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

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.

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

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

View all past filings