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 55 of 87

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Sony Group Corp

SONY|835699307

Shares:22.9K

Value:$580.5K

% of Portfolio:0.0% ($580.5K/$8.6B)

Waste Connections, Inc.

WCN|94106B101

Shares:3.0K

Value:$577.2K

% of Portfolio:0.0% ($577.2K/$8.6B)

lululemon athletica inc.

LULU|550021109

Shares:2.0K

Value:$576.4K

% of Portfolio:0.0% ($576.4K/$8.6B)

464288612

Shares:5.4K

Value:$576.2K

% of Portfolio:0.0% ($576.2K/$8.6B)

COMFORT SYSTEMS USA INC

FIX|199908104

Shares:1.8K

Value:$574.7K

% of Portfolio:0.0% ($574.7K/$8.6B)

464287325

Shares:6.2K

Value:$568.4K

% of Portfolio:0.0% ($568.4K/$8.6B)

LANDSTAR SYSTEM INC

LSTR|515098101

Shares:3.8K

Value:$565.8K

% of Portfolio:0.0% ($565.8K/$8.6B)

NISOURCE INC.

NI|65473P105

Shares:14.1K

Value:$565.1K

% of Portfolio:0.0% ($565.1K/$8.6B)

LABCORP HOLDINGS INC.

LH|504922105

Shares:2.4K

Value:$565.0K

% of Portfolio:0.0% ($565.0K/$8.6B)

Gitlab Inc.

GTLB|37637K108

Shares:12.0K

Value:$563.4K

% of Portfolio:0.0% ($563.4K/$8.6B)

Invesco Ltd.

IVZ|G491BT108

Shares:37.1K

Value:$562.8K

% of Portfolio:0.0% ($562.8K/$8.6B)

464288810

Shares:9.3K

Value:$562.5K

% of Portfolio:0.0% ($562.5K/$8.6B)

UNIVERSAL DISPLAY CORP \PA\

OLED|91347P105

Shares:4.0K

Value:$562.1K

% of Portfolio:0.0% ($562.1K/$8.6B)

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

Shares:2.2K

Value:$560.4K

% of Portfolio:0.0% ($560.4K/$8.6B)

46641Q241

Shares:12.1K

Value:$557.5K

% of Portfolio:0.0% ($557.5K/$8.6B)

74347R206

Shares:6.3K

Value:$557.2K

% of Portfolio:0.0% ($557.2K/$8.6B)

BARCLAYS PLC

BCS|06738E204

Shares:36.1K

Value:$554.2K

% of Portfolio:0.0% ($554.2K/$8.6B)

ALIGN TECHNOLOGY INC

ALGN|016255101

Shares:3.5K

Value:$553.6K

% of Portfolio:0.0% ($553.6K/$8.6B)

MATTEL INC /DE/

MAT|577081102

Shares:28.5K

Value:$553.4K

% of Portfolio:0.0% ($553.4K/$8.6B)

ENSIGN GROUP, INC

ENSG|29358P101

Shares:4.3K

Value:$552.3K

% of Portfolio:0.0% ($552.3K/$8.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Sony Group Corp(SONYcusip835699307)	22.9K	QoQ -2.60% (-611) YoY +427.40% (+18.5K)	All Managers (Combined)	$580.5K	0.0% ($580.5K/$8.6B)	QoQ +16.86% (-$83.8K) YoY +56.20% (+$208.9K)
Waste Connections, Inc.(WCNcusip94106B101)	3.0K	QoQ NEW(+3.0K) YoY +111.81% (+1.6K)	All Managers (Combined)	$577.2K	0.0% ($577.2K/$8.6B)	QoQ NEW(+$577.2K) YoY +140.37% (+$337.1K)
lululemon athletica inc.(LULUcusip550021109)	2.0K	QoQ -1.54% (-32) YoY -6.94% (-152)	All Managers (Combined)	$576.4K	0.0% ($576.4K/$8.6B)	QoQ -27.11% (-$214.5K) YoY -32.55% (-$278.2K)
(cusip464288612)✕	5.4K	QoQ +28.54% (+1.2K) YoY NEW(+5.4K)	All Managers (Combined)	$576.2K	0.0% ($576.2K/$8.6B)	QoQ +30.75% (+$135.5K) YoY NEW(+$576.2K)
COMFORT SYSTEMS USA INC(FIXcusip199908104)	1.8K	QoQ -17.37% (-375) YoY +52.00% (+610)	All Managers (Combined)	$574.7K	0.0% ($574.7K/$8.6B)	QoQ -37.21% (-$340.6K) YoY +54.17% (+$201.9K)
(cusip464287325)✕	6.2K	QoQ -34.34% (-3.3K) YoY -71.96% (-16.0K)	All Managers (Combined)	$568.4K	0.0% ($568.4K/$8.6B)	QoQ -30.35% (-$247.8K) YoY -72.54% (-$1.5M)
LANDSTAR SYSTEM INC(LSTRcusip515098101)	3.8K	QoQ +9.79% (-336) YoY +7.16% (-252)	All Managers (Combined)	$565.8K	0.0% ($565.8K/$8.6B)	QoQ -4.04% (-$23.9K) YoY -16.49% (-$111.8K)
NISOURCE INC.(NIcusip65473P105)	14.1K	QoQ +0.77% (+109) YoY +14.37% (+1.8K)	All Managers (Combined)	$565.1K	0.0% ($565.1K/$8.6B)	QoQ +9.90% (+$51.0K) YoY +65.78% (+$224.2K)
LABCORP HOLDINGS INC.(LHcusip504922105)	2.4K	QoQ +7.86% (+177) YoY NEW(+2.4K)	All Managers (Combined)	$565.0K	0.0% ($565.0K/$8.6B)	QoQ +9.50% (+$49.0K) YoY NEW(+$565.0K)
Gitlab Inc.(GTLBcusip37637K108)	12.0K	QoQ -27.23% (-4.5K) YoY +120.40% (+6.5K)	All Managers (Combined)	$563.4K	0.0% ($563.4K/$8.6B)	QoQ -39.32% (-$365.1K) YoY +77.52% (+$246.0K)
Invesco Ltd.(IVZcusipG491BT108)	37.1K	QoQ NEW(+37.1K) YoY NEW(+37.1K)	All Managers (Combined)	$562.8K	0.0% ($562.8K/$8.6B)	QoQ NEW(+$562.8K) YoY NEW(+$562.8K)
(cusip464288810)✕	9.3K	QoQ +22.39% (+1.7K) YoY NEW(+9.3K)	All Managers (Combined)	$562.5K	0.0% ($562.5K/$8.6B)	QoQ +26.25% (+$117.0K) YoY NEW(+$562.5K)
UNIVERSAL DISPLAY CORP \PA\(OLEDcusip91347P105)	4.0K	QoQ -2.32% (-96) YoY NEW(+4.0K)	All Managers (Combined)	$562.1K	0.0% ($562.1K/$8.6B)	QoQ -6.81% (-$41.1K) YoY NEW(+$562.1K)
CADENCE DESIGN SYSTEMS INC(CDNScusip127387108)	2.2K	QoQ +3.76% (-80) YoY -10.55% (-260)	All Managers (Combined)	$560.4K	0.0% ($560.4K/$8.6B)	QoQ -12.14% (-$77.5K) YoY -26.90% (-$206.3K)
(cusip46641Q241)✕	12.1K	QoQ +19.27% (+2.0K) YoY -38.01% (-7.4K)	All Managers (Combined)	$557.5K	0.0% ($557.5K/$8.6B)	QoQ +21.73% (+$99.5K) YoY -37.69% (-$337.3K)
(cusip74347R206)✕	6.3K	QoQ NEW(+6.3K) YoY NEW(+6.3K)	All Managers (Combined)	$557.2K	0.0% ($557.2K/$8.6B)	QoQ NEW(+$557.2K) YoY NEW(+$557.2K)
BARCLAYS PLC(BCScusip06738E204)	36.1K	QoQ -1.23% (-453) YoY +4.12% (+1.4K)	All Managers (Combined)	$554.2K	0.0% ($554.2K/$8.6B)	QoQ +14.14% (-$68.7K) YoY +69.25% (+$226.8K)
ALIGN TECHNOLOGY INC(ALGNcusip016255101)	3.5K	QoQ -3.08% (-111) YoY +61.64% (-1.3K)	All Managers (Combined)	$553.6K	0.0% ($553.6K/$8.6B)	QoQ -26.16% (-$196.2K) YoY -21.66% (-$153.1K)
MATTEL INC /DE/(MATcusip577081102)	28.5K	QoQ NEW(+28.5K) YoY NEW(+28.5K)	All Managers (Combined)	$553.4K	0.0% ($553.4K/$8.6B)	QoQ NEW(+$553.4K) YoY NEW(+$553.4K)
ENSIGN GROUP, INC(ENSGcusip29358P101)	4.3K	QoQ +0.70% (-30) YoY -8.05% (-374)	All Managers (Combined)	$552.3K	0.0% ($552.3K/$8.6B)	QoQ -1.96% (-$11.1K) YoY -4.42% (-$25.6K)