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 7 of 87
BANK OF AMERICA CORP /DE/
BAC|060505104
Shares:
368994(+2.1%)
Value:
$15.4B(-3.1%)
33739Q200
33739Q200
Shares:
311174(+15.3%)
Value:
$15.3B(+16.5%)
46434V621
DGRO|46434V621
Shares:
245707(+5.9%)
Value:
$15.2B(+6.7%)
74347R669
74347R669
Shares:
375002(-0.4%)
Value:
$15.1B(-38.3%)
25434V864
25434V864
Shares:
317897(+8.7%)
Value:
$15.1B(+10.2%)
33733E823
33733E823
Shares:
497159(+26.6%)
Value:
$14.8B(+20.0%)
33739Q705
33739Q705
Shares:
288063(+1.6%)
Value:
$14.6B(+2.3%)
MCDONALDS CORP
MCD|580135101
Shares:
46081(-0.8%)
Value:
$14.4B(+6.9%)
46429B655
46429B655
Shares:
281114(+39.4%)
Value:
$14.4B(+39.8%)
464287655
IWM|464287655
Shares:
70919(-5.4%)
Value:
$14.1B(-14.6%)
92204A702
VGT|92204A702
Shares:
25966(-1.3%)
Value:
$14.1B(-13.9%)
ServiceNow, Inc.
NOW|81762P102
Shares:
17377(+1.0%)
Value:
$13.8B(-24.1%)
UNITEDHEALTH GROUP INC
UNH|91324P102
Shares:
26383(-1.4%)
Value:
$13.8B(+2.1%)
85207H104
85207H104
Shares:
571700(-12.9%)
Value:
$13.8B(+4.1%)
09290C806
09290C806
Shares:
431405
Value:
$13.7B
47103U845
47103U845
Shares:
267288(+139.3%)
Value:
$13.6B(+139.2%)
464287606
IJK|464287606
Shares:
162251(-0.5%)
Value:
$13.5B(-8.8%)
78464A664
78464A664
Shares:
491516(-18.4%)
Value:
$13.4B(-15.0%)
46429B267
46429B267
Shares:
577197(-13.5%)
Value:
$13.3B(-13.5%)
92204A504
VHT|92204A504
Shares:
49587(-6.4%)
Value:
$13.1B(-2.3%)