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 67 of 87

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MARKEL GROUP INC.

MKL|570535104

Shares:186

Value:$347.7K

% of Portfolio:0.0% ($347.7K/$8.6B)

46137V472

Shares:3.8K

Value:$346.5K

% of Portfolio:0.0% ($346.5K/$8.6B)

37954Y715

Shares:12.2K

Value:$345.9K

% of Portfolio:0.0% ($345.9K/$8.6B)

ALBEMARLE CORP

ALB|012653101

Shares:4.8K

Value:$345.5K

% of Portfolio:0.0% ($345.5K/$8.6B)

315912808

Shares:5.1K

Value:$345.3K

% of Portfolio:0.0% ($345.3K/$8.6B)

464288257

Shares:3.0K

Value:$345.2K

% of Portfolio:0.0% ($345.2K/$8.6B)

Hayward Holdings, Inc.

HAYW|421298100

Shares:24.8K

Value:$344.9K

% of Portfolio:0.0% ($344.9K/$8.6B)

46438G810

Shares:11.5K

Value:$344.9K

% of Portfolio:0.0% ($344.9K/$8.6B)

Post Holdings, Inc.

POST|737446104

Shares:2.9K

Value:$343.1K

% of Portfolio:0.0% ($343.1K/$8.6B)

WINTRUST FINANCIAL CORP

WTFC|97650W108

Shares:3.0K

Value:$342.5K

% of Portfolio:0.0% ($342.5K/$8.6B)

KKR & Co. Inc.

KKR|48251W104

Shares:3.0K

Value:$342.1K

% of Portfolio:0.0% ($342.1K/$8.6B)

TERADYNE, INC

TER|880770102

Shares:4.1K

Value:$341.7K

% of Portfolio:0.0% ($341.7K/$8.6B)

WYNN RESORTS LTD

WYNN|983134107

Shares:4.1K

Value:$340.6K

% of Portfolio:0.0% ($340.6K/$8.6B)

PINTEREST, INC.

PINS|72352L106

Shares:10.9K

Value:$339.2K

% of Portfolio:0.0% ($339.2K/$8.6B)

ANTERO RESOURCES Corp

AR|03674X106

Shares:8.4K

Value:$338.9K

% of Portfolio:0.0% ($338.9K/$8.6B)

LOUISIANA-PACIFIC CORP

LPX|546347105

Shares:3.7K

Value:$338.3K

% of Portfolio:0.0% ($338.3K/$8.6B)

464286400

Shares:13.1K

Value:$337.8K

% of Portfolio:0.0% ($337.8K/$8.6B)

SOUTHWEST AIRLINES CO

LUV|844741108

Shares:10.0K

Value:$337.3K

% of Portfolio:0.0% ($337.3K/$8.6B)

PIMCO Access Income Fund

PAXS|72203T100

Shares:21.0K

Value:$336.8K

% of Portfolio:0.0% ($336.8K/$8.6B)

09290C608

Shares:7.3K

Value:$336.7K

% of Portfolio:0.0% ($336.7K/$8.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
MARKEL GROUP INC.(MKLcusip570535104)	186	QoQ -29.00% (-76) YoY -52.79% (-208)	All Managers (Combined)	$347.7K	0.0% ($347.7K/$8.6B)	QoQ -23.11% (-$104.5K) YoY -41.98% (-$251.7K)
(cusip46137V472)✕	3.8K	QoQ -77.33% (-12.9K) YoY -69.62% (-8.7K)	All Managers (Combined)	$346.5K	0.0% ($346.5K/$8.6B)	QoQ -78.92% (-$1.3M) YoY -74.73% (-$1.0M)
(cusip37954Y715)✕	12.2K	QoQ +57.45% (+4.4K) YoY +23.47% (+2.3K)	All Managers (Combined)	$345.9K	0.0% ($345.9K/$8.6B)	QoQ +40.25% (+$99.3K) YoY +10.46% (+$32.8K)
ALBEMARLE CORP(ALBcusip012653101)	4.8K	QoQ +26.19% (+996) YoY -25.01% (-1.6K)	All Managers (Combined)	$345.5K	0.0% ($345.5K/$8.6B)	QoQ +5.57% (+$18.2K) YoY -59.01% (-$497.6K)
(cusip315912808)✕	5.1K	QoQ +11.54% (-525) YoY +54.72% (+1.8K)	All Managers (Combined)	$345.3K	0.0% ($345.3K/$8.6B)	QoQ -0.16% (-$562) YoY +63.57% (+$134.2K)
(cusip464288257)✕	3.0K	QoQ -3.07% (-94) YoY +3.96% (+113)	All Managers (Combined)	$345.2K	0.0% ($345.2K/$8.6B)	QoQ -3.98% (-$14.3K) YoY +9.87% (+$31.0K)
Hayward Holdings, Inc.(HAYWcusip421298100)	24.8K	QoQ -4.38% (-1.1K) YoY -10.32% (-2.9K)	All Managers (Combined)	$344.9K	0.0% ($344.9K/$8.6B)	QoQ -12.95% (-$51.3K) YoY -18.46% (-$78.1K)
(cusip46438G810)✕	11.5K	QoQ NEW(+11.5K) YoY NEW(+11.5K)	All Managers (Combined)	$344.9K	0.0% ($344.9K/$8.6B)	QoQ NEW(+$344.9K) YoY NEW(+$344.9K)
Post Holdings, Inc.(POSTcusip737446104)	2.9K	QoQ -2.99% (-91) YoY +30.61% (+691)	All Managers (Combined)	$343.1K	0.0% ($343.1K/$8.6B)	QoQ -1.37% (-$4.8K) YoY +43.03% (+$103.2K)
WINTRUST FINANCIAL CORP(WTFCcusip97650W108)	3.0K	QoQ -10.06% (-341) YoY -11.21% (-385)	All Managers (Combined)	$342.5K	0.0% ($342.5K/$8.6B)	QoQ -18.93% (-$80.0K) YoY -4.39% (-$15.7K)
KKR & Co. Inc.(KKRcusip48251W104)	3.0K	QoQ -10.33% (-341) YoY +16.49% (+419)	All Managers (Combined)	$342.1K	0.0% ($342.1K/$8.6B)	QoQ -29.90% (-$146.0K) YoY +33.92% (+$86.7K)
TERADYNE, INC(TERcusip880770102)	4.1K	QoQ +12.75% (-468) YoY +83.25% (+1.9K)	All Managers (Combined)	$341.7K	0.0% ($341.7K/$8.6B)	QoQ -26.03% (-$120.2K) YoY +34.16% (+$87.0K)
WYNN RESORTS LTD(WYNNcusip983134107)	4.1K	QoQ -10.19% (-463) YoY -44.28% (-3.2K)	All Managers (Combined)	$340.6K	0.0% ($340.6K/$8.6B)	QoQ -12.96% (-$50.7K) YoY -54.48% (-$407.7K)
PINTEREST, INC.(PINScusip72352L106)	10.9K	QoQ +5.87% (+607) YoY +10.23% (-1.0K)	All Managers (Combined)	$339.2K	0.0% ($339.2K/$8.6B)	QoQ +13.17% (+$39.5K) YoY -1.43% (-$4.9K)
ANTERO RESOURCES Corp(ARcusip03674X106)	8.4K	QoQ -13.25% (-1.3K) YoY -18.22% (-1.9K)	All Managers (Combined)	$338.9K	0.0% ($338.9K/$8.6B)	QoQ +0.08% (-$272) YoY +14.02% (-$41.7K)
LOUISIANA-PACIFIC CORP(LPXcusip546347105)	3.7K	QoQ NEW(+3.7K) YoY NEW(+3.7K)	All Managers (Combined)	$338.3K	0.0% ($338.3K/$8.6B)	QoQ NEW(+$338.3K) YoY NEW(+$338.3K)
(cusip464286400)✕	13.1K	QoQ -0.93% (-124) YoY -40.85% (-9.0K)	All Managers (Combined)	$337.8K	0.0% ($337.8K/$8.6B)	QoQ +13.75% (-$40.8K) YoY -52.84% (-$378.6K)
SOUTHWEST AIRLINES CO(LUVcusip844741108)	10.0K	QoQ -19.01% (-2.4K) YoY +6.53% (+616)	All Managers (Combined)	$337.3K	0.0% ($337.3K/$8.6B)	QoQ -19.11% (-$79.7K) YoY +22.56% (+$62.1K)
PIMCO Access Income Fund(PAXScusip72203T100)	21.0K	QoQ NEW(+21.0K) YoY NEW(+21.0K)	All Managers (Combined)	$336.8K	0.0% ($336.8K/$8.6B)	QoQ NEW(+$336.8K) YoY NEW(+$336.8K)
(cusip09290C608)✕	7.3K	QoQ -19.04% (-1.7K) YoY -42.83% (-5.5K)	All Managers (Combined)	$336.7K	0.0% ($336.7K/$8.6B)	QoQ -14.07% (-$55.2K) YoY -42.19% (-$245.7K)