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 71 of 87
47103U746
Shares:
5875
Value:
$307.6M
46141D203
Shares:
10774(+0.0%)
Value:
$307.5M(-3.0%)
Brookfield Asset Management Ltd.
Shares:
6308(-1.9%)
Value:
$305.6M(-12.3%)
KADANT INC
Shares:
907(+8.6%)
Value:
$305.6M(+6.1%)
69374H105
Shares:
5910(-50.7%)
Value:
$304.1M(-52.5%)
ANNALY CAPITAL MANAGEMENT INC
Shares:
14874(+39.4%)
Value:
$302.1M(+54.7%)
025072802
Shares:
4320(+10.3%)
Value:
$301.3M(+18.2%)
Paycom Software, Inc.
Shares:
1377(-1.4%)
Value:
$300.8M(+5.1%)
69374H741
Shares:
10194(-6.0%)
Value:
$299.2M(-8.0%)
33739Q309
Shares:
6747(+0.0%)
Value:
$298.6M(+1.1%)
518416409
Shares:
5870
Value:
$297.8M
38150K103
Shares:
9583(+17.9%)
Value:
$295.9M(+40.3%)
33740F243
Shares:
14609
Value:
$295.8M
46435G672
Shares:
5915(-22.9%)
Value:
$295.7M(-22.8%)
Nuveen Quality Municipal Income Fund
Shares:
25470(-3.6%)
Value:
$293.4M(-4.7%)
46434V647
Shares:
12066(+0.2%)
Value:
$292.7M(+1.4%)
CHECK POINT SOFTWARE TECHNOLOGIES LTD
Shares:
1284(-4.1%)
Value:
$292.6M(+17.1%)
CMS ENERGY CORP
Shares:
3896
Value:
$292.6M
53656F599
Shares:
13344(+2.4%)
Value:
$292.2M(+0.1%)
09290C863
Shares:
10150
Value:
$292.2M