Integrated Wealth Concepts LLC

Filing Details

13F-HR • 2025-03-31
SEC
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% identified
1,057 identified677 unidentified

Holdings

1,734 positions
Manager:
SEC
Search and click to pin securities to the top
Page 2 of 87
092528603
092528603
Shares:
1197517(+120.9%)
Value:
$62.7B(+122.4%)
09290C103
09290C103
Shares:
1241991(-1.1%)
Value:
$60.6B(-5.9%)
922907746
VTEB|922907746
Shares:
1106794(+17.0%)
Value:
$54.9B(+15.8%)
33738R506
33738R506
Shares:
932018(+1.9%)
Value:
$54.6B(+0.8%)
09661T602
09661T602
Shares:
1291158(+1.4%)
Value:
$54.4B(+3.6%)
922908363
VOO|922908363
Shares:
104378(-7.7%)
Value:
$53.6B(-11.9%)
81369Y803
XLK|81369Y803
Shares:
255305(+0.4%)
Value:
$52.7B(-10.9%)
922908769
VTI|922908769
Shares:
184097(-1.4%)
Value:
$50.6B(-6.4%)
26922B535
26922B535
Shares:
1607683(+3.3%)
Value:
$49.6B(-1.2%)
26922A446
26922A446
Shares:
1418522(+43.3%)
Value:
$49.4B(+35.0%)
86280R803
86280R803
Shares:
1212766(-3.0%)
Value:
$49.4B(-6.2%)
464287309
IVW|464287309
Shares:
525426(-8.4%)
Value:
$48.8B(-16.3%)
66538H591
66538H591
Shares:
929112(-3.8%)
Value:
$47.4B(-10.6%)
46432F842
IEFA|46432F842
Shares:
625076(-10.7%)
Value:
$47.3B(-3.8%)
BERKSHIRE HATHAWAY INC
BRK-B|084670702
Shares:
86226(+7.4%)
Value:
$45.9B(+26.2%)
26922B709
26922B709
Shares:
2189580(+16.2%)
Value:
$45.7B(+20.6%)
46138G649
46138G649
Shares:
230640(+13.3%)
Value:
$44.5B(+4.0%)
JPMORGAN CHASE & CO
JPM|46625H100
Shares:
169458(+4.9%)
Value:
$41.6B(+7.3%)
Meta Platforms, Inc.
META|30303M102
Shares:
68135(+11.7%)
Value:
$39.3B(+9.9%)
78464A508
SPYV|78464A508
Shares:
753687(+31.7%)
Value:
$38.5B(+31.6%)