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 21 of 87
25434V732
Shares:
135081(+9.2%)
Value:
$3.6B(+10.3%)
46138G698
Shares:
35733(-2.4%)
Value:
$3.5B(-1.0%)
78464A672
Shares:
122197(-50.1%)
Value:
$3.5B(-48.9%)
09290C509
Shares:
57571(+0.3%)
Value:
$3.5B(-5.1%)
381430123
Shares:
45068(+6.6%)
Value:
$3.5B(+1.4%)
46641Q134
Shares:
54289(-22.9%)
Value:
$3.5B(-16.0%)
464289420
Shares:
41956(+3.7%)
Value:
$3.4B(+7.9%)
25434V401
Shares:
56615(+2.2%)
Value:
$3.4B(-3.0%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip25434V732)✕ | 135.1K | YoY NEW(+135.1K) | All Managers (Combined) | $3.6M | YoY NEW(+$3.6M) |
Comcast Corp(CMCSAcusip20030N101) | 96.4K | All Managers (Combined) | $3.6M | ||
(cusip46138G698)✕ | 35.7K | All Managers (Combined) | $3.5M | ||
70.5K | All Managers (Combined) | $3.5M | |||
28.7K | All Managers (Combined) | $3.5M | |||
34.9K | YoY NEW(+34.9K) | All Managers (Combined) | $3.5M | YoY NEW(+$3.5M) | |
11.3K | All Managers (Combined) | $3.5M | |||
(cusip78464A672)✕ | 122.2K | All Managers (Combined) | $3.5M | ||
(cusip09290C509)✕ | 57.6K | All Managers (Combined) | $3.5M | ||
30.3K | All Managers (Combined) | $3.5M | |||
9.6K | All Managers (Combined) | $3.5M | |||
88.7K | All Managers (Combined) | $3.5M | |||
45.4K | All Managers (Combined) | $3.5M | |||
(cusip381430123)✕ | 45.1K | All Managers (Combined) | $3.5M | ||
(cusip46641Q134)✕ | 54.3K | All Managers (Combined) | $3.5M | ||
(cusip464289420)✕ | 42.0K | All Managers (Combined) | $3.4M | ||
37.9K | YoY NEW(+37.9K) | All Managers (Combined) | $3.4M | YoY NEW(+$3.4M) | |
2.6K | All Managers (Combined) | $3.4M | |||
(cusip25434V401)✕ | 56.6K | All Managers (Combined) | $3.4M | ||
56.3K | All Managers (Combined) | $3.4M |