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 979 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Integrated Wealth Concepts has 979 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Core MF Closed and MF Open (IVV) 2.6 $84M +4% 221k 379.15
Ishares Msci MF Closed and MF Open (QUAL) 2.5 $80M +2% 719k 111.73
Ishares Short MF Closed and MF Open (SHV) 2.0 $65M +99% 591k 110.10
Apple Common Stock (AAPL) 2.0 $63M +2% 462k 136.72
Ishares Msci MF Closed and MF Open (USMV) 1.9 $62M -5% 887k 70.21
Bny Mellon MF Closed and MF Open (BKAG) 1.9 $62M +3% 1.4M 43.68
Ishares Msci MF Closed and MF Open (EFG) 1.8 $57M +44% 712k 80.49
Invesco Optimum MF Closed and MF Open (PDBC) 1.5 $50M +7% 2.7M 18.04
Dimensional Us MF Closed and MF Open (DFAC) 1.5 $49M +2424% 2.1M 23.30
Bny Mellon MF Closed and MF Open (BKLC) 1.4 $45M 648k 69.89
Ishares Msci MF Closed and MF Open (MTUM) 1.4 $44M 323k 136.37
Ishares Msci MF Closed and MF Open (VLUE) 1.3 $43M -9% 474k 90.52
Ishares Tips MF Closed and MF Open (TIP) 1.3 $41M -50% 363k 113.91
Microsoft Corp Common Stock (MSFT) 1.3 $41M +2% 160k 256.83

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Sector Energy MF Closed and MF Open (XLE) 1.3 $41M +10% 566k 71.51
Ishares Msci MF Closed and MF Open (EFV) 1.2 $40M -6% 911k 43.40
Spdr Gold Common Stock (GLD) 1.2 $38M +18% 225k 168.46
Blackrock Short MF Closed and MF Open (MEAR) 1.1 $35M 710k 49.72
Ishares Esg MF Closed and MF Open (ESGU) 1.1 $34M 405k 83.90
Ishares Core MF Closed and MF Open (IEFA) 1.0 $34M -15% 570k 58.85
Invesco Qqq MF Closed and MF Open (QQQ) 0.9 $30M +8% 106k 280.28
Aberdeen Physical MF Closed and MF Open (PPLT) 0.9 $29M +23% 350k 83.10
Ishares Msci MF Closed and MF Open (EWC) 0.9 $29M +33% 846k 33.68
Ishares Msci MF Closed and MF Open (EWZ) 0.9 $28M +33% 1.0M 27.39
Spdr Series MF Closed and MF Open (EFIV) 0.8 $26M +3% 728k 36.23
Schwab Us MF Closed and MF Open (SCHX) 0.8 $25M +35% 549k 44.66
Jpmorgan MF Closed and MF Open (JPST) 0.8 $24M +16% 483k 50.09
Ishares Msci MF Closed and MF Open (SMLF) 0.8 $24M -7% 514k 46.89
Ishares Floating MF Closed and MF Open (FLOT) 0.7 $24M +10% 482k 49.92
SPDR S&P MF Closed and MF Open (SPY) 0.7 $24M +30% 64k 377.25
Ishares Core MF Closed and MF Open (IJH) 0.7 $23M +13% 103k 226.23
Ishares MF Closed and MF Open (SHYG) 0.7 $22M 547k 40.55
Vanguard Total MF Closed and MF Open (VTI) 0.7 $22M 115k 188.62
Invesco Senior MF Closed and MF Open (BKLN) 0.7 $21M -16% 1.0M 20.27
Invesco Bulletshares MF Closed and MF Open (BSCN) 0.6 $21M +8% 982k 20.95
Vanguard S&p MF Closed and MF Open (VOO) 0.6 $20M +25% 58k 346.88
Amazon Common Stock (AMZN) 0.6 $19M +2170% 177k 106.21
Ishares Core MF Closed and MF Open (ITOT) 0.6 $18M -10% 220k 83.78
Invesco Bulletshares MF Closed and MF Open (BSCM) 0.6 $18M +4% 864k 21.19
Invesco Bulletshares MF Closed and MF Open (BSJM) 0.6 $18M -2% 811k 22.05
Spdr Dow MF Closed and MF Open (DIA) 0.5 $17M -2% 56k 307.81
Aberdeen Physical MF Closed and MF Open (GLTR) 0.5 $17M +51% 202k 85.33
Bny Mellon MF Closed and MF Open (BKIE) 0.5 $17M +3% 284k 60.49
Invesco Bulletshares MF Closed and MF Open (BSJO) 0.5 $16M +2% 741k 21.79
Ishares Msci MF Closed and MF Open (EMGF) 0.5 $16M +6% 370k 42.92
Ishares Russell MF Closed and MF Open (IWM) 0.5 $16M -5% 92k 169.36
Ishares Mbs MF Closed and MF Open (MBB) 0.5 $15M -29% 156k 97.49
Pfizer Common Stock (PFE) 0.4 $14M 274k 52.43
Invesco Bulletshares MF Closed and MF Open (BSCO) 0.4 $14M +12% 668k 20.74
Sprott Physical MF Closed and MF Open (PHYS) 0.4 $14M +29% 957k 14.18
Vanguard High MF Closed and MF Open (VYM) 0.4 $13M +19% 129k 101.70
Invesco Total MF Closed and MF Open (GTO) 0.4 $13M +144% 268k 48.15
Procter & Gamble Common Stock (PG) 0.4 $13M 89k 143.79
Ishares Core MF Closed and MF Open (IJR) 0.4 $13M -21% 138k 92.41
Spdr Portfolio MF Closed and MF Open (SPDW) 0.4 $13M +190% 434k 28.84
Ishares S&p MF Closed and MF Open (IUSG) 0.4 $13M +7% 149k 83.70
First Trust MF Closed and MF Open (RDVY) 0.4 $12M +10% 300k 40.92
Vanguard Growth MF Closed and MF Open (VUG) 0.4 $12M -15% 55k 222.89
Ishares Core MF Closed and MF Open (IEMG) 0.4 $12M 248k 49.06
Vanguard Total MF Closed and MF Open (BND) 0.4 $12M 162k 75.26
Spdr Portfolio MF Closed and MF Open (SPLG) 0.4 $12M +5% 265k 44.34
Spdr Blackstone MF Closed and MF Open (SRLN) 0.4 $12M -23% 280k 41.64
Ishares Msci MF Closed and MF Open (EEMV) 0.3 $11M +1196% 202k 55.43
Spdr Portfolio MF Closed and MF Open (SPTL) 0.3 $11M +61% 326k 33.07
Ishares Core MF Closed and MF Open (IUSB) 0.3 $11M +30% 226k 46.82
Vanguard Small MF Closed and MF Open (VB) 0.3 $11M +52% 60k 176.10
Ishares U S MF Closed and MF Open (COMT) 0.3 $11M -26% 256k 40.94
Dimensional Us MF Closed and MF Open (DFUV) 0.3 $10M NEW 328k 31.60
Exxon Mobil Common Stock (XOM) 0.3 $10M +15% 120k 85.64
Sector Financial MF Closed and MF Open (XLF) 0.3 $10M -8% 326k 31.45
Victoryshares U S MF Closed and MF Open (CDC) 0.3 $10M +2% 153k 66.10
Ishares Russell MF Closed and MF Open (IWB) 0.3 $10M +168% 48k 207.76
Tesla Common Stock (TSLA) 0.3 $9.7M +5% 15k 673.44
Visa Common Stock (V) 0.3 $9.4M 48k 196.90
Vanguard Mid MF Closed and MF Open (VO) 0.3 $9.4M +41% 48k 196.97
Schwab Us MF Closed and MF Open (SCHD) 0.3 $9.2M +329% 128k 71.63
Invesco Bulletshares MF Closed and MF Open (BSJP) 0.3 $9.1M 415k 21.95
CBTX Common Stock (CBTX) 0.3 $8.9M 336k 26.59
Johnson & Johnson Common Stock (JNJ) 0.3 $8.9M +3% 50k 177.50
Ishares S&p MF Closed and MF Open (IJS) 0.3 $8.7M +669% 98k 89.03
Blackstone Senior MF Closed and MF Open (BSL) 0.3 $8.6M 645k 13.30
Alphabet Common Stock (GOOG) 0.3 $8.6M +7% 3.9k 2187.42
Home Depot Common Stock (HD) 0.3 $8.5M 31k 274.26
Victoryshares Us MF Closed and MF Open (CFO) 0.3 $8.5M 133k 64.26
Ishares Core MF Closed and MF Open (IUSV) 0.3 $8.4M 125k 66.88
Alphabet Common Stock (GOOGL) 0.3 $8.3M +3% 3.8k 2178.94
Simplify Exchange Traded Fun MF Closed and MF Open (SPD) 0.3 $8.1M +42% 307k 26.47
Ishares S&p MF Closed and MF Open (OEF) 0.3 $8.1M +203% 47k 172.47
Jpmorgan Chase Common Stock (JPM) 0.3 $8.0M -2% 71k 112.61
Ishares Esg MF Closed and MF Open (ESGE) 0.2 $8.0M +18% 246k 32.31
Sector Technology MF Closed and MF Open (XLK) 0.2 $7.7M 60k 127.12
Vanguard Short MF Closed and MF Open (BSV) 0.2 $7.5M +162% 98k 76.79
Wisdomtree Tr MF Closed and MF Open (NTSX) 0.2 $7.5M +88% 225k 33.34
Ishares Core MF Closed and MF Open (HDV) 0.2 $7.4M +935% 74k 100.42
Berkshire Hathaway Common Stock (BRK.B) 0.2 $7.4M 27k 273.02
Jpmorgan MF Closed and MF Open (JEPI) 0.2 $7.4M +13% 133k 55.45
Vaneck High MF Closed and MF Open (HYD) 0.2 $7.3M -3% 136k 53.85
Ishares Tr MF Closed and MF Open (IWL) 0.2 $7.3M NEW 81k 89.81
Ishares Select MF Closed and MF Open (DVY) 0.2 $7.2M +3% 61k 117.66
Vanguard Intermediate MF Closed and MF Open (VCIT) 0.2 $7.0M 87k 80.02
Eli Lilly Common Stock (LLY) 0.2 $7.0M +19% 21k 324.22
Verizon Communications Common Stock (VZ) 0.2 $6.7M 133k 50.75
Invesco Bulletshares MF Closed and MF Open (BSJN) 0.2 $6.6M +4% 287k 22.94
Unitedhealth Group Common Stock (UNH) 0.2 $6.6M 13k 513.63
Ishares Russell MF Closed and MF Open (IWF) 0.2 $6.5M +299% 30k 218.71
Goldman Sachs MF Closed and MF Open (GSLC) 0.2 $6.4M 86k 74.94
Coca Cola Company Common Stock (KO) 0.2 $6.4M +12% 102k 62.91
Bny Mellon MF Closed and MF Open (BKEM) 0.2 $6.4M -17% 113k 56.72
X Trackers MF Closed and MF Open (HDEF) 0.2 $6.4M NEW 306k 20.85
Invesco High MF Closed and MF Open (IHIT) 0.2 $6.3M 742k 8.56
Ishares Core MF Closed and MF Open (AGG) 0.2 $6.3M -49% 62k 101.68
Vanguard Information MF Closed and MF Open (VGT) 0.2 $6.3M +132% 19k 326.56
Ishares Trust MF Closed and MF Open (IFRA) 0.2 $6.2M NEW 183k 34.04
Ishares 1-5 Year MF Closed and MF Open (IGSB) 0.2 $6.1M -5% 121k 50.55
Ishares 20 MF Closed and MF Open (TLT) 0.2 $6.1M -8% 53k 114.88
Walt Disney Common Stock (DIS) 0.2 $6.0M -5% 64k 94.39
Spdr Bloomberg MF Closed and MF Open (BIL) 0.2 $6.0M +1386% 65k 91.49
Western Asset MF Closed and MF Open (DMO) 0.2 $6.0M 510k 11.68
John Hancock MF Closed and MF Open (JHMM) 0.2 $5.9M -12% 135k 44.18
Sector Healthcare MF Closed and MF Open (XLV) 0.2 $5.9M -51% 46k 128.23
Bank America Common Stock (BAC) 0.2 $5.8M +5% 188k 31.13
Merck & Company Common Stock (MRK) 0.2 $5.8M +13% 63k 91.18
Citigroup Common Stock (C) 0.2 $5.7M +29% 125k 45.99
Nvidia Corp Common Stock (NVDA) 0.2 $5.7M +3% 38k 151.58
Select Utilities MF Closed and MF Open (XLU) 0.2 $5.7M -12% 81k 70.13
Schwab Us MF Closed and MF Open (SCHG) 0.2 $5.7M +40% 98k 57.99
Meta Platforms Common Stock (META) 0.2 $5.7M -5% 35k 161.25
Ishares 7-10yr MF Closed and MF Open (IEF) 0.2 $5.6M -12% 55k 102.30
Vanguard Value MF Closed and MF Open (VTV) 0.2 $5.6M +8% 43k 131.89
Jp Morgan MF Closed and MF Open (JMST) 0.2 $5.5M +10% 109k 50.65
First Trust MF Closed and MF Open (FV) 0.2 $5.4M NEW 130k 41.42
Simplify Exchange Traded Fun MF Closed and MF Open (CYA) 0.2 $5.2M +292% 261k 20.03
Abbvie Common Stock (ABBV) 0.2 $5.2M 34k 153.16
Ishares Msci MF Closed and MF Open (EFAV) 0.2 $5.1M -4% 81k 63.31
Jp Morgan MF Closed and MF Open (JMUB) 0.2 $5.1M +9% 102k 49.91
Ishares Global MF Closed and MF Open (IXN) 0.2 $5.1M -27% 111k 45.70
First Trust MF Closed and MF Open (FTCS) 0.2 $5.1M -5% 73k 69.93
Sector Consumer MF Closed and MF Open (XLP) 0.2 $5.0M +26% 69k 72.18
Invesco Dynamic MF Closed and MF Open (PEJ) 0.2 $5.0M +26% 137k 36.27
Ishares Tr MF Closed and MF Open (SUSL) 0.2 $5.0M +58% 75k 66.39
Costco Wholesale Common Stock (COST) 0.1 $4.8M 10k 479.30
Dimensional World MF Closed and MF Open (DFAX) 0.1 $4.7M NEW 219k 21.44
Ishares S&p MF Closed and MF Open (IVE) 0.1 $4.7M +142% 34k 137.45
Jpmorgan Us MF Closed and MF Open (JVAL) 0.1 $4.6M +16% 144k 32.11
Invesco Ultra MF Closed and MF Open (GSY) 0.1 $4.6M -24% 94k 49.55
Vanguard Short MF Closed and MF Open (VGSH) 0.1 $4.6M NEW 77k 58.86
Schwab Strategic Tr MF Closed and MF Open (SCHJ) 0.1 $4.6M NEW 96k 47.48
Patterson Cos Common Stock (PDCO) 0.1 $4.6M 150k 30.30
Pimco Enhanced MF Closed and MF Open (LDUR) 0.1 $4.5M +1263% 47k 96.02
Ishares National MF Closed and MF Open (MUB) 0.1 $4.5M -20% 42k 106.36
Vaneck Fallen MF Closed and MF Open (ANGL) 0.1 $4.5M NEW 166k 27.02
First Trust MF Closed and MF Open (FTA) 0.1 $4.4M -7% 71k 62.11
Wisdomtree Emerging MF Closed and MF Open (XSOE) 0.1 $4.4M +459% 152k 28.68
Pepsico Common Stock (PEP) 0.1 $4.4M 26k 166.67
Spdr Portfolio MF Closed and MF Open (SPSM) 0.1 $4.3M +8% 121k 35.98
Mcdonalds Corp Common Stock (MCD) 0.1 $4.3M 18k 246.89
Accenture Common Stock (ACN) 0.1 $4.2M +2% 15k 277.63
Vanguard Real MF Closed and MF Open (VNQ) 0.1 $4.1M +117% 46k 91.11
Mastercard Common Stock (MA) 0.1 $4.1M +8% 13k 315.48
Adams Diversified MF Closed and MF Open (ADX) 0.1 $4.1M +607% 267k 15.34
Cambria Tail MF Closed and MF Open (TAIL) 0.1 $4.1M -16% 232k 17.58
First Trust MF Closed and MF Open (FVD) 0.1 $4.1M -2% 105k 38.81
Chevron Corp Common Stock (CVX) 0.1 $4.1M +6% 28k 144.77
Ishares Russell MF Closed and MF Open (IWX) 0.1 $4.0M NEW 65k 61.77
Walmart Common Stock (WMT) 0.1 $4.0M -6% 33k 121.57
Blackrock Enhanced Equity Di MF Closed and MF Open (BDJ) 0.1 $4.0M NEW 448k 8.83
Raytheon Technologies Common Stock (RTX) 0.1 $3.9M 41k 96.11
Ishares S&p MF Closed and MF Open (IVW) 0.1 $3.9M +9% 65k 60.35
Shell Common Stock (SHEL) 0.1 $3.9M +352% 75k 52.29
Abbott Laboratories Common Stock (ABT) 0.1 $3.9M 36k 108.66
Cisco Systems Common Stock (CSCO) 0.1 $3.8M -3% 90k 42.64
First Tr Exchng Traded Fd Vi MF Closed and MF Open (BUFT) 0.1 $3.8M +61% 207k 18.55
Oracle Corp Common Stock (ORCL) 0.1 $3.8M -3% 54k 69.87
Invesco Exch Traded Fd Tr Ii MF Closed and MF Open (PICB) 0.1 $3.7M NEW 169k 22.03
Ishares U S MF Closed and MF Open (GOVT) 0.1 $3.7M -20% 153k 23.90
Invesco Exchange MF Closed and MF Open (PWV) 0.1 $3.6M +2% 84k 43.65
Broadcom Common Stock (AVGO) 0.1 $3.6M +6% 7.4k 485.76
Spdr Series MF Closed and MF Open (SDY) 0.1 $3.6M -26% 30k 118.68
Invesco S&p MF Closed and MF Open (RSP) 0.1 $3.6M +3% 27k 134.23
At&t Common Stock (T) 0.1 $3.6M -16% 170k 20.96
Blackstone Common Stock (BX) 0.1 $3.5M +27% 38k 91.24
Vaneck Etf Trust MF Closed and MF Open (SMB) 0.1 $3.5M +285% 203k 17.10
First Tr Exchng Traded Fd Vi MF Closed and MF Open (DNOV) 0.1 $3.4M 105k 32.38
Ishares 0-5 MF Closed and MF Open (STIP) 0.1 $3.4M -24% 33k 101.43
Schwab Aggregate MF Closed and MF Open (SCHZ) 0.1 $3.4M +247% 70k 47.87
Spdr Nuveen MF Closed and MF Open (HYMB) 0.1 $3.4M NEW 65k 51.38
First Trust MF Closed and MF Open (SKYY) 0.1 $3.3M +32% 51k 65.89
Salesforce Common Stock (CRM) 0.1 $3.3M +25% 20k 165.02
First Tr Exchng Traded Fd Vi MF Closed and MF Open (FNOV) 0.1 $3.3M 98k 34.01
First Trust MF Closed and MF Open (FTC) 0.1 $3.3M -11% 37k 88.13
Gold Fields Common Stock (GFI) 0.1 $3.2M +17% 356k 9.12
Astrazeneca Common Stock (AZN) 0.1 $3.2M 49k 66.07
First Tr Exch Trd Alphdx MF Closed and MF Open (FDT) 0.1 $3.2M +58% 67k 47.89
Ishares Russell MF Closed and MF Open (IWN) 0.1 $3.1M -10% 23k 136.15
Alps Oshare MF Closed and MF Open 0.1 $3.1M NEW 77k 40.35
Diageo Common Stock (DEO) 0.1 $3.1M +13% 18k 174.12
Qualcomm Common Stock (QCOM) 0.1 $3.1M -9% 24k 127.73
Novo Nordisk Common Stock (NVO) 0.1 $3.1M +3% 28k 111.43
Blackrock Enhanced MF Closed and MF Open (CII) 0.1 $3.1M NEW 174k 17.58
Vanguard Large MF Closed and MF Open (VV) 0.1 $3.0M 18k 172.36
Thermo Fisher Common Stock (TMO) 0.1 $3.0M +5% 5.5k 543.24
First Trust MF Closed and MF Open (FMB) 0.1 $3.0M +117% 60k 50.60
Linde Common Stock (LIN) 0.1 $2.9M +15% 10k 287.52
Amgen Common Stock (AMGN) 0.1 $2.9M +2% 12k 243.29
Ishares U S MF Closed and MF Open (IHI) 0.1 $2.9M +15% 58k 50.45
Royal Bank Common Stock (RY) 0.1 $2.9M 30k 96.82
Ishares Technology MF Closed and MF Open (IYW) 0.1 $2.9M +252% 36k 79.96
Lockheed Martin Common Stock (LMT) 0.1 $2.9M 6.7k 430.01
Spdr Mortgage MF Closed and MF Open (SPMB) 0.1 $2.9M -41% 126k 22.85
Vanguard Health MF Closed and MF Open (VHT) 0.1 $2.9M +672% 12k 235.52
Waste Management Common Stock (WM) 0.1 $2.8M -2% 19k 153.00
Vanguard Dividend MF Closed and MF Open (VIG) 0.1 $2.8M -4% 20k 143.47
Simplify Exchange Traded Fun MF Closed and MF Open (PFIX) 0.1 $2.8M NEW 50k 56.46
Ishares Conv MF Closed and MF Open (ICVT) 0.1 $2.8M +162% 40k 69.37
Intel Corp Common Stock (INTC) 0.1 $2.8M 74k 37.40
Spdr Intermediate MF Closed and MF Open (SPTI) 0.1 $2.8M +7% 94k 29.47
Toyota Motor Common Stock (TM) 0.1 $2.8M 18k 154.18
First Trust MF Closed and MF Open (FXN) 0.1 $2.7M +62% 186k 14.76
Ishares Russell MF Closed and MF Open (IWD) 0.1 $2.7M 19k 144.95
Invesco P MF Closed and MF Open (PGX) 0.1 $2.6M -5% 214k 12.34
Bristol Myers Common Stock (BMY) 0.1 $2.6M +2% 34k 76.99
Ishares 1-3yr MF Closed and MF Open (SHY) 0.1 $2.6M -66% 32k 82.80
Boeing Company Common Stock (BA) 0.1 $2.6M +8% 19k 136.73
Jpmorgan Diversified MF Closed and MF Open (JPSE) 0.1 $2.6M -11% 70k 37.41
Comcast Corp Common Stock (CMCSA) 0.1 $2.6M 67k 39.25
Adobe Common Stock (ADBE) 0.1 $2.6M +11% 7.1k 366.06
Ishares Iboxx MF Closed and MF Open (HYG) 0.1 $2.6M -2% 35k 73.60
Nuveen P MF Closed and MF Open (JPI) 0.1 $2.6M 135k 19.21
United Parcel Common Stock (UPS) 0.1 $2.6M +10% 14k 182.52
Unilever Common Stock (UL) 0.1 $2.6M +9% 56k 45.82
Schwab Intl MF Closed and MF Open (SCHF) 0.1 $2.6M +41% 82k 31.45
Pimco 15 MF Closed and MF Open (LTPZ) 0.1 $2.5M NEW 39k 65.19
Vanguard Ftse MF Closed and MF Open (VEA) 0.1 $2.5M -2% 62k 40.79
Goldman Sachs Common Stock (GS) 0.1 $2.5M +18% 8.5k 297.06
First Trust MF Closed and MF Open (FEP) 0.1 $2.5M -21% 79k 31.32
American Express Common Stock (AXP) 0.1 $2.5M +40% 18k 138.64
Spdr Portfolio MF Closed and MF Open (SPEM) 0.1 $2.5M -7% 71k 34.78
Ishares Ibonds MF Closed and MF Open (IBDR) 0.1 $2.5M NEW 103k 23.79
American Tower Common Stock (AMT) 0.1 $2.5M +9% 9.6k 255.57
Ishares China MF Closed and MF Open (FXI) 0.1 $2.5M +240% 72k 33.90
Honeywell Intl Common Stock (HON) 0.1 $2.4M -5% 14k 173.78
Select Sector MF Closed and MF Open (XLC) 0.1 $2.4M -26% 44k 54.27
Ishares Ibonds MF Closed and MF Open (IBHC) 0.1 $2.4M -2% 102k 23.39
Schwab Us MF Closed and MF Open (SCHA) 0.1 $2.4M -58% 61k 38.99
Fidelity Covington MF Closed and MF Open (FDVV) 0.1 $2.4M -4% 66k 35.94
Schwab Fundamental MF Closed and MF Open (FNDC) 0.1 $2.4M NEW 77k 30.41
Nike Common Stock (NKE) 0.1 $2.3M 23k 102.20
Invesco S&p MF Closed and MF Open (SPGP) 0.1 $2.3M +13% 29k 79.60
Global X MF Closed and MF Open (LIT) 0.1 $2.3M 32k 72.63
Lazard Global Total Return & MF Closed and MF Open (LGI) 0.1 $2.3M NEW 150k 15.43

Past Filings by Integrated Wealth Concepts

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

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