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 26 of 87
46138G672
Shares:
24702(-6.5%)
Value:
$2.7B(-13.3%)
46138J510
Shares:
112481(+24.2%)
Value:
$2.7B(+24.4%)
00162Q858
Shares:
45171(-0.4%)
Value:
$2.6B(+2.4%)
067901108
Shares:
134119(+152.4%)
Value:
$2.6B(+216.6%)
92647N535
Shares:
51279(+13.0%)
Value:
$2.6B(+14.0%)
09661T503
Shares:
42433(-5.7%)
Value:
$2.6B(-2.4%)
464286806
Shares:
68660(+28.9%)
Value:
$2.5B(+50.2%)
25434V815
Shares:
90003(+0.9%)
Value:
$2.5B(-7.7%)
703395103
Shares:
81092(+0.0%)
Value:
$2.5B(+1.2%)
33740F771
Shares:
59846(-0.4%)
Value:
$2.5B(-1.7%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
177.1K | YoY NEW(+177.1K) | All Managers (Combined) | $2.7M | YoY NEW(+$2.7M) | |
143.9K | All Managers (Combined) | $2.7M | |||
Halliburton Co(HALcusip406216101) | 105.4K | All Managers (Combined) | $2.7M | ||
(cusip46138G672)✕ | 24.7K | YoY 0.00% (-2) | All Managers (Combined) | $2.7M | |
93.6K | All Managers (Combined) | $2.7M | |||
(cusip46138J510)✕ | 112.5K | All Managers (Combined) | $2.7M | ||
Cummins Inc(CMIcusip231021106) | 8.5K | All Managers (Combined) | $2.7M | ||
36.2K | All Managers (Combined) | $2.7M | |||
(cusip00162Q858)✕ | 45.2K | QoQ -0.38% (-176)YoY -2.12% (-979) | All Managers (Combined) | $2.6M | |
62.4K | All Managers (Combined) | $2.6M | |||
(cusip067901108)✕ | 134.1K | All Managers (Combined) | $2.6M | ||
Corning Inc /Ny(GLWcusip219350105) | 56.9K | All Managers (Combined) | $2.6M | ||
(cusip92647N535)✕ | 51.3K | All Managers (Combined) | $2.6M | ||
(cusip09661T503)✕ | 42.4K | All Managers (Combined) | $2.6M | ||
8.5K | YoY +0.91% (+77) | All Managers (Combined) | $2.6M | ||
(cusip464286806)✕ | 68.7K | All Managers (Combined) | $2.5M | ||
12.6K | All Managers (Combined) | $2.5M | |||
(cusip25434V815)✕ | 90.0K | All Managers (Combined) | $2.5M | ||
(cusip703395103)✕ | 81.1K | QoQ 0.00% (+1) | All Managers (Combined) | $2.5M | |
(cusip33740F771)✕ | 59.8K | All Managers (Combined) | $2.5M |