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 29 of 87
33740U729
Shares:
90379(+29.5%)
Value:
$2.1B(+27.4%)
92206C573
Shares:
27620
Value:
$2.1B
464288356
Shares:
36998(-21.2%)
Value:
$2.1B(-22.6%)
00039J889
Shares:
81808
Value:
$2.1B
14020Y805
Shares:
81652
Value:
$2.0B
78464A797
Shares:
38310(+8.4%)
Value:
$2.0B(+3.5%)
46137V100
Shares:
17359(+54.9%)
Value:
$2.0B(+57.3%)
92204A884
Shares:
13627(-34.6%)
Value:
$2.0B(-37.4%)
92189F528
Shares:
116485(-36.2%)
Value:
$2.0B(-36.0%)
46641Q159
Shares:
43188(+7.6%)
Value:
$2.0B(+8.6%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
31.4K | All Managers (Combined) | $2.1M | |||
(cusip33740U729)✕ | 90.4K | YoY NEW(+90.4K) | All Managers (Combined) | $2.1M | YoY NEW(+$2.1M) |
(cusip92206C573)✕ | 27.6K | QoQ NEW(+27.6K) YoY NEW(+27.6K) | All Managers (Combined) | $2.1M | QoQ NEW(+$2.1M) YoY NEW(+$2.1M) |
38.9K | All Managers (Combined) | $2.1M | |||
8.1K | All Managers (Combined) | $2.1M | |||
455 | All Managers (Combined) | $2.1M | |||
(cusip464288356)✕ | 37.0K | All Managers (Combined) | $2.1M | ||
8.4K | All Managers (Combined) | $2.1M | |||
4.0K | All Managers (Combined) | $2.1M | |||
(cusip00039J889)✕ | 81.8K | QoQ NEW(+81.8K) YoY NEW(+81.8K) | All Managers (Combined) | $2.1M | QoQ NEW(+$2.1M) YoY NEW(+$2.1M) |
(cusip14020Y805)✕ | 81.7K | QoQ NEW(+81.7K) YoY NEW(+81.7K) | All Managers (Combined) | $2.0M | QoQ NEW(+$2.0M) YoY NEW(+$2.0M) |
132.1K | All Managers (Combined) | $2.0M | |||
(cusip78464A797)✕ | 38.3K | All Managers (Combined) | $2.0M | ||
(cusip46137V100)✕ | 17.4K | All Managers (Combined) | $2.0M | ||
(cusip92204A884)✕ | 13.6K | All Managers (Combined) | $2.0M | ||
17.4K | All Managers (Combined) | $2.0M | |||
(cusip92189F528)✕ | 116.5K | All Managers (Combined) | $2.0M | ||
103.4K | All Managers (Combined) | $2.0M | |||
(cusip46641Q159)✕ | 43.2K | All Managers (Combined) | $2.0M | ||
Ford Motor Co(Fcusip345370860) | 197.9K | All Managers (Combined) | $2.0M |