Integrated Wealth Concepts

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

  • Top 5 stock holdings are VLUE, QUAL, IVV, EFG, LQD, and represent 14.58% of Integrated Wealth Concepts's stock portfolio.
  • Added to shares of these 10 stocks: XLF (+$45M), XLE (+$41M), PPLT (+$33M), BKLC (+$30M), EFV (+$18M), INDA (+$13M), MBB (+$13M), EWT (+$12M), PDBC (+$12M), LQD (+$11M).
  • Started 153 new stock positions in PEJ, RH, CSF, BKSE, PDBC, CIBR, KBWB, NTAP, JTD, MCK.
  • Reduced shares in these 10 stocks: LEMB (-$28M), XLK (-$27M), EWW (-$26M), IVV (-$24M), EWZ (-$22M), IGLB (-$22M), CBTX (-$14M), HYG (-$11M), SHY (-$8.7M), SPY (-$7.7M).
  • Sold out of its positions in AMC, ADM, CIT, CPRT, EBC, EA, EXPE, LDSF, FMX, FCEL.
  • Integrated Wealth Concepts was a net buyer of stock by $236M.
  • Integrated Wealth Concepts has $2.4B in assets under management (AUM), dropping by 15.22%.
  • Central Index Key (CIK): 0001737109

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Portfolio Holdings for Integrated Wealth Concepts

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

Integrated Wealth Concepts has 732 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 (VLUE) 3.9 $96M 934k 102.46
Ishares Msci MF Closed and MF Open (QUAL) 3.5 $86M -3% 710k 121.78
Ishares Core MF Closed and MF Open (IVV) 2.6 $62M -28% 156k 397.82
Ishares Msci MF Closed and MF Open (EFG) 2.4 $58M +6% 573k 100.46
Ishares Iboxx MF Closed and MF Open (LQD) 2.2 $53M +26% 411k 130.05
Sector Financial MF Closed and MF Open (XLF) 2.1 $50M +859% 1.5M 34.05
Sector Energy MF Closed and MF Open (XLE) 1.8 $44M +1259% 903k 49.06
Ishares MF Closed and MF Open (EWT) 1.8 $44M +39% 726k 59.96
Ishares Msci MF Closed and MF Open (MTUM) 1.8 $43M +18% 266k 160.86
Ishares Esg MF Closed and MF Open (ESGU) 1.7 $43M +6% 469k 90.87
Ishares Msci MF Closed and MF Open (INDA) 1.7 $42M +45% 984k 42.18
Ishares Msci MF Closed and MF Open (USMV) 1.7 $40M -4% 583k 69.19
Apple Common Stock (AAPL) 1.6 $39M +12% 319k 122.15
Sector Industrial MF Closed and MF Open (XLI) 1.5 $36M +11% 361k 98.45

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Jp Morgan MF Closed and MF Open 1.4 $35M -7% 1.3M 26.85
Ishares Msci MF Closed and MF Open (EWY) 1.4 $35M +17% 385k 89.70
Aberdeen Physical MF Closed and MF Open (PPLT) 1.3 $33M NEW 292k 111.31
Bny Mellon MF Closed and MF Open (BKLC) 1.2 $30M NEW 404k 74.85
Vaneck Vectors MF Closed and MF Open (HYD) 1.2 $29M +6% 465k 62.15
Ishares Msci MF Closed and MF Open (EMGF) 1.2 $29M +2% 553k 52.03
Microsoft Corp Common Stock (MSFT) 1.2 $29M +7% 121k 235.77
Ishares Russell MF Closed and MF Open (IWM) 1.1 $26M 119k 220.94
Invesco Qqq MF Closed and MF Open (QQQ) 1.1 $26M +8% 82k 319.14
Ishares Msci MF Closed and MF Open (SMLF) 1.1 $26M +4% 495k 52.45
Ishares Core MF Closed and MF Open (AGG) 1.0 $24M -5% 209k 113.83
Ishares Core MF Closed and MF Open (IJH) 0.9 $23M 88k 260.28
Ishares Core MF Closed and MF Open (IEFA) 0.9 $21M -13% 294k 72.05
Ishares Core MF Closed and MF Open (IEMG) 0.8 $19M +7% 300k 64.36
Nuveen Corp MF Closed and MF Open (JHB) 0.8 $19M +4% 2.0M 9.37
Eaton Vance MF Closed and MF Open 0.8 $19M +4% 1.9M 9.83
Amazon Common Stock (AMZN) 0.8 $19M +21% 6.1k 3094.02
Ishares Msci MF Closed and MF Open (EFV) 0.8 $18M +5863% 362k 50.97
Vanguard Total MF Closed and MF Open (VTI) 0.8 $18M +19% 89k 206.69
Invesco Bulletshares MF Closed and MF Open (BSCN) 0.7 $17M +5% 778k 21.77
Ishares Mbs MF Closed and MF Open (MBB) 0.7 $16M +354% 151k 108.42
Ishares Core MF Closed and MF Open (IJR) 0.7 $16M +15% 150k 108.53
Vanguard Growth MF Closed and MF Open (VUG) 0.6 $16M 61k 257.04
Invesco Bulletshares MF Closed and MF Open (BSCM) 0.6 $15M -3% 703k 21.64
Schwab Us MF Closed and MF Open (SCHX) 0.6 $15M +7% 157k 96.03
CBTX Common Stock (CBTX) 0.6 $15M -48% 483k 30.72
Ishares Esg MF Closed and MF Open (ESGE) 0.6 $15M -10% 340k 43.31
Vanguard Total MF Closed and MF Open (BND) 0.6 $14M 166k 84.72
Invesco Bulletshares MF Closed and MF Open (BSJM) 0.6 $14M +15% 599k 23.35
SPDR S&P MF Closed and MF Open (SPY) 0.6 $14M -35% 35k 396.32
Ishares S&p MF Closed and MF Open (IUSG) 0.5 $13M 147k 90.79
Spdr Dow MF Closed and MF Open (DIA) 0.5 $13M +21% 39k 330.19
Vanguard S&p MF Closed and MF Open (VOO) 0.5 $13M +17% 35k 364.31
Kraneshares Quadratic Interest MF Closed and MF Open (IVOL) 0.5 $13M +3% 443k 28.58
Ishares Core MF Closed and MF Open (ISTB) 0.5 $12M -5% 238k 51.29
Invesco Bulletshares MF Closed and MF Open (BSCO) 0.5 $12M +3% 542k 22.17
Invesco Bulletshares MF Closed and MF Open (BSCL) 0.5 $12M +20% 548k 21.13
Invesco Optimum MF Closed and MF Open (PDBC) 0.5 $12M NEW 664k 17.24
Ishares Core MF Closed and MF Open (ITOT) 0.5 $11M 123k 91.60
Walt Disney Common Stock (DIS) 0.4 $9.7M +15% 53k 184.52
Procter & Gamble Common Stock (PG) 0.4 $9.7M +168% 72k 135.43
Victoryshares U S MF Closed and MF Open (CDC) 0.4 $9.4M -5% 152k 62.33
Ishares 1-5 Year MF Closed and MF Open (IGSB) 0.4 $9.2M +13% 168k 54.68
Victoryshares Us MF Closed and MF Open (CFO) 0.4 $9.1M -5% 135k 67.17
Home Depot Common Stock (HD) 0.4 $9.0M +53% 29k 305.26
Visa Common Stock (V) 0.4 $8.9M +3% 42k 211.72
Vanguard High MF Closed and MF Open (VYM) 0.4 $8.7M 86k 101.09
Ishares Global MF Closed and MF Open (IXN) 0.3 $8.4M -3% 27k 307.74
Ishares Tips MF Closed and MF Open (TIP) 0.3 $8.4M +6% 67k 125.50
Schwab Us MF Closed and MF Open (SCHM) 0.3 $8.2M +8% 110k 74.43
Tesla Common Stock (TSLA) 0.3 $8.2M +24% 12k 667.90
Vanguard Intermediate MF Closed and MF Open (VCIT) 0.3 $8.0M -2% 86k 93.03
Invesco Bulletshares MF Closed and MF Open (BSJL) 0.3 $8.0M +33% 345k 23.06
Ishares Core MF Closed and MF Open (IUSV) 0.3 $7.9M +3% 115k 68.90
Ishares Msci MF Closed and MF Open (INTF) 0.3 $7.9M -8% 274k 28.71
Kadant Common Stock (KAI) 0.3 $7.8M -2% 42k 185.01
Invesco Ultra MF Closed and MF Open (GSY) 0.3 $7.5M -22% 148k 50.48
Alphabet Common Stock (GOOGL) 0.3 $7.4M +6% 3.6k 2062.41
At&t Common Stock (T) 0.3 $7.4M +58% 244k 30.27
Verizon Communications Common Stock (VZ) 0.3 $7.1M +17% 123k 58.15
Ishares U S MF Closed and MF Open (GOVT) 0.3 $7.1M +5% 272k 26.19
Vanguard Small MF Closed and MF Open (VB) 0.3 $6.7M +3% 31k 214.08
Invesco Bulletshares MF Closed and MF Open (BSJO) 0.3 $6.6M -6% 266k 24.98
Jpmorgan Chase Common Stock (JPM) 0.3 $6.5M +7% 43k 152.22
Citigroup Common Stock (C) 0.3 $6.4M -14% 88k 72.75
Invesco Bulletshares MF Closed and MF Open (BSJP) 0.3 $6.4M -5% 262k 24.55
Sector Technology MF Closed and MF Open (XLK) 0.3 $6.4M -81% 48k 132.80
Ishares U S MF Closed and MF Open (IHI) 0.3 $6.3M -17% 19k 330.36
Pfizer Common Stock (PFE) 0.3 $6.3M +14% 174k 36.23
Blackstone Senior MF Closed and MF Open (BSL) 0.3 $6.2M +65% 396k 15.56
Invesco High MF Closed and MF Open (IHIT) 0.3 $6.1M -6% 662k 9.25
Intel Corp Common Stock (INTC) 0.2 $5.8M +51% 91k 64.00
Johnson & Johnson Common Stock (JNJ) 0.2 $5.7M +34% 35k 164.36
Facebook Common Stock (FB) 0.2 $5.5M +4% 19k 294.53
Vanguard Mid MF Closed and MF Open (VO) 0.2 $5.5M +44% 25k 221.32
Spdr Portfolio MF Closed and MF Open (SPLG) 0.2 $5.5M +162% 118k 46.61
Exxon Mobil Common Stock (XOM) 0.2 $5.5M +53% 98k 55.83
Goldman Sachs MF Closed and MF Open (GSLC) 0.2 $5.4M 69k 79.12
Schwab Us MF Closed and MF Open (SCHA) 0.2 $5.3M +43% 54k 99.67
Ishares Short MF Closed and MF Open (SHV) 0.2 $5.3M +1213% 48k 110.51
Ishares Core MF Closed and MF Open (IUSB) 0.2 $5.2M +145% 99k 52.75
Berkshire Hathaway Common Stock (BRK.B) 0.2 $5.0M +6% 20k 255.49
John Hancock MF Closed and MF Open (JHMM) 0.2 $4.9M +20% 101k 49.13
Bank America Common Stock (BAC) 0.2 $4.9M -10% 126k 38.69
Ishares 1-3yr MF Closed and MF Open (SHY) 0.2 $4.8M -64% 56k 86.25
Spdr Series MF Closed and MF Open (SDY) 0.2 $4.8M +3% 41k 118.02
Patterson Cos Common Stock (PDCO) 0.2 $4.8M NEW 150k 31.95
Unitedhealth Group Common Stock (UNH) 0.2 $4.6M +11% 12k 372.07
Ishares S&p MF Closed and MF Open (IVW) 0.2 $4.6M 70k 65.12
Halliburton Company Common Stock (HAL) 0.2 $4.5M +31% 211k 21.46
Ishares Select MF Closed and MF Open (DVY) 0.2 $4.5M +13% 39k 114.11
Ishares Jpmorgan MF Closed and MF Open (EMB) 0.2 $4.4M +10% 40k 108.88
Netflix Common Stock (NFLX) 0.2 $4.3M +109% 8.3k 521.71
Ishares Broad MF Closed and MF Open (USHY) 0.2 $4.3M 104k 41.19
Ishares Ibonds MF Closed and MF Open (IBDM) 0.2 $4.1M +143% 167k 24.85
Mastercard Common Stock (MA) 0.2 $4.1M +23% 11k 356.08
First Trust MF Closed and MF Open (SKYY) 0.2 $4.0M +898% 42k 95.77
Vanguard Value MF Closed and MF Open (VTV) 0.2 $4.0M +2% 30k 131.47
Schwab Us MF Closed and MF Open (SCHG) 0.2 $3.9M +3% 30k 129.78
Ishares 10 MF Closed and MF Open (IGLB) 0.2 $3.9M -84% 59k 66.68
Western Asset MF Closed and MF Open (DMO) 0.2 $3.9M +176% 267k 14.64
Ark Innovation MF Closed and MF Open (ARKK) 0.2 $3.9M +32% 32k 119.96
Costco Wholesale Common Stock (COST) 0.2 $3.8M +25% 11k 352.47
Vanguard Municipal MF Closed and MF Open (VTEB) 0.2 $3.8M -2% 69k 54.64
Paypal Holdings Common Stock (PYPL) 0.2 $3.8M +74% 16k 242.83
Spdr Gold Common Stock (GLD) 0.2 $3.7M -23% 23k 159.97
Invesco P MF Closed and MF Open (PGX) 0.2 $3.7M +56% 244k 15.00
Nvidia Corp Common Stock (NVDA) 0.2 $3.7M +86% 6.8k 533.95
Jp Morgan MF Closed and MF Open (JMST) 0.1 $3.6M 70k 51.05
Coca Cola Company Common Stock (KO) 0.1 $3.5M +60% 67k 52.72
Jp Morgan MF Closed and MF Open (JMUB) 0.1 $3.5M 65k 54.50
Vanguard Fste MF Closed and MF Open (VWO) 0.1 $3.5M +6% 68k 52.05
Cisco Systems Common Stock (CSCO) 0.1 $3.5M -14% 68k 51.71
Vanguard Ftse MF Closed and MF Open (VEA) 0.1 $3.5M -2% 72k 49.10
Mcdonalds Corp Common Stock (MCD) 0.1 $3.4M -2% 15k 224.17
Wisdomtree Yield MF Closed and MF Open (AGGY) 0.1 $3.3M +32% 64k 51.20
Spdr Portfolio MF Closed and MF Open (SPDW) 0.1 $3.2M +59% 92k 35.36
Merck & Company Common Stock (MRK) 0.1 $3.2M +22% 42k 77.10
Wisdomtree Emerging MF Closed and MF Open (XSOE) 0.1 $3.1M +169% 77k 40.70
Ishares Msci MF Closed and MF Open (EFAV) 0.1 $3.1M -2% 43k 72.99
Nuveen P MF Closed and MF Open (JPT) 0.1 $3.1M -11% 126k 24.49
Nike Common Stock (NKE) 0.1 $3.1M +82% 23k 132.87
Invesco Exchange MF Closed and MF Open (PWV) 0.1 $3.1M +19% 72k 42.66
Wisdomtree Dynamic MF Closed and MF Open (DDWM) 0.1 $3.0M +61% 101k 29.76
Starbucks Corp Common Stock (SBUX) 0.1 $3.0M +3% 27k 109.25
Alphabet Common Stock (GOOG) 0.1 $3.0M +41% 1.4k 2068.32
Accenture Common Stock (ACN) 0.1 $2.9M +90% 11k 276.27
Ishares Ibonds MF Closed and MF Open (IBDO) 0.1 $2.9M -9% 110k 26.14
Spdr Bloomberg MF Closed and MF Open (JNK) 0.1 $2.9M -25% 26k 108.79
Abbott Laboratories Common Stock (ABT) 0.1 $2.9M +170% 24k 119.83
Vanguard Large MF Closed and MF Open (VV) 0.1 $2.8M -2% 15k 185.30
Invesco Bulletshares MF Closed and MF Open (BSJQ) 0.1 $2.8M -11% 109k 25.59
Walmart Common Stock (WMT) 0.1 $2.8M +36% 20k 135.81
Nuveen Credit MF Closed and MF Open (JCO) 0.1 $2.8M -2% 329k 8.39
Amgen Common Stock (AMGN) 0.1 $2.8M +7% 11k 248.80
Pepsico Common Stock (PEP) 0.1 $2.7M -9% 19k 141.44
First Trust MF Closed and MF Open (FIXD) 0.1 $2.7M NEW 51k 52.82
Oracle Corp Common Stock (ORCL) 0.1 $2.7M -30% 38k 70.16
Boeing Company Common Stock (BA) 0.1 $2.7M +43% 11k 254.77
Spdr Portfolio MF Closed and MF Open (SPSM) 0.1 $2.7M +31% 64k 42.27
Ishares Msci MF Closed and MF Open (EEM) 0.1 $2.7M -9% 50k 53.34
Salesforce.com Common Stock (CRM) 0.1 $2.7M +99% 13k 211.87
Waste Management Common Stock (WM) 0.1 $2.6M +39% 20k 129.01
Vanguard Ftse MF Closed and MF Open (VEU) 0.1 $2.5M +998% 42k 60.68
Sector Materials MF Closed and MF Open (XLB) 0.1 $2.5M -23% 32k 78.80
Ishares Russell MF Closed and MF Open (IWN) 0.1 $2.5M +9% 16k 159.45
Eli Lilly Common Stock (LLY) 0.1 $2.5M +114% 13k 186.82
Honeywell Intl Common Stock (HON) 0.1 $2.5M +48% 11k 217.12
Spdr Portfolio MF Closed and MF Open (SPTM) 0.1 $2.4M +34% 49k 49.20
Invesco Bulletshares MF Closed and MF Open (BSJN) 0.1 $2.4M -5% 96k 25.30
Ishares Msci MF Closed and MF Open (EFA) 0.1 $2.4M 32k 75.88
First Trust MF Closed and MF Open (FTCS) 0.1 $2.4M +78% 34k 70.81
Vanguard Dividend MF Closed and MF Open (VIG) 0.1 $2.4M -3% 16k 147.11
First Trust MF Closed and MF Open (FVD) 0.1 $2.3M +58% 62k 37.97
Raytheon Technologies Common Stock (RTX) 0.1 $2.3M +7% 30k 77.28
Adobe Common Stock (ADBE) 0.1 $2.3M +133% 4.9k 475.43
Ishares Core MF Closed and MF Open (IAGG) 0.1 $2.3M -2% 42k 54.86
Proshares Trust MF Closed and MF Open (NOBL) 0.1 $2.3M -13% 26k 86.26
Comcast Corp Common Stock (CMCSA) 0.1 $2.2M +8% 41k 54.11
Ishares Russell MF Closed and MF Open (IWF) 0.1 $2.2M +2% 9.0k 243.10
First Trust MF Closed and MF Open (FTSM) 0.1 $2.2M NEW 36k 59.97
Medtronic Common Stock (MDT) 0.1 $2.2M +145% 18k 118.15
Jpmorgan Diversified MF Closed and MF Open (JPSE) 0.1 $2.2M +7% 51k 42.30
Ishares S&p MF Closed and MF Open (OEF) 0.1 $2.1M +12% 12k 179.81
Lockheed Martin Common Stock (LMT) 0.1 $2.1M +61% 5.7k 369.45
Ishares Short MF Closed and MF Open (SUB) 0.1 $2.1M +7% 20k 107.84
Sector Healthcare MF Closed and MF Open (XLV) 0.1 $2.1M +24% 18k 116.73
Chevron Corp Common Stock (CVX) 0.1 $2.0M 19k 104.80
Innovator S&p 500 Power MF Closed and MF Open (PJAN) 0.1 $2.0M +5% 64k 31.55
Ishares Russell MF Closed and MF Open (IWO) 0.1 $2.0M -22% 6.7k 300.78
Ishares Gold Common Stock 0.1 $2.0M +10% 123k 16.26
Spdr Portfolio MF Closed and MF Open (SPMD) 0.1 $2.0M +39% 44k 45.77
Schwab International Equity MF Closed and MF Open (SCHF) 0.1 $2.0M +113% 53k 37.63
Osi Oshares MF Closed and MF Open (OUSA) 0.1 $2.0M +16% 50k 39.91
Royal Bank Common Stock (RY) 0.1 $2.0M +9% 21k 92.22
Ark Genomic MF Closed and MF Open (ARKG) 0.1 $2.0M +13% 22k 88.74
Target Corp Common Stock (TGT) 0.1 $2.0M +25% 10k 198.07
First Trust MF Closed and MF Open (FDT) 0.1 $2.0M NEW 33k 60.12
Thermo Fisher Common Stock (TMO) 0.1 $2.0M +198% 4.3k 456.34
Vanguard Total MF Closed and MF Open (VT) 0.1 $2.0M -3% 20k 97.30
Union Pacific Corp Common Stock (UNP) 0.1 $1.9M +3% 8.7k 220.42
Schwab Short MF Closed and MF Open (SCHO) 0.1 $1.9M +79% 36k 51.32
Vanguard Short MF Closed and MF Open (BSV) 0.1 $1.8M -7% 22k 82.21
Linde Common Stock (LIN) 0.1 $1.8M +13% 6.4k 280.07
Ishares Iboxx MF Closed and MF Open (HYG) 0.1 $1.8M -85% 21k 87.16
Invesco Multi Sector MF Closed and MF Open (DBA) 0.1 $1.8M -2% 106k 16.94
Harmony Gold Common Stock (HMY) 0.1 $1.8M +829% 408k 4.36
Blackrock Short MF Closed and MF Open (NEAR) 0.1 $1.8M -9% 35k 50.18
First Trust MF Closed and MF Open (DFEB) 0.1 $1.8M NEW 53k 33.20
Ishares Russell MF Closed and MF Open (IWD) 0.1 $1.8M +47% 12k 151.56
Cambria Tail Risk Etf MF Closed and MF Open (TAIL) 0.1 $1.8M +41% 94k 18.75
Royal Dutch Common Stock (RDS.A) 0.1 $1.8M +368% 45k 39.22
Bristol Myers Common Stock (BMY) 0.1 $1.7M -5% 28k 63.15
Abbvie Common Stock (ABBV) 0.1 $1.7M +41% 16k 108.19
General Electric Common Stock (GE) 0.1 $1.7M +23% 131k 13.13
Vanguard Intermediate MF Closed and MF Open (BIV) 0.1 $1.7M +4% 19k 88.74
Ishares National MF Closed and MF Open (MUB) 0.1 $1.7M +39% 15k 116.08
Gold Fields Common Stock (GFI) 0.1 $1.7M -11% 176k 9.49
Northrop Grumman Common Stock (NOC) 0.1 $1.7M +40% 5.1k 323.70
Sanofi Common Stock (SNY) 0.1 $1.7M +39% 33k 49.45
Vanguard Real MF Closed and MF Open (VNQ) 0.1 $1.6M +6% 18k 91.88
Vanguard Information MF Closed and MF Open (VGT) 0.1 $1.6M +3% 4.6k 358.57
Ishares 7-10yr MF Closed and MF Open (IEF) 0.1 $1.6M +5% 14k 112.91
Astrazeneca Common Stock (AZN) 0.1 $1.6M +25% 33k 49.73
Albemarle Corp Common Stock (ALB) 0.1 $1.6M +109% 11k 146.08
Toyota Motor Common Stock (TM) 0.1 $1.6M +27% 10k 156.01
Air Products Common Stock (APD) 0.1 $1.6M +23% 5.7k 281.42
Vanguard Small MF Closed and MF Open (VBR) 0.1 $1.6M +47% 9.6k 165.61
Unilever Common Stock (UL) 0.1 $1.6M +30% 29k 55.84
Vanguard Short MF Closed and MF Open (VCSH) 0.1 $1.6M +5% 19k 82.51
Novartis Common Stock (NVS) 0.1 $1.6M +15% 18k 85.49
Schwab Us MF Closed and MF Open (SCHB) 0.1 $1.6M +427% 16k 96.72
United Natural Common Stock (UNFI) 0.1 $1.6M +8% 47k 32.95
Ishares Core MF Closed and MF Open (IXUS) 0.1 $1.5M +8% 22k 70.27
Ishares U S MF Closed and MF Open (IYE) 0.1 $1.5M NEW 58k 26.22
Bhp Group Common Stock (BHP) 0.1 $1.5M -3% 22k 69.38
Anheuser Busch Common Stock (BUD) 0.1 $1.5M +10% 24k 62.86
Ishares Russ MF Closed and MF Open (IWS) 0.1 $1.5M +118% 14k 109.33
Tyson Foods Common Stock (TSN) 0.1 $1.5M +9% 20k 74.28
Osi Oshares MF Closed and MF Open (OGIG) 0.1 $1.5M +32% 29k 52.13
Shopify Common Stock (SHOP) 0.1 $1.5M +377% 1.3k 1106.69
United Parcel Common Stock (UPS) 0.1 $1.5M +52% 8.7k 170.00
Sony Corp Common Stock (SONY) 0.1 $1.5M NEW 14k 105.98
Hdfc Bank Common Stock (HDB) 0.1 $1.5M NEW 19k 77.69
Select Sector MF Closed and MF Open (XLC) 0.1 $1.5M +17% 20k 73.29
Altria Group Common Stock (MO) 0.1 $1.4M +13% 28k 51.16
Ishares Msci MF Closed and MF Open (SMMV) 0.1 $1.4M -4% 38k 36.85
Fidelity Covington MF Closed and MF Open (FDVV) 0.1 $1.4M +36% 39k 35.53
Jd.com Common Stock (JD) 0.1 $1.4M NEW 16k 84.35
Novo Nordisk Common Stock (NVO) 0.1 $1.4M +8% 20k 67.42
Ishares Msci MF Closed and MF Open (LRGF) 0.1 $1.4M +29% 33k 40.65
First Trust MF Closed and MF Open (FFEB) 0.1 $1.3M NEW 39k 34.48
3m Company Common Stock (MMM) 0.1 $1.3M -11% 7.0k 192.65
Ishares U S MF Closed and MF Open (COMT) 0.1 $1.3M NEW 45k 29.93
Kraft Heinz Common Stock (KHC) 0.1 $1.3M NEW 33k 40.01
Select Utilities MF Closed and MF Open (XLU) 0.1 $1.3M +38% 21k 64.05

Past Filings by Integrated Wealth Concepts

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