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 36 of 87
14021L109
Shares:
43336(+59.4%)
Value:
$1.3B(+66.2%)
464287341
Shares:
31743(-39.3%)
Value:
$1.3B(-33.1%)
33740F862
Shares:
29239(+0.0%)
Value:
$1.3B(-2.3%)
46137R109
Shares:
52715(+12.4%)
Value:
$1.3B(+9.1%)
25434V500
Shares:
22015(+7.0%)
Value:
$1.3B(-1.8%)
33939L100
Shares:
6340(+0.3%)
Value:
$1.3B(-4.4%)
464289438
Shares:
6150(-6.5%)
Value:
$1.3B(-16.2%)
97717X594
Shares:
29826(+4.4%)
Value:
$1.3B(+4.3%)
33737A108
Shares:
11384(+6.5%)
Value:
$1.3B(+0.9%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Paychex Inc(PAYXcusip704326107) | 8.7K | All Managers (Combined) | $1.3M | ||
Fortinet, Inc.(FTNTcusip34959E109) | 13.9K | All Managers (Combined) | $1.3M | ||
(cusip14021L109)✕ | 43.3K | YoY NEW(+43.3K) | All Managers (Combined) | $1.3M | YoY NEW(+$1.3M) |
Intuit Inc.(INTUcusip461202103) | 2.2K | All Managers (Combined) | $1.3M | ||
(cusip464287341)✕ | 31.7K | All Managers (Combined) | $1.3M | ||
(cusip33740F862)✕ | 29.2K | QoQ 0.00% (-0)YoY -1.09% (-323) | All Managers (Combined) | $1.3M | |
28.9K | All Managers (Combined) | $1.3M | |||
8.0K | All Managers (Combined) | $1.3M | |||
4.1K | All Managers (Combined) | $1.3M | |||
(cusip46137R109)✕ | 52.7K | All Managers (Combined) | $1.3M | ||
(cusip25434V500)✕ | 22.0K | All Managers (Combined) | $1.3M | ||
(cusip33939L100)✕ | 6.3K | QoQ +0.31% (-20)YoY +4.67% (+283) | All Managers (Combined) | $1.3M | |
15.2K | All Managers (Combined) | $1.3M | |||
10.1K | All Managers (Combined) | $1.3M | |||
(cusip464289438)✕ | 6.2K | All Managers (Combined) | $1.3M | ||
(cusip97717X594)✕ | 29.8K | All Managers (Combined) | $1.3M | ||
Resmed Inc(RMDcusip761152107) | 5.8K | All Managers (Combined) | $1.3M | ||
7.4K | QoQ +2.73% (-196)YoY -3.56% (-272) | All Managers (Combined) | $1.3M | ||
31.9K | All Managers (Combined) | $1.3M | |||
(cusip33737A108)✕ | 11.4K | All Managers (Combined) | $1.3M |