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
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Page 23 of 87
KIMBERLY CLARK CORP
KMB|494368103
Shares:
22480(-13.8%)
Value:
$3.2B(-6.4%)
33733E302
33733E302
Shares:
14370(+7.0%)
Value:
$3.2B(-2.3%)
464288570
464288570
Shares:
31168(-1.8%)
Value:
$3.2B(-8.8%)
RENAISSANCERE HOLDINGS LTD
RNR|G7496G103
Shares:
13266(-9.3%)
Value:
$3.2B(-12.5%)
CONOCOPHILLIPS
COP|20825C104
Shares:
30309(+4.7%)
Value:
$3.2B(+10.9%)
78464A649
78464A649
Shares:
124593(-4.9%)
Value:
$3.2B(-2.8%)
Bank OZK
OZK|06417N103
Shares:
73161(-1.3%)
Value:
$3.2B(-3.7%)
Meritage Homes CORP
MTH|59001A102
Shares:
44726(+137.8%)
Value:
$3.2B(+9.6%)
81369Y860
81369Y860
Shares:
75587(-23.0%)
Value:
$3.2B(-20.8%)
78468R101
78468R101
Shares:
107183(-18.2%)
Value:
$3.1B(-17.5%)
25434V823
25434V823
Shares:
131780(-0.3%)
Value:
$3.1B(+1.8%)
Aon plc
AON|G0403H108
Shares:
7848(+44.5%)
Value:
$3.1B(+60.6%)
46138E537
46138E537
Shares:
135125(+75.6%)
Value:
$3.1B(+71.3%)
025072877
025072877
Shares:
35677(+147.9%)
Value:
$3.1B(+123.9%)
46138G508
46138G508
Shares:
149768(+19.7%)
Value:
$3.1B(+17.6%)
CyberArk Software Ltd.
CYBR|M2682V108
Shares:
9155(+9.9%)
Value:
$3.1B(+11.5%)
Stellantis N.V.
STLA|N82405106
Shares:
275179(-26.6%)
Value:
$3.1B(-36.9%)
MICRON TECHNOLOGY INC
MU|595112103
Shares:
35468(-39.1%)
Value:
$3.1B(-37.1%)
92204A108
92204A108
Shares:
9447(+82.7%)
Value:
$3.1B(+58.4%)
97717W430
97717W430
Shares:
140393(+2.7%)
Value:
$3.1B(+1.1%)