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 30 of 87
14020G101
Shares:
56948(+30.1%)
Value:
$2.0B(+19.9%)
97717W851
Shares:
17672(+8.4%)
Value:
$1.9B(+8.3%)
74347G242
Shares:
45188(+58.3%)
Value:
$1.9B(+50.4%)
46436E759
Shares:
27429(-7.8%)
Value:
$1.8B(-3.9%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
7.8K | QoQ -3.54% (-287)YoY +3.17% (-240) | All Managers (Combined) | $2.0M | ||
10.9K | All Managers (Combined) | $2.0M | |||
(cusip14020G101)✕ | 56.9K | All Managers (Combined) | $2.0M | ||
51.5K | All Managers (Combined) | $1.9M | |||
(cusip97717W851)✕ | 17.7K | All Managers (Combined) | $1.9M | ||
Ubs Group Ag(UBScusipH42097107) | 63.3K | All Managers (Combined) | $1.9M | ||
80.1K | All Managers (Combined) | $1.9M | |||
17.5K | All Managers (Combined) | $1.9M | |||
237.9K | All Managers (Combined) | $1.9M | |||
(cusip74347G242)✕ | 45.2K | YoY NEW(+45.2K) | All Managers (Combined) | $1.9M | YoY NEW(+$1.9M) |
66.6K | All Managers (Combined) | $1.9M | |||
7.1K | All Managers (Combined) | $1.9M | |||
79.6K | All Managers (Combined) | $1.9M | |||
Fedex Corp(FDXcusip31428X106) | 7.7K | All Managers (Combined) | $1.9M | ||
144.4K | All Managers (Combined) | $1.9M | |||
Novo Nordisk A S(NVOcusip670100205) | 26.7K | All Managers (Combined) | $1.9M | ||
(cusip46436E759)✕ | 27.4K | All Managers (Combined) | $1.8M | ||
11.4K | All Managers (Combined) | $1.8M | |||
22.5K | All Managers (Combined) | $1.8M | |||
Cvs Health Corp(CVScusip126650100) | 27.1K | All Managers (Combined) | $1.8M |