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, IVV, QUAL, SPLG, MSFT, and represent 11.10% of Integrated Wealth Concepts's stock portfolio.
Added to shares of these 10 stocks: SPLG (+$42M), EWZ (+$40M), PZA (+$37M), EWY (+$36M), QUAL (+$27M), IVV (+$24M), VEA (+$20M), SPSM (+$18M), UCON (+$18M), STIP (+$17M).
Started 265 new stock positions in FOLD, ULTR, EA, KBWB, BITO, USRT, LESL, RCL, MRO, ARES.
Reduced shares in these 10 stocks: EWU (-$37M), TFI (-$34M), XLI (-$25M), XLE (-$22M), EFIV (-$14M), SHYG (-$13M), IEMG (-$13M), SHV (-$13M), MTUM (-$7.5M), DMO (-$5.3M).
Sold out of its positions in ABBNY, BTAL, AB, AMR, AAMC, QCON, BJ, Barclays Bk Plc ipath b grains, VXX, MIY.
Integrated Wealth Concepts was a net buyer of stock by $767M.
Integrated Wealth Concepts has $5.8B in assets under management (AUM), dropping by 20.28%.
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 1560 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Integrated Wealth Concepts has 1560 total positions. Only the first 250 positions are shown.

Sign up to view all of the Integrated Wealth Concepts June 30, 2023 positions
Download the Integrated Wealth Concepts June 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Common Stock (AAPL)	3.0	$178M	+5%	917k	193.97	View chart
Ishares Core MF Closed and MF Open (IVV)	2.6	$153M	+18%	344k	445.71	View chart
Ishares Msci MF Closed and MF Open (QUAL)	2.5	$143M	+23%	1.1M	134.87	View chart
Spdr Portfolio MF Closed and MF Open (SPLG)	1.5	$88M	+92%	1.7M	52.11	View chart
Microsoft Corp Common Stock (MSFT)	1.5	$86M	+9%	252k	340.54	View chart
Ishares Msci MF Closed and MF Open (USMV)	1.4	$81M	+5%	1.1M	74.33	View chart
Sector Technology MF Closed and MF Open (XLK)	1.4	$79M		453k	173.86	View chart
Bny Mellon MF Closed and MF Open (BKLC)	1.3	$74M	+3%	891k	83.36	View chart
Schwab Us MF Closed and MF Open (SCHX)	1.1	$67M	+5%	1.3M	52.37	View chart
Ishares Msci MF Closed and MF Open (EFG)	1.1	$67M	+16%	701k	95.41	View chart
Dimensional Us MF Closed and MF Open (DFAC)	1.0	$60M	+10%	2.2M	27.15	View chart
Vaneck Jpm MF Closed and MF Open (EMLC)	0.9	$52M	+2%	2.0M	25.56	View chart
Ishares Msci MF Closed and MF Open (EFV)	0.9	$51M	+5%	1.1M	48.94	View chart
SPDR S&P MF Closed and MF Open (SPY)	0.8	$49M		112k	443.28	View chart
Amazon Common Stock (AMZN)	0.8	$49M	+20%	372k	130.36	View chart
Ishares Core MF Closed and MF Open (IEFA)	0.8	$47M	+19%	691k	67.50	View chart
Ishares Core MF Closed and MF Open (IJH)	0.8	$46M	+36%	177k	261.48	View chart
Ishares Msci MF Closed and MF Open (MTUM)	0.8	$46M	-13%	321k	144.25	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	0.7	$41M	+3%	110k	369.42	View chart
Ishares Msci MF Closed and MF Open (EWG)	0.7	$41M		1.4M	28.57	View chart
Ishares Msci MF Closed and MF Open (VLUE)	0.7	$41M		433k	93.79	View chart
Ishares Msci MF Closed and MF Open (EWZ)	0.7	$40M	+13048%	1.2M	32.43	View chart
Invesco National MF Closed and MF Open (PZA)	0.7	$40M	+1282%	1.7M	23.60	View chart
Ishares Msci MF Closed and MF Open (EWJ)	0.7	$39M	-5%	627k	61.90	View chart
Ishares MF Closed and MF Open (EWT)	0.7	$38M	-4%	810k	47.02	View chart
Nvidia Corp Common Stock (NVDA)	0.6	$38M	+21%	89k	423.02	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.6	$37M	+5%	168k	220.28	View chart
Ishares Msci MF Closed and MF Open (EWY)	0.6	$37M	+13581%	577k	63.38	View chart
Vanguard S&p MF Closed and MF Open (VOO)	0.6	$35M	+32%	87k	407.28	View chart
Bny Mellon MF Closed and MF Open (BKIE)	0.6	$35M	-12%	501k	69.17	View chart
Schwab Us MF Closed and MF Open (SCHD)	0.6	$34M	+16%	471k	72.62	View chart
Spdr Portfolio MF Closed and MF Open (SPSM)	0.5	$31M	+141%	797k	38.84	View chart
Jpmorgan MF Closed and MF Open (JEPI)	0.5	$30M	+113%	534k	55.33	View chart
Qualcomm Common Stock (QCOM)	0.5	$29M		246k	119.04	View chart
Ishares Msci MF Closed and MF Open (EMGF)	0.5	$29M	+5%	696k	41.57	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.5	$29M	+222%	621k	46.18	View chart
Ishares 1-3yr MF Closed and MF Open (SHY)	0.5	$27M	+124%	337k	81.08	View chart
Ishares Ibonds MF Closed and MF Open (IBTD)	0.5	$27M		1.1M	24.81	View chart
Ishares Msci MF Closed and MF Open (SMLF)	0.5	$27M		496k	53.62	View chart
Dimensional Emerging MF Closed and MF Open (DFAE)	0.5	$27M	+4%	1.1M	23.46	View chart
Invesco Senior MF Closed and MF Open (BKLN)	0.5	$26M	+3%	1.3M	21.04	View chart
Dimensional Core MF Closed and MF Open (DFCF)	0.4	$26M	+4%	625k	41.73	View chart
Spdr Gold Common Stock (GLD)	0.4	$26M	+42%	146k	178.27	View chart
Ishares Core MF Closed and MF Open (ITOT)	0.4	$26M	+2%	266k	97.84	View chart
Spdr Bloomberg MF Closed and MF Open (CWB)	0.4	$25M		356k	69.95	View chart
Ishares Floating MF Closed and MF Open (FLOT)	0.4	$25M	+2%	490k	50.82	View chart
Schwab Us MF Closed and MF Open (SCHG)	0.4	$25M	+3%	331k	74.95	View chart
Ishares 0-5 MF Closed and MF Open (STIP)	0.4	$25M	+227%	254k	97.60	View chart
Ishares Esg MF Closed and MF Open (ESGU)	0.4	$24M	-6%	246k	97.46	View chart
Spdr Portfolio MF Closed and MF Open (SPDW)	0.4	$24M	+40%	725k	32.54	View chart
Procter & Gamble Common Stock (PG)	0.4	$23M	+19%	154k	151.74	View chart
Ishares National MF Closed and MF Open (MUB)	0.4	$23M	+14%	216k	106.73	View chart
Dimensional Us MF Closed and MF Open (DFUV)	0.4	$23M		659k	34.50	View chart
Vanguard Small MF Closed and MF Open (VB)	0.4	$23M	+43%	114k	198.89	View chart
Alphabet Common Stock (GOOG)	0.4	$23M	+12%	187k	120.97	View chart
Exxon Mobil Common Stock (XOM)	0.4	$22M	+15%	207k	107.25	View chart
Spdr Series MF Closed and MF Open (EFIV)	0.4	$22M	-38%	511k	43.05	View chart
Vanguard Mid MF Closed and MF Open (VOE)	0.4	$22M	+86%	159k	138.38	View chart
Tesla Common Stock (TSLA)	0.4	$21M	+16%	81k	261.77	View chart
Ishares Semiconductor MF Closed and MF Open (SOXX)	0.4	$21M	+2%	42k	507.25	View chart
Invesco Bulletshares MF Closed and MF Open (BSCN)	0.4	$21M	-5%	968k	21.17	View chart
Ishares Core MF Closed and MF Open (IUSB)	0.3	$20M	+4%	438k	45.47	View chart
Ishares Core MF Closed and MF Open (IEMG)	0.3	$20M	-39%	403k	49.29	View chart
Spdr Dow MF Closed and MF Open (DIA)	0.3	$20M	+10%	58k	343.85	View chart
Ishares Mbs MF Closed and MF Open (MBB)	0.3	$19M	+14%	207k	93.27	View chart
Berkshire Hathaway Inc Class B Common Stock (BRK.B)	0.3	$19M	+13%	57k	341.00	View chart
Johnson & Johnson Common Stock (JNJ)	0.3	$19M	+9%	116k	165.52	View chart
Spdr Portfolio MF Closed and MF Open (SPYG)	0.3	$19M	+85%	314k	61.01	View chart
Sector Industrial MF Closed and MF Open (XLI)	0.3	$19M	-56%	178k	107.32	View chart
First Trust MF Closed and MF Open (FVD)	0.3	$19M	+51%	472k	40.09	View chart
Vanguard High MF Closed and MF Open (VYM)	0.3	$19M		176k	106.07	View chart
Vanguard Mid MF Closed and MF Open (VO)	0.3	$19M	+37%	85k	220.16	View chart
Vanguard Intermediate MF Closed and MF Open (VCIT)	0.3	$19M		234k	79.03	View chart
Invesco Total MF Closed and MF Open (GTO)	0.3	$18M	+15%	394k	46.46	View chart
Ishares Technology MF Closed and MF Open (IYW)	0.3	$18M	+4%	166k	108.87	View chart
Ishares Core MF Closed and MF Open (IJR)	0.3	$18M	-16%	180k	99.65	View chart
Meta Platforms Common Stock (META)	0.3	$18M	-2%	62k	286.98	View chart
First Trust MF Closed and MF Open (UCON)	0.3	$18M	NEW	726k	24.17	View chart
Ishares Russell MF Closed and MF Open (IWM)	0.3	$17M	+13%	92k	187.27	View chart
Ishares S&p MF Closed and MF Open (IUSG)	0.3	$17M	+2%	177k	97.64	View chart
Invesco Bulletshares MF Closed and MF Open (BSCO)	0.3	$17M	-4%	828k	20.57	View chart
Home Depot Common Stock (HD)	0.3	$17M	+7%	55k	310.64	View chart
Invesco S&p MF Closed and MF Open (RSP)	0.3	$17M	+173%	113k	149.64	View chart
Visa Common Stock (V)	0.3	$17M	+14%	71k	237.48	View chart
Pfizer Common Stock (PFE)	0.3	$17M	+46%	456k	36.68	View chart
Spdr Portfolio MF Closed and MF Open (SPTL)	0.3	$16M		550k	29.90	View chart
Chevron Corp Common Stock (CVX)	0.3	$16M	+13%	104k	157.35	View chart
First Trust MF Closed and MF Open (FTA)	0.3	$16M	-11%	244k	66.68	View chart
Vanguard Municipal MF Closed and MF Open (VTEB)	0.3	$16M	+8%	321k	50.22	View chart
First Trust MF Closed and MF Open (RDVY)	0.3	$16M	+21%	341k	47.10	View chart
Jpmorgan Chase Common Stock (JPM)	0.3	$16M	+8%	110k	145.44	View chart
Jpmorgan MF Closed and MF Open (JPST)	0.3	$16M	+70%	316k	50.14	View chart
Vanguard Mid MF Closed and MF Open (VOT)	0.3	$16M	+5%	76k	205.77	View chart
Vanguard Real MF Closed and MF Open (VNQ)	0.3	$16M	+5%	186k	83.56	View chart
Vanguard Fste MF Closed and MF Open (VWO)	0.3	$15M	+16%	370k	40.68	View chart
Vanguard Value MF Closed and MF Open (VTV)	0.3	$15M	+70%	106k	142.10	View chart
Sector Energy MF Closed and MF Open (XLE)	0.3	$15M	-60%	183k	81.17	View chart
Spdr Portfolio MF Closed and MF Open (SPTM)	0.2	$15M	+312%	267k	54.44	View chart
Pepsico Common Stock (PEP)	0.2	$15M	+15%	79k	185.22	View chart
Schwab Us MF Closed and MF Open (SCHA)	0.2	$15M	-3%	331k	43.80	View chart
Vaneck Fallen MF Closed and MF Open (ANGL)	0.2	$15M	+176%	521k	27.77	View chart
Vanguard Growth MF Closed and MF Open (VUG)	0.2	$14M		50k	282.96	View chart
Alphabet Common Stock (GOOGL)	0.2	$14M	+11%	118k	119.70	View chart
Etf Ser Solutions MF Closed and MF Open (JUCY)	0.2	$14M	NEW	574k	24.36	View chart
Vanguard Total MF Closed and MF Open (BND)	0.2	$14M	+8%	192k	72.69	View chart
Bny Mellon MF Closed and MF Open (BKEM)	0.2	$14M	+289%	251k	55.50	View chart
Vanguard Ftse MF Closed and MF Open (VEU)	0.2	$13M	+357%	246k	54.41	View chart
Spdr Portfolio MF Closed and MF Open (SPAB)	0.2	$13M	+1180%	526k	25.37	View chart
Schwab Us MF Closed and MF Open (SCHP)	0.2	$13M	+293%	253k	52.43	View chart
iShares Edge MSCI Intl Value Factor MF Closed and MF Open (IVLU)	0.2	$13M	+3%	519k	25.45	View chart
Vanguard Health MF Closed and MF Open (VHT)	0.2	$13M	-4%	54k	244.82	View chart
First Trust MF Closed and MF Open (FTSM)	0.2	$13M	+336%	214k	59.41	View chart
Ishares Russell MF Closed and MF Open (IWB)	0.2	$13M	+14%	52k	243.74	View chart
Bny Mellon MF Closed and MF Open (BKAG)	0.2	$13M	+8%	299k	42.00	View chart
Ishares S&p MF Closed and MF Open (IJK)	0.2	$13M		167k	75.00	View chart
Dimensional Intl MF Closed and MF Open (DFIV)	0.2	$12M	+4%	379k	32.85	View chart
Invesco Bulletshares MF Closed and MF Open (BSJO)	0.2	$12M	-22%	539k	22.48	View chart
Invesco Bulletshares MF Closed and MF Open (BSJP)	0.2	$12M	-23%	536k	22.55	View chart
Mcdonalds Corp Common Stock (MCD)	0.2	$12M	+8%	40k	298.41	View chart
Eli Lilly Common Stock (LLY)	0.2	$12M	+6%	26k	468.97	View chart
First Tr Exchange Traded Fd Vi Nasdaq Buywrite Income Etf MF Closed and MF Open (FTQI)	0.2	$12M	NEW	598k	19.81	View chart
United Parcel Common Stock (UPS)	0.2	$12M		66k	179.25	View chart
Ishares Ibonds MF Closed and MF Open (IBTE)	0.2	$12M	+11%	491k	23.80	View chart
First Trust MF Closed and MF Open (FDL)	0.2	$12M	-4%	343k	34.01	View chart
Ishares 7-10yr MF Closed and MF Open (IEF)	0.2	$12M	-9%	120k	96.60	View chart
Sector Financial MF Closed and MF Open (XLF)	0.2	$11M	-6%	335k	33.71	View chart
Spdr Portfolio MF Closed and MF Open (SPYV)	0.2	$11M	+163%	256k	43.20	View chart
Jp Morgan MF Closed and MF Open (JMUB)	0.2	$11M	+5%	219k	50.23	View chart
Spdr Portfolio MF Closed and MF Open (SPMD)	0.2	$11M	+65%	239k	45.89	View chart
Ishares Core MF Closed and MF Open (IUSV)	0.2	$11M		140k	78.26	View chart
Servicenow Common Stock (NOW)	0.2	$11M	+18%	19k	561.97	View chart
Ishares Core MF Closed and MF Open (AGG)	0.2	$11M	+6%	110k	97.95	View chart
Dimensional National MF Closed and MF Open (DFNM)	0.2	$11M		226k	47.63	View chart
Dimensional Us MF Closed and MF Open (DFAR)	0.2	$11M	+4%	497k	21.52	View chart
Bank America Common Stock (BAC)	0.2	$11M	+6%	367k	28.69	View chart
Vanguard Intermediate MF Closed and MF Open (VGIT)	0.2	$10M	NEW	177k	58.66	View chart
Ishares 10-20yr MF Closed and MF Open (TLH)	0.2	$10M	+227%	93k	110.77	View chart
Goldman Sachs MF Closed and MF Open (GSLC)	0.2	$10M	+2%	117k	87.30	View chart
Schwab Intl MF Closed and MF Open (SCHF)	0.2	$9.9M	+3%	279k	35.65	View chart
Merck & Company Common Stock (MRK)	0.2	$9.9M	+28%	86k	115.39	View chart
Sprott Physical MF Closed and MF Open (PHYS)	0.2	$9.5M		639k	14.92	View chart
Blackstone Strategic MF Closed and MF Open (BGB)	0.2	$9.5M	+30%	866k	10.93	View chart
Costco Wholesale Common Stock (COST)	0.2	$9.4M	+19%	18k	538.39	View chart
Cisco Systems Common Stock (CSCO)	0.2	$9.4M	+15%	181k	51.74	View chart
Ishares S&p MF Closed and MF Open (OEF)	0.2	$9.3M		45k	207.06	View chart
First Trust MF Closed and MF Open (FTCS)	0.2	$9.2M	+24%	123k	75.08	View chart
Victoryshares U S MF Closed and MF Open (CDC)	0.2	$9.2M		160k	57.60	View chart
Fidelity Covington MF Closed and MF Open (FDVV)	0.2	$9.0M	+151%	226k	39.74	View chart
Dimensional World MF Closed and MF Open (DFAX)	0.2	$8.9M		381k	23.31	View chart
Victoryshares Us MF Closed and MF Open (CFO)	0.2	$8.9M	+3%	144k	61.61	View chart
Invesco P MF Closed and MF Open (PGX)	0.2	$8.8M	+30%	772k	11.37	View chart
Sector Healthcare MF Closed and MF Open (XLV)	0.1	$8.6M	+7%	65k	132.73	View chart
Vanguard Information MF Closed and MF Open (VGT)	0.1	$8.5M	-5%	19k	442.16	View chart
John Hancock MF Closed and MF Open (JHMM)	0.1	$8.5M	+9%	172k	49.69	View chart
Ishares Ibonds MF Closed and MF Open (IBTF)	0.1	$8.4M	+12%	365k	23.13	View chart
Select Utilities MF Closed and MF Open (XLU)	0.1	$8.4M	+71%	129k	65.44	View chart
Sector Consumer MF Closed and MF Open (XLP)	0.1	$8.4M	+7%	113k	74.17	View chart
First Trust MF Closed and MF Open (SKYY)	0.1	$8.3M		109k	75.94	View chart
Ishares Core MF Closed and MF Open (DGRO)	0.1	$8.2M	+2%	159k	51.53	View chart
First Trust MF Closed and MF Open (FTGC)	0.1	$8.0M	+963%	350k	22.77	View chart
ProShares Ultra Semiconductor MF Closed and MF Open (USD)	0.1	$8.0M		189k	42.23	View chart
Vanguard Short MF Closed and MF Open (BSV)	0.1	$7.9M	+2%	105k	75.57	View chart
Verizon Communications Common Stock (VZ)	0.1	$7.9M		212k	37.19	View chart
Ishares MF Closed and MF Open (SHYG)	0.1	$7.9M	-62%	190k	41.45	View chart
Simplify Us MF Closed and MF Open (SPYC)	0.1	$7.9M	-11%	270k	29.10	View chart
Broadcom Common Stock (AVGO)	0.1	$7.8M	+24%	9.0k	867.46	View chart
Abbvie Common Stock (ABBV)	0.1	$7.8M		58k	134.73	View chart
Ishares Trust MF Closed and MF Open (IFRA)	0.1	$7.7M	+4%	198k	39.08	View chart
Schwab Fundamental MF Closed and MF Open (FNDE)	0.1	$7.7M	NEW	289k	26.77	View chart
Spdr Blackstone MF Closed and MF Open (SRLN)	0.1	$7.5M		178k	41.87	View chart
Vaneck High MF Closed and MF Open (HYD)	0.1	$7.4M	-5%	145k	51.34	View chart
Spdr Bloomberg MF Closed and MF Open (BIL)	0.1	$7.4M	+17%	81k	91.82	View chart
Ishares Msci MF Closed and MF Open (SCZ)	0.1	$7.4M	+377%	125k	58.98	View chart
Coca Cola Company Common Stock (KO)	0.1	$7.4M	+6%	122k	60.22	View chart
Advanced Micro Common Stock (AMD)	0.1	$7.3M	+11%	65k	113.91	View chart
Citigroup Common Stock (C)	0.1	$7.3M	+3%	158k	46.04	View chart
Dimensional Us MF Closed and MF Open (DFAU)	0.1	$7.3M	-3%	234k	30.99	View chart
Boeing Company Common Stock (BA)	0.1	$7.2M		34k	211.16	View chart
Unitedhealth Group Common Stock (UNH)	0.1	$7.2M	+35%	15k	480.62	View chart
First Trust MF Closed and MF Open (FV)	0.1	$7.2M		154k	46.91	View chart
Ishares Silver Common Stock (SLV)	0.1	$7.2M	+245%	345k	20.89	View chart
Spdr Bloomberg MF Closed and MF Open (SJNK)	0.1	$7.1M	NEW	288k	24.70	View chart
Oracle Corp Common Stock (ORCL)	0.1	$7.1M	+16%	59k	119.09	View chart
SPDR S&P MF Closed and MF Open (KRE)	0.1	$7.0M		173k	40.83	View chart
Walt Disney Common Stock (DIS)	0.1	$7.0M	+7%	79k	89.28	View chart
Ishares Select MF Closed and MF Open (DVY)	0.1	$7.0M	-30%	62k	113.30	View chart
Ishares Short MF Closed and MF Open (SHV)	0.1	$7.0M	-64%	63k	110.45	View chart
Sector Materials MF Closed and MF Open (XLB)	0.1	$7.0M		84k	82.87	View chart
Ishares Russell MF Closed and MF Open (IWF)	0.1	$7.0M	+28%	25k	275.18	View chart
Walmart Common Stock (WMT)	0.1	$6.9M	+11%	44k	157.18	View chart
Invesco Exch Traded Fd Tr Ii MF Closed and MF Open (PICB)	0.1	$6.8M	+18%	315k	21.63	View chart
First Trust MF Closed and MF Open (FTC)	0.1	$6.7M	+8%	66k	101.29	View chart
Adobe Common Stock (ADBE)	0.1	$6.7M	+42%	14k	489.00	View chart
Intel Corp Common Stock (INTC)	0.1	$6.7M		199k	33.44	View chart
Ishares S&p MF Closed and MF Open (IVW)	0.1	$6.4M	+38%	91k	70.48	View chart
Schwab Us MF Closed and MF Open (SCHV)	0.1	$6.4M	+8%	95k	67.09	View chart
Jpmorgan Us MF Closed and MF Open (JVAL)	0.1	$6.4M	+2%	179k	35.68	View chart
Invesco Bulletshares MF Closed and MF Open (BSJQ)	0.1	$6.3M	-5%	279k	22.80	View chart
At&t Common Stock (T)	0.1	$6.3M		395k	15.95	View chart
Pimco Enhanced MF Closed and MF Open (LDUR)	0.1	$6.2M	+28%	67k	93.74	View chart
Lockheed Martin Common Stock (LMT)	0.1	$6.2M	+14%	13k	460.38	View chart
iShares ESG MSCI USA Leaders ETF MF Closed and MF Open (SUSL)	0.1	$6.2M	-15%	80k	77.42	View chart
Ford Motor Common Stock (F)	0.1	$6.1M	+13%	407k	15.13	View chart
Schwab Intl MF Closed and MF Open (SCHC)	0.1	$6.1M	+5%	182k	33.77	View chart
Raytheon Technologies Common Stock (RTX)	0.1	$6.1M	+15%	62k	97.96	View chart
Wisdomtree Emerging MF Closed and MF Open (XSOE)	0.1	$6.1M	+7%	217k	27.95	View chart
Ishares 1-5 Year MF Closed and MF Open (IGSB)	0.1	$6.0M	+5%	121k	50.17	View chart
Vaneck Gold MF Closed and MF Open (GDX)	0.1	$6.0M	+277%	200k	30.11	View chart
Stellar Bancorp Common Stock (STEL)	0.1	$5.9M		259k	22.89	View chart
Netflix Common Stock (NFLX)	0.1	$5.9M	+49%	13k	440.47	View chart
Intl Business Common Stock (IBM)	0.1	$5.9M	+3%	44k	133.81	View chart
Mastercard Common Stock (MA)	0.1	$5.9M	+23%	15k	393.29	View chart
Ishares Europe MF Closed and MF Open (IEV)	0.1	$5.7M		114k	50.54	View chart
Vanguard Mega MF Closed and MF Open (MGV)	0.1	$5.7M	+388%	55k	103.76	View chart
Ishares Global MF Closed and MF Open (IXN)	0.1	$5.6M		90k	62.19	View chart
Spdr Intermediate MF Closed and MF Open (SPTI)	0.1	$5.6M	+10%	198k	28.29	View chart
Blackrock Short MF Closed and MF Open (MEAR)	0.1	$5.6M	+52%	111k	49.89	View chart
Etf Ser Solutions MF Closed and MF Open (ADME)	0.1	$5.4M	NEW	149k	36.42	View chart
Spdr Bloomberg MF Closed and MF Open (BILS)	0.1	$5.4M	+22%	54k	99.46	View chart
Abbott Laboratories Common Stock (ABT)	0.1	$5.4M	+26%	49k	109.02	View chart
First Trust MF Closed and MF Open (FBT)	0.1	$5.4M	-5%	35k	153.14	View chart
Ishares Tips MF Closed and MF Open (TIP)	0.1	$5.4M	+2%	50k	107.62	View chart
Schwab Short MF Closed and MF Open (SCHO)	0.1	$5.2M		109k	48.06	View chart
Applied Materials Common Stock (AMAT)	0.1	$5.2M	+16%	36k	144.54	View chart
First Trust MF Closed and MF Open (QTEC)	0.1	$5.2M	+223%	36k	147.16	View chart
Ishares Ibonds MF Closed and MF Open (IBMN)	0.1	$5.2M	+16%	198k	26.34	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.1	$5.2M		32k	162.43	View chart
Ishares Msci MF Closed and MF Open (EEM)	0.1	$5.1M	-4%	130k	39.56	View chart
Spdr Nuveen MF Closed and MF Open (HYMB)	0.1	$5.0M	+4%	199k	25.01	View chart
Ishares Ibonds MF Closed and MF Open (IBMM)	0.1	$4.9M	+28%	192k	25.76	View chart
Ishares 20 MF Closed and MF Open (TLT)	0.1	$4.9M	-32%	48k	102.94	View chart
Invesco Bulletshares MF Closed and MF Open (BSJN)	0.1	$4.9M	-27%	208k	23.51	View chart
Spdr Nuveen MF Closed and MF Open (SHM)	0.1	$4.8M	+143%	103k	47.05	View chart
Ishares Exponential MF Closed and MF Open (XT)	0.1	$4.8M	+235%	87k	55.60	View chart
Schwab Strategic MF Closed and MF Open (SCHY)	0.1	$4.8M	+7%	200k	23.94	View chart
Blackstone Senior MF Closed and MF Open (BSL)	0.1	$4.8M	-37%	371k	12.82	View chart
Spdr Portfolio MF Closed and MF Open (SPEM)	0.1	$4.8M	+3%	138k	34.38	View chart
Schwab Strategic Tr MF Closed and MF Open (SCHZ)	0.1	$4.7M	+42%	103k	46.16	View chart
Bny Mellon MF Closed and MF Open (BKHY)	0.1	$4.7M	+16%	101k	46.48	View chart
First Trust MF Closed and MF Open (LMBS)	0.1	$4.7M	+101%	98k	47.67	View chart
Pimco Etf Tr MF Closed and MF Open (LTPZ)	0.1	$4.7M	+14%	78k	60.04	View chart
Wells Fargo Common Stock (WFC)	0.1	$4.6M	+8%	108k	42.68	View chart
Waste Management Common Stock (WM)	0.1	$4.6M	+3%	27k	173.42	View chart
Goldman Sachs Common Stock (GS)	0.1	$4.6M	-4%	14k	322.53	View chart
Ishares Short MF Closed and MF Open (SUB)	0.1	$4.6M	+15%	44k	104.04	View chart
Ishares Ibonds MF Closed and MF Open (IBML)	0.1	$4.6M	+5%	180k	25.49	View chart
Spdr Series MF Closed and MF Open (SDY)	0.1	$4.6M	-4%	37k	122.58	View chart
Ishares U S MF Closed and MF Open (GOVT)	0.1	$4.5M		198k	22.90	View chart
Adams Diversified MF Closed and MF Open (ADX)	0.1	$4.5M	-7%	270k	16.81	View chart
Philip Morris Common Stock (PM)	0.1	$4.5M	+8%	46k	97.62	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 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
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

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