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 53 of 87
CIRRUS LOGIC, INC.
CRUS|172755100
Shares:
6309
Value:
$628.7M
VERRA MOBILITY Corp
VRRM|92511U102
Shares:
27785(-0.0%)
Value:
$625.9M(-6.8%)
DAVITA INC.
DVA|23918K108
Shares:
4086(-15.7%)
Value:
$625.0M(-13.8%)
abrdn Income Credit Strategies Fund
ACP|003057106
Shares:
105725(+0.4%)
Value:
$622.7M(-0.9%)
78464A474
78464A474
Shares:
20620(-12.2%)
Value:
$620.7M(-11.4%)
WATSCO INC
WSO|942622200
Shares:
1221(-33.4%)
Value:
$620.5M(-28.5%)
Sea Ltd
SE|81141R100
Shares:
4753(-22.4%)
Value:
$620.3M(-4.6%)
032108565
032108565
Shares:
16819(-0.5%)
Value:
$620.0M(-7.8%)
DOCUSIGN, INC.
DOCU|256163106
Shares:
7613(-2.5%)
Value:
$619.8M(-11.7%)
IMPERIAL OIL LTD
IMO|453038408
Shares:
8530(-3.3%)
Value:
$616.9M(+13.6%)
UNITED THERAPEUTICS Corp
UTHR|91307C102
Shares:
2000(-79.9%)
Value:
$616.5M(-82.5%)
Sila Realty Trust, Inc.
SILA|146280508
Shares:
23015(-3.4%)
Value:
$614.7M(+6.1%)
BEST BUY CO INC
BBY|086516101
Shares:
8345(+12.4%)
Value:
$614.3M(-3.5%)
Vistra Corp.
VST|92840M102
Shares:
5210(-13.6%)
Value:
$611.9M(-26.4%)
MOLSON COORS BEVERAGE CO
TAP|60871R209
Shares:
10045(-1.0%)
Value:
$611.4M(+5.1%)
46137V746
46137V746
Shares:
6355(-70.2%)
Value:
$610.3M(-71.8%)
Seagate Technology Holdings plc
STX|G7997R103
Shares:
7177(+168.0%)
Value:
$609.7M(+163.8%)
Primerica, Inc.
PRI|74164M108
Shares:
2142(+20.6%)
Value:
$609.5M(+26.4%)
Edwards Lifesciences Corp
EW|28176E108
Shares:
8400(-14.2%)
Value:
$608.8M(-16.0%)
464288109
464288109
Shares:
7428
Value:
$605.0M