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 48 of 87
92206C664
VTWO|92206C664
Shares:
9631(+47.7%)
Value:
$776.7M(+33.4%)
AAON, INC.
AAON|000360206
Shares:
9940(-26.6%)
Value:
$776.6M(-51.2%)
Addus HomeCare Corp
ADUS|006739106
Shares:
7844(+8.2%)
Value:
$776.5M(-14.5%)
Walgreens Boots Alliance, Inc.
WBA|931427108
Shares:
69428(+133.2%)
Value:
$775.5M(+179.2%)
LENNOX INTERNATIONAL INC
LII|526107107
Shares:
1378(-32.4%)
Value:
$772.8M(-37.8%)
Trade Desk, Inc.
TTD|88339J105
Shares:
14061(-24.4%)
Value:
$769.4M(-64.8%)
W.W. GRAINGER, INC.
GWW|384802104
Shares:
778(+11.6%)
Value:
$768.4M(+4.5%)
SUNCOR ENERGY INC
SU|867224107
Shares:
19844(+172.7%)
Value:
$768.4M(+195.9%)
46436E122
46436E122
Shares:
29256(+15.9%)
Value:
$763.3M(+16.2%)
ALLSTATE CORP
ALL|020002101
Shares:
3681(-5.3%)
Value:
$762.2M(+1.6%)
SAFETY INSURANCE GROUP INC
SAFT|78648T100
Shares:
9622(-29.8%)
Value:
$759.0M(-32.8%)
EDISON INTERNATIONAL
EIX|281020107
Shares:
12858(-35.5%)
Value:
$757.6M(-52.4%)
46434V878
46434V878
Shares:
14893(+1.2%)
Value:
$755.1M(+1.7%)
CSX CORP
CSX|126408103
Shares:
25649(-8.9%)
Value:
$754.8M(-16.9%)
PENTAIR plc
PNR|G7S00T104
Shares:
8616(-11.9%)
Value:
$753.7M(-23.5%)
TRACTOR SUPPLY CO /DE/
TSCO|892356106
Shares:
13634(-16.1%)
Value:
$751.2M(-12.9%)
OLD DOMINION FREIGHT LINE, INC.
ODFL|679580100
Shares:
4528(-0.1%)
Value:
$749.2M(-6.3%)
46432F859
46432F859
Shares:
15469(-9.3%)
Value:
$747.9M(-8.2%)
Targa Resources Corp.
TRGP|87612G101
Shares:
3725(+8.8%)
Value:
$746.8M(+22.1%)
Booz Allen Hamilton Holding Corp
BAH|099502106
Shares:
7140(+358.9%)
Value:
$746.7M(+272.8%)