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 19 of 87
46137V605
Shares:
76790(+6.8%)
Value:
$4.1B(+11.3%)
46428Q109
Shares:
129076(+48.3%)
Value:
$4.0B(+74.5%)
464288513
Shares:
50455(-7.2%)
Value:
$4.0B(-6.9%)
464288158
Shares:
37339(-57.3%)
Value:
$3.9B(-57.3%)
31423L404
Shares:
157227(+3.2%)
Value:
$3.9B(+4.7%)
72201R817
Shares:
40481(+6.1%)
Value:
$3.9B(+8.0%)
46641Q753
Shares:
94526(-11.6%)
Value:
$3.9B(-15.2%)
808524714
Shares:
157637(-3.7%)
Value:
$3.9B(-2.6%)
33733B100
Shares:
38480(+29.4%)
Value:
$3.9B(+27.7%)
46090A887
Shares:
77142(+69.3%)
Value:
$3.9B(+69.3%)
87283Q867
Shares:
118295(+47.7%)
Value:
$3.8B(+43.3%)
808524870
Shares:
141182(+42.5%)
Value:
$3.8B(+48.4%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip46137V605)✕ | 76.8K | All Managers (Combined) | $4.1M | ||
21.7K | All Managers (Combined) | $4.0M | |||
186.2K | All Managers (Combined) | $4.0M | |||
17.2K | All Managers (Combined) | $4.0M | |||
(cusip46428Q109)✕ | 129.1K | All Managers (Combined) | $4.0M | ||
25.4K | QoQ NEW(+25.4K) YoY NEW(+25.4K) | All Managers (Combined) | $4.0M | QoQ NEW(+$4.0M) YoY NEW(+$4.0M) | |
(cusip464288513)✕ | 50.5K | All Managers (Combined) | $4.0M | ||
(cusip464288158)✕ | 37.3K | All Managers (Combined) | $3.9M | ||
(cusip31423L404)✕ | 157.2K | All Managers (Combined) | $3.9M | ||
(cusip72201R817)✕ | 40.5K | All Managers (Combined) | $3.9M | ||
(cusip46641Q753)✕ | 94.5K | All Managers (Combined) | $3.9M | ||
(cusip808524714)✕ | 157.6K | All Managers (Combined) | $3.9M | ||
15.8K | All Managers (Combined) | $3.9M | |||
(cusip33733B100)✕ | 38.5K | All Managers (Combined) | $3.9M | ||
(cusip46090A887)✕ | 77.1K | All Managers (Combined) | $3.9M | ||
Us Bancorp \De\(USBcusip902973304) | 91.3K | All Managers (Combined) | $3.9M | ||
63.0K | All Managers (Combined) | $3.8M | |||
(cusip87283Q867)✕ | 118.3K | All Managers (Combined) | $3.8M | ||
8.2K | All Managers (Combined) | $3.8M | |||
(cusip808524870)✕ | 141.2K | All Managers (Combined) | $3.8M |