Integrated-Wealth-Concepts

AI_NATIVE detailed information: This accession holds the following tickers:[
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  "WCC",
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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 66 of 87

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37954Y889

Shares:5.4K

Value:$364.6K

% of Portfolio:0.0% ($364.6K/$8.6B)

FTI CONSULTING, INC

FCN|302941109

Shares:2.2K

Value:$364.4K

% of Portfolio:0.0% ($364.4K/$8.6B)

Hillman Solutions Corp.

HLMN|431636109

Shares:41.4K

Value:$364.4K

% of Portfolio:0.0% ($364.4K/$8.6B)

316092360

Shares:8.3K

Value:$362.4K

% of Portfolio:0.0% ($362.4K/$8.6B)

CSP INC /MA/

CSPI|126389105

Shares:23.5K

Value:$360.9K

% of Portfolio:0.0% ($360.9K/$8.6B)

VODAFONE GROUP PUBLIC LTD CO

VOD|92857W308

Shares:38.5K

Value:$360.9K

% of Portfolio:0.0% ($360.9K/$8.6B)

JD.com, Inc.

JD|47215P106

Shares:8.8K

Value:$360.6K

% of Portfolio:0.0% ($360.6K/$8.6B)

46434V266

Shares:10.6K

Value:$357.4K

% of Portfolio:0.0% ($357.4K/$8.6B)

Cannae Holdings, Inc.

CNNE|13765N107

Shares:19.5K

Value:$356.8K

% of Portfolio:0.0% ($356.8K/$8.6B)

TETRA TECH INC

TTEK|88162G103

Shares:12.1K

Value:$354.8K

% of Portfolio:0.0% ($354.8K/$8.6B)

33740U463

Shares:11.6K

Value:$354.8K

% of Portfolio:0.0% ($354.8K/$8.6B)

INTERPUBLIC GROUP OF COMPANIES, INC.

IPG|460690100

Shares:13.1K

Value:$354.8K

% of Portfolio:0.0% ($354.8K/$8.6B)

Lloyds Banking Group plc

LYG|539439109

Shares:91.8K

Value:$350.7K

% of Portfolio:0.0% ($350.7K/$8.6B)

46436E551

Shares:9.0K

Value:$350.3K

% of Portfolio:0.0% ($350.3K/$8.6B)

CAMECO CORP

CCJ|13321L108

Shares:8.5K

Value:$349.2K

% of Portfolio:0.0% ($349.2K/$8.6B)

MIZUHO FINANCIAL GROUP INC

MFG|60687Y109

Shares:63.3K

Value:$349.0K

% of Portfolio:0.0% ($349.0K/$8.6B)

EPLUS INC

PLUS|294268107

Shares:5.7K

Value:$348.7K

% of Portfolio:0.0% ($348.7K/$8.6B)

464287705

IJJ|464287705

Shares:2.9K

Value:$348.4K

% of Portfolio:0.0% ($348.4K/$8.6B)

Liberty Broadband Corp

LBRDK|530307305

Shares:4.1K

Value:$348.0K

% of Portfolio:0.0% ($348.0K/$8.6B)

78468R747

Shares:3.0K

Value:$347.8K

% of Portfolio:0.0% ($347.8K/$8.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip37954Y889)✕	5.4K	QoQ +11.18% (+543) YoY NEW(+5.4K)	All Managers (Combined)	$364.6K	0.0% ($364.6K/$8.6B)	QoQ +6.01% (+$20.7K) YoY NEW(+$364.6K)
FTI CONSULTING, INC(FCNcusip302941109)	2.2K	QoQ +4.86% (-103) YoY +1.23% (-27)	All Managers (Combined)	$364.4K	0.0% ($364.4K/$8.6B)	QoQ -9.97% (-$40.4K) YoY -21.01% (-$97.0K)
Hillman Solutions Corp.(HLMNcusip431636109)	41.4K	QoQ +0.06% (-27) YoY -13.39% (-6.4K)	All Managers (Combined)	$364.4K	0.0% ($364.4K/$8.6B)	QoQ -9.68% (-$39.1K) YoY -28.37% (-$144.3K)
(cusip316092360)✕	8.3K	QoQ +10.68% (+804) YoY NEW(+8.3K)	All Managers (Combined)	$362.4K	0.0% ($362.4K/$8.6B)	QoQ +4.91% (+$17.0K) YoY NEW(+$362.4K)
CSP INC /MA/(CSPIcusip126389105)	23.5K	QoQ +0.09% (-23) YoY +0.24% (-58)	All Managers (Combined)	$360.9K	0.0% ($360.9K/$8.6B)	QoQ -4.44% (-$16.8K) YoY -16.69% (-$72.3K)
VODAFONE GROUP PUBLIC LTD CO(VODcusip92857W308)	38.5K	QoQ -23.64% (-11.9K) YoY +11.04% (+3.8K)	All Managers (Combined)	$360.9K	0.0% ($360.9K/$8.6B)	QoQ -15.73% (-$67.4K) YoY +16.90% (+$52.2K)
JD.com, Inc.(JDcusip47215P106)	8.8K	QoQ -2.99% (-271) YoY NEW(+8.8K)	All Managers (Combined)	$360.6K	0.0% ($360.6K/$8.6B)	QoQ +15.04% (-$47.2K) YoY NEW(+$360.6K)
(cusip46434V266)✕	10.6K	QoQ -1.52% (-164) YoY -39.07% (-6.8K)	All Managers (Combined)	$357.4K	0.0% ($357.4K/$8.6B)	QoQ +2.75% (-$9.6K) YoY -37.78% (-$217.1K)
Cannae Holdings, Inc.(CNNEcusip13765N107)	19.5K	QoQ -3.05% (-614) YoY -4.07% (-826)	All Managers (Combined)	$356.8K	0.0% ($356.8K/$8.6B)	QoQ -10.52% (-$42.0K) YoY -20.93% (-$94.5K)
TETRA TECH INC(TTEKcusip88162G103)	12.1K	QoQ -37.10% (-7.2K) YoY +135.25% (-7.0K)	All Managers (Combined)	$354.8K	0.0% ($354.8K/$8.6B)	QoQ -53.82% (-$413.6K) YoY -62.74% (-$597.5K)
(cusip33740U463)✕	11.6K	QoQ NEW(+11.6K) YoY NEW(+11.6K)	All Managers (Combined)	$354.8K	0.0% ($354.8K/$8.6B)	QoQ NEW(+$354.8K) YoY NEW(+$354.8K)
INTERPUBLIC GROUP OF COMPANIES, INC.(IPGcusip460690100)	13.1K	QoQ +62.10% (+5.0K) YoY +52.08% (+4.5K)	All Managers (Combined)	$354.8K	0.0% ($354.8K/$8.6B)	QoQ +57.13% (+$129.0K) YoY +26.59% (+$74.5K)
Lloyds Banking Group plc(LYGcusip539439109)	91.8K	QoQ -3.60% (-3.4K) YoY -14.21% (-15.2K)	All Managers (Combined)	$350.7K	0.0% ($350.7K/$8.6B)	QoQ +35.37% (-$91.7K) YoY +26.52% (-$73.5K)
(cusip46436E551)✕	9.0K	QoQ +43.66% (+2.7K) YoY NEW(+9.0K)	All Managers (Combined)	$350.3K	0.0% ($350.3K/$8.6B)	QoQ +34.15% (+$89.2K) YoY NEW(+$350.3K)
CAMECO CORP(CCJcusip13321L108)	8.5K	QoQ +48.72% (+2.8K) YoY +40.03% (+2.4K)	All Managers (Combined)	$349.2K	0.0% ($349.2K/$8.6B)	QoQ +19.13% (+$56.1K) YoY +33.08% (+$86.8K)
MIZUHO FINANCIAL GROUP INC(MFGcusip60687Y109)	63.3K	QoQ +1.78% (+1.1K) YoY -13.21% (-9.6K)	All Managers (Combined)	$349.0K	0.0% ($349.0K/$8.6B)	QoQ +14.69% (+$44.7K) YoY +20.14% (-$58.5K)
EPLUS INC(PLUScusip294268107)	5.7K	QoQ -0.27% (-16) YoY -17.08% (-1.2K)	All Managers (Combined)	$348.7K	0.0% ($348.7K/$8.6B)	QoQ -17.62% (-$74.6K) YoY -35.51% (-$192.0K)
(IJJcusip464287705)	2.9K	QoQ +5.58% (+154) YoY -4.99% (-153)	All Managers (Combined)	$348.4K	0.0% ($348.4K/$8.6B)	QoQ +1.16% (+$4.0K) YoY -3.86% (-$14.0K)
Liberty Broadband Corp(LBRDKcusip530307305)	4.1K	QoQ +4.44% (+174) YoY NEW(+4.1K)	All Managers (Combined)	$348.0K	0.0% ($348.0K/$8.6B)	QoQ +18.81% (+$55.1K) YoY NEW(+$348.0K)
(cusip78468R747)✕	3.0K	QoQ +32.19% (+742) YoY NEW(+3.0K)	All Managers (Combined)	$347.8K	0.0% ($347.8K/$8.6B)	QoQ +30.27% (+$80.8K) YoY NEW(+$347.8K)