Integrated-Wealth-Concepts

AI_NATIVE detailed information: This accession holds the following tickers:[
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  "WCC",
  "WDC",
  "WU",
  "WFC",
  "WST",
  "WELL",
  null,
  "WTM",
  "WING",
  "WTFC",
  "WPM",
  "WTW",
  "WMB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "WDS",
  null,
  null,
  "WPC",
  "WH",
  "WYNN",
  "XEL",
  "WDAY",
  "YUMC",
  "YUM",
  "YETI",
  "Z",
  "XYL",
  null,
  "IUSG",
  "FHB",
  null,
  null,
  "SOLV",
  null,
  null,
  "LNT",
  null,
  "ESI",
  null,
  "DTE",
  null,
  null,
  "GRMN",
  "NXST",
  null,
  "DNN",
  "FNF",
  "HAYW",
  "POST",
  "FOXA",
  "FCN",
  "MTB",
  "JHG",
  "CNQ",
  "AEM",
  null,
  "SCHD",
  "ET",
  "SOFI",
  "BIIB",
  null,
  "DVY",
  "CHKP",
  "SCHG",
  null,
  null,
  "OR",
  "SCHF",
  null,
  "EXLS",
  "SCHA",
  "JD",
  "LW",
  "KNX",
  "MSCI",
  "JKHY",
  null,
  "KVYO",
  "EIX",
  "NSC",
  "KEY",
  "NOK",
  "NDSN",
  "HLMN",
  "INFY",
  null,
  "LBRDK",
  "JCI",
  "NXPI",
  "LH",
  "MOH",
  "MFC",
  "NZF",
  "MKL",
  "MGM",
  "NOV",
  null,
  "TER",
  "SO",
  null,
  null,
  "TTD",
  "UFPI",
  "STBA",
  "SJM",
  "SKM",
  "TRMB",
  "PPL",
  "TRP",
  "HQH",
  null,
  "OKTA",
  "OTIS",
  null,
  "SW",
  "PSX",
  "SSD",
  "ROL",
  "CRM",
  "RNR",
  "SWKS",
  "SNAP",
  "RBLX",
  null,
  null,
  "TDY",
  "RUN",
  "RDDT",
  "SYY",
  "DIA",
  "ORI",
  "TS",
  "SKWD",
  null,
  null,
  "SPOT",
  null,
  null,
  null,
  "LII",
  "MANH",
  null,
  null,
  null,
  null,
  "TNL",
  "IXUS",
  "MTUM",
  "LYB",
  null,
  null,
  null,
  null,
  "IUSV",
  null,
  null,
  null,
  "GEV",
  "CHWY",
  "MELI",
  "TRI.TO",
  "OLED",
  "ARLP",
  "ZM",
  "DGRO",
  "MCK",
  null,
  "MTH",
  null,
  null,
  "SPYV",
  null,
  null,
  "GWW",
  null,
  null,
  "UPST",
  "ESGU",
  null,
  "NTAP",
  null,
  "PSA",
  null,
  "SYF",
  "NUE",
  "NRG",
  null,
  null,
  "EG",
  "PAYC",
  "FDX",
  null,
  "AME",
  null,
  "ALLY",
  "STLA",
  null,
  "STE",
  "MKTX",
  "KMB",
  "LULU",
  "ALV",
  "ADP",
  "AZO",
  "AZTA",
  "AXS",
  "BALL",
  "BAC",
  null,
  "OZK",
  "BBVA",
  "BBD",
  "BNS",
  "BMO",
  "BCS",
  "BK",
  "BRK-A",
  "BRK-B",
  "BAX",
  "BDX",
  "BSY",
  "BHP",
  "BJ",
  "BLE",
  "BBY",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MVF",
  "BA",
  "BAH",
  null,
  "BMY",
  "BTI",
  "BLDR",
  "BAM.TO",
  "BR",
  "CACI",
  "BWXT",
  "CALM",
  "CAE",
  "CCJ",
  null,
  "CM",
  "CNI",
  "CDNS",
  "CG",
  "CPRI",
  "CNNE",
  "CARR",
  "CCL",
  "CCBG",
  "CBRE",
  "STEL",
  "CAVA",
  "CASY",
  "CENX",
  "CNC",
  "CNP",
  "CHE",
  "CVX",
  "LNG",
  "CHTR",
  "CIEN",
  "CINF",
  "CB",
  "CHRD",
  "CRUS",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "CWAN",
  "CFG",
  "CLOV",
  "CLH",
  "NET",
  "C",
  "CLX",
  "CLSK",
  "CME",
  null,
  "COKE",
  "KO",
  "CBSH",
  "COIN",
  "FIX",
  "CMCSA",
  "CTSH",
  "CL",
  "CAG",
  "COP",
  "STZ",
  "COO",
  "CEG",
  "CPRT",
  "ED",
  "CRVL",
  "CTRA",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "CPNG",
  "CRH",
  "CRWD",
  "CVS",
  "CSX",
  "CCK",
  "CSWI",
  "CWK",
  "CW",
  "CYBR",
  "CSPI",
  "CVAC",
  "DHR",
  "DDOG",
  "DAWN",
  "DVA",
  "DELL",
  "DE",
  "DVN",
  "FANG",
  "DAL",
  "DXCM",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DFS",
  "DLB",
  "DCGO",
  "DLR",
  "DOCU",
  "DNOW",
  "DCI",
  "DPZ",
  "RSP",
  "EWJ",
  null,
  "IJT",
  null,
  "IJJ",
  "EFA",
  "ADI",
  "MCO",
  "VMC",
  "VOD",
  "TTEK",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  null,
  "AWK",
  null,
  null,
  "APO",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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: integrated-wealth-concepts
Manager Name: Integrated-Wealth-Concepts

Data Enrichment

61% identified

1,057 identified677 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,734 positions • $8.6B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 3 of 87

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922042858

VWO|922042858

Shares:848.8K

Value:$38.4M

% of Portfolio:0.4% ($38.4M/$8.6B)

464287101

Shares:139.2K

Value:$37.7M

% of Portfolio:0.4% ($37.7M/$8.6B)

14020W106

Shares:1.1M

Value:$37.6M

% of Portfolio:0.4% ($37.6M/$8.6B)

46434V274

Shares:1.2M

Value:$37.3M

% of Portfolio:0.4% ($37.3M/$8.6B)

46434G764

EMXC|46434G764

Shares:645.3K

Value:$35.6M

% of Portfolio:0.4% ($35.6M/$8.6B)

46429B747

Shares:337.5K

Value:$34.9M

% of Portfolio:0.4% ($34.9M/$8.6B)

QUALCOMM INC/DE

QCOM|747525103

Shares:220.4K

Value:$33.9M

% of Portfolio:0.4% ($33.9M/$8.6B)

46431W838

Shares:673.8K

Value:$33.9M

% of Portfolio:0.4% ($33.9M/$8.6B)

464287507

IJH|464287507

Shares:572.4K

Value:$33.4M

% of Portfolio:0.4% ($33.4M/$8.6B)

46429B697

USMV|46429B697

Shares:354.8K

Value:$33.2M

% of Portfolio:0.4% ($33.2M/$8.6B)

46434G103

IEMG|46434G103

Shares:614.1K

Value:$33.1M

% of Portfolio:0.4% ($33.1M/$8.6B)

464288414

MUB|464288414

Shares:314.0K

Value:$33.1M

% of Portfolio:0.4% ($33.1M/$8.6B)

46137V357

RSP|46137V357

Shares:188.4K

Value:$32.6M

% of Portfolio:0.4% ($32.6M/$8.6B)

78463X889

SPDW|78463X889

Shares:876.6K

Value:$31.9M

% of Portfolio:0.4% ($31.9M/$8.6B)

808524300

SCHG|808524300

Shares:1.3M

Value:$31.5M

% of Portfolio:0.4% ($31.5M/$8.6B)

EXXON MOBIL CORP

XOM|30231G102

Shares:255.1K

Value:$30.3M

% of Portfolio:0.4% ($30.3M/$8.6B)

VISA INC.

V|92826C839

Shares:86.5K

Value:$30.3M

% of Portfolio:0.4% ($30.3M/$8.6B)

Alphabet Inc.

GOOG|02079K107

Shares:191.0K

Value:$29.8M

% of Portfolio:0.3% ($29.8M/$8.6B)

Alphabet Inc.

GOOGL|02079K305

Shares:187.4K

Value:$29.0M

% of Portfolio:0.3% ($29.0M/$8.6B)

25434V724

Shares:701.3K

Value:$28.9M

% of Portfolio:0.3% ($28.9M/$8.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VWOcusip922042858)	848.8K	QoQ +2.47% (+20.5K) YoY +91.14% (+404.8K)	All Managers (Combined)	$38.4M	0.4% ($38.4M/$8.6B)	QoQ +5.31% (+$1.9M) YoY +107.11% (+$19.9M)
(cusip464287101)✕	139.2K	QoQ +103.00% (+70.7K) YoY +126.30% (+77.7K)	All Managers (Combined)	$37.7M	0.4% ($37.7M/$8.6B)	QoQ +90.34% (+$17.9M) YoY +147.71% (+$22.5M)
(cusip14020W106)✕	1.1M	QoQ +9.72% (+93.5K) YoY +714.44% (+926.0K)	All Managers (Combined)	$37.6M	0.4% ($37.6M/$8.6B)	QoQ +10.90% (+$3.7M) YoY +793.11% (+$33.4M)
(cusip46434V274)✕	1.2M	QoQ -19.50% (-293.2K) YoY -39.55% (-791.9K)	All Managers (Combined)	$37.3M	0.4% ($37.3M/$8.6B)	QoQ -13.56% (-$5.9M) YoY -37.53% (-$22.4M)
(EMXCcusip46434G764)	645.3K	QoQ +40.51% (+186.1K) YoY +157.95% (+395.1K)	All Managers (Combined)	$35.6M	0.4% ($35.6M/$8.6B)	QoQ +39.60% (+$10.1M) YoY +146.83% (+$21.1M)
(cusip46429B747)✕	337.5K	QoQ +14.29% (+42.2K) YoY +337.71% (+260.4K)	All Managers (Combined)	$34.9M	0.4% ($34.9M/$8.6B)	QoQ +17.55% (+$5.2M) YoY +355.47% (+$27.3M)
QUALCOMM INC/DE(QCOMcusip747525103)	220.4K	QoQ +2.09% (+4.5K) YoY -2.61% (-5.9K)	All Managers (Combined)	$33.9M	0.4% ($33.9M/$8.6B)	QoQ +2.09% (+$693.9K) YoY -11.64% (-$4.5M)
(cusip46431W838)✕	673.8K	QoQ -0.51% (-3.5K) YoY -42.44% (-497.0K)	All Managers (Combined)	$33.9M	0.4% ($33.9M/$8.6B)	QoQ +0.06% (-$21.6K) YoY -42.31% (-$24.8M)
(IJHcusip464287507)	572.4K	QoQ -45.04% (-469.1K) YoY -26.19% (-203.1K)	All Managers (Combined)	$33.4M	0.4% ($33.4M/$8.6B)	QoQ -48.53% (-$31.5M) YoY -29.09% (-$13.7M)
(USMVcusip46429B697)	354.8K	QoQ -5.09% (-19.0K) YoY -59.13% (-513.5K)	All Managers (Combined)	$33.2M	0.4% ($33.2M/$8.6B)	QoQ +0.11% (-$37.9K) YoY -54.20% (-$39.3M)
(IEMGcusip46434G103)	614.1K	QoQ +6.67% (+38.4K) YoY +35.21% (+159.9K)	All Managers (Combined)	$33.1M	0.4% ($33.1M/$8.6B)	QoQ +10.25% (+$3.1M) YoY +41.42% (+$9.7M)
(MUBcusip464288414)	314.0K	QoQ +10.39% (+29.6K) YoY +49.98% (+104.6K)	All Managers (Combined)	$33.1M	0.4% ($33.1M/$8.6B)	QoQ +9.24% (+$2.8M) YoY +46.97% (+$10.6M)
(RSPcusip46137V357)	188.4K	QoQ -1.14% (-2.2K) YoY +52.38% (+64.8K)	All Managers (Combined)	$32.6M	0.4% ($32.6M/$8.6B)	QoQ -2.26% (-$757.5K) YoY +55.82% (+$11.7M)
(SPDWcusip78463X889)	876.6K	QoQ -10.09% (-98.5K) YoY +24.46% (+172.3K)	All Managers (Combined)	$31.9M	0.4% ($31.9M/$8.6B)	QoQ -4.09% (-$1.4M) YoY +26.44% (+$6.7M)
(SCHGcusip808524300)	1.3M	QoQ -26.65% (-457.8K) YoY +503.20% (+1.1M)	All Managers (Combined)	$31.5M	0.4% ($31.5M/$8.6B)	QoQ -34.10% (-$16.3M) YoY +62.88% (+$12.2M)
EXXON MOBIL CORP(XOMcusip30231G102)	255.1K	QoQ +2.95% (+7.3K) YoY +23.69% (+48.9K)	All Managers (Combined)	$30.3M	0.4% ($30.3M/$8.6B)	QoQ +13.82% (+$3.7M) YoY +26.55% (+$6.4M)
VISA INC.(Vcusip92826C839)	86.5K	QoQ +2.27% (+1.9K) YoY +5.91% (+4.8K)	All Managers (Combined)	$30.3M	0.4% ($30.3M/$8.6B)	QoQ +13.41% (+$3.6M) YoY +33.00% (+$7.5M)
Alphabet Inc.(GOOGcusip02079K107)	191.0K	QoQ +8.28% (-14.6K) YoY +3.24% (+6.0K)	All Managers (Combined)	$29.8M	0.3% ($29.8M/$8.6B)	QoQ -11.16% (-$3.7M) YoY +5.93% (+$1.7M)
Alphabet Inc.(GOOGLcusip02079K305)	187.4K	QoQ +8.72% (-15.0K) YoY +17.05% (+27.3K)	All Managers (Combined)	$29.0M	0.3% ($29.0M/$8.6B)	QoQ -11.18% (-$3.6M) YoY +19.93% (+$4.8M)
(cusip25434V724)✕	701.3K	QoQ +0.49% (+3.4K) YoY +5.89% (+39.1K)	All Managers (Combined)	$28.9M	0.3% ($28.9M/$8.6B)	QoQ +1.20% (+$344.1K) YoY +6.70% (+$1.8M)