Integrated-Wealth-Concepts

AI_NATIVE detailed information: This accession holds the following tickers:[
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  "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 50 of 87

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23908L306

Shares:19.2K

Value:$723.8K

% of Portfolio:0.0% ($723.8K/$8.6B)

RPM INTERNATIONAL INC/DE/

RPM|749685103

Shares:6.3K

Value:$723.4K

% of Portfolio:0.0% ($723.4K/$8.6B)

Otis Worldwide Corp

OTIS|68902V107

Shares:7.0K

Value:$722.1K

% of Portfolio:0.0% ($722.1K/$8.6B)

BENTLEY SYSTEMS INC

BSY|08265T208

Shares:18.3K

Value:$721.7K

% of Portfolio:0.0% ($721.7K/$8.6B)

47103U886

Shares:14.7K

Value:$720.6K

% of Portfolio:0.0% ($720.6K/$8.6B)

Baidu, Inc.

BIDU|056752108

Shares:7.8K

Value:$716.6K

% of Portfolio:0.0% ($716.6K/$8.6B)

STAG Industrial, Inc.

STAG|85254J102

Shares:19.8K

Value:$713.5K

% of Portfolio:0.0% ($713.5K/$8.6B)

33740U760

Shares:31.6K

Value:$709.9K

% of Portfolio:0.0% ($709.9K/$8.6B)

92189H300

Shares:29.7K

Value:$709.3K

% of Portfolio:0.0% ($709.3K/$8.6B)

464288752

Shares:7.4K

Value:$709.1K

% of Portfolio:0.0% ($709.1K/$8.6B)

CME GROUP INC.

CME|12572Q105

Shares:2.7K

Value:$707.4K

% of Portfolio:0.0% ($707.4K/$8.6B)

Vertiv Holdings Co

VRT|92537N108

Shares:9.8K

Value:$707.3K

% of Portfolio:0.0% ($707.3K/$8.6B)

HCA Healthcare, Inc.

HCA|40412C101

Shares:2.0K

Value:$704.1K

% of Portfolio:0.0% ($704.1K/$8.6B)

33737J802

Shares:12.6K

Value:$703.9K

% of Portfolio:0.0% ($703.9K/$8.6B)

46137V647

Shares:14.8K

Value:$702.5K

% of Portfolio:0.0% ($702.5K/$8.6B)

464289859

Shares:9.1K

Value:$694.9K

% of Portfolio:0.0% ($694.9K/$8.6B)

MCCORMICK & CO INC

MKC|579780206

Shares:8.4K

Value:$694.6K

% of Portfolio:0.0% ($694.6K/$8.6B)

92647N865

Shares:10.1K

Value:$692.2K

% of Portfolio:0.0% ($692.2K/$8.6B)

AGNICO EAGLE MINES LTD

AEM|008474108

Shares:6.4K

Value:$692.1K

% of Portfolio:0.0% ($692.1K/$8.6B)

67092P300

Shares:17.1K

Value:$691.9K

% of Portfolio:0.0% ($691.9K/$8.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip23908L306)✕	19.2K	QoQ +127.68% (+10.8K) YoY NEW(+19.2K)	All Managers (Combined)	$723.8K	0.0% ($723.8K/$8.6B)	QoQ +136.33% (+$417.5K) YoY NEW(+$723.8K)
RPM INTERNATIONAL INC/DE/(RPMcusip749685103)	6.3K	QoQ +0.28% (-18) YoY -3.12% (-202)	All Managers (Combined)	$723.4K	0.0% ($723.4K/$8.6B)	QoQ -5.72% (-$44.0K) YoY -5.78% (-$44.4K)
Otis Worldwide Corp(OTIScusip68902V107)	7.0K	QoQ +0.90% (+63) YoY -17.05% (-1.4K)	All Managers (Combined)	$722.1K	0.0% ($722.1K/$8.6B)	QoQ +12.45% (+$80.0K) YoY -13.77% (-$115.4K)
BENTLEY SYSTEMS INC(BSYcusip08265T208)	18.3K	QoQ -4.26% (-817) YoY -17.87% (-4.0K)	All Managers (Combined)	$721.7K	0.0% ($721.7K/$8.6B)	QoQ -19.35% (-$173.2K) YoY -38.12% (-$444.8K)
(cusip47103U886)✕	14.7K	QoQ -18.73% (-3.4K) YoY -26.04% (-5.2K)	All Managers (Combined)	$720.6K	0.0% ($720.6K/$8.6B)	QoQ -18.33% (-$161.8K) YoY -25.05% (-$240.9K)
Baidu, Inc.(BIDUcusip056752108)	7.8K	QoQ +28.03% (+1.7K) YoY +66.21% (+3.1K)	All Managers (Combined)	$716.6K	0.0% ($716.6K/$8.6B)	QoQ +39.75% (+$203.9K) YoY +45.29% (+$223.4K)
STAG Industrial, Inc.(STAGcusip85254J102)	19.8K	QoQ -15.94% (-3.7K) YoY -3.13% (-639)	All Managers (Combined)	$713.5K	0.0% ($713.5K/$8.6B)	QoQ -10.23% (-$81.3K) YoY -8.98% (-$70.4K)
(cusip33740U760)✕	31.6K	QoQ -32.50% (-15.2K) YoY -38.33% (-19.7K)	All Managers (Combined)	$709.9K	0.0% ($709.9K/$8.6B)	QoQ -32.46% (-$341.3K) YoY -35.16% (-$385.0K)
(cusip92189H300)✕	29.7K	QoQ -3.88% (-1.2K) YoY -63.46% (-51.6K)	All Managers (Combined)	$709.3K	0.0% ($709.3K/$8.6B)	QoQ -0.76% (-$5.4K) YoY -64.43% (-$1.3M)
(cusip464288752)✕	7.4K	QoQ NEW(+7.4K) YoY +243.06% (+5.3K)	All Managers (Combined)	$709.1K	0.0% ($709.1K/$8.6B)	QoQ NEW(+$709.1K) YoY +182.12% (+$457.8K)
CME GROUP INC.(CMEcusip12572Q105)	2.7K	QoQ +9.79% (+238) YoY +23.75% (+512)	All Managers (Combined)	$707.4K	0.0% ($707.4K/$8.6B)	QoQ +25.39% (+$143.3K) YoY +52.42% (+$243.3K)
Vertiv Holdings Co(VRTcusip92537N108)	9.8K	QoQ -10.44% (-1.1K) YoY NEW(+9.8K)	All Managers (Combined)	$707.3K	0.0% ($707.3K/$8.6B)	QoQ -43.09% (-$535.5K) YoY NEW(+$707.3K)
HCA Healthcare, Inc.(HCAcusip40412C101)	2.0K	QoQ -22.84% (-603) YoY -21.07% (-544)	All Managers (Combined)	$704.1K	0.0% ($704.1K/$8.6B)	QoQ -11.14% (-$88.3K) YoY -18.23% (-$157.1K)
(cusip33737J802)✕	12.6K	QoQ -69.68% (-29.0K) YoY -80.94% (-53.6K)	All Managers (Combined)	$703.9K	0.0% ($703.9K/$8.6B)	QoQ -69.80% (-$1.6M) YoY -81.34% (-$3.1M)
(cusip46137V647)✕	14.8K	QoQ -3.26% (-500) YoY -9.29% (-1.5K)	All Managers (Combined)	$702.5K	0.0% ($702.5K/$8.6B)	QoQ -20.86% (-$185.2K) YoY -23.84% (-$220.0K)
(cusip464289859)✕	9.1K	QoQ -8.72% (-868) YoY +77.02% (+4.0K)	All Managers (Combined)	$694.9K	0.0% ($694.9K/$8.6B)	QoQ -8.85% (-$67.5K) YoY +84.37% (+$318.0K)
MCCORMICK & CO INC(MKCcusip579780206)	8.4K	QoQ +3.62% (+295) YoY -34.16% (-4.4K)	All Managers (Combined)	$694.6K	0.0% ($694.6K/$8.6B)	QoQ +11.87% (+$73.7K) YoY -29.45% (-$290.0K)
(cusip92647N865)✕	10.1K	QoQ +0.17% (+18) YoY +2.72% (+268)	All Managers (Combined)	$692.2K	0.0% ($692.2K/$8.6B)	QoQ +5.02% (+$33.1K) YoY +13.20% (+$80.8K)
AGNICO EAGLE MINES LTD(AEMcusip008474108)	6.4K	QoQ -4.25% (-284) YoY -45.34% (-5.3K)	All Managers (Combined)	$692.1K	0.0% ($692.1K/$8.6B)	QoQ +32.71% (-$170.6K) YoY -0.66% (-$4.6K)
(cusip67092P300)✕	17.1K	QoQ +0.60% (+102) YoY +132.74% (+9.7K)	All Managers (Combined)	$691.9K	0.0% ($691.9K/$8.6B)	QoQ +3.46% (+$23.2K) YoY +142.49% (+$406.6K)