (Combined) | $5.0M | ||
(cusip46436E833)✕ | 225.7K | All Managers (Combined) | $5.0M | ||
Starbucks Corp(SBUXcusip855244109) | 51.1K | All Managers (Combined) | $5.0M | ||
(cusip092528876)✕ | 99.3K | QoQ NEW(+99.3K) YoY NEW(+99.3K) | All Managers (Combined) | $5.0M | QoQ NEW(+$5.0M) YoY NEW(+$5.0M) |
(cusip74255Y102)✕ | 262.4K | QoQ NEW(+262.4K) YoY NEW(+262.4K) | All Managers (Combined) | $5.0M | QoQ NEW(+$5.0M) YoY NEW(+$5.0M) |
34.2K | All Managers (Combined) | $5.0M | |||
(cusip31423L305)✕ | 175.5K | All Managers (Combined) | $4.9M | ||
28.6K | All Managers (Combined) | $4.9M | |||
(cusip46435U283)✕ | 192.2K | All Managers (Combined) | $4.9M | ||
Adobe Inc.(ADBEcusip00724F101) | 12.5K | All Managers (Combined) | $4.8M |