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 18 of 87
46138J635
Shares:
193800(-1.7%)
Value:
$4.5B(-2.0%)
25861R402
Shares:
91437(-17.1%)
Value:
$4.5B(-15.5%)
46138E511
Shares:
399728(+1.2%)
Value:
$4.5B(-1.6%)
88636J816
Shares:
202507(-15.9%)
Value:
$4.5B(-22.3%)
46435U515
Shares:
176718(+43.8%)
Value:
$4.5B(+45.9%)
45782C508
Shares:
106676(-2.6%)
Value:
$4.4B(-4.4%)
46435UAA9
Shares:
179958(+44.1%)
Value:
$4.4B(+45.4%)
46138J643
Shares:
213568(+23.0%)
Value:
$4.3B(+24.4%)
69374H881
Shares:
79224(+32.2%)
Value:
$4.3B(+28.2%)
33740U851
Shares:
151562
Value:
$4.3B
33737J307
Shares:
113951(+25.6%)
Value:
$4.2B(+23.8%)
46435U218
Shares:
43700(-3.3%)
Value:
$4.2B(-10.1%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip46138J635)✕ | 193.8K | All Managers (Combined) | $4.5M | ||
(cusip25861R402)✕ | 91.4K | All Managers (Combined) | $4.5M | ||
(cusip46138E511)✕ | 399.7K | All Managers (Combined) | $4.5M | ||
Deere & Co(DEcusip244199105) | 9.6K | All Managers (Combined) | $4.5M | ||
(cusip88636J816)✕ | 202.5K | All Managers (Combined) | $4.5M | ||
40.4K | All Managers (Combined) | $4.5M | |||
(cusip46435U515)✕ | 176.7K | All Managers (Combined) | $4.5M | ||
61.2K | All Managers (Combined) | $4.5M | |||
(cusip45782C508)✕ | 106.7K | All Managers (Combined) | $4.4M | ||
27.2K | All Managers (Combined) | $4.4M | |||
(cusip46435UAA9)✕ | 180.0K | All Managers (Combined) | $4.4M | ||
(cusip46138J643)✕ | 213.6K | All Managers (Combined) | $4.3M | ||
(cusip69374H881)✕ | 79.2K | All Managers (Combined) | $4.3M | ||
25.2K | All Managers (Combined) | $4.3M | |||
(cusip33740U851)✕ | 151.6K | QoQ NEW(+151.6K) YoY NEW(+151.6K) | All Managers (Combined) | $4.3M | QoQ NEW(+$4.3M) YoY NEW(+$4.3M) |
(cusip33737J307)✕ | 114.0K | All Managers (Combined) | $4.2M | ||
54.1K | All Managers (Combined) | $4.2M | |||
(cusip46435U218)✕ | 43.7K | All Managers (Combined) | $4.2M | ||
17.6K | All Managers (Combined) | $4.2M | |||
9.8K | QoQ +0.75% (+73)YoY NEW(+9.8K) | All Managers (Combined) | $4.1M | YoY NEW(+$4.1M) |