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 9 of 87
25434V799
25434V799
Shares:
381438(+5.4%)
Value:
$10.6B(+13.3%)
464289511
464289511
Shares:
210213(+95.2%)
Value:
$10.6B(+98.5%)
46641Q779
46641Q779
Shares:
186912(+7.0%)
Value:
$10.5B(+3.5%)
464287614
IWF|464287614
Shares:
29161(-7.7%)
Value:
$10.5B(-17.0%)
33734H106
33734H106
Shares:
235957(+8.3%)
Value:
$10.5B(+10.6%)
81369Y209
81369Y209
Shares:
70773(-8.7%)
Value:
$10.3B(-3.1%)
81369Y308
81369Y308
Shares:
126507(-8.3%)
Value:
$10.3B(-4.7%)
464288679
464288679
Shares:
91637(-0.5%)
Value:
$10.1B(-0.1%)
092528843
092528843
Shares:
202928
Value:
$10.1B
33738D309
33738D309
Shares:
219136(+6.9%)
Value:
$10.0B(+5.5%)
33738R605
33738R605
Shares:
181583(-9.7%)
Value:
$10.0B(-16.1%)
97717Y527
97717Y527
Shares:
197185(+13.3%)
Value:
$9.9B(+13.3%)
464287663
IUSV|464287663
Shares:
107251(-3.0%)
Value:
$9.9B(-3.4%)
46434V407
46434V407
Shares:
227191(+63.9%)
Value:
$9.7B(+63.5%)
25434V302
25434V302
Shares:
369241(+0.3%)
Value:
$9.6B(+2.4%)
78464A698
78464A698
Shares:
167514(+0.4%)
Value:
$9.5B(-5.4%)
46434V290
46434V290
Shares:
152659(-22.0%)
Value:
$9.5B(-28.2%)
33733E104
33733E104
Shares:
104494(-6.0%)
Value:
$9.4B(-4.1%)
25434V849
25434V849
Shares:
196429(-1.6%)
Value:
$9.3B(-2.0%)
922020805
922020805
Shares:
185811(+3720.9%)
Value:
$9.3B(+3837.5%)