Integrated Wealth Concepts LLC

Filing Details

13F-HR • 2025-03-31
SEC
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% identified
1,057 identified677 unidentified

Holdings

1,734 positions
Manager:
SEC
Search and click to pin securities to the top
Page 37 of 87
CASEYS GENERAL STORES INC
CASY|147528103
Shares:
2958(+14.1%)
Value:
$1.3B(+25.0%)
46138J478
46138J478
Shares:
56250(+11.0%)
Value:
$1.3B(+10.1%)
46138J577
46138J577
Shares:
68600(+50.5%)
Value:
$1.3B(+52.0%)
TransDigm Group INC
TDG|893641100
Shares:
916(+39.4%)
Value:
$1.3B(+52.1%)
NEWMONT Corp /DE/
NEM|651639106
Shares:
26256(+56.2%)
Value:
$1.3B(+102.7%)
LPL Financial Holdings Inc.
LPLA|50212V100
Shares:
3863(+1.9%)
Value:
$1.3B(+2.1%)
921932505
VOOG|921932505
Shares:
3759(+4.0%)
Value:
$1.3B(-4.9%)
SYSCO CORP
SYY|871829107
Shares:
16741(-22.0%)
Value:
$1.3B(-23.4%)
26922A842
26922A842
Shares:
60226(-11.0%)
Value:
$1.3B(-27.1%)
BERKLEY W R CORP
WRB|084423102
Shares:
17508(-4.7%)
Value:
$1.2B(+15.9%)
Zoetis Inc.
ZTS|98978V103
Shares:
7553(+13.3%)
Value:
$1.2B(+14.5%)
92206C680
VONG|92206C680
Shares:
13383(+6.3%)
Value:
$1.2B(-4.5%)
46436E478
46436E478
Shares:
55359(+21.2%)
Value:
$1.2B(+21.7%)
46436E593
46436E593
Shares:
62846(+63.4%)
Value:
$1.2B(+67.3%)
CARRIER GLOBAL Corp
CARR|14448C104
Shares:
19468(+1.9%)
Value:
$1.2B(-5.3%)
97717W588
97717W588
Shares:
20819(+167.0%)
Value:
$1.2B(+158.7%)
808524508
808524508
Shares:
47087(-34.3%)
Value:
$1.2B(-37.8%)
33735T109
33735T109
Shares:
90822(-0.8%)
Value:
$1.2B(+19.6%)
33739P301
33739P301
Shares:
25780(-1.3%)
Value:
$1.2B(-2.3%)
Phillips 66
PSX|718546104
Shares:
9963(+2.7%)
Value:
$1.2B(+11.3%)