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Integrated Wealth Concepts

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

Top 5 stock holdings are AAPL, IVV, QUAL, USMV, XLK, and represent 10.63% of Integrated Wealth Concepts's stock portfolio.
Added to shares of these 10 stocks: AAPL (+$64M), XLK (+$61M), EWJ (+$39M), TFI (+$38M), EWT (+$38M), QCOM (+$27M), EMLC (+$27M), SPLG (+$26M), DFCF (+$24M), DFAE (+$24M).
Started 365 new stock positions in CCAP, CLB, OR, TTC, UBS, CEMB, KEY, ELAN, TT, FWONA.
Reduced shares in these 10 stocks: IEF (-$91M), BKAG (-$50M), SHV (-$41M), MEAR (-$36M), PPLT (-$35M), XLV (-$28M), XLF (-$27M), EEMV (-$23M), MUB (-$18M), ESGU (-$15M).
Sold out of its positions in ASX, BRP, Ipath Series B S&p 500 Vix Short-term Futures Etn, HRB, BLMN, STEW, BF.B, CBRE, CATC, CCBG.
Integrated Wealth Concepts was a net buyer of stock by $1.0B.
Integrated Wealth Concepts has $4.9B in assets under management (AUM), dropping by 31.82%.
Central Index Key (CIK): 0001737109

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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.

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Download the Integrated Wealth Concepts March 2023 csv data

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

Past Filings by Integrated Wealth Concepts

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

Integrated Wealth Concepts 2023 Q1 filed May 3, 2023
Integrated Wealth Concepts 2022 Q4 filed Feb. 13, 2023
Integrated Wealth Concepts 2022 Q3 filed Nov. 14, 2022
Integrated Wealth Concepts 2022 Q2 filed Aug. 8, 2022
Integrated Wealth Concepts 2022 Q1 filed May 12, 2022
Integrated Wealth Concepts 2021 Q4 filed Feb. 15, 2022
Integrated Wealth Concepts 2021 Q3 filed Nov. 15, 2021
Integrated Wealth Concepts 2021 Q2 filed Aug. 13, 2021
Integrated Wealth Concepts 2021 Q1 filed May 13, 2021
Integrated Wealth Concepts 2020 Q4 filed Feb. 12, 2021
Integrated Wealth Concepts 2020 Q3 filed Nov. 13, 2020
Integrated Wealth Concepts 2020 Q2 filed July 30, 2020
Integrated Wealth Concepts 2020 Q1 filed May 18, 2020
Integrated Wealth Concepts 2019 Q4 filed Feb. 20, 2020
Integrated Wealth Concepts 2019 Q3 filed Nov. 15, 2019
Integrated Wealth Concepts 2019 Q2 filed Aug. 15, 2019

View all past filings

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Integrated Wealth Concepts

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Past Filings by Integrated Wealth Concepts