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 69 of 87

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97717W281

Shares:6.8K

Value:$327.1K

% of Portfolio:0.0% ($327.1K/$8.6B)

25459Y207

Shares:3.8K

Value:$327.0K

% of Portfolio:0.0% ($327.0K/$8.6B)

78463X541

Shares:6.1K

Value:$326.3K

% of Portfolio:0.0% ($326.3K/$8.6B)

SYNOPSYS INC

SNPS|871607107

Shares:760

Value:$326.0K

% of Portfolio:0.0% ($326.0K/$8.6B)

Eastern Bankshares, Inc.

EBC|27627N105

Shares:19.8K

Value:$324.6K

% of Portfolio:0.0% ($324.6K/$8.6B)

69374H386

Shares:7.3K

Value:$323.6K

% of Portfolio:0.0% ($323.6K/$8.6B)

NRG ENERGY, INC.

NRG|629377508

Shares:3.4K

Value:$323.2K

% of Portfolio:0.0% ($323.2K/$8.6B)

78468R812

Shares:2.1K

Value:$322.4K

% of Portfolio:0.0% ($322.4K/$8.6B)

46138E628

Shares:5.1K

Value:$321.1K

% of Portfolio:0.0% ($321.1K/$8.6B)

CENTURY ALUMINUM CO

CENX|156431108

Shares:17.3K

Value:$320.9K

% of Portfolio:0.0% ($320.9K/$8.6B)

HUBBELL INC

HUBB|443510607

Shares:969

Value:$320.7K

% of Portfolio:0.0% ($320.7K/$8.6B)

Roblox Corp

RBLX|771049103

Shares:5.5K

Value:$320.5K

% of Portfolio:0.0% ($320.5K/$8.6B)

78464A821

Shares:4.0K

Value:$320.4K

% of Portfolio:0.0% ($320.4K/$8.6B)

GLOBUS MEDICAL INC

GMED|379577208

Shares:4.4K

Value:$320.3K

% of Portfolio:0.0% ($320.3K/$8.6B)

CANADIAN NATIONAL RAILWAY CO

CNI|136375102

Shares:3.3K

Value:$320.1K

% of Portfolio:0.0% ($320.1K/$8.6B)

American Assets Trust, Inc.

AAT|024013104

Shares:15.8K

Value:$319.2K

% of Portfolio:0.0% ($319.2K/$8.6B)

464288240

Shares:5.7K

Value:$318.5K

% of Portfolio:0.0% ($318.5K/$8.6B)

Vulcan Materials CO

VMC|929160109

Shares:1.4K

Value:$318.5K

% of Portfolio:0.0% ($318.5K/$8.6B)

GARTNER INC

IT|366651107

Shares:758

Value:$318.2K

% of Portfolio:0.0% ($318.2K/$8.6B)

37950E416

Shares:7.3K

Value:$318.2K

% of Portfolio:0.0% ($318.2K/$8.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip97717W281)✕	6.8K	QoQ -52.84% (-7.6K) YoY NEW(+6.8K)	All Managers (Combined)	$327.1K	0.0% ($327.1K/$8.6B)	QoQ -53.43% (-$375.4K) YoY NEW(+$327.1K)
(cusip25459Y207)✕	3.8K	QoQ -76.67% (-12.3K) YoY -81.34% (-16.4K)	All Managers (Combined)	$327.0K	0.0% ($327.0K/$8.6B)	QoQ -77.34% (-$1.1M) YoY -81.75% (-$1.5M)
(cusip78463X541)✕	6.1K	QoQ -2.60% (-164) YoY -75.95% (-19.4K)	All Managers (Combined)	$326.3K	0.0% ($326.3K/$8.6B)	QoQ +4.23% (-$13.3K) YoY -77.90% (-$1.2M)
SYNOPSYS INC(SNPScusip871607107)	760	QoQ +11.60% (-79) YoY +30.80% (-179)	All Managers (Combined)	$326.0K	0.0% ($326.0K/$8.6B)	QoQ -1.38% (-$4.6K) YoY -1.83% (-$6.1K)
Eastern Bankshares, Inc.(EBCcusip27627N105)	19.8K	QoQ +2.76% (-533) YoY -48.30% (-18.5K)	All Managers (Combined)	$324.6K	0.0% ($324.6K/$8.6B)	QoQ -2.29% (-$7.6K) YoY -38.47% (-$203.0K)
(cusip69374H386)✕	7.3K	QoQ -3.91% (-296) YoY -13.22% (-1.1K)	All Managers (Combined)	$323.6K	0.0% ($323.6K/$8.6B)	QoQ -15.37% (-$58.8K) YoY -10.70% (-$38.8K)
NRG ENERGY, INC.(NRGcusip629377508)	3.4K	QoQ NEW(+3.4K) YoY NEW(+3.4K)	All Managers (Combined)	$323.2K	0.0% ($323.2K/$8.6B)	QoQ NEW(+$323.2K) YoY NEW(+$323.2K)
(cusip78468R812)✕	2.1K	QoQ -7.09% (-157) YoY +9.58% (+180)	All Managers (Combined)	$322.4K	0.0% ($322.4K/$8.6B)	QoQ -5.98% (-$20.5K) YoY +17.92% (+$49.0K)
(cusip46138E628)✕	5.1K	QoQ -3.18% (-168) YoY -0.64% (-33)	All Managers (Combined)	$321.1K	0.0% ($321.1K/$8.6B)	QoQ -6.99% (-$24.2K) YoY +16.21% (-$44.8K)
CENTURY ALUMINUM CO(CENXcusip156431108)	17.3K	QoQ -1.40% (-246) YoY -26.73% (-6.3K)	All Managers (Combined)	$320.9K	0.0% ($320.9K/$8.6B)	QoQ +0.43% (-$1.4K) YoY -11.64% (-$42.3K)
HUBBELL INC(HUBBcusip443510607)	969	QoQ -56.09% (-1.2K) YoY +22.04% (-175)	All Managers (Combined)	$320.7K	0.0% ($320.7K/$8.6B)	QoQ -65.29% (-$603.6K) YoY -2.72% (-$9.0K)
Roblox Corp(RBLXcusip771049103)	5.5K	QoQ -27.53% (-2.1K) YoY -43.71% (-4.3K)	All Managers (Combined)	$320.5K	0.0% ($320.5K/$8.6B)	QoQ -26.99% (-$118.5K) YoY -14.07% (-$52.5K)
(cusip78464A821)✕	4.0K	QoQ +35.39% (+1.1K) YoY +0.12% (-5)	All Managers (Combined)	$320.4K	0.0% ($320.4K/$8.6B)	QoQ +23.81% (+$61.6K) YoY -8.85% (-$31.1K)
GLOBUS MEDICAL INC(GMEDcusip379577208)	4.4K	QoQ +32.97% (+1.1K) YoY NEW(+4.4K)	All Managers (Combined)	$320.3K	0.0% ($320.3K/$8.6B)	QoQ +17.68% (+$48.1K) YoY NEW(+$320.3K)
CANADIAN NATIONAL RAILWAY CO(CNIcusip136375102)	3.3K	QoQ -5.44% (-189) YoY -6.56% (-231)	All Managers (Combined)	$320.1K	0.0% ($320.1K/$8.6B)	QoQ -9.23% (-$32.6K) YoY -30.87% (-$143.0K)
American Assets Trust, Inc.(AATcusip024013104)	15.8K	QoQ -8.57% (-1.5K) YoY -5.03% (-840)	All Managers (Combined)	$319.2K	0.0% ($319.2K/$8.6B)	QoQ -29.88% (-$136.0K) YoY -12.70% (-$46.5K)
(cusip464288240)✕	5.7K	QoQ -15.23% (-1.0K) YoY +26.15% (+1.2K)	All Managers (Combined)	$318.5K	0.0% ($318.5K/$8.6B)	QoQ -9.87% (-$34.9K) YoY +31.07% (+$75.5K)
Vulcan Materials CO(VMCcusip929160109)	1.4K	QoQ -5.60% (-81) YoY +29.01% (+307)	All Managers (Combined)	$318.5K	0.0% ($318.5K/$8.6B)	QoQ -14.39% (-$53.5K) YoY +10.29% (+$29.7K)
GARTNER INC(ITcusip366651107)	758	QoQ -10.82% (-92) YoY -59.97% (-1.1K)	All Managers (Combined)	$318.2K	0.0% ($318.2K/$8.6B)	QoQ -22.72% (-$93.6K) YoY -64.75% (-$584.6K)
(cusip37950E416)✕	7.3K	QoQ +0.34% (+25) YoY -11.41% (-935)	All Managers (Combined)	$318.2K	0.0% ($318.2K/$8.6B)	QoQ +3.94% (+$12.1K) YoY -3.57% (-$11.8K)