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 6 of 87
921943858
VEA|921943858
Shares:
379016(-30.6%)
Value:
$19.3B(-26.3%)
464287457
464287457
Shares:
232745(+37.8%)
Value:
$19.3B(+39.1%)
COSTCO WHOLESALE CORP /NEW
COST|22160K105
Shares:
20250(-1.3%)
Value:
$19.2B(+1.9%)
464285204
464285204
Shares:
324507(+258.3%)
Value:
$19.1B(+326.7%)
316092840
316092840
Shares:
383809(+7.5%)
Value:
$19.0B(+6.7%)
Broadcom Inc.
AVGO|11135F101
Shares:
112866(-17.1%)
Value:
$18.9B(-40.1%)
464288877
464288877
Shares:
319011(-18.9%)
Value:
$18.8B(-8.9%)
464287804
IJR|464287804
Shares:
175265(+2.0%)
Value:
$18.3B(-7.5%)
46641Q647
46641Q647
Shares:
348460(+16.2%)
Value:
$17.4B(+15.9%)
922908637
VV|922908637
Shares:
67243(+112.9%)
Value:
$17.3B(+102.9%)
78468R523
78468R523
Shares:
173279(-52.4%)
Value:
$17.2B(-52.2%)
JOHNSON & JOHNSON
JNJ|478160104
Shares:
102599(-5.4%)
Value:
$17.0B(+8.5%)
464287721
464287721
Shares:
120996(+3.8%)
Value:
$17.0B(-8.6%)
46432F834
IXUS|46432F834
Shares:
229451(+17.3%)
Value:
$16.0B(+23.8%)
25434V625
25434V625
Shares:
260561(+10.4%)
Value:
$16.0B(+5.6%)
92206C102
VGSH|92206C102
Shares:
271494(-10.4%)
Value:
$15.9B(-9.7%)
25434V831
25434V831
Shares:
477970(+0.6%)
Value:
$15.8B(-1.4%)
46435G425
ESGU|46435G425
Shares:
128265(-3.1%)
Value:
$15.6B(-8.3%)
33735J101
33735J101
Shares:
201320(+0.5%)
Value:
$15.4B(+0.8%)
46434G889
46434G889
Shares:
329868(-10.7%)
Value:
$15.4B(-7.7%)