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 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%)
DEERE & CO
Shares:
9553(+8.2%)
Value:
$4.5B(+19.8%)
88636J816
Shares:
202507(-15.9%)
Value:
$4.5B(-22.3%)
CONSOLIDATED EDISON INC
Shares:
40381(-6.3%)
Value:
$4.5B(+16.1%)
46435U515
Shares:
176718(+43.8%)
Value:
$4.5B(+45.9%)
Uber Technologies, Inc
Shares:
61170(+26.1%)
Value:
$4.5B(+52.3%)
45782C508
Shares:
106676(-2.6%)
Value:
$4.4B(-4.4%)
922908512
Shares:
27165(-17.3%)
Value:
$4.4B(-17.9%)
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%)
Discover Financial Services
Shares:
25238(-4.9%)
Value:
$4.3B(-6.3%)
33740U851
Shares:
151562
Value:
$4.3B
33737J307
Shares:
113951(+25.6%)
Value:
$4.2B(+23.8%)
921937827
Shares:
54065(-13.9%)
Value:
$4.2B(-12.8%)
46435U218
Shares:
43700(-3.3%)
Value:
$4.2B(-10.1%)
UNION PACIFIC CORP
Shares:
17635(+8.8%)
Value:
$4.2B(+12.7%)
IDEXX LABORATORIES INC /DE
Shares:
9783(+0.8%)
Value:
$4.1B(+2.3%)