Integrated-Wealth-Concepts

AI_NATIVE detailed information: This accession holds the following tickers:[
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  "WCC",
  "WDC",
  "WU",
  "WFC",
  "WST",
  "WELL",
  null,
  "WTM",
  "WING",
  "WTFC",
  "WPM",
  "WTW",
  "WMB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "WDS",
  null,
  null,
  "WPC",
  "WH",
  "WYNN",
  "XEL",
  "WDAY",
  "YUMC",
  "YUM",
  "YETI",
  "Z",
  "XYL",
  null,
  "IUSG",
  "FHB",
  null,
  null,
  "SOLV",
  null,
  null,
  "LNT",
  null,
  "ESI",
  null,
  "DTE",
  null,
  null,
  "GRMN",
  "NXST",
  null,
  "DNN",
  "FNF",
  "HAYW",
  "POST",
  "FOXA",
  "FCN",
  "MTB",
  "JHG",
  "CNQ",
  "AEM",
  null,
  "SCHD",
  "ET",
  "SOFI",
  "BIIB",
  null,
  "DVY",
  "CHKP",
  "SCHG",
  null,
  null,
  "OR",
  "SCHF",
  null,
  "EXLS",
  "SCHA",
  "JD",
  "LW",
  "KNX",
  "MSCI",
  "JKHY",
  null,
  "KVYO",
  "EIX",
  "NSC",
  "KEY",
  "NOK",
  "NDSN",
  "HLMN",
  "INFY",
  null,
  "LBRDK",
  "JCI",
  "NXPI",
  "LH",
  "MOH",
  "MFC",
  "NZF",
  "MKL",
  "MGM",
  "NOV",
  null,
  "TER",
  "SO",
  null,
  null,
  "TTD",
  "UFPI",
  "STBA",
  "SJM",
  "SKM",
  "TRMB",
  "PPL",
  "TRP",
  "HQH",
  null,
  "OKTA",
  "OTIS",
  null,
  "SW",
  "PSX",
  "SSD",
  "ROL",
  "CRM",
  "RNR",
  "SWKS",
  "SNAP",
  "RBLX",
  null,
  null,
  "TDY",
  "RUN",
  "RDDT",
  "SYY",
  "DIA",
  "ORI",
  "TS",
  "SKWD",
  null,
  null,
  "SPOT",
  null,
  null,
  null,
  "LII",
  "MANH",
  null,
  null,
  null,
  null,
  "TNL",
  "IXUS",
  "MTUM",
  "LYB",
  null,
  null,
  null,
  null,
  "IUSV",
  null,
  null,
  null,
  "GEV",
  "CHWY",
  "MELI",
  "TRI.TO",
  "OLED",
  "ARLP",
  "ZM",
  "DGRO",
  "MCK",
  null,
  "MTH",
  null,
  null,
  "SPYV",
  null,
  null,
  "GWW",
  null,
  null,
  "UPST",
  "ESGU",
  null,
  "NTAP",
  null,
  "PSA",
  null,
  "SYF",
  "NUE",
  "NRG",
  null,
  null,
  "EG",
  "PAYC",
  "FDX",
  null,
  "AME",
  null,
  "ALLY",
  "STLA",
  null,
  "STE",
  "MKTX",
  "KMB",
  "LULU",
  "ALV",
  "ADP",
  "AZO",
  "AZTA",
  "AXS",
  "BALL",
  "BAC",
  null,
  "OZK",
  "BBVA",
  "BBD",
  "BNS",
  "BMO",
  "BCS",
  "BK",
  "BRK-A",
  "BRK-B",
  "BAX",
  "BDX",
  "BSY",
  "BHP",
  "BJ",
  "BLE",
  "BBY",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MVF",
  "BA",
  "BAH",
  null,
  "BMY",
  "BTI",
  "BLDR",
  "BAM.TO",
  "BR",
  "CACI",
  "BWXT",
  "CALM",
  "CAE",
  "CCJ",
  null,
  "CM",
  "CNI",
  "CDNS",
  "CG",
  "CPRI",
  "CNNE",
  "CARR",
  "CCL",
  "CCBG",
  "CBRE",
  "STEL",
  "CAVA",
  "CASY",
  "CENX",
  "CNC",
  "CNP",
  "CHE",
  "CVX",
  "LNG",
  "CHTR",
  "CIEN",
  "CINF",
  "CB",
  "CHRD",
  "CRUS",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "CWAN",
  "CFG",
  "CLOV",
  "CLH",
  "NET",
  "C",
  "CLX",
  "CLSK",
  "CME",
  null,
  "COKE",
  "KO",
  "CBSH",
  "COIN",
  "FIX",
  "CMCSA",
  "CTSH",
  "CL",
  "CAG",
  "COP",
  "STZ",
  "COO",
  "CEG",
  "CPRT",
  "ED",
  "CRVL",
  "CTRA",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "CPNG",
  "CRH",
  "CRWD",
  "CVS",
  "CSX",
  "CCK",
  "CSWI",
  "CWK",
  "CW",
  "CYBR",
  "CSPI",
  "CVAC",
  "DHR",
  "DDOG",
  "DAWN",
  "DVA",
  "DELL",
  "DE",
  "DVN",
  "FANG",
  "DAL",
  "DXCM",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DFS",
  "DLB",
  "DCGO",
  "DLR",
  "DOCU",
  "DNOW",
  "DCI",
  "DPZ",
  "RSP",
  "EWJ",
  null,
  "IJT",
  null,
  "IJJ",
  "EFA",
  "ADI",
  "MCO",
  "VMC",
  "VOD",
  "TTEK",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  null,
  "AWK",
  null,
  null,
  "APO",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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: integrated-wealth-concepts
Manager Name: Integrated-Wealth-Concepts

Data Enrichment

61% identified

1,057 identified677 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,734 positions • $8.6B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 49 of 87

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CROWN CASTLE INC.

CCI|22822V101

Shares:7.1K

Value:$743.7K

% of Portfolio:0.0% ($743.7K/$8.6B)

Sprouts Farmers Market, Inc.

SFM|85208M102

Shares:4.9K

Value:$742.6K

% of Portfolio:0.0% ($742.6K/$8.6B)

97717W547

Shares:9.0K

Value:$742.0K

% of Portfolio:0.0% ($742.0K/$8.6B)

SOUTHERN COPPER CORP/

SCCO|84265V105

Shares:7.9K

Value:$741.5K

% of Portfolio:0.0% ($741.5K/$8.6B)

46137V142

Shares:11.5K

Value:$740.2K

% of Portfolio:0.0% ($740.2K/$8.6B)

ALNYLAM PHARMACEUTICALS, INC.

ALNY|02043Q107

Shares:2.7K

Value:$739.6K

% of Portfolio:0.0% ($739.6K/$8.6B)

46434V738

Shares:12.3K

Value:$739.3K

% of Portfolio:0.0% ($739.3K/$8.6B)

TEXTRON INC

TXT|883203101

Shares:10.2K

Value:$738.7K

% of Portfolio:0.0% ($738.7K/$8.6B)

46434G772

Shares:15.5K

Value:$737.9K

% of Portfolio:0.0% ($737.9K/$8.6B)

METLIFE INC

MET|59156R108

Shares:9.2K

Value:$736.2K

% of Portfolio:0.0% ($736.2K/$8.6B)

WEST PHARMACEUTICAL SERVICES INC

WST|955306105

Shares:3.3K

Value:$735.8K

% of Portfolio:0.0% ($735.8K/$8.6B)

464287119

Shares:9.1K

Value:$733.1K

% of Portfolio:0.0% ($733.1K/$8.6B)

DOMINOS PIZZA INC

DPZ|25754A201

Shares:1.6K

Value:$732.5K

% of Portfolio:0.0% ($732.5K/$8.6B)

Finance of America Companies Inc.

FOA|31738L206

Shares:34.4K

Value:$732.0K

% of Portfolio:0.0% ($732.0K/$8.6B)

389930207

Shares:20.0K

Value:$731.4K

% of Portfolio:0.0% ($731.4K/$8.6B)

52468L406

Shares:17.8K

Value:$730.2K

% of Portfolio:0.0% ($730.2K/$8.6B)

97717W307

DLN|97717W307

Shares:9.1K

Value:$725.6K

% of Portfolio:0.0% ($725.6K/$8.6B)

46138J460

Shares:43.7K

Value:$724.2K

% of Portfolio:0.0% ($724.2K/$8.6B)

MOODYS CORP /DE/

MCO|615369105

Shares:1.6K

Value:$724.1K

% of Portfolio:0.0% ($724.1K/$8.6B)

74347G234

Shares:18.6K

Value:$724.0K

% of Portfolio:0.0% ($724.0K/$8.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
CROWN CASTLE INC.(CCIcusip22822V101)	7.1K	QoQ +2.94% (+204) YoY +4.54% (+310)	All Managers (Combined)	$743.7K	0.0% ($743.7K/$8.6B)	QoQ +18.22% (+$114.6K) YoY +2.95% (+$21.4K)
Sprouts Farmers Market, Inc.(SFMcusip85208M102)	4.9K	QoQ -6.90% (-361) YoY +21.89% (+874)	All Managers (Combined)	$742.6K	0.0% ($742.6K/$8.6B)	QoQ +11.82% (-$78.5K) YoY +188.56% (+$485.2K)
(cusip97717W547)✕	9.0K	QoQ +124.23% (+5.0K) YoY NEW(+9.0K)	All Managers (Combined)	$742.0K	0.0% ($742.0K/$8.6B)	QoQ +120.44% (+$405.4K) YoY NEW(+$742.0K)
SOUTHERN COPPER CORP/(SCCOcusip84265V105)	7.9K	QoQ -7.85% (-676) YoY +6.34% (-473)	All Managers (Combined)	$741.5K	0.0% ($741.5K/$8.6B)	QoQ -5.48% (-$43.0K) YoY -6.68% (-$53.1K)
(cusip46137V142)✕	11.5K	QoQ -6.35% (-779) YoY +11.94% (+1.2K)	All Managers (Combined)	$740.2K	0.0% ($740.2K/$8.6B)	QoQ -8.16% (-$65.9K) YoY +8.48% (+$57.9K)
ALNYLAM PHARMACEUTICALS, INC.(ALNYcusip02043Q107)	2.7K	QoQ +9.03% (+227) YoY +18.06% (+419)	All Managers (Combined)	$739.6K	0.0% ($739.6K/$8.6B)	QoQ +25.12% (+$148.5K) YoY +113.30% (+$392.9K)
(cusip46434V738)✕	12.3K	QoQ -13.24% (-1.9K) YoY +247.10% (+8.8K)	All Managers (Combined)	$739.3K	0.0% ($739.3K/$8.6B)	QoQ -3.33% (-$25.5K) YoY +260.86% (+$534.4K)
TEXTRON INC(TXTcusip883203101)	10.2K	QoQ +3.67% (-362) YoY +39.24% (+2.9K)	All Managers (Combined)	$738.7K	0.0% ($738.7K/$8.6B)	QoQ -2.07% (-$15.7K) YoY +4.86% (+$34.3K)
(cusip46434G772)✕	15.5K	QoQ -40.80% (-10.7K) YoY -62.81% (-26.2K)	All Managers (Combined)	$737.9K	0.0% ($737.9K/$8.6B)	QoQ -45.70% (-$621.1K) YoY -63.72% (-$1.3M)
METLIFE INC(METcusip59156R108)	9.2K	QoQ +7.64% (+651) YoY +67.39% (+3.7K)	All Managers (Combined)	$736.2K	0.0% ($736.2K/$8.6B)	QoQ +5.54% (+$38.7K) YoY +81.38% (+$330.3K)
WEST PHARMACEUTICAL SERVICES INC(WSTcusip955306105)	3.3K	QoQ +34.54% (-844) YoY +9.89% (-296)	All Managers (Combined)	$735.8K	0.0% ($735.8K/$8.6B)	QoQ -8.03% (-$64.3K) YoY -37.83% (-$447.8K)
(cusip464287119)✕	9.1K	QoQ -3.44% (-323) YoY +4.17% (+363)	All Managers (Combined)	$733.1K	0.0% ($733.1K/$8.6B)	QoQ -12.72% (-$106.9K) YoY +11.78% (+$77.3K)
DOMINOS PIZZA INC(DPZcusip25754A201)	1.6K	QoQ +1.14% (+18) YoY -12.94% (-237)	All Managers (Combined)	$732.5K	0.0% ($732.5K/$8.6B)	QoQ +10.71% (+$70.9K) YoY -19.49% (-$177.3K)
Finance of America Companies Inc.(FOAcusip31738L206)	34.4K	QoQ +53.70% (+12.0K) YoY NEW(+34.4K)	All Managers (Combined)	$732.0K	0.0% ($732.0K/$8.6B)	QoQ +16.20% (+$102.1K) YoY NEW(+$732.0K)
(cusip389930207)✕	20.0K	QoQ +6.01% (-1.1K) YoY NEW(+20.0K)	All Managers (Combined)	$731.4K	0.0% ($731.4K/$8.6B)	QoQ -7.60% (-$60.2K) YoY NEW(+$731.4K)
(cusip52468L406)✕	17.8K	QoQ -9.11% (-1.8K) YoY -16.10% (-3.4K)	All Managers (Combined)	$730.2K	0.0% ($730.2K/$8.6B)	QoQ -2.93% (-$22.1K) YoY -6.70% (-$52.4K)
(DLNcusip97717W307)	9.1K	QoQ -3.87% (-369) YoY +176.36% (+5.8K)	All Managers (Combined)	$725.6K	0.0% ($725.6K/$8.6B)	QoQ -1.92% (-$14.3K) YoY +203.83% (+$486.8K)
(cusip46138J460)✕	43.7K	QoQ +73.15% (+18.4K) YoY +159.37% (+26.8K)	All Managers (Combined)	$724.2K	0.0% ($724.2K/$8.6B)	QoQ +75.48% (+$311.5K) YoY +162.53% (+$448.3K)
MOODYS CORP /DE/(MCOcusip615369105)	1.6K	QoQ +25.30% (+314) YoY +55.34% (+554)	All Managers (Combined)	$724.1K	0.0% ($724.1K/$8.6B)	QoQ +23.24% (+$136.6K) YoY +83.84% (+$330.2K)
(cusip74347G234)✕	18.6K	QoQ +95.86% (+9.1K) YoY NEW(+18.6K)	All Managers (Combined)	$724.0K	0.0% ($724.0K/$8.6B)	QoQ +78.25% (+$317.8K) YoY NEW(+$724.0K)