Integrated Wealth Concepts

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

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Portfolio Holdings for Integrated Wealth Concepts

Integrated Wealth Concepts holds 1346 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Integrated Wealth Concepts has 1346 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Common Stock (AAPL) 3.0 $144M +79% 873k 164.90
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Ishares Core MF Closed and MF Open (IVV) 2.5 $120M +9% 291k 411.08
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Ishares Msci MF Closed and MF Open (QUAL) 2.2 $107M +16% 862k 124.06
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Ishares Msci MF Closed and MF Open (USMV) 1.6 $76M +8% 1.0M 72.74
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Sector Technology MF Closed and MF Open (XLK) 1.4 $70M +680% 462k 151.01
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Microsoft Corp Common Stock (MSFT) 1.4 $66M +40% 230k 288.30
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Bny Mellon MF Closed and MF Open (BKLC) 1.4 $66M +21% 864k 76.15
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Schwab Strategic Tr MF Closed and MF Open (SCHX) 1.2 $59M 1.2M 48.37
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Ishares Msci MF Closed and MF Open (EFG) 1.2 $56M +13% 599k 93.68
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Ishares Msci MF Closed and MF Open (MTUM) 1.1 $52M -4% 373k 139.04
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Dimensional Us MF Closed and MF Open (DFAC) 1.1 $51M -8% 2.0M 25.48
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VanEck EM Local Currency Debt MF Closed and MF Open (EMLC) 1.0 $50M +118% 2.0M 25.25
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Ishares Msci MF Closed and MF Open (EFV) 1.0 $49M 998k 48.53
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SPDR S&P MF Closed and MF Open (SPY) 0.9 $45M +87% 110k 409.39
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Spdr Portfolio MF Closed and MF Open (SPLG) 0.9 $42M +157% 871k 48.15
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Sector Industrial MF Closed and MF Open (XLI) 0.9 $41M +20% 410k 101.18
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Ishares Msci MF Closed and MF Open (VLUE) 0.8 $41M -9% 440k 92.59
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Ishares Msci MF Closed and MF Open (EWG) 0.8 $40M +13% 1.4M 28.46
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Spdr Nuveen MF Closed and MF Open (TFI) 0.8 $39M +3846% 837k 46.82
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Ishares MF Closed and MF Open (EWJ) 0.8 $39M NEW 664k 58.69
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Ishares Core MF Closed and MF Open (IEFA) 0.8 $39M +26% 579k 66.85
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Ishares MF Closed and MF Open (EWT) 0.8 $38M +16315% 848k 45.33
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Bny Mellon MF Closed and MF Open (BKIE) 0.8 $38M +25% 572k 67.10
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Ishares Msci MF Closed and MF Open (EWU) 0.8 $38M +16% 1.2M 32.26
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Sector Energy MF Closed and MF Open (XLE) 0.8 $38M -5% 458k 82.83
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Invesco Qqq MF Closed and MF Open (QQQ) 0.7 $34M 107k 320.93
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Spdr Ser Tr MF Closed and MF Open (EFIV) 0.7 $33M +5% 831k 39.43
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Vanguard Total MF Closed and MF Open (VTI) 0.7 $33M +42% 159k 204.10
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Ishares Core MF Closed and MF Open (IJH) 0.7 $33M +19% 130k 250.16
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Ishares Core MF Closed and MF Open (IEMG) 0.7 $32M +232% 660k 48.79
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Amazon Common Stock (AMZN) 0.7 $32M +72% 309k 103.29
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Qualcomm Common Stock (QCOM) 0.6 $31M +823% 241k 127.58
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Schwab Strategic Tr MF Closed and MF Open (SCHD) 0.6 $30M +46% 403k 73.16
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Ishares MF Closed and MF Open (EMGF) 0.6 $28M +127% 662k 41.52
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Ishares Ibonds MF Closed and MF Open (IBTD) 0.6 $27M +179% 1.1M 24.81
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Dimensional Core MF Closed and MF Open (DFCF) 0.5 $25M +2464% 597k 42.50
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Ishares Msci MF Closed and MF Open (SMLF) 0.5 $25M -2% 495k 51.26
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Invesco Senior MF Closed and MF Open (BKLN) 0.5 $25M +4% 1.2M 20.80
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Dimensional Emerging MF Closed and MF Open (DFAE) 0.5 $25M +3818% 1.1M 23.02
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Vanguard Index Fds MF Closed and MF Open (VOO) 0.5 $25M +33% 65k 376.07
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Ishares Floating MF Closed and MF Open (FLOT) 0.5 $24M +3% 479k 50.39
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Ishares Esg MF Closed and MF Open (ESGU) 0.5 $24M -38% 263k 90.45
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Spdr Bloomberg MF Closed and MF Open (CWB) 0.5 $24M +4009% 355k 67.07
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Ishares Core MF Closed and MF Open (ITOT) 0.5 $24M +12% 260k 90.55
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Dimensional Us MF Closed and MF Open (DFUV) 0.5 $22M +97% 661k 33.48
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Invesco Bulletshares MF Closed and MF Open (BSCN) 0.4 $22M 1.0M 21.08
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Ishares MF Closed and MF Open (SHYG) 0.4 $21M -21% 501k 41.68
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Ishares Core MF Closed and MF Open (IJR) 0.4 $21M -5% 215k 96.70
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Schwab Strategic Tr MF Closed and MF Open (SCHG) 0.4 $21M -3% 319k 65.17
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Ishares National MF Closed and MF Open (MUB) 0.4 $20M -47% 188k 107.74
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Nvidia Corp Common Stock (NVDA) 0.4 $20M +86% 73k 277.78
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Exxon Mobil Common Stock (XOM) 0.4 $20M +42% 179k 109.66
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Ishares Short MF Closed and MF Open (SHV) 0.4 $20M -67% 177k 110.50
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Ishares Core MF Closed and MF Open (IUSB) 0.4 $19M +32% 421k 46.15
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Procter & Gamble Common Stock (PG) 0.4 $19M +37% 129k 148.69
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Spdr Gold Common Stock (GLD) 0.4 $19M +94% 102k 183.22
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Vanguard Intermediate MF Closed and MF Open (VCIT) 0.4 $19M +53% 234k 80.22
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Vanguard High MF Closed and MF Open (VYM) 0.4 $19M +30% 175k 105.50
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First Trust MF Closed and MF Open (FTA) 0.4 $18M +262% 276k 66.40
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Ishares Semiconductor MF Closed and MF Open (SOXX) 0.4 $18M +883% 41k 444.67
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Invesco Bulletshares MF Closed and MF Open (BSCO) 0.4 $18M +28% 871k 20.59
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Spdr Dow MF Closed and MF Open (DIA) 0.4 $17M -2% 52k 332.62
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Alphabet Common Stock (GOOG) 0.4 $17M +100% 166k 104.00
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Ishares Mbs MF Closed and MF Open (MBB) 0.4 $17M -19% 182k 94.73
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Spdr Portfolio MF Closed and MF Open (SPTL) 0.4 $17M +77% 550k 30.88
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Spdr Index Shs Fds MF Closed and MF Open (SPDW) 0.3 $17M +10% 517k 32.12
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Johnson & Johnson Common Stock (JNJ) 0.3 $17M +108% 106k 155.00
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Invesco Actively Managed Etf MF Closed and MF Open (GTO) 0.3 $16M +3% 341k 47.20
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Invesco Bulletshares MF Closed and MF Open (BSJP) 0.3 $16M 698k 22.48
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Invesco Bulletshares MF Closed and MF Open (BSJO) 0.3 $16M 699k 22.45
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Ishares S&p MF Closed and MF Open (IUSG) 0.3 $15M +28% 173k 88.77
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Berkshire Hathaway Common Stock (BRK.B) 0.3 $15M +84% 50k 308.77
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Vanguard Small MF Closed and MF Open (VB) 0.3 $15M +32% 80k 189.56
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Chevron Corp Common Stock (CVX) 0.3 $15M +187% 92k 163.16
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Vanguard Municipal MF Closed and MF Open (VTEB) 0.3 $15M +268% 296k 50.66
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Home Depot Common Stock (HD) 0.3 $15M +58% 51k 295.12
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Ishares Technology MF Closed and MF Open (IYW) 0.3 $15M +43% 159k 92.81
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Vanguard Index Fds MF Closed and MF Open (VNQ) 0.3 $15M +38% 177k 83.04
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Ishares Russell MF Closed and MF Open (IWM) 0.3 $14M +27% 81k 178.40
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Tesla Common Stock (TSLA) 0.3 $14M +31% 70k 207.46
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Schwab Strategic Tr MF Closed and MF Open (SCHA) 0.3 $14M +27% 341k 41.93
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Vanguard Mid MF Closed and MF Open (VOT) 0.3 $14M +11% 72k 194.89
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Visa Common Stock (V) 0.3 $14M +28% 62k 225.46
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J P Morgan Exchange Traded F MF Closed and MF Open (JEPI) 0.3 $14M +12% 250k 54.60
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Meta Platforms Common Stock (META) 0.3 $13M +50% 63k 211.93
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Vanguard Health MF Closed and MF Open (VHT) 0.3 $13M +223% 56k 238.46
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Ishares 7-10yr MF Closed and MF Open (IEF) 0.3 $13M -87% 133k 99.12
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JP Morgan Chase & Co. Common Stock (JPM) 0.3 $13M +48% 101k 130.31
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Vanguard Bd Index Fds MF Closed and MF Open (BND) 0.3 $13M +17% 177k 73.83
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Vanguard Index Fds MF Closed and MF Open (VO) 0.3 $13M +59% 62k 210.92
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Vanguard Fste MF Closed and MF Open (VWO) 0.3 $13M +6% 317k 40.40
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Pfizer Common Stock (PFE) 0.3 $13M +9% 311k 40.80
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First Tr Morningstar Divid L MF Closed and MF Open (FDL) 0.3 $13M +50% 358k 35.50
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Vanguard Growth MF Closed and MF Open (VUG) 0.3 $13M +9% 51k 249.43
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United Parcel Common Stock (UPS) 0.3 $13M +88% 65k 193.99
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First Trust MF Closed and MF Open (RDVY) 0.3 $13M 281k 44.87
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First Trust MF Closed and MF Open (FVD) 0.3 $13M +4% 312k 40.16
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Spdr Portfolio MF Closed and MF Open (SPSM) 0.3 $13M +150% 331k 37.77
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iShares Edge MSCI Intl Value Factor MF Closed and MF Open (IVLU) 0.3 $12M +4% 502k 24.79
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Pepsico Common Stock (PEP) 0.3 $12M +138% 68k 182.30
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Ishares 1-3yr MF Closed and MF Open (SHY) 0.3 $12M +295% 150k 82.16
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Ishares S&p MF Closed and MF Open (IJK) 0.2 $12M +4038% 166k 71.51
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Bny Mellon MF Closed and MF Open (BKAG) 0.2 $12M -80% 275k 42.74
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Dimensional Intl MF Closed and MF Open (DFIV) 0.2 $12M +2922% 363k 32.23
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Sector Financial MF Closed and MF Open (XLF) 0.2 $12M -69% 357k 32.15
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Vanguard Mid MF Closed and MF Open (VOE) 0.2 $11M +27% 85k 134.07
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Alphabet Common Stock (GOOGL) 0.2 $11M +30% 106k 103.73
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Dimensional National MF Closed and MF Open (DFNM) 0.2 $11M +755% 227k 48.31
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Ishares Ibonds MF Closed and MF Open (IBTE) 0.2 $11M +50% 442k 24.01
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Jp Morgan MF Closed and MF Open (JMUB) 0.2 $11M +2477% 207k 50.63
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Ishares Select MF Closed and MF Open (DVY) 0.2 $10M +12% 89k 117.18
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Mcdonalds Corp Common Stock (MCD) 0.2 $10M +104% 37k 279.62
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Ishares Core MF Closed and MF Open (AGG) 0.2 $10M +45% 104k 99.64
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Ishares Core MF Closed and MF Open (IUSV) 0.2 $10M +15% 139k 73.78
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Ishares Russell MF Closed and MF Open (IWB) 0.2 $10M +6% 46k 225.23
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Dimensional Us MF Closed and MF Open (DFAR) 0.2 $10M +4884% 475k 21.49
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Sprott Physical MF Closed and MF Open (PHYS) 0.2 $10M -20% 649k 15.46
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Bank America Common Stock (BAC) 0.2 $9.8M +68% 344k 28.60
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Victoryshares U S MF Closed and MF Open (CDC) 0.2 $9.5M 157k 60.62
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Schwab Intl MF Closed and MF Open (SCHF) 0.2 $9.4M +9% 270k 34.80
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Spdr Portfolio MF Closed and MF Open (SPYG) 0.2 $9.4M +696% 170k 55.36
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Jpmorgan MF Closed and MF Open (JPST) 0.2 $9.4M +41% 186k 50.32
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Goldman Sachs MF Closed and MF Open (GSLC) 0.2 $9.3M +29% 114k 81.22
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Abbvie Common Stock (ABBV) 0.2 $9.2M +70% 58k 159.38
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Dimensional World MF Closed and MF Open (DFAX) 0.2 $8.8M +24% 381k 23.06
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Vanguard Ftse MF Closed and MF Open (VEA) 0.2 $8.7M -11% 193k 45.17
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Victoryshares Us MF Closed and MF Open (CFO) 0.2 $8.6M 139k 62.30
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Vanguard Value MF Closed and MF Open (VTV) 0.2 $8.6M +35% 62k 138.11
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Ishares S&p MF Closed and MF Open (OEF) 0.2 $8.5M +5% 46k 187.03
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Verizon Communications Common Stock (VZ) 0.2 $8.2M +55% 212k 38.89
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Eli Lilly Common Stock (LLY) 0.2 $8.2M +9% 24k 343.42
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Cisco Sys Common Stock (CSCO) 0.2 $8.2M +49% 157k 52.28
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Simplify Exchange Traded Fun MF Closed and MF Open (SPYC) 0.2 $8.2M -11% 304k 26.90
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Vaneck High MF Closed and MF Open (HYD) 0.2 $7.9M +18% 153k 51.74
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Sector Consumer MF Closed and MF Open (XLP) 0.2 $7.8M +161% 105k 74.71
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Vanguard Bd Index Fds MF Closed and MF Open (BSV) 0.2 $7.8M -22% 103k 76.49
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Vanguard Information MF Closed and MF Open (VGT) 0.2 $7.8M +31% 20k 385.48
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Sector Healthcare MF Closed and MF Open (XLV) 0.2 $7.8M -78% 60k 129.45
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Ishares Core MF Closed and MF Open (DGRO) 0.2 $7.8M +28% 155k 49.99
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Ishares 0-5 MF Closed and MF Open (STIP) 0.2 $7.7M +79% 77k 99.24
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Ishares Ibonds MF Closed and MF Open (IBTF) 0.2 $7.6M +22% 324k 23.53
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SPDR S&P MF Closed and MF Open (KRE) 0.2 $7.6M +2671% 174k 43.86
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At&t Common Stock (T) 0.2 $7.6M +132% 394k 19.25
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Servicenow Common Stock (NOW) 0.2 $7.6M +485% 16k 464.69
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Blackstone Senior MF Closed and MF Open (BSL) 0.2 $7.5M -2% 591k 12.68
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John Hancock MF Closed and MF Open (JHMM) 0.2 $7.5M +35% 156k 47.88
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Ishares 20 MF Closed and MF Open (TLT) 0.2 $7.5M +96% 70k 106.37
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Spdr Blackstone MF Closed and MF Open (SRLN) 0.2 $7.4M -19% 178k 41.46
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Walt Disney Common Stock (DIS) 0.2 $7.3M +50% 73k 100.14
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Costco Wholesale Common Stock (COST) 0.1 $7.3M +32% 15k 496.89
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First Trust MF Closed and MF Open (SKYY) 0.1 $7.2M +222% 108k 66.91
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Boeing Company Common Stock (BA) 0.1 $7.2M +82% 34k 212.43
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First Trust MF Closed and MF Open (FTCS) 0.1 $7.2M +6% 99k 72.94
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Coca Cola Company Common Stock (KO) 0.1 $7.1M +8% 115k 62.03
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Citigroup Common Stock (C) 0.1 $7.1M +47% 152k 46.89
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Merck & Co Common Stock (MRK) 0.1 $7.1M +10% 67k 106.39
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Blackstone Strategic MF Closed and MF Open (BGB) 0.1 $7.1M 663k 10.65
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Ishares Trust MF Closed and MF Open (IFRA) 0.1 $7.1M +7% 189k 37.32
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Vanguard Scottsdale Fds MF Closed and MF Open (VGSH) 0.1 $7.1M +7% 121k 58.54
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Dimensional Us MF Closed and MF Open (DFAU) 0.1 $7.0M +113% 243k 28.77
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First Trust MF Closed and MF Open (FV) 0.1 $6.9M -2% 154k 45.08
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Sector Materials MF Closed and MF Open (XLB) 0.1 $6.9M +1911% 85k 80.66
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Invesco P MF Closed and MF Open (PGX) 0.1 $6.8M +64% 591k 11.48
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Invesco Bulletshares MF Closed and MF Open (BSJN) 0.1 $6.8M -2% 288k 23.56
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Invesco Bulletshares MF Closed and MF Open (BSJQ) 0.1 $6.7M 294k 22.86
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iShares ESG MSCI USA Leaders ETF MF Closed and MF Open (SUSL) 0.1 $6.7M +3% 94k 71.26
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Intel Corp Common Stock (INTC) 0.1 $6.6M +161% 201k 32.67
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Stellar Bancorp Common Stock (STEL) 0.1 $6.4M 259k 24.61
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Spdr Portfolio MF Closed and MF Open (SPMD) 0.1 $6.3M +196% 144k 43.94
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Spdr Bloomberg MF Closed and MF Open (BIL) 0.1 $6.3M 69k 91.82
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Schwab Strategic Tr MF Closed and MF Open (SCHJ) 0.1 $6.1M 129k 47.57
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Jpmorgan Us MF Closed and MF Open (JVAL) 0.1 $6.0M +3% 175k 34.06
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Invesco S&p MF Closed and MF Open (RSP) 0.1 $6.0M +23% 41k 144.61
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Walmart Common Stock (WMT) 0.1 $5.8M +10% 40k 147.46
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Ishares 1-5 Year MF Closed and MF Open (IGSB) 0.1 $5.8M 115k 50.54
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Schwab Intl MF Closed and MF Open (SCHC) 0.1 $5.8M +5% 172k 33.71
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Invesco Exch Traded Fd Tr Ii MF Closed and MF Open (PICB) 0.1 $5.8M +6% 265k 21.77
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Schwab Strategic Tr MF Closed and MF Open (SCHV) 0.1 $5.8M +15% 88k 65.58
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First Trust MF Closed and MF Open (FBT) 0.1 $5.8M +1611% 37k 155.03
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First Trust MF Closed and MF Open (FTC) 0.1 $5.7M +89% 61k 93.04
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Ishares Europe MF Closed and MF Open (IEV) 0.1 $5.7M +4% 114k 50.02
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Advanced Micro Common Stock (AMD) 0.1 $5.6M +141% 58k 98.01
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Wisdomtree Emerging MF Closed and MF Open (XSOE) 0.1 $5.6M +3% 201k 27.84
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Intl Business Common Stock (IBM) 0.1 $5.6M +108% 43k 131.08
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Lockheed Martin Common Stock (LMT) 0.1 $5.5M +65% 12k 472.72
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ProShares Ultra Semiconductor MF Closed and MF Open (USD) 0.1 $5.5M NEW 189k 28.91
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Western Asset MF Closed and MF Open (DMO) 0.1 $5.4M -2% 517k 10.45
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Ishares Msci MF Closed and MF Open (EEM) 0.1 $5.4M -24% 136k 39.46
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Ishares Tips MF Closed and MF Open (TIP) 0.1 $5.3M +29% 48k 110.26
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Vaneck Etf Trust MF Closed and MF Open (ANGL) 0.1 $5.3M +35% 188k 28.02
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Raytheon Technologies Common Stock (RTX) 0.1 $5.3M +31% 54k 97.93
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Schwab Short MF Closed and MF Open (SCHO) 0.1 $5.3M +43% 108k 48.79
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Unitedhealth Group Common Stock (UNH) 0.1 $5.2M -14% 11k 472.63
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Spdr Intermediate MF Closed and MF Open (SPTI) 0.1 $5.2M +78% 179k 28.94
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Invesco Hig Incm 2023 Targ T MF Closed and MF Open (IHIT) 0.1 $5.2M -5% 663k 7.81
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Select Sector Spdr Tr MF Closed and MF Open (XLU) 0.1 $5.1M +46% 75k 67.69
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Axon Enterprise Common Stock (AXON) 0.1 $5.0M NEW 22k 224.84
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Ishares Global MF Closed and MF Open (IXN) 0.1 $5.0M -46% 91k 54.36
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Goldman Sachs Common Stock (GS) 0.1 $4.9M +98% 15k 327.14
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Pimco Enhanced MF Closed and MF Open (LDUR) 0.1 $4.9M +6% 52k 94.88
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Spdr Series MF Closed and MF Open (SDY) 0.1 $4.8M +90% 39k 123.72
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Vanguard Dividend MF Closed and MF Open (VIG) 0.1 $4.8M +83% 31k 154.01
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Ishares Russell MF Closed and MF Open (IWF) 0.1 $4.8M +22% 20k 244.34
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Spdr Nuveen MF Closed and MF Open (HYMB) 0.1 $4.8M +108% 191k 25.04
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Oracle Corp Common Stock (ORCL) 0.1 $4.8M -10% 51k 92.91
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Ishares Msci MF Closed and MF Open (EEMV) 0.1 $4.7M -83% 86k 54.56
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Broadcom Common Stock (AVGO) 0.1 $4.7M -7% 7.3k 641.55
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Amgen Common Stock (AMGN) 0.1 $4.6M +35% 19k 241.73
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Ishares Tr MF Closed and MF Open (GOVT) 0.1 $4.6M +145% 198k 23.38
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Spdr Portfolio MF Closed and MF Open (SPEM) 0.1 $4.6M +51% 134k 34.13
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Ishares Ibonds MF Closed and MF Open (IBMN) 0.1 $4.5M +24% 170k 26.61
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Starbucks Corp Common Stock (SBUX) 0.1 $4.5M +75% 44k 104.13
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Adams Diversified MF Closed and MF Open (ADX) 0.1 $4.5M 291k 15.55
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Ford Motor Common Stock (F) 0.1 $4.5M +82% 357k 12.60
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Spdr Mortgage MF Closed and MF Open (SPMB) 0.1 $4.5M +71% 202k 22.18
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Mastercard Common Stock (MA) 0.1 $4.4M 12k 363.40
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Spdr Bloomberg MF Closed and MF Open (BILS) 0.1 $4.4M +10% 44k 99.61
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Schwab Strategic MF Closed and MF Open (SCHY) 0.1 $4.4M +47% 187k 23.63
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Ishares Ibonds MF Closed and MF Open (IBML) 0.1 $4.3M +28% 170k 25.43
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Ishares S&p MF Closed and MF Open (IVW) 0.1 $4.2M +44% 66k 63.89
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Consolidated Edison Common Stock (ED) 0.1 $4.2M +121% 44k 95.66
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Waste Management Common Stock (WM) 0.1 $4.2M +32% 26k 163.17
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Pimco Etf Tr MF Closed and MF Open (LTPZ) 0.1 $4.2M +6% 68k 61.67
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Ishares Global MF Closed and MF Open (IXJ) 0.1 $4.2M +6% 50k 83.37
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Philip Morris Common Stock (PM) 0.1 $4.2M +170% 43k 97.26
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Cambria Etf Tr MF Closed and MF Open (TAIL) 0.1 $4.1M -9% 282k 14.70
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Bny Mellon MF Closed and MF Open (BKHY) 0.1 $4.1M +15% 87k 47.36
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3M Common Stock (MMM) 0.1 $4.0M +277% 39k 105.11
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Ishares Short MF Closed and MF Open (SUB) 0.1 $4.0M -18% 38k 104.69
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Wisdomtree Tr MF Closed and MF Open (NTSX) 0.1 $4.0M -20% 114k 35.06
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Spdr Portfolio MF Closed and MF Open (SPYV) 0.1 $4.0M 97k 40.72
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Abbott Laboratories Common Stock (ABT) 0.1 $3.9M -3% 39k 101.26
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Etf Ser MF Closed and MF Open (JETS) 0.1 $3.9M +106% 210k 18.63
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Prudential Financial Common Stock (PRU) 0.1 $3.9M +1048% 47k 82.73
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First Trust MF Closed and MF Open (KNG) 0.1 $3.9M +17% 76k 51.44
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Diageo Common Stock (DEO) 0.1 $3.9M +6% 21k 181.18
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Kinder Morgan Common Stock (KMI) 0.1 $3.9M +183% 221k 17.51
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Ishares Ibonds MF Closed and MF Open (IBMM) 0.1 $3.9M +37% 149k 25.87
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Applied Materials Common Stock (AMAT) 0.1 $3.8M +344% 31k 122.84
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Ishares S&p MF Closed and MF Open (IVE) 0.1 $3.8M +2% 25k 151.76
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Ishares S&p MF Closed and MF Open (IJS) 0.1 $3.8M +197% 40k 93.58
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Wells Fargo Common Stock (WFC) 0.1 $3.7M +185% 100k 37.38
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Adobe Common Stock (ADBE) 0.1 $3.7M +192% 9.6k 385.42
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Blackrock Short MF Closed and MF Open (MEAR) 0.1 $3.6M -90% 73k 49.95
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Blackstone Common Stock (BX) 0.1 $3.6M +24% 41k 87.84
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Stellantis Nv Common Stock (STLA) 0.1 $3.6M NEW 199k 18.19
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Energy Transfer Oil & Gas, Real Estate and REIT (ET) 0.1 $3.6M +372% 290k 12.47
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Sempra Common Stock (SRE) 0.1 $3.6M +654% 24k 151.17
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Invesco Exchange Traded Fd T MF Closed and MF Open (XLG) 0.1 $3.6M +4% 12k 310.49
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Ishares Tr MF Closed and MF Open (IWL) 0.1 $3.6M -4% 37k 97.30
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Past Filings by Integrated Wealth Concepts

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

View all past filings