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

Companies in the Integrated Wealth Concepts portfolio as of the June 2021 quarterly 13F filing

Integrated Wealth Concepts has 797 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) 3.0 $84M -11% 632k 132.87
Ishares Core MF Closed and MF Open (IVV) 2.5 $70M +4% 163k 429.92
Ishares Msci MF Closed and MF Open (USMV) 2.4 $67M +56% 915k 73.61
Ishares Msci MF Closed and MF Open (VLUE) 2.3 $64M -34% 613k 105.06
Ishares Msci MF Closed and MF Open (EFG) 2.3 $64M +3% 593k 107.28
Ishares Msci MF Closed and MF Open (MTUM) 2.3 $64M +37% 367k 173.43
Ishares Esg MF Closed and MF Open (ESGU) 1.9 $52M +13% 532k 98.47
Apple Common Stock (AAPL) 1.6 $45M +2% 327k 136.96
Sector Financial MF Closed and MF Open (XLF) 1.6 $45M -17% 1.2M 36.69
Ishares Msci MF Closed and MF Open (EFV) 1.5 $43M +127% 822k 51.76
Sector Energy MF Closed and MF Open (XLE) 1.5 $41M -15% 761k 53.87
Ishares Iboxx MF Closed and MF Open (LQD) 1.4 $39M -29% 291k 134.36
J P Morgan MF Closed and MF Open (JAGG) 1.4 $39M NEW 719k 54.46
Ishares MF Closed and MF Open (EWT) 1.3 $37M -20% 575k 63.95

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Ishares Msci MF Closed and MF Open (EWZ) 1.3 $37M +5705% 904k 40.54
Vaneck Vectors MF Closed and MF Open (RSX) 1.3 $36M NEW 1.2M 28.98
Ishares U S MF Closed and MF Open (IYR) 1.3 $36M +5124% 349k 101.94
Dimensional Us MF Closed and MF Open (DFAC) 1.3 $35M NEW 1.3M 26.98
Microsoft Corp Common Stock (MSFT) 1.2 $34M +4% 126k 270.90
Bny Mellon MF Closed and MF Open (BKLC) 1.2 $33M 401k 81.35
Ishares Msci MF Closed and MF Open (SMLF) 1.1 $32M +16% 576k 54.85
Vaneck Vectors MF Closed and MF Open (HYD) 1.1 $31M +3% 482k 63.61
Invesco Qqq MF Closed and MF Open (QQQ) 1.0 $29M 83k 354.43
Ishares Russell MF Closed and MF Open (IWM) 1.0 $28M 121k 229.37
Ishares Core MF Closed and MF Open (IEFA) 1.0 $27M +23% 363k 74.86
CBTX Common Stock (CBTX) 0.9 $25M +90% 922k 27.31
Ishares Core MF Closed and MF Open (AGG) 0.9 $25M +3% 216k 115.33
Ishares Msci MF Closed and MF Open (EMGF) 0.9 $25M -17% 458k 54.19
Ishares Core MF Closed and MF Open (IJH) 0.9 $25M +4% 92k 268.73
Schwab Us MF Closed and MF Open (SCHX) 0.8 $23M +43% 225k 103.97
Invesco Senior MF Closed and MF Open (BKLN) 0.8 $23M +3663% 1.0M 22.15
Ishares Iboxx MF Closed and MF Open (HYG) 0.8 $21M +1073% 242k 88.04
Amazon Common Stock (AMZN) 0.8 $21M 6.2k 3440.25
Ishares Core MF Closed and MF Open (IEMG) 0.7 $21M +3% 311k 66.99
Ishares U S MF Closed and MF Open (PFF) 0.7 $21M +3398% 523k 39.33
Spdr Bloomberg MF Closed and MF Open (CWB) 0.7 $20M +4302% 235k 86.73
Bny Mellon MF Closed and MF Open (BKAG) 0.7 $20M NEW 393k 49.56
Ishares Core MF Closed and MF Open (IJR) 0.7 $19M +9% 163k 112.98
Nuveen Corp MF Closed and MF Open (JHB) 0.6 $18M -7% 1.9M 9.42
Vanguard Growth MF Closed and MF Open (VUG) 0.6 $18M 62k 286.81
Ishares Esg MF Closed and MF Open (ESGE) 0.6 $18M +14% 389k 45.15
Vanguard Total MF Closed and MF Open (VTI) 0.6 $17M -11% 78k 222.82
Invesco Bulletshares MF Closed and MF Open (BSCN) 0.6 $17M 783k 21.73
SPDR S&P MF Closed and MF Open (SPY) 0.6 $17M +11% 39k 428.07
Ishares Mbs MF Closed and MF Open (MBB) 0.6 $16M 151k 108.23
Invesco Bulletshares MF Closed and MF Open (BSJM) 0.6 $16M +13% 678k 23.35
Invesco Optimum MF Closed and MF Open (PDBC) 0.5 $15M +13% 756k 20.09
Vanguard Total MF Closed and MF Open (BND) 0.5 $15M +6% 177k 85.89
Ishares S&p MF Closed and MF Open (IUSG) 0.5 $15M 148k 100.98
Spdr Dow MF Closed and MF Open (DIA) 0.5 $15M +9% 43k 344.96
Invesco Bulletshares MF Closed and MF Open (BSCM) 0.5 $14M -5% 662k 21.59
Vanguard S&p MF Closed and MF Open (VOO) 0.5 $14M 35k 393.53
Ishares Core MF Closed and MF Open (ITOT) 0.4 $13M +4% 128k 98.76
Invesco Bulletshares MF Closed and MF Open (BSCL) 0.4 $12M +6% 583k 21.10
Ishares Core MF Closed and MF Open (ISTB) 0.4 $12M 234k 51.29
Kraneshares Quadratic MF Closed and MF Open (IVOL) 0.4 $12M -2% 433k 27.62
Invesco Bulletshares MF Closed and MF Open (BSCO) 0.4 $11M -6% 504k 22.19
Visa Common Stock (V) 0.4 $10M +2% 43k 233.83
Ishares Tips MF Closed and MF Open (TIP) 0.4 $10M +16% 78k 128.01
Home Depot Common Stock (HD) 0.4 $10M +6% 31k 318.88
Procter & Gamble Common Stock (PG) 0.4 $10M +3% 74k 134.93
Facebook Common Stock (FB) 0.4 $9.9M +51% 29k 347.70
Walt Disney Common Stock (DIS) 0.3 $9.9M +6% 56k 175.77
Victoryshares U S MF Closed and MF Open (CDC) 0.3 $9.6M 149k 64.59
Victoryshares Us MF Closed and MF Open (CFO) 0.3 $9.6M 134k 71.34
Alphabet Common Stock (GOOGL) 0.3 $9.4M +7% 3.9k 2441.82
Ishares 1-5 Year MF Closed and MF Open (IGSB) 0.3 $9.4M 171k 54.81
Vanguard High MF Closed and MF Open (VYM) 0.3 $9.3M +3% 89k 104.77
Invesco Ultra MF Closed and MF Open (GSY) 0.3 $8.7M +16% 172k 50.48
First Trust MF Closed and MF Open (FTCS) 0.3 $8.6M +240% 114k 75.55
Tesla Common Stock (TSLA) 0.3 $8.6M +3% 13k 679.66
Ishares Core MF Closed and MF Open (IUSV) 0.3 $8.5M +3% 119k 71.96
Spdr Bloomberg MF Closed and MF Open (JNK) 0.3 $8.3M +187% 76k 109.96
Vanguard Intermediate MF Closed and MF Open (VCIT) 0.3 $8.3M 87k 95.07
Blackstone Senior MF Closed and MF Open (BSL) 0.3 $8.2M +27% 504k 16.35
Johnson & Johnson Common Stock (JNJ) 0.3 $8.1M +41% 50k 164.74
Ishares Global MF Closed and MF Open (IXG) 0.3 $7.9M NEW 102k 77.61
Ishares U S MF Closed and MF Open (GOVT) 0.3 $7.7M +6% 290k 26.60
Vanguard Small MF Closed and MF Open (VB) 0.3 $7.7M +9% 34k 225.29
Ishares U S MF Closed and MF Open (IYE) 0.3 $7.6M +350% 263k 29.09
Pfizer Common Stock (PFE) 0.3 $7.5M +10% 192k 39.16
Jpmorgan Chase Common Stock (JPM) 0.3 $7.4M +11% 48k 155.54
Verizon Communications Common Stock (VZ) 0.3 $7.3M +6% 131k 56.03
Exxon Mobil Common Stock (XOM) 0.3 $7.1M +15% 113k 63.08
Spdr Portfolio MF Closed and MF Open (SPLG) 0.3 $7.1M +19% 141k 50.33
Vanguard Mid MF Closed and MF Open (VO) 0.3 $7.1M +20% 30k 237.35
Sector Technology MF Closed and MF Open (XLK) 0.3 $7.1M 48k 147.65
At&t Common Stock (T) 0.2 $7.1M 245k 28.78
Invesco Bulletshares MF Closed and MF Open (BSJP) 0.2 $7.0M +8% 284k 24.72
Invesco Bulletshares MF Closed and MF Open (BSJL) 0.2 $7.0M -11% 305k 23.01
Invesco Bulletshares MF Closed and MF Open (BSJO) 0.2 $6.6M 263k 25.17
Ishares Msci MF Closed and MF Open (EFAV) 0.2 $6.5M +100% 86k 75.54
Schwab Us MF Closed and MF Open (SCHA) 0.2 $6.5M +16% 62k 104.17
Citigroup Common Stock (C) 0.2 $6.3M 89k 70.75
Ishares Global MF Closed and MF Open (IXN) 0.2 $6.2M -32% 18k 337.51
Goldman Sachs MF Closed and MF Open (GSLC) 0.2 $6.2M +4% 72k 86.03
Berkshire Hathaway Common Stock (BRK.B) 0.2 $6.1M +12% 22k 277.91
Western Asset MF Closed and MF Open (DMO) 0.2 $6.1M +45% 388k 15.59
Ishares Ibonds MF Closed and MF Open (IBDM) 0.2 $6.0M +44% 240k 24.78
Nvidia Corp Common Stock (NVDA) 0.2 $5.8M +5% 7.2k 800.08
Ishares Core MF Closed and MF Open (IUSB) 0.2 $5.8M +9% 108k 53.49
Bank America Common Stock (BAC) 0.2 $5.6M +7% 135k 41.23
First Trust MF Closed and MF Open (FVD) 0.2 $5.5M +122% 137k 39.77
Ishares 10 MF Closed and MF Open (IGLB) 0.2 $5.4M +31% 77k 70.20
Spdr Mortgage MF Closed and MF Open (SPMB) 0.2 $5.4M NEW 210k 25.86
John Hancock MF Closed and MF Open (JHMM) 0.2 $5.3M +2% 103k 51.84
Intel Corp Common Stock (INTC) 0.2 $5.1M 91k 56.14
Unitedhealth Group Common Stock (UNH) 0.2 $5.1M +2% 13k 400.49
Paypal Holdings Common Stock (PYPL) 0.2 $5.0M +11% 17k 291.46
Spdr Series MF Closed and MF Open (SDY) 0.2 $5.0M 41k 122.27
Halliburton Company Common Stock (HAL) 0.2 $5.0M 215k 23.12
Ishares Select MF Closed and MF Open (DVY) 0.2 $4.9M +6% 42k 116.62
Ishares S&p MF Closed and MF Open (IVW) 0.2 $4.9M -3% 67k 72.74
Vanguard Value MF Closed and MF Open (VTV) 0.2 $4.9M +16% 35k 137.46
Netflix Common Stock (NFLX) 0.2 $4.8M +9% 9.1k 528.18
First Trust MF Closed and MF Open (RDVY) 0.2 $4.6M +699% 97k 48.04
Ishares Jpmorgan MF Closed and MF Open (EMB) 0.2 $4.6M +2% 41k 112.47
Patterson Cos Common Stock (PDCO) 0.2 $4.6M 150k 30.39
Ishares U S MF Closed and MF Open (COMT) 0.2 $4.6M +196% 132k 34.50
Ishares 7-10yr MF Closed and MF Open (IEF) 0.2 $4.5M +172% 39k 115.50
Costco Wholesale Common Stock (COST) 0.2 $4.4M +3% 11k 395.71
Ark Innovation MF Closed and MF Open (ARKK) 0.2 $4.4M +3% 33k 130.78
Ishares Broad MF Closed and MF Open (USHY) 0.2 $4.4M 105k 41.72
Schwab Us MF Closed and MF Open (SCHG) 0.2 $4.4M 30k 145.97
Ishares 1-3yr MF Closed and MF Open (SHY) 0.1 $4.2M -11% 49k 86.16
First Trust Nasdaq 100 MF Closed and MF Open (QQEW) 0.1 $4.2M NEW 38k 112.19
Spdr Blackstone MF Closed and MF Open (SRLN) 0.1 $4.2M +1370% 91k 46.29
Spdr Gold Common Stock (GLD) 0.1 $4.2M +10% 25k 165.61
Spdr Portfolio MF Closed and MF Open (SPDW) 0.1 $4.2M +24% 114k 36.79
Mastercard Common Stock (MA) 0.1 $4.2M 11k 365.11
First Trust MF Closed and MF Open (FDN) 0.1 $4.1M +183% 17k 244.85
Invesco P MF Closed and MF Open (PGX) 0.1 $4.1M +8% 266k 15.32
Alphabet Common Stock (GOOG) 0.1 $4.0M +11% 1.6k 2506.20
Ishares Short MF Closed and MF Open (SHV) 0.1 $4.0M -23% 37k 110.50
Vanguard Ftse MF Closed and MF Open (VEA) 0.1 $4.0M +8% 78k 51.51
Viacomcbs Common Stock (VIAC) 0.1 $4.0M +204% 88k 45.21
Sector Materials MF Closed and MF Open (XLB) 0.1 $3.9M +50% 48k 82.31
Coca Cola Company Common Stock (KO) 0.1 $3.9M +8% 73k 54.11
Vanguard Fste MF Closed and MF Open (VWO) 0.1 $3.9M +6% 72k 54.32
First Trust MF Closed and MF Open (SKYY) 0.1 $3.9M -12% 37k 105.96
Jp Morgan MF Closed and MF Open (JMUB) 0.1 $3.8M +7% 70k 55.25
Jp Morgan MF Closed and MF Open (JMST) 0.1 $3.8M +7% 75k 51.05
Cisco Systems Common Stock (CSCO) 0.1 $3.8M +4% 71k 53.00
Mcdonalds Corp Common Stock (MCD) 0.1 $3.8M +6% 16k 231.00
Wisdomtree Emerging MF Closed and MF Open (XSOE) 0.1 $3.7M +14% 88k 42.07
Sector Industrial MF Closed and MF Open (XLI) 0.1 $3.7M -89% 36k 102.41
Nike Common Stock (NKE) 0.1 $3.7M +3% 24k 154.47
Spdr Portfolio MF Closed and MF Open (SPSM) 0.1 $3.5M +26% 81k 43.94
Vanguard Municipal MF Closed and MF Open (VTEB) 0.1 $3.4M -9% 62k 55.30
Walmart Common Stock (WMT) 0.1 $3.4M +18% 24k 141.03
Invesco Exchange MF Closed and MF Open (PWV) 0.1 $3.4M +5% 76k 44.37
Merck & Company Common Stock (MRK) 0.1 $3.3M 43k 77.78
Wisdomtree Dynamic MF Closed and MF Open (DDWM) 0.1 $3.3M +6% 107k 30.70
Starbucks Corp Common Stock (SBUX) 0.1 $3.3M +6% 29k 111.81
Salesforce.com Common Stock (CRM) 0.1 $3.2M +4% 13k 244.26
Vanguard Large MF Closed and MF Open (VV) 0.1 $3.2M +5% 16k 200.75
Accenture Common Stock (ACN) 0.1 $3.2M +2% 11k 294.80
Eli Lilly Common Stock (LLY) 0.1 $3.2M +4% 14k 229.50
Pepsico Common Stock (PEP) 0.1 $3.2M +11% 22k 148.16
Abbott Laboratories Common Stock (ABT) 0.1 $3.2M +14% 27k 115.92
First Trust MF Closed and MF Open (FTA) 0.1 $3.2M NEW 48k 65.65
Adobe Common Stock (ADBE) 0.1 $3.2M +9% 5.4k 585.68
Schwab Us MF Closed and MF Open (SCHM) 0.1 $3.1M -63% 40k 78.28
Ishares Msci MF Closed and MF Open (EFA) 0.1 $3.1M +23% 39k 78.87
Oracle Corp Common Stock (ORCL) 0.1 $3.1M +2% 39k 77.84
Vanguard Dividend MF Closed and MF Open (VIG) 0.1 $3.0M +22% 20k 154.77
Ishares Msci MF Closed and MF Open (EEM) 0.1 $3.0M +8% 55k 55.14
Spdr Portfolio MF Closed and MF Open (SPTM) 0.1 $3.0M +13% 56k 52.97
Ishares Russell MF Closed and MF Open (IWD) 0.1 $3.0M +59% 19k 158.63
Boeing Company Common Stock (BA) 0.1 $2.9M +14% 12k 239.58
Amgen Common Stock (AMGN) 0.1 $2.9M +6% 12k 243.76
Ishares Core MF Closed and MF Open (DGRO) 0.1 $2.9M +254% 57k 50.35
Ishares National MF Closed and MF Open (MUB) 0.1 $2.8M +66% 24k 117.22
First Trust Europe MF Closed and MF Open (FEP) 0.1 $2.8M NEW 66k 42.69
Ishares U S MF Closed and MF Open (IHI) 0.1 $2.8M -60% 7.6k 360.99
Waste Management Common Stock (WM) 0.1 $2.7M -3% 20k 140.14
Ishares Russell MF Closed and MF Open (IWN) 0.1 $2.7M +4% 17k 165.80
Nuveen Credit MF Closed and MF Open (JCO) 0.1 $2.7M 322k 8.31
Invesco High MF Closed and MF Open (IHIT) 0.1 $2.7M -58% 274k 9.75
Schwab Intl MF Closed and MF Open (SCHF) 0.1 $2.7M +27% 68k 39.46
Albemarle Corp Common Stock (ALB) 0.1 $2.6M +42% 16k 168.48
Spdr Intermediate MF Closed and MF Open (SPTI) 0.1 $2.6M NEW 81k 32.38
Ishares Russell MF Closed and MF Open (IWF) 0.1 $2.6M +5% 9.5k 271.43
Spdr Portfolio MF Closed and MF Open (SPMD) 0.1 $2.6M +24% 54k 47.22
Raytheon Technologies Common Stock (RTX) 0.1 $2.6M 30k 85.31
Honeywell Intl Common Stock (HON) 0.1 $2.5M 12k 219.35
Sector Healthcare MF Closed and MF Open (XLV) 0.1 $2.5M +12% 20k 125.98
Comcast Corp Common Stock (CMCSA) 0.1 $2.5M +7% 44k 57.02
Osi Oshares MF Closed and MF Open (OUSA) 0.1 $2.5M +19% 59k 42.02
Vanguard Short MF Closed and MF Open (BSV) 0.1 $2.5M +34% 30k 82.16
Ishares S&p MF Closed and MF Open (OEF) 0.1 $2.5M +5% 13k 196.21
Jpmorgan Diversified MF Closed and MF Open (JPSE) 0.1 $2.5M +7% 55k 44.39
Ishares Short MF Closed and MF Open (SUB) 0.1 $2.4M +15% 23k 107.80
Medtronic Common Stock (MDT) 0.1 $2.4M +6% 20k 124.12
Thermo Fisher Common Stock (TMO) 0.1 $2.4M +11% 4.8k 504.50
Invesco S&p MF Closed and MF Open (RSP) 0.1 $2.4M +251% 16k 150.72
Dimensional Us MF Closed and MF Open (DFUS) 0.1 $2.4M NEW 50k 47.12
Vanguard Information MF Closed and MF Open (VGT) 0.1 $2.3M +28% 5.9k 398.81
Target Corp Common Stock (TGT) 0.1 $2.3M -3% 9.7k 241.74
Proshares Trust MF Closed and MF Open (NOBL) 0.1 $2.3M -2% 26k 90.63
Ishares Gold Common Stock (IAU) 0.1 $2.3M NEW 68k 33.71
First Trust MF Closed and MF Open (FTC) 0.1 $2.3M +205% 21k 109.77
Chevron Corp Common Stock (CVX) 0.1 $2.3M +12% 22k 104.76
First Trust MF Closed and MF Open (FDT) 0.1 $2.3M +10% 36k 62.65
Ishares Core MF Closed and MF Open (IAGG) 0.1 $2.2M -3% 40k 55.10
Vanguard Short MF Closed and MF Open (VCSH) 0.1 $2.2M +41% 27k 82.70
Toyota Motor Common Stock (TM) 0.1 $2.2M +22% 13k 174.83
Spdr Portfolio MF Closed and MF Open (SPEM) 0.1 $2.2M +65% 48k 45.50
Deutsche Bank Common Stock (DB) 0.1 $2.2M +315% 166k 13.08
Royal Bank Common Stock (RY) 0.1 $2.2M 21k 101.29
Blackrock Short MF Closed and MF Open (NEAR) 0.1 $2.1M +21% 43k 50.17
First Trust MF Closed and MF Open (FBT) 0.1 $2.1M +270% 12k 172.58
Shopify Common Stock (SHOP) 0.1 $2.1M +7% 1.4k 1461.00
Vanguard Total MF Closed and MF Open (VT) 0.1 $2.1M 20k 103.63
First Trust International MF Closed and MF Open (FPXI) 0.1 $2.1M NEW 31k 68.38
Innovator S&p MF Closed and MF Open (PJAN) 0.1 $2.1M 64k 32.44
Lockheed Martin Common Stock (LMT) 0.1 $2.1M -5% 5.4k 378.47
Astrazeneca Common Stock (AZN) 0.1 $2.0M +5% 34k 59.91
First Trust Cboe Vest MF Closed and MF Open (FAPR) 0.1 $2.0M NEW 66k 30.77
Union Pacific Corp Common Stock (UNP) 0.1 $2.0M +5% 9.2k 219.88
Sanofi Common Stock (SNY) 0.1 $2.0M +12% 38k 52.65
Abbvie Common Stock (ABBV) 0.1 $2.0M +9% 18k 112.65
Linde Common Stock (LIN) 0.1 $2.0M +5% 6.8k 289.08
United Natural Common Stock (UNFI) 0.1 $1.9M +10% 52k 36.99
Royal Dutch Common Stock (RDS.A) 0.1 $1.9M +6% 48k 40.40
Ark Genomic MF Closed and MF Open (ARKG) 0.1 $1.9M -7% 21k 92.47
World Gold MF Closed and MF Open (GLDM) 0.1 $1.9M +666% 108k 17.61
Schwab Short MF Closed and MF Open (SCHO) 0.1 $1.9M +2% 37k 51.23
Invesco Multi Sector MF Closed and MF Open (DBA) 0.1 $1.9M -3% 102k 18.63
Lowes Companies Common Stock (LOW) 0.1 $1.9M +40% 9.7k 193.94
Schwab Us MF Closed and MF Open (SCHB) 0.1 $1.9M +11% 18k 104.26
Novo Nordisk Common Stock (NVO) 0.1 $1.8M +9% 22k 83.77
Anheuser Busch Common Stock (BUD) 0.1 $1.8M +6% 26k 72.00
First Trust Cboe MF Closed and MF Open (DFEB) 0.1 $1.8M 53k 34.23
Vanguard Real MF Closed and MF Open (VNQ) 0.1 $1.8M 18k 101.78
Select Sector MF Closed and MF Open (XLC) 0.1 $1.8M +12% 22k 80.97
United Parcel Common Stock (UPS) 0.1 $1.8M 8.7k 207.95
Unilever Common Stock (UL) 0.1 $1.8M +7% 31k 58.49
Bristol Myers Common Stock (BMY) 0.1 $1.8M -4% 27k 66.81
Vanguard Intermediate MF Closed and MF Open (BIV) 0.1 $1.7M 19k 89.96
Zoetis Common Stock (ZTS) 0.1 $1.7M +12% 9.3k 186.38
Spdr Portfolio MF Closed and MF Open (SPYV) 0.1 $1.7M +260% 43k 39.53
Fidelity Covington MF Closed and MF Open (FDVV) 0.1 $1.7M +15% 45k 37.70
Osi Oshares MF Closed and MF Open (OGIG) 0.1 $1.7M +3% 30k 57.07
Altria Group Common Stock (MO) 0.1 $1.7M +27% 36k 47.67
Novartis Common Stock (NVS) 0.1 $1.7M 19k 91.26
Bhp Group Common Stock (BHP) 0.1 $1.7M +5% 23k 72.82
First Trust Emerging Markets MF Closed and MF Open (FEM) 0.1 $1.7M NEW 60k 27.97
Harmony Gold Common Stock (HMY) 0.1 $1.7M +8% 444k 3.73
Air Products Common Stock (APD) 0.1 $1.6M 5.7k 287.64

Past Filings by Integrated Wealth Concepts

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