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
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Page 38 of 87
CHIPOTLE MEXICAN GRILL INC
CMG|169656105
Shares:
24490(+13.9%)
Value:
$1.2B(-5.1%)
Public Storage
PSA|74460D109
Shares:
4096(-6.1%)
Value:
$1.2B(-6.1%)
26922A784
26922A784
Shares:
27520(-34.2%)
Value:
$1.2B(-37.5%)
VICI PROPERTIES INC.
VICI|925652109
Shares:
37411(+5.0%)
Value:
$1.2B(+17.2%)
BROWN & BROWN, INC.
BRO|115236101
Shares:
9807(-6.8%)
Value:
$1.2B(+13.7%)
BECTON DICKINSON & CO
BDX|075887109
Shares:
5323(+7.0%)
Value:
$1.2B(+8.1%)
Verisk Analytics, Inc.
VRSK|92345Y106
Shares:
4096(-34.1%)
Value:
$1.2B(-28.7%)
464286764
464286764
Shares:
31990(+328.9%)
Value:
$1.2B(+425.7%)
72201R783
72201R783
Shares:
12998(+1.9%)
Value:
$1.2B(+1.9%)
464287549
464287549
Shares:
13412(+131.9%)
Value:
$1.2B(+105.9%)
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP
WAB|929740108
Shares:
6705(-5.7%)
Value:
$1.2B(-9.8%)
Autodesk, Inc.
ADSK|052769106
Shares:
4639(-18.9%)
Value:
$1.2B(-28.2%)
COLGATE PALMOLIVE CO
CL|194162103
Shares:
12950(-25.0%)
Value:
$1.2B(-22.7%)
46436E379
46436E379
Shares:
51975(+22.2%)
Value:
$1.2B(+21.0%)
97717W844
97717W844
Shares:
33772(+3.9%)
Value:
$1.2B(+3.0%)
T-Mobile US, Inc.
TMUS|872590104
Shares:
4512(-7.2%)
Value:
$1.2B(+12.2%)
TORONTO DOMINION BANK
TD|891160509
Shares:
20020(-2.8%)
Value:
$1.2B(+9.4%)
TRUIST FINANCIAL CORP
TFC|89832Q109
Shares:
28965(+3.6%)
Value:
$1.2B(-1.7%)
Marvell Technology, Inc.
MRVL|573874104
Shares:
19320(+90.1%)
Value:
$1.2B(+6.0%)
92841M101
92841M101
Shares:
53620(-9.2%)
Value:
$1.2B(-18.5%)