Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Integrated Wealth Concepts

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

Top 5 stock holdings are AAPL, BKLC, IVV, ACIO, QUAL, and represent 12.74% of Integrated Wealth Concepts's stock portfolio.
Added to shares of these 10 stocks: SCHX (+$47M), ACIO (+$39M), SCHG (+$37M), LRGF (+$23M), SPYG (+$21M), DRSK (+$21M), BINC (+$18M), QQQ (+$18M), SPY (+$18M), NVDA (+$16M).
Started 145 new stock positions in CRMT, TSEC, VTLE, HOOD, WTM, IQQQ, MGOV, IBKR, BIPC, CNH.
Reduced shares in these 10 stocks: QUAL (-$37M), DYNF (-$30M), USMV (-$23M), Ishares Ibonds Dec 2024 Term T (-$18M), OEF (-$17M), EFG (-$16M), EFV (-$15M), MTUM (-$14M), Bsco etf (-$13M), VLUE (-$13M).
Sold out of its positions in APG, AKTSQ, ABEV, AMWD, Arista Networks, AN, AXNX, Bally's Corp, BlackRock, Bluebird Bio.
Integrated Wealth Concepts was a net buyer of stock by $555M.
Integrated Wealth Concepts has $8.6B in assets under management (AUM), dropping by 4.88%.
Central Index Key (CIK): 0001737109

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Integrated Wealth Concepts

Integrated Wealth Concepts holds 1713 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Integrated Wealth Concepts has 1713 total positions. Only the first 250 positions are shown.

Sign up to view all of the Integrated Wealth Concepts Dec. 31, 2024 positions
Download the Integrated Wealth Concepts December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Common Stock (AAPL)	2.8	$240M	+4%	960k	250.42	View chart
Bny Mellon MF Closed and MF Open (BKLC)	2.6	$226M		2.0M	112.06	View chart
Ishares Core MF Closed and MF Open (IVV)	2.5	$214M		363k	588.68	View chart
Aptus Collared Income Opportunity ETF MF Closed and MF Open (ACIO)	2.5	$213M	+22%	5.3M	40.24	View chart
Ishares Msci MF Closed and MF Open (QUAL)	2.4	$204M	-15%	1.1M	178.08	View chart
Nvidia Corp Common Stock (NVDA)	1.7	$143M	+12%	1.1M	134.29	View chart
Microsoft Corp Common Stock (MSFT)	1.4	$118M	+9%	279k	421.50	View chart
Aptus Defined Risk MF Closed and MF Open (DRSK)	1.4	$117M	+22%	4.3M	27.43	View chart
SPDR S&P MF Closed and MF Open (SPY)	1.3	$112M	+18%	190k	586.08	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	1.3	$110M	+18%	216k	511.23	View chart
Spdr Portfolio MF Closed and MF Open (SPLG)	1.2	$105M		1.5M	68.94	View chart
Dimensional Us MF Closed and MF Open (DFAC)	1.2	$103M	-4%	3.0M	34.59	View chart
Amazon Common Stock (AMZN)	1.1	$96M	+17%	439k	219.39	View chart
Goldman Sachs MF Closed and MF Open (GSEW)	0.9	$81M	+5%	1.0M	77.22	View chart
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)	0.9	$80M	+22%	1.4M	57.10	View chart
Spdr Portfolio MF Closed and MF Open (SPYG)	0.9	$77M	+38%	873k	87.90	View chart
Ishares Core MF Closed and MF Open (IUSB)	0.8	$71M	+18%	1.6M	45.20	View chart
Schwab Us MF Closed and MF Open (SCHX)	0.8	$71M	+200%	3.1M	23.18	View chart
Ishares U S MF Closed and MF Open (LRGF)	0.8	$67M	+51%	1.1M	60.35	View chart
Ishares Core MF Closed and MF Open (IJH)	0.8	$65M		1.0M	62.31	View chart
Blackrock Ishares MF Closed and MF Open (DYNF)	0.7	$64M	-32%	1.3M	51.25	View chart
Vanguard Total MF Closed and MF Open (BND)	0.7	$61M	+3%	849k	71.91	View chart
Vanguard S&p MF Closed and MF Open (VOO)	0.7	$61M	+9%	113k	538.81	View chart
Sector Technology MF Closed and MF Open (XLK)	0.7	$59M	+20%	254k	232.52	View chart
Ishares S&p MF Closed and MF Open (IVW)	0.7	$58M		574k	101.53	View chart
First Trust MF Closed and MF Open (RDVY)	0.6	$54M		915k	59.14	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.6	$54M	+20%	187k	289.81	View chart
Northern Lights MF Closed and MF Open (SECT)	0.6	$53M		966k	54.96	View chart
Strategy Day MF Closed and MF Open (SSUS)	0.6	$53M		1.3M	42.07	View chart
Bny Mellon MF Closed and MF Open (BKAG)	0.6	$53M	+8%	1.3M	41.22	View chart
Aptus Large Cap Enhanced Yield ETF MF Closed and MF Open (DUBS)	0.6	$50M	+12%	1.6M	32.29	View chart
Ishares Core MF Closed and MF Open (IEFA)	0.6	$49M		700k	70.28	View chart
Schwab Us MF Closed and MF Open (SCHG)	0.6	$48M	+349%	1.7M	27.87	View chart
Vanguard Municipal MF Closed and MF Open (VTEB)	0.6	$47M	+17%	946k	50.13	View chart
Bny Mellon MF Closed and MF Open (BKIE)	0.5	$44M	+33%	607k	72.43	View chart
Ishares U S MF Closed and MF Open (INTF)	0.5	$43M	+22%	1.5M	28.72	View chart
Invesco Nasdaq MF Closed and MF Open (QQQM)	0.5	$43M	+16%	204k	210.45	View chart
Tesla Common Stock (TSLA)	0.5	$41M	+13%	103k	403.84	View chart
Jpmorgan Chase Common Stock (JPM)	0.4	$39M	+10%	162k	239.71	View chart
Etf Ser MF Closed and MF Open (IDUB)	0.4	$38M	+20%	1.9M	20.09	View chart
Etf Solutions MF Closed and MF Open (OSCV)	0.4	$37M	+12%	990k	36.99	View chart
Vanguard Fste MF Closed and MF Open (VWO)	0.4	$37M	+5%	828k	44.04	View chart
Berkshire Hathaway Inc Class B Common Stock (BRK.B)	0.4	$36M	+24%	80k	453.28	View chart
Spdr Bloomberg MF Closed and MF Open (BILS)	0.4	$36M		364k	99.15	View chart
Meta Platforms Common Stock (META)	0.4	$36M	+11%	61k	585.51	View chart
Capital Group MF Closed and MF Open (CGDV)	0.4	$34M	+13%	962k	35.26	View chart
Ishares Short MF Closed and MF Open (MEAR)	0.4	$34M	-2%	677k	49.95	View chart
Alphabet Common Stock (GOOG)	0.4	$34M	+4%	176k	190.44	View chart
Invesco S&p MF Closed and MF Open (RSP)	0.4	$33M	+9%	191k	175.23	View chart
Spdr Portfolio MF Closed and MF Open (SPDW)	0.4	$33M	+5%	975k	34.13	View chart
Ishares Msci MF Closed and MF Open (USMV)	0.4	$33M	-41%	374k	88.79	View chart
Qualcomm Common Stock (QCOM)	0.4	$33M		216k	153.62	View chart
Alphabet Common Stock (GOOGL)	0.4	$33M	+3%	172k	189.30	View chart
Broadcom Common Stock (AVGO)	0.4	$32M	+15%	136k	231.84	View chart
Ishares National MF Closed and MF Open (MUB)	0.4	$30M	+9%	284k	106.55	View chart
Ishares Core MF Closed and MF Open (IEMG)	0.3	$30M	-2%	576k	52.22	View chart
Ishares 0-5 MF Closed and MF Open (STIP)	0.3	$30M	+48%	295k	100.60	View chart
Spdr Portfolio MF Closed and MF Open (SPYV)	0.3	$29M	+63%	572k	51.14	View chart
Ishares Ibonds MF Closed and MF Open (IBTF)	0.3	$29M	+13%	1.3M	23.32	View chart
Etf Aptus MF Closed and MF Open (JUCY)	0.3	$29M	-13%	1.3M	22.77	View chart
Dimensional Us MF Closed and MF Open (DFUV)	0.3	$29M	-28%	698k	40.92	View chart
Ishares Ibonds MF Closed and MF Open (IBTG)	0.3	$28M	+36%	1.2M	22.81	View chart
Blackrock Ishares MF Closed and MF Open (BINC)	0.3	$28M	+185%	542k	52.02	View chart
Vanguard Mid MF Closed and MF Open (VO)	0.3	$28M	+2%	104k	264.13	View chart
Visa Common Stock (V)	0.3	$27M	+8%	85k	316.04	View chart
Exxon Mobil Common Stock (XOM)	0.3	$27M		248k	107.57	View chart
Procter & Gamble Common Stock (PG)	0.3	$27M	+8%	158k	167.65	View chart
Home Depot Common Stock (HD)	0.3	$27M	+36%	68k	388.99	View chart
Pgim Etf Tr MF Closed and MF Open (PTRB)	0.3	$26M	+4%	641k	40.96	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.3	$26M	+15%	547k	47.82	View chart
Vanguard Growth MF Closed and MF Open (VUG)	0.3	$26M	+6%	63k	410.44	View chart
Tidal Tr Ii MF Closed and MF Open (RSSB)	0.3	$26M	+5%	1.1M	23.24	View chart
Ishares Msci MF Closed and MF Open (EFG)	0.3	$26M	-38%	264k	96.83	View chart
Ishares Msci MF Closed and MF Open (EMXC)	0.3	$26M	+43%	459k	55.45	View chart
Vanguard Small MF Closed and MF Open (VB)	0.3	$25M	-14%	106k	240.28	View chart
Vanguard Value MF Closed and MF Open (VTV)	0.3	$25M	+13%	150k	169.30	View chart
Ishares Core MF Closed and MF Open (ITOT)	0.3	$25M	-13%	196k	128.62	View chart
First Trust MF Closed and MF Open (SDVY)	0.3	$25M	+23%	691k	35.85	View chart
Jp Morgan MF Closed and MF Open (JMST)	0.3	$25M	+17%	488k	50.71	View chart
Jpmorgan MF Closed and MF Open (JPST)	0.3	$25M	+54%	489k	50.37	View chart
ProShares Ultra Semiconductor MF Closed and MF Open (USD)	0.3	$25M	+100%	377k	65.14	View chart
Ishares Msci MF Closed and MF Open (MTUM)	0.3	$24M	-37%	115k	206.92	View chart
Vaneck Fallen MF Closed and MF Open (ANGL)	0.3	$24M	+3%	828k	28.67	View chart
Ishares Semiconductor MF Closed and MF Open (SOXX)	0.3	$24M		110k	215.49	View chart
Vanguard High MF Closed and MF Open (VYM)	0.3	$24M	+2%	185k	127.59	View chart
Spdr Dow MF Closed and MF Open (DIA)	0.3	$23M	+6%	54k	425.50	View chart
Jpmorgan MF Closed and MF Open (JEPI)	0.3	$23M		397k	57.53	View chart
Invesco S&p MF Closed and MF Open (XLG)	0.3	$23M	+149%	456k	49.96	View chart
Eli Lilly Common Stock (LLY)	0.3	$23M	+5%	29k	771.99	View chart
First Trust MF Closed and MF Open (BUFR)	0.3	$23M	+13%	741k	30.47	View chart
Sector Financial MF Closed and MF Open (XLF)	0.3	$23M	+8%	465k	48.33	View chart
Schwab Us MF Closed and MF Open (SCHD)	0.3	$22M	+207%	796k	27.32	View chart
Spdr Portfolio MF Closed and MF Open (SPSM)	0.3	$22M		481k	44.92	View chart
Spdr Gold MF Closed and MF Open (GLD)	0.2	$21M	-5%	88k	242.13	View chart
Ishares Mbs MF Closed and MF Open (MBB)	0.2	$21M	+11%	227k	91.68	View chart
Ishares Msci MF Closed and MF Open (EFV)	0.2	$21M	-42%	394k	52.47	View chart
Ishares Ibonds MF Closed and MF Open (IBTH)	0.2	$20M	+12%	915k	22.20	View chart
Dimensional Core MF Closed and MF Open (DFCF)	0.2	$20M	+23%	492k	41.27	View chart
Rbb Us MF Closed and MF Open (TBIL)	0.2	$20M	+61%	406k	49.86	View chart
Walmart Common Stock (WMT)	0.2	$20M	+8%	221k	90.35	View chart
Ishares S&p MF Closed and MF Open (OEF)	0.2	$20M	-45%	69k	288.85	View chart
Ishares Core MF Closed and MF Open (IJR)	0.2	$20M	+2%	172k	115.22	View chart
First Trust MF Closed and MF Open (UCON)	0.2	$20M		803k	24.65	View chart
Ishares S&p MF Closed and MF Open (IVE)	0.2	$20M	-5%	102k	190.88	View chart
Ishares Russell MF Closed and MF Open (IWB)	0.2	$19M		59k	322.16	View chart
Costco Wholesale Common Stock (COST)	0.2	$19M	+8%	21k	916.25	View chart
Ishares S&p MF Closed and MF Open (IUSG)	0.2	$19M	-4%	134k	139.35	View chart
Ishares Technology MF Closed and MF Open (IYW)	0.2	$19M	-30%	117k	159.52	View chart
Servicenow Common Stock (NOW)	0.2	$18M	-7%	17k	1060.13	View chart
Fidelity Covington MF Closed and MF Open (FDVV)	0.2	$18M	+9%	357k	49.94	View chart
Vanguard Short MF Closed and MF Open (VGSH)	0.2	$18M	+17%	303k	58.18	View chart
Ishares Esg MF Closed and MF Open (ESGU)	0.2	$17M	-15%	132k	128.82	View chart
Chevron Corp Common Stock (CVX)	0.2	$17M	+7%	117k	144.84	View chart
Ishares Msci MF Closed and MF Open (EMGF)	0.2	$17M	-40%	370k	45.23	View chart
Ishares Russell MF Closed and MF Open (IWM)	0.2	$17M	+7%	75k	220.96	View chart
Vanguard Information MF Closed and MF Open (VGT)	0.2	$16M	+8%	26k	621.80	View chart
Fidelity Total MF Closed and MF Open (FBND)	0.2	$16M	+24%	360k	44.87	View chart
Dimensional Us MF Closed and MF Open (DUHP)	0.2	$16M	+281%	475k	33.79	View chart
Bank America Common Stock (BAC)	0.2	$16M	+9%	362k	43.95	View chart
Spdr Portfolio MF Closed and MF Open (SPTL)	0.2	$16M		602k	26.19	View chart
Johnson & Johnson Common Stock (JNJ)	0.2	$16M	+6%	109k	144.62	View chart
First Trust MF Closed and MF Open (QTEC)	0.2	$16M	+5%	83k	188.28	View chart
iShares Core US Aggregate Bond ETF MF Closed and MF Open (AGG)	0.2	$16M	+47%	161k	96.90	View chart
Ishares Msci MF Closed and MF Open (VLUE)	0.2	$16M	-45%	147k	105.61	View chart
Ishares U S MF Closed and MF Open (GOVT)	0.2	$15M		667k	22.98	View chart
First Trust MF Closed and MF Open (FTA)	0.2	$15M		200k	76.46	View chart
Sector Energy MF Closed and MF Open (XLE)	0.2	$15M	-11%	179k	85.66	View chart
Dimensional Us MF Closed and MF Open (DCOR)	0.2	$15M	+5680%	236k	64.16	View chart
Jp Morgan MF Closed and MF Open (JMUB)	0.2	$15M	+4%	300k	50.15	View chart
Ishares S&p MF Closed and MF Open (IJK)	0.2	$15M	+2%	163k	90.93	View chart
First Trust MF Closed and MF Open (KNG)	0.2	$14M	+9%	283k	50.21	View chart
Ishares Core MF Closed and MF Open (DGRO)	0.2	$14M	+10%	232k	61.34	View chart
Ishares 1-3yr MF Closed and MF Open (SHY)	0.2	$14M	-7%	169k	81.98	View chart
First Trust MF Closed and MF Open (FTQI)	0.2	$14M	+2%	664k	20.82	View chart
Dimensional Short MF Closed and MF Open (DFSD)	0.2	$14M	+30%	292k	46.88	View chart
Unitedhealth Group Common Stock (UNH)	0.2	$14M	+12%	27k	505.85	View chart
Mcdonalds Corp Common Stock (MCD)	0.2	$14M	+16%	46k	289.89	View chart
Vanguard Health MF Closed and MF Open (VHT)	0.2	$13M	+2%	53k	253.69	View chart
Sprott Physical MF Closed and MF Open (PHYS)	0.2	$13M	+3%	656k	20.14	View chart
Ishares Msci MF Closed and MF Open (SMLF)	0.2	$13M	-24%	196k	67.50	View chart
First Trust MF Closed and MF Open (LMBS)	0.2	$13M	+5%	270k	48.67	View chart
Pfizer Common Stock (PFE)	0.2	$13M		492k	26.53	View chart
Ishares Core MF Closed and MF Open (IXUS)	0.2	$13M	+17%	196k	66.14	View chart
Ishares Russell MF Closed and MF Open (IWF)	0.1	$13M	+14%	32k	401.59	View chart
Ishares Trust MF Closed and MF Open (IFRA)	0.1	$13M	+63%	271k	46.29	View chart
First Trust MF Closed and MF Open (FTGS)	0.1	$12M	+78%	393k	31.40	View chart
First Trust MF Closed and MF Open (FV)	0.1	$12M	-16%	201k	59.06	View chart
Ishares Msci MF Closed and MF Open (IVLU)	0.1	$12M		438k	27.11	View chart
Pepsico Common Stock (PEP)	0.1	$12M	+3%	77k	152.06	View chart
Wisdomtree Tr MF Closed and MF Open (EMCB)	0.1	$12M	+5%	177k	64.92	View chart
Invesco Russell MF Closed and MF Open (OMFL)	0.1	$11M	-4%	210k	54.23	View chart
Simplify Us MF Closed and MF Open (SPYC)	0.1	$11M	+4%	301k	37.42	View chart
Dimensional Us MF Closed and MF Open (DFAU)	0.1	$11M	+42%	276k	40.49	View chart
Netflix Common Stock (NFLX)	0.1	$11M	+12%	12k	891.28	View chart
Vanguard Total MF Closed and MF Open (VXUS)	0.1	$11M	+10%	186k	58.93	View chart
Sector Consumer MF Closed and MF Open (XLP)	0.1	$11M	+6%	138k	78.61	View chart
Pimco Enhanced MF Closed and MF Open (LDUR)	0.1	$11M	+7%	114k	94.99	View chart
Intl Business Common Stock (IBM)	0.1	$11M	+8%	49k	219.83	View chart
Oracle Corp Common Stock (ORCL)	0.1	$11M	+7%	64k	166.64	View chart
Sector Healthcare MF Closed and MF Open (XLV)	0.1	$11M	-3%	78k	137.57	View chart
Palantir Technologies Common Stock (PLTR)	0.1	$11M	+3%	141k	75.63	View chart
Vanguard Intermediate MF Closed and MF Open (VCIT)	0.1	$10M	+10%	129k	80.27	View chart
Ishares Floating MF Closed and MF Open (FLOT)	0.1	$10M	-11%	202k	50.88	View chart
Ishares Core MF Closed and MF Open (IUSV)	0.1	$10M		111k	92.59	View chart
Samsara Common Stock (IOT)	0.1	$10M		234k	43.69	View chart
J P Morgan Exchange Traded F MF Closed and MF Open (JMOM)	0.1	$10M	+2881%	175k	58.27	View chart
Ishares Short MF Closed and MF Open (SHV)	0.1	$10M	-14%	92k	110.11	View chart
SPDR S&P MF Closed and MF Open (KRE)	0.1	$10M	+5%	167k	60.35	View chart
Ishares Global MF Closed and MF Open (IXN)	0.1	$9.9M		117k	84.75	View chart
Spdr Bloomberg MF Closed and MF Open (BIL)	0.1	$9.9M	-23%	108k	91.43	View chart
First Trust MF Closed and MF Open (FTCS)	0.1	$9.8M	-2%	111k	87.82	View chart
Schwab Us MF Closed and MF Open (SCHA)	0.1	$9.8M	+99%	378k	25.86	View chart
John Hancock MF Closed and MF Open (JHMM)	0.1	$9.8M		163k	59.73	View chart
Abbvie Common Stock (ABBV)	0.1	$9.7M	+5%	55k	177.70	View chart
Dimensional Intl MF Closed and MF Open (DFIV)	0.1	$9.6M	-38%	272k	35.48	View chart
Axon Enterprise Common Stock (AXON)	0.1	$9.6M	-10%	16k	594.32	View chart
Ishares Russell MF Closed and MF Open (IWD)	0.1	$9.5M	+18%	52k	185.13	View chart
Dimensional National MF Closed and MF Open (DFNM)	0.1	$9.5M	+3%	200k	47.77	View chart
First Trust MF Closed and MF Open (FVD)	0.1	$9.5M	-2%	218k	43.64	View chart
First Trust MF Closed and MF Open (FTSL)	0.1	$9.5M	+1301%	205k	46.24	View chart
Invesco Bulletshares MF Closed and MF Open (BSJP)	0.1	$9.4M		408k	23.07	View chart
Pimco Enhanced MF Closed and MF Open (PYLD)	0.1	$9.4M		361k	25.92	View chart
Dimensional Intl MF Closed and MF Open (DFIC)	0.1	$9.4M	+226%	362k	25.84	View chart
Dimensional Emerging MF Closed and MF Open (DFAE)	0.1	$9.3M	-16%	368k	25.37	View chart
Ishares 7-10yr MF Closed and MF Open (IEF)	0.1	$9.2M	+2%	100k	92.45	View chart
Ishares Short MF Closed and MF Open (SUB)	0.1	$9.2M	+4%	88k	105.48	View chart
Ishares 20 MF Closed and MF Open (TLT)	0.1	$9.2M	+51%	105k	87.33	View chart
Goldman Sachs Common Stock (GS)	0.1	$9.0M	+5%	16k	572.63	View chart
Ishares Europe MF Closed and MF Open (IEV)	0.1	$9.0M	+15%	173k	52.06	View chart
Alps ETF Tr Smith Core Plus MF Closed and MF Open (SMTH)	0.1	$9.0M	-2%	351k	25.52	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.1	$8.8M	+15%	45k	195.83	View chart
Wisdomtree Floating MF Closed and MF Open (USFR)	0.1	$8.8M	-30%	174k	50.32	View chart
Dimensional World MF Closed and MF Open (DFAX)	0.1	$8.7M	-7%	352k	24.86	View chart
Ishares Select MF Closed and MF Open (DVY)	0.1	$8.7M	+2%	66k	131.29	View chart
Invesco Equal MF Closed and MF Open (GOVI)	0.1	$8.6M		317k	27.03	View chart
Ishares Ibonds MF Closed and MF Open (IBMN)	0.1	$8.6M	+21%	322k	26.61	View chart
First Trust MF Closed and MF Open (SKYY)	0.1	$8.5M	+2%	72k	119.12	View chart
Industrial Select MF Closed and MF Open (XLI)	0.1	$8.5M	-6%	65k	131.76	View chart
Vanguard Large MF Closed and MF Open (VV)	0.1	$8.5M	+38%	32k	269.70	View chart
Spdr Blackstone MF Closed and MF Open (SRLN)	0.1	$8.4M		201k	41.73	View chart
Advanced Micro Common Stock (AMD)	0.1	$8.3M	-3%	69k	120.79	View chart
Spdr Portfolio MF Closed and MF Open (SPTM)	0.1	$8.3M	+2%	117k	71.43	View chart
Wells Fargo Common Stock (WFC)	0.1	$8.3M	+50%	118k	70.24	View chart
Merck & Company Common Stock (MRK)	0.1	$8.3M	+2%	83k	99.48	View chart
Consumer Discretionary MF Closed and MF Open (XLY)	0.1	$8.3M	+85%	37k	224.35	View chart
First Trust MF Closed and MF Open (QQEW)	0.1	$8.2M	+9%	66k	124.96	View chart
Citigroup Common Stock (C)	0.1	$8.1M	+4%	115k	70.39	View chart
Dimensional Intl MF Closed and MF Open (DFAI)	0.1	$8.1M	+77%	276k	29.20	View chart
Mastercard Common Stock (MA)	0.1	$8.0M	+2%	15k	526.58	View chart
Verizon Communications Common Stock (VZ)	0.1	$8.0M		201k	39.99	View chart
First Trust MF Closed and MF Open (FSIG)	0.1	$8.0M	-14%	422k	18.87	View chart
Victoryshares Us MF Closed and MF Open (CFO)	0.1	$7.9M		115k	68.94	View chart
Quanta Services Common Stock (PWR)	0.1	$7.8M	+14%	25k	316.05	View chart
Cisco Systems Common Stock (CSCO)	0.1	$7.8M		132k	59.20	View chart
Ishares Ibonds MF Closed and MF Open (IBMO)	0.1	$7.8M	+35%	305k	25.46	View chart
Victoryshares U S MF Closed and MF Open (CDC)	0.1	$7.7M	+2%	123k	62.58	View chart
Invesco Bulletshares MF Closed and MF Open (BSCP)	0.1	$7.6M	+5%	369k	20.65	View chart
Sector Materials MF Closed and MF Open (XLB)	0.1	$7.6M		90k	84.14	View chart
Coca Cola Company Common Stock (KO)	0.1	$7.5M	+7%	121k	62.26	View chart
Walt Disney Common Stock (DIS)	0.1	$7.5M	-16%	67k	111.35	View chart
Vanguard Real MF Closed and MF Open (VNQ)	0.1	$7.5M	+11%	84k	89.08	View chart
Select Sector MF Closed and MF Open (XLC)	0.1	$7.4M		77k	96.81	View chart
Pimco Active MF Closed and MF Open (BOND)	0.1	$7.4M	+2%	82k	90.42	View chart
Ishares 0-3 MF Closed and MF Open (SGOV)	0.1	$7.3M	+28%	73k	100.32	View chart
Vanguard Ftse MF Closed and MF Open (VEU)	0.1	$7.3M		127k	57.41	View chart
Crowdstrike Holdings Common Stock (CRWD)	0.1	$7.2M	+6%	21k	342.15	View chart
Jp Morgan MF Closed and MF Open (JGRO)	0.1	$7.2M	+16%	89k	81.03	View chart
American Tower Common Stock (AMT)	0.1	$7.2M	+32%	39k	183.41	View chart
Cambria Emerging MF Closed and MF Open (EYLD)	0.1	$7.2M	+20%	229k	31.31	View chart
First Trust MF Closed and MF Open (RDVI)	0.1	$7.1M	+5%	295k	24.24	View chart
Salesforce Common Stock (CRM)	0.1	$7.1M	+12%	21k	334.32	View chart
Ishares 10-20yr MF Closed and MF Open (TLH)	0.1	$7.0M	+9%	71k	99.54	View chart
Schwab Strategic Tr MF Closed and MF Open (SCHZ)	0.1	$6.9M	+48%	305k	22.70	View chart
Pgim Ultra MF Closed and MF Open (PULS)	0.1	$6.8M	+6%	138k	49.55	View chart
Spdr Intermediate MF Closed and MF Open (SPTI)	0.1	$6.8M	-4%	245k	27.88	View chart
Spdr Portfolio MF Closed and MF Open (SPYD)	0.1	$6.8M	+30%	158k	43.24	View chart
Ab Active Etfs MF Closed and MF Open (FWD)	0.1	$6.8M	+45%	86k	79.19	View chart
Rtx Corp Common Stock (RTX)	0.1	$6.8M	+4%	58k	115.72	View chart
Ishares Aaa MF Closed and MF Open (QLTA)	0.1	$6.7M	+17%	144k	46.79	View chart
Copart Common Stock (CPRT)	0.1	$6.7M	+20%	117k	57.39	View chart
Select Utilities MF Closed and MF Open (XLU)	0.1	$6.7M	-14%	89k	75.69	View chart
Spdr Portfolio MF Closed and MF Open (SPMD)	0.1	$6.7M	+10%	122k	54.69	View chart
United Parcel Common Stock (UPS)	0.1	$6.7M	+10%	53k	126.10	View chart
Invesco Bulletshares MF Closed and MF Open (BSCQ)	0.1	$6.7M	+8%	344k	19.43	View chart
Broadridge Financial Common Stock (BR)	0.1	$6.7M	+18%	30k	226.09	View chart
Caterpillar Common Stock (CAT)	0.1	$6.6M	+18%	18k	362.76	View chart
Ishares Msci MF Closed and MF Open (SCZ)	0.1	$6.6M	+13%	108k	60.75	View chart
First Trust MF Closed and MF Open (BUFQ)	0.1	$6.5M	+17%	208k	31.43	View chart
Lockheed Martin Common Stock (LMT)	0.1	$6.5M	+16%	13k	485.95	View chart
Progressive Corp Common Stock (PGR)	0.1	$6.5M	+18%	27k	239.61	View chart

Past Filings by Integrated Wealth Concepts

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

Integrated Wealth Concepts 2024 Q4 filed Feb. 14, 2025
Integrated Wealth Concepts 2024 Q3 filed Nov. 14, 2024
Integrated Wealth Concepts 2024 Q2 filed Aug. 14, 2024
Integrated Wealth Concepts 2024 Q1 filed May 15, 2024
Integrated Wealth Concepts 2023 Q3 filed Nov. 15, 2023
Integrated Wealth Concepts 2023 Q2 filed Aug. 15, 2023
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z