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 24 of 87
46654Q716
Shares:
57010
Value:
$3.1B
00039J103
Shares:
60042(+946.0%)
Value:
$3.0B(+951.5%)
33739H101
Shares:
118604(+10.4%)
Value:
$3.0B(+17.7%)
46137V258
Shares:
32397(+7.9%)
Value:
$3.0B(+10.4%)
92189H409
Shares:
57298(-2.8%)
Value:
$2.9B(-4.2%)
33740U703
Shares:
117111(+9.1%)
Value:
$2.9B(+6.7%)
33738R308
Shares:
133568(+9.7%)
Value:
$2.9B(+3.1%)
46436E767
Shares:
62439(+5.1%)
Value:
$2.9B(-1.3%)
37954Y632
Shares:
79597
Value:
$2.9B
464287184
Shares:
80792(+9.5%)
Value:
$2.9B(+28.9%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
S&T Bancorp Inc(STBAcusip783859101) | 82.9K | QoQ +0.18% (-152)YoY NEW(+82.9K) | All Managers (Combined) | $3.1M | YoY NEW(+$3.1M) |
(cusip46654Q716)✕ | 57.0K | QoQ NEW(+57.0K) YoY NEW(+57.0K) | All Managers (Combined) | $3.1M | QoQ NEW(+$3.1M) YoY NEW(+$3.1M) |
24.4K | All Managers (Combined) | $3.0M | |||
(cusip00039J103)✕ | 60.0K | YoY NEW(+60.0K) | All Managers (Combined) | $3.0M | YoY NEW(+$3.0M) |
27.1K | All Managers (Combined) | $3.0M | |||
(cusip33739H101)✕ | 118.6K | All Managers (Combined) | $3.0M | ||
Ge Vernova Inc.(GEVcusip36828A101) | 9.9K | QoQ +3.12% (-299)YoY NEW(+9.9K) | All Managers (Combined) | $3.0M | YoY NEW(+$3.0M) |
(cusip46137V258)✕ | 32.4K | All Managers (Combined) | $3.0M | ||
44.0K | All Managers (Combined) | $3.0M | |||
9.7K | All Managers (Combined) | $3.0M | |||
21.6K | All Managers (Combined) | $2.9M | |||
(cusip92189H409)✕ | 57.3K | All Managers (Combined) | $2.9M | ||
85.6K | All Managers (Combined) | $2.9M | |||
(cusip33740U703)✕ | 117.1K | All Managers (Combined) | $2.9M | ||
(cusip33738R308)✕ | 133.6K | All Managers (Combined) | $2.9M | ||
(cusip46436E767)✕ | 62.4K | All Managers (Combined) | $2.9M | ||
66.4K | All Managers (Combined) | $2.9M | |||
186.2K | All Managers (Combined) | $2.9M | |||
(cusip37954Y632)✕ | 79.6K | QoQ NEW(+79.6K) YoY NEW(+79.6K) | All Managers (Combined) | $2.9M | QoQ NEW(+$2.9M) YoY NEW(+$2.9M) |
(cusip464287184)✕ | 80.8K | All Managers (Combined) | $2.9M |