Integrated Wealth Concepts LLC

Filing Details

13F-HR2025-03-31
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
Manager Name
Integrated Wealth Concepts LLC
Data Enrichment
61% identified
1,057 identified677 unidentified

Holdings

1,734 positions
Manager:
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Page 70 of 87
Dutch Bros Inc.
Shares:
5149
Value:
$317.9M
98149E303
Shares:
5128(+1.8%)
Value:
$317.3M(+21.2%)
BlackRock Taxable Municipal Bond Trust
Shares:
19000(-8.0%)
Value:
$316.9M(-4.8%)
UFP INDUSTRIES INC
Shares:
2959(+8.1%)
Value:
$316.8M(+2.7%)
Acushnet Holdings Corp.
Shares:
4603(+13.5%)
Value:
$316.1M(+9.7%)
389638107
Shares:
20759(-4.6%)
Value:
$316.0M(-48.2%)
BJ's Wholesale Club Holdings, Inc.
Shares:
2766(-0.0%)
Value:
$315.6M(+27.6%)
Ingersoll Rand Inc.
Shares:
3942(+1.5%)
Value:
$315.5M(-10.2%)
56167R606
Shares:
9185
Value:
$314.7M
97717W315
Shares:
7472(-4.9%)
Value:
$314.4M(-1.2%)
DraftKings Inc.
Shares:
9460(+5.9%)
Value:
$314.2M(-5.5%)
WHITE MOUNTAINS INSURANCE GROUP LTD
Shares:
163(+19.9%)
Value:
$313.9M(+18.7%)
DoorDash, Inc.
Shares:
1715(+21.4%)
Value:
$313.5M(+32.4%)
BANK OF MONTREAL /CAN/
Shares:
3282(-3.4%)
Value:
$313.5M(-5.0%)
464289875
Shares:
7135(-33.6%)
Value:
$313.1M(-33.0%)
ASBURY AUTOMOTIVE GROUP INC
Shares:
1417(-4.5%)
Value:
$312.9M(-13.2%)
VERISIGN INC/CA
Shares:
1232(+12.3%)
Value:
$312.8M(+37.8%)
CITIZENS FINANCIAL GROUP INC/RI
Shares:
7602(-6.7%)
Value:
$311.5M(-12.7%)
MASCO CORP /DE/
Shares:
4477(-8.1%)
Value:
$311.3M(-12.0%)
Shares:
3337(-4.0%)
Value:
$309.5M(-16.7%)