Integrated Wealth Concepts

Latest statistics and disclosures from Integrated Wealth Concepts's latest quarterly 13F-HR filing:

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Positions held by Integrated Wealth Concepts LLC consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Integrated Wealth Concepts

Companies in the Integrated Wealth Concepts portfolio as of the December 2020 quarterly 13F filing

Integrated Wealth Concepts has 622 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Msci MF Closed and MF Open (QUAL) 4.0 $85M +5% 734k 116.21
Ishares Core MF Closed and MF Open (IVV) 3.9 $82M +101% 218k 375.39
Ishares Msci MF Closed and MF Open (VLUE) 3.8 $81M 934k 86.91
Ishares Msci MF Closed and MF Open (EFG) 2.6 $55M -2% 540k 100.91
Ishares Iboxx MF Closed and MF Open (LQD) 2.1 $45M +10% 325k 138.13
Ishares Msci MF Closed and MF Open (USMV) 2.0 $42M -10% 611k 67.88
Jp Morgan MF Closed and MF Open (JAGG) 1.8 $39M NEW 1.4M 27.85
Ishares Esg MF Closed and MF Open (ESGU) 1.8 $38M +958% 440k 86.03
Apple Common Stock (AAPL) 1.8 $38M +8% 283k 132.69
Ishares Msci MF Closed and MF Open (MTUM) 1.7 $36M -11% 224k 161.29
Sector Technology MF Closed and MF Open (XLK) 1.6 $33M 252k 130.02
Sector Industrial MF Closed and MF Open (XLI) 1.4 $29M +68% 323k 88.55
Ishares 10 MF Closed and MF Open (IGLB) 1.3 $28M NEW 386k 73.02
Ishares Msci MF Closed and MF Open (EWY) 1.3 $28M -12% 327k 86.05

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Ishares Jp MF Closed and MF Open (LEMB) 1.3 $28M NEW 617k 45.25
Ishares MF Closed and MF Open (EWT) 1.3 $28M -7% 522k 53.08
Ishares Msci MF Closed and MF Open (INDA) 1.3 $27M -7% 676k 40.22
Vaneck Vectors MF Closed and MF Open (HYD) 1.3 $27M +12884% 437k 61.54
Ishares Msci MF Closed and MF Open (EMGF) 1.3 $27M +24% 541k 49.13
Ishares Core MF Closed and MF Open (AGG) 1.2 $26M +8% 222k 118.19
Ishares Msci MF Closed and MF Open (EWW) 1.2 $26M NEW 603k 42.99
Ishares Msci MF Closed and MF Open (EWZ) 1.2 $25M NEW 678k 37.07
Microsoft Corp Common Stock (MSFT) 1.2 $25M +5% 112k 222.42
CTBX Common Stock (CBTX) 1.1 $24M 935k 25.51
Invesco Qqq MF Closed and MF Open (QQQ) 1.1 $24M +15% 76k 313.74
Ishares Russell MF Closed and MF Open (IWM) 1.1 $24M +156% 120k 196.06
Ishares Core MF Closed and MF Open (IEFA) 1.1 $24M +33% 341k 69.09
Ishares Msci MF Closed and MF Open (SMLF) 1.0 $22M -22% 475k 45.75
SPDR S&P MF Closed and MF Open (SPY) 1.0 $21M +105% 55k 373.89
Ishares Core MF Closed and MF Open (IJH) 1.0 $21M -3% 89k 229.83
Nuveen Corp MF Closed and MF Open (JHB) 0.8 $18M -5% 2.0M 9.20
Eaton Vance MF Closed and MF Open (EHT) 0.8 $18M -13% 1.8M 9.72
Ishares Core MF Closed and MF Open (IEMG) 0.8 $17M +35% 280k 62.04
Amazon Common Stock (AMZN) 0.8 $16M +5% 5.0k 3257.03
Invesco Bulletshares MF Closed and MF Open (BSCN) 0.8 $16M +4% 734k 21.90
Ishares Esg MF Closed and MF Open (ESGE) 0.8 $16M +752% 378k 41.98
Invesco Bulletshares MF Closed and MF Open (BSCM) 0.7 $16M 726k 21.75
Vanguard Growth MF Closed and MF Open (VUG) 0.7 $16M +5% 62k 253.33
Vanguard Total MF Closed and MF Open (BND) 0.7 $15M +9% 167k 88.19
Vanguard Total MF Closed and MF Open (VTI) 0.7 $14M 74k 194.65
Ishares 1-3yr MF Closed and MF Open (SHY) 0.6 $14M 157k 86.38
Ishares S&p MF Closed and MF Open (IUSG) 0.6 $13M -5% 150k 88.69
Schwab Us MF Closed and MF Open (SCHX) 0.6 $13M +6% 145k 90.95
Ishares Core MF Closed and MF Open (ISTB) 0.6 $13M +181% 253k 51.64
Ishares Iboxx MF Closed and MF Open (HYG) 0.6 $13M +799% 144k 87.30
Invesco Bulletshares MF Closed and MF Open (BSJM) 0.6 $12M +998% 520k 23.34
Kraneshares Quadratic MF Closed and MF Open (IVOL) 0.6 $12M +351% 427k 27.97
Ishares Core MF Closed and MF Open (IJR) 0.6 $12M +30% 130k 91.90
Invesco Bulletshares MF Closed and MF Open (BSCO) 0.6 $12M -2% 523k 22.39
Ishares Core MF Closed and MF Open (ITOT) 0.5 $11M -62% 124k 86.22
Vanguard S&p MF Closed and MF Open (VOO) 0.5 $10M +25% 30k 343.70
Spdr Dow MF Closed and MF Open (DIA) 0.5 $9.8M +54% 32k 305.79
Invesco Ultra MF Closed and MF Open (GSY) 0.5 $9.7M +88% 192k 50.58
Invesco Bulletshares MF Closed and MF Open (BSCL) 0.5 $9.7M +3% 457k 21.21
Victoryshares Us MF Closed and MF Open (CFO) 0.4 $8.9M -5% 143k 62.38
Visa Common Stock (V) 0.4 $8.9M +4% 41k 218.73
Victoryshares U S MF Closed and MF Open (CDC) 0.4 $8.7M -5% 161k 53.82
Vanguard Intermediate MF Closed and MF Open (VCIT) 0.4 $8.6M -12% 88k 97.14
Ishares Global MF Closed and MF Open (IXN) 0.4 $8.5M +208% 28k 300.05
Walt Disney Common Stock (DIS) 0.4 $8.3M +11% 46k 181.17
Ishares Msci MF Closed and MF Open (INTF) 0.4 $8.2M -35% 301k 27.18
Ishares 1-5 Year MF Closed and MF Open (IGSB) 0.4 $8.2M +4% 148k 55.17
Ishares Tips MF Closed and MF Open (TIP) 0.4 $8.0M +50% 63k 127.65
Vanguard High MF Closed and MF Open (VYM) 0.4 $7.7M +4% 84k 91.51
Ishares U S MF Closed and MF Open (IHI) 0.4 $7.6M +380% 23k 327.28
Invesco Bulletshares MF Closed and MF Open (BSJO) 0.3 $7.1M -5% 283k 24.92
Ishares U S MF Closed and MF Open (GOVT) 0.3 $7.0M +12% 257k 27.24
Schwab Us MF Closed and MF Open (SCHM) 0.3 $6.9M +2% 101k 68.18
Tesla Common Stock (TSLA) 0.3 $6.9M 9.8k 705.67
Ishares Core MF Closed and MF Open (IUSV) 0.3 $6.9M -26% 111k 62.19
Invesco Bulletshares MF Closed and MF Open (BSJP) 0.3 $6.8M -7% 276k 24.51
Citigroup Common Stock (C) 0.3 $6.4M 104k 61.66
Verizon Communications Common Stock (VZ) 0.3 $6.1M +2% 105k 58.75
Kadant Common Stock (KAI) 0.3 $6.1M -3% 43k 140.98
Invesco High MF Closed and MF Open (IHIT) 0.3 $6.0M -2% 712k 8.43
Invesco Bulletshares MF Closed and MF Open (BSJL) 0.3 $6.0M 259k 23.10
Alphabet Common Stock (GOOGL) 0.3 $5.9M +5% 3.4k 1752.74
Vanguard Small MF Closed and MF Open (VB) 0.3 $5.9M +5% 30k 194.69
Pfizer Common Stock (PFE) 0.3 $5.6M +4% 152k 36.81
Spdr Gold Common Stock (GLD) 0.3 $5.4M -83% 30k 178.37
Goldman Sachs MF Closed and MF Open (GSLC) 0.2 $5.1M +4% 68k 75.69
Home Depot Common Stock (HD) 0.2 $5.1M +8% 19k 265.60
Jpmorgan Chase Common Stock (JPM) 0.2 $5.1M +9% 40k 127.07
Facebook Common Stock (FB) 0.2 $4.9M +4% 18k 273.17
Sector Financial MF Closed and MF Open (XLF) 0.2 $4.5M -6% 154k 29.48
At&t Common Stock (T) 0.2 $4.4M -14% 154k 28.76
Ishares S&p MF Closed and MF Open (IVW) 0.2 $4.4M +638% 69k 63.82
Wisdomtree U S MF Closed and MF Open (EPS) 0.2 $4.4M +9% 110k 40.16
Ishares Broad MF Closed and MF Open (USHY) 0.2 $4.3M -2% 105k 41.26
Bank America Common Stock (BAC) 0.2 $4.3M +3% 140k 30.31
Berkshire Hathaway Common Stock (BRK.B) 0.2 $4.2M +4% 18k 231.86
Ishares Jpmorgan MF Closed and MF Open (EMB) 0.2 $4.2M +59% 36k 115.90
Spdr Series MF Closed and MF Open (SDY) 0.2 $4.2M +142% 39k 105.92
Johnson & Johnson Common Stock (JNJ) 0.2 $4.1M +11% 26k 157.39
Unitedhealth Group Common Stock (UNH) 0.2 $3.9M +11% 11k 350.65
Vanguard Municipal MF Closed and MF Open (VTEB) 0.2 $3.9M +21% 71k 55.18
Spdr Bloomberg MF Closed and MF Open (JNK) 0.2 $3.9M +1236% 36k 108.93
John Hancock MF Closed and MF Open (JHMM) 0.2 $3.8M +26% 84k 44.98
Schwab Us MF Closed and MF Open (SCHG) 0.2 $3.7M +2% 29k 128.41
Procter & Gamble Common Stock (PG) 0.2 $3.7M +15% 27k 139.13
Ishares Mbs MF Closed and MF Open (MBB) 0.2 $3.7M +20% 33k 110.13
Jp Morgan MF Closed and MF Open (JMUB) 0.2 $3.6M NEW 66k 55.05
Jp Morgan MF Closed and MF Open (JMST) 0.2 $3.6M NEW 71k 51.05
Cisco Systems Common Stock (CSCO) 0.2 $3.6M +12% 80k 44.75
Oracle Corp Common Stock (ORCL) 0.2 $3.6M +15% 55k 64.70
Vanguard Mid MF Closed and MF Open (VO) 0.2 $3.6M +9% 17k 206.78
Vanguard Value MF Closed and MF Open (VTV) 0.2 $3.5M 29k 118.97
Vanguard Ftse MF Closed and MF Open (VEA) 0.2 $3.5M -17% 74k 47.21
Nuveen P MF Closed and MF Open (JPT) 0.2 $3.5M -8% 142k 24.35
Blackstone Senior MF Closed and MF Open (BSL) 0.2 $3.4M +201% 239k 14.22
Mcdonalds Corp Common Stock (MCD) 0.2 $3.4M +2% 16k 214.61
Ishares Select MF Closed and MF Open (DVY) 0.2 $3.3M 35k 96.18
Schwab Us MF Closed and MF Open (SCHA) 0.2 $3.3M +8% 37k 89.01
Mastercard Common Stock (MA) 0.2 $3.3M +5% 9.3k 356.97
Costco Wholesale Common Stock (COST) 0.2 $3.3M +11% 8.7k 376.72
Ishares Msci MF Closed and MF Open (EFAV) 0.2 $3.2M -18% 44k 73.40
Ishares Ibonds MF Closed and MF Open (IBDO) 0.2 $3.2M +100% 122k 26.27
Vanguard Fste MF Closed and MF Open (VWO) 0.2 $3.2M -11% 64k 50.11
Invesco Bulletshares MF Closed and MF Open (BSJQ) 0.1 $3.2M -5% 123k 25.61
Pepsico Common Stock (PEP) 0.1 $3.1M +14% 21k 148.31
Halliburton Company Common Stock (HAL) 0.1 $3.0M +24% 161k 18.90
Ark Innovation MF Closed and MF Open (ARKK) 0.1 $3.0M +12% 24k 124.50
Sector Materials MF Closed and MF Open (XLB) 0.1 $3.0M NEW 42k 72.38
Intel Corp Common Stock (INTC) 0.1 $3.0M -20% 60k 49.82
Ishares Msci MF Closed and MF Open (EEM) 0.1 $2.9M +42% 55k 51.66
Starbucks Corp Common Stock (SBUX) 0.1 $2.8M +10% 26k 106.99
Merck & Company Common Stock (MRK) 0.1 $2.8M +10% 34k 81.80
Vanguard Large MF Closed and MF Open (VV) 0.1 $2.8M 16k 175.73
Nuveen Credit MF Closed and MF Open (JCO) 0.1 $2.7M +53% 336k 8.04
Exxon Mobil Common Stock (XOM) 0.1 $2.6M +9% 64k 41.22
Invesco Bulletshares MF Closed and MF Open (BSJN) 0.1 $2.6M +151% 102k 25.38
Wisdomtree Yield MF Closed and MF Open (AGGY) 0.1 $2.6M +8% 48k 53.68
Sector Energy MF Closed and MF Open (XLE) 0.1 $2.5M +214% 66k 37.89
Ishares Russell MF Closed and MF Open (IWO) 0.1 $2.5M +27% 8.6k 286.68
Proshares Trust MF Closed and MF Open (NOBL) 0.1 $2.4M -11% 30k 79.88
Ishares Core MF Closed and MF Open (IAGG) 0.1 $2.4M +98% 43k 56.22
Invesco P MF Closed and MF Open (PGX) 0.1 $2.4M +361% 157k 15.26
Amgen Common Stock (AMGN) 0.1 $2.4M +7% 10k 229.95
Vanguard Dividend MF Closed and MF Open (VIG) 0.1 $2.4M 17k 141.19
Invesco Exchange MF Closed and MF Open (PWV) 0.1 $2.3M +18% 60k 38.55
Ishares Msci MF Closed and MF Open (EFA) 0.1 $2.3M 32k 72.98
Coca Cola Company Common Stock (KO) 0.1 $2.3M +6% 42k 54.84
Ishares Core MF Closed and MF Open (IUSB) 0.1 $2.2M -89% 40k 54.57
Walmart Common Stock (WMT) 0.1 $2.1M +14% 15k 144.18
Netflix Common Stock (NFLX) 0.1 $2.1M +7% 3.9k 540.71
Ishares Russell MF Closed and MF Open (IWF) 0.1 $2.1M +10% 8.8k 241.09
Paypal Holdings Common Stock (PYPL) 0.1 $2.1M +9% 8.9k 234.20
Ishares Gold Common Stock (IAU) 0.1 $2.0M +15% 111k 18.13
Raytheon Technologies Common Stock (RTX) 0.1 $2.0M 28k 71.51
Vanguard Short MF Closed and MF Open (BSV) 0.1 $2.0M +3% 24k 82.91
Comcast Corp Common Stock (CMCSA) 0.1 $2.0M +5% 38k 52.40
Spdr Portfolio MF Closed and MF Open (SPLG) 0.1 $2.0M +478% 45k 43.97
Ishares Short MF Closed and MF Open (SUB) 0.1 $2.0M -14% 18k 108.09
Blackrock Short MF Closed and MF Open (NEAR) 0.1 $2.0M -22% 39k 50.17
Spdr Portfolio MF Closed and MF Open (SPDW) 0.1 $1.9M +601% 58k 33.76
Vanguard Total MF Closed and MF Open (VT) 0.1 $1.9M 21k 92.57
Nvidia Corp Common Stock (NVDA) 0.1 $1.9M +7% 3.7k 522.25
Ishares Russell MF Closed and MF Open (IWN) 0.1 $1.9M NEW 14k 131.76
Innovator S & P MF Closed and MF Open (PJAN) 0.1 $1.9M +3% 61k 30.59
Gold Fields Common Stock (GFI) 0.1 $1.8M 199k 9.27
Ark Genomic MF Closed and MF Open (ARKG) 0.1 $1.8M +25% 20k 93.25
Bristol Myers Common Stock (BMY) 0.1 $1.8M +5% 29k 62.01
Ishares S&p MF Closed and MF Open (OEF) 0.1 $1.8M +6% 11k 171.68
Digital Turbine Common Stock (APPS) 0.1 $1.8M +2% 32k 56.57
Nike Common Stock (NKE) 0.1 $1.8M 13k 141.51
Alphabet Common Stock (GOOG) 0.1 $1.8M +8% 1.0k 1751.47
Invesco Multi Sector MF Closed and MF Open (DBA) 0.1 $1.8M NEW 109k 16.14
Union Pacific Corp Common Stock (UNP) 0.1 $1.7M +95% 8.4k 208.21
Wisdomtree Dynamic MF Closed and MF Open (DDWM) 0.1 $1.7M +11% 62k 27.86
Spdr Portfolio MF Closed and MF Open (SPSM) 0.1 $1.7M +200% 48k 35.80
Jpmorgan Diversified MF Closed and MF Open (JPSE) 0.1 $1.7M NEW 48k 36.02
Waste Management Common Stock (WM) 0.1 $1.7M +15% 15k 117.92
Ishares Ibonds MF Closed and MF Open (IBDM) 0.1 $1.7M +27% 68k 24.91
Spdr Portfolio MF Closed and MF Open (SPTM) 0.1 $1.7M +451% 37k 46.08
Vanguard Intermediate MF Closed and MF Open (BIV) 0.1 $1.7M +4% 18k 92.85
Consumer Discretionary MF Closed and MF Open (XLY) 0.1 $1.7M +18% 10k 160.82
Ishares 7-10yr MF Closed and MF Open (IEF) 0.1 $1.6M -64% 14k 119.94
Honeywell Intl Common Stock (HON) 0.1 $1.6M +72% 7.7k 212.71
Chevron Corp Common Stock (CVX) 0.1 $1.6M -13% 19k 84.47
Osi Oshares MF Closed and MF Open (OUSA) 0.1 $1.6M +10% 43k 38.28
Sector Healthcare MF Closed and MF Open (XLV) 0.1 $1.6M +56% 14k 113.46
Royal Bank Common Stock (RY) 0.1 $1.6M +4% 20k 82.05
Asml Holding Common Stock (ASML) 0.1 $1.6M +3% 3.3k 487.78
Boeing Company Common Stock (BA) 0.1 $1.6M +22% 7.3k 214.05
Vanguard Information MF Closed and MF Open (VGT) 0.1 $1.6M 4.4k 353.71
Anheuser Busch Common Stock (BUD) 0.1 $1.5M 22k 69.91
Vanguard Short MF Closed and MF Open (VCSH) 0.1 $1.5M +18% 18k 83.27
Novartis Common Stock (NVS) 0.1 $1.5M +18% 16k 94.40
Linde Common Stock (LIN) 0.1 $1.5M +2% 5.7k 263.45
Bhp Group Common Stock (BHP) 0.1 $1.5M +9% 23k 65.34
Accenture Common Stock (ACN) 0.1 $1.5M -31% 5.6k 261.31
Schwab Us MF Closed and MF Open (SCHP) 0.1 $1.4M +28% 23k 62.10
Vanguard Real MF Closed and MF Open (VNQ) 0.1 $1.4M +5% 17k 84.92
Rio Tinto Common Stock (RIO) 0.1 $1.4M +7% 19k 75.19
Salesforce.com Common Stock (CRM) 0.1 $1.4M +16% 6.3k 222.47
Target Corp Common Stock (TGT) 0.1 $1.4M +2% 7.9k 176.49
3m Company Common Stock (MMM) 0.1 $1.4M +12% 7.9k 174.76
Toronto Dominion Common Stock (TD) 0.1 $1.4M +5% 25k 56.40
Western Asset MF Closed and MF Open (DMO) 0.1 $1.4M +30% 96k 14.18
Ishares Msci MF Closed and MF Open (SMMV) 0.1 $1.4M -6% 40k 33.90
Cambria Tail Risk Etf MF Closed and MF Open (TAIL) 0.1 $1.4M NEW 66k 20.58
Ishares Core MF Closed and MF Open (IXUS) 0.1 $1.4M +3% 20k 67.18
First Trust MF Closed and MF Open (FVD) 0.1 $1.4M +6% 39k 35.07
Unilever Common Stock (UL) 0.1 $1.3M NEW 22k 60.38
First Trust MF Closed and MF Open (FDN) 0.1 $1.3M +52% 6.2k 212.22
Astrazeneca Common Stock (AZN) 0.1 $1.3M +11% 26k 49.97
Novo Nordisk Common Stock (NVO) 0.1 $1.3M +10% 19k 69.83
Ishares Ibonds MF Closed and MF Open (IBDP) 0.1 $1.3M +373% 48k 26.58
First Trust MF Closed and MF Open (FTCS) 0.1 $1.3M +61% 19k 67.47
Lockheed Martin Common Stock (LMT) 0.1 $1.3M 3.6k 355.07
Spdr Portfolio MF Closed and MF Open (SPMD) 0.1 $1.3M NEW 31k 40.39
Air Products Common Stock (APD) 0.1 $1.3M +12% 4.6k 273.24
Toyota Motor Common Stock (TM) 0.1 $1.2M +10% 8.1k 154.58
Spdr Series MF Closed and MF Open (XBI) 0.1 $1.2M 8.8k 140.80
Zoetis Common Stock (ZTS) 0.1 $1.2M +11% 7.5k 165.53
Spdr Bloomberg MF Closed and MF Open (FLRN) 0.1 $1.2M +51% 40k 30.59
Ishares National MF Closed and MF Open (MUB) 0.1 $1.2M -86% 10k 117.23
Micron Technology Common Stock (MU) 0.1 $1.2M 16k 75.17
Abbvie Common Stock (ABBV) 0.1 $1.2M +3% 11k 107.14
Vanguard Total MF Closed and MF Open (BNDX) 0.1 $1.2M -2% 20k 58.56
Tyson Foods Common Stock (TSN) 0.1 $1.2M +8% 18k 64.45
Osi Oshares MF Closed and MF Open (OGIG) 0.1 $1.2M NEW 22k 54.27
Ishares S&p MF Closed and MF Open (IVE) 0.1 $1.2M -11% 9.1k 128.02
Sanofi Common Stock (SNY) 0.1 $1.2M +13% 24k 48.59
Insulet Corp Common Stock (PODD) 0.1 $1.1M NEW 4.5k 255.57
Select Sector MF Closed and MF Open (XLC) 0.1 $1.1M 17k 67.45
Wells Fargo Common Stock (WFC) 0.1 $1.1M +48% 38k 30.18
General Electric Common Stock (GE) 0.1 $1.1M +17% 106k 10.80
Wisdomtree Emerging MF Closed and MF Open (XSOE) 0.1 $1.1M +15% 29k 39.66
Ishares Msci MF Closed and MF Open (EEMV) 0.1 $1.1M -9% 19k 61.09
Align Technology Common Stock (ALGN) 0.1 $1.1M +7% 2.1k 534.31
Northrop Grumman Common Stock (NOC) 0.1 $1.1M 3.6k 304.75
Ishares Exponential MF Closed and MF Open (XT) 0.1 $1.1M +11% 19k 57.24
Ishares Russell MF Closed and MF Open (IWD) 0.1 $1.1M +3% 7.9k 136.76
Sap Se Common Stock (SAP) 0.1 $1.1M +10% 8.3k 130.38
Broadcom Common Stock (AVGO) 0.1 $1.1M +12% 2.5k 437.65
Ishares Expanded MF Closed and MF Open (IGV) 0.1 $1.1M +100% 3.0k 354.12
L3harris Technologies Common Stock (LHX) 0.1 $1.1M +12% 5.7k 189.01
Cigna Corp Common Stock (CI) 0.1 $1.1M 5.1k 208.22
Intl Business Common Stock (IBM) 0.1 $1.1M 8.4k 125.86
Flexshares Morningstar MF Closed and MF Open (TILT) 0.1 $1.1M -4% 7.3k 144.75
Adobe Common Stock (ADBE) 0.0 $1.1M 2.1k 500.24
Direxion Daily S & P MF Closed and MF Open (SPXL) 0.0 $1.0M NEW 15k 72.28
Ishares Phlx MF Closed and MF Open (SOXX) 0.0 $1.0M +86% 2.8k 379.12
Eli Lilly Common Stock (LLY) 0.0 $1.0M +31% 6.2k 168.91
Dominion Energy Common Stock (D) 0.0 $1.0M -8% 14k 75.23
S&p Global Common Stock (SPGI) 0.0 $1.0M 3.1k 328.88
Schwab Short MF Closed and MF Open (SCHO) 0.0 $1.0M 20k 51.37
Unum Group Common Stock (UNM) 0.0 $1.0M 45k 22.94
Caterpillar Common Stock (CAT) 0.0 $1.0M +2% 5.6k 182.03

Past Filings by Integrated Wealth Concepts

SEC 13F filings are viewable for Integrated Wealth Concepts going back to 2018