Integrated Wealth Concepts

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

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

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Portfolio Holdings for Integrated Wealth Concepts

Companies in the Integrated Wealth Concepts portfolio as of the September 2020 quarterly 13F filing

Integrated Wealth Concepts has 568 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 (QUAL) 4.4 $72M +5% 695k 103.74
Ishares Msci MF Closed and MF Open (VLUE) 4.2 $68M +11% 923k 73.78
Ishares Msci MF Closed and MF Open (EFG) 3.1 $50M +3% 555k 89.88
Ishares Msci MF Closed and MF Open (USMV) 2.7 $44M +12% 685k 63.73
Ishares Iboxx MF Closed and MF Open (LQD) 2.4 $39M -40% 292k 134.71
Ishares Msci MF Closed and MF Open (MTUM) 2.3 $37M +2% 253k 147.40
Ishares Core MF Closed and MF Open (IVV) 2.2 $36M +48% 108k 336.06
Spdr Gold Common Stock (GLD) 2.0 $32M +118% 180k 177.12
Apple Common Stock (AAPL) 1.9 $30M +331% 261k 115.81
Sector Technology MF Closed and MF Open (XLK) 1.8 $29M +165% 252k 116.70
Ishares MF Closed and MF Open (EWT) 1.6 $25M +3198% 564k 44.90
Ishares Core MF Closed and MF Open (ITOT) 1.5 $25M 329k 75.49
Ishares Msci MF Closed and MF Open (INDA) 1.5 $25M +9649% 727k 33.86
Ishares Msci MF Closed and MF Open (EWY) 1.5 $24M +4597% 373k 65.34

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Ishares Core MF Closed and MF Open (AGG) 1.5 $24M +46% 204k 118.06
Ishares Msci MF Closed and MF Open (SMLF) 1.4 $23M +7% 612k 37.27
Microsoft Corp Common Stock (MSFT) 1.4 $23M +62% 107k 210.33
Ishares Core MF Closed and MF Open (IUSB) 1.2 $20M -13% 373k 54.38
Eaton Vance MF Closed and MF Open (EHT) 1.2 $20M -7% 2.1M 9.47
Ishares Msci MF Closed and MF Open (EMGF) 1.2 $19M 436k 43.88
Nuveen Corp MF Closed and MF Open (JHB) 1.1 $18M -4% 2.1M 8.95
Invesco Qqq MF Closed and MF Open (QQQ) 1.1 $18M +6% 66k 277.83
Nuveen High MF Closed and MF Open (JHY) 1.1 $18M -11% 1.9M 9.45
Ishares Core MF Closed and MF Open (IJH) 1.1 $17M +10% 92k 185.31
Invesco Bulletshares MF Closed and MF Open (BSCM) 1.0 $16M -9% 718k 21.84
Ishares Core MF Closed and MF Open (IEFA) 1.0 $15M +8% 256k 60.28
Invesco Bulletshares MF Closed and MF Open (BSCN) 0.9 $15M -9% 703k 21.79
CBTX Common Stock (CBTX) 0.9 $15M NEW 935k 16.34
Amazon Common Stock (AMZN) 0.9 $15M +7% 4.7k 3148.79
Sector Industrial MF Closed and MF Open (XLI) 0.9 $15M +1241% 192k 76.98
Vanguard Total MF Closed and MF Open (BND) 0.8 $14M 153k 88.22
Ishares 1-3yr MF Closed and MF Open (SHY) 0.8 $13M +46% 154k 86.51
Vanguard Growth MF Closed and MF Open (VUG) 0.8 $13M -12% 58k 227.62
Ishares S&p MF Closed and MF Open (IUSG) 0.8 $13M -2% 159k 79.98
Vanguard Total MF Closed and MF Open (VTI) 0.8 $13M +4% 74k 170.31
Invesco Bulletshares MF Closed and MF Open (BSCO) 0.7 $12M -15% 534k 22.18
Jpmorgan Diversified MF Closed and MF Open (JPUS) 0.7 $12M +8% 158k 73.95
Ishares Msci MF Closed and MF Open (INTF) 0.7 $11M +6% 467k 24.30
Schwab Us MF Closed and MF Open (SCHX) 0.7 $11M NEW 137k 80.63
Ishares Core MF Closed and MF Open (IEMG) 0.7 $11M +3% 207k 52.80
Vanguard Intermediate MF Closed and MF Open (VCIT) 0.6 $9.7M +10% 101k 95.80
Invesco Bulletshares MF Closed and MF Open (BSCL) 0.6 $9.4M +8% 440k 21.32
SPDR S&P MF Closed and MF Open (SPY) 0.6 $8.9M +18% 27k 334.91
Ishares National MF Closed and MF Open (MUB) 0.5 $8.6M +693% 74k 115.94
Ishares Core MF Closed and MF Open (IUSV) 0.5 $8.2M +5% 151k 54.29
Victoryshares Us MF Closed and MF Open (CFO) 0.5 $8.2M -5% 151k 54.44
Victoryshares U S MF Closed and MF Open (CDC) 0.5 $8.1M -7% 170k 47.41
Ishares 1-5 Year MF Closed and MF Open (IGSB) 0.5 $7.8M 142k 54.91
Visa Common Stock (V) 0.5 $7.7M +122% 39k 199.96
Vanguard S&p MF Closed and MF Open (VOO) 0.5 $7.4M 24k 307.65
Aberdeen Physical MF Closed and MF Open (PPLT) 0.4 $7.3M NEW 87k 84.00
Invesco Bulletshares MF Closed and MF Open (BSJO) 0.4 $7.3M +1473% 301k 24.11
Ishares Russell MF Closed and MF Open (IWM) 0.4 $7.0M +6% 47k 149.79
Invesco Bulletshares MF Closed and MF Open (BSJP) 0.4 $7.0M NEW 297k 23.49
Ishares Core MF Closed and MF Open (IJR) 0.4 $7.0M +12% 99k 70.23
Vanguard High MF Closed and MF Open (VYM) 0.4 $6.5M +4% 81k 80.94
Ishares U S MF Closed and MF Open (GOVT) 0.4 $6.4M -16% 228k 27.95
Jp Morgan MF Closed and MF Open (JPIN) 0.4 $6.2M +9% 120k 51.61
Verizon Communications Common Stock (VZ) 0.4 $6.1M +8% 102k 59.49
Invesco Bulletshares MF Closed and MF Open (BSJL) 0.4 $5.9M +11% 255k 22.94
Spdr Dow MF Closed and MF Open (DIA) 0.4 $5.8M 21k 277.51
Invesco High MF Closed and MF Open (IHIT) 0.4 $5.8M +7% 730k 7.93
Schwab Us MF Closed and MF Open (SCHM) 0.3 $5.5M NEW 99k 55.48
Pfizer Common Stock (PFE) 0.3 $5.3M +8% 145k 36.70
Ishares Tips MF Closed and MF Open (TIP) 0.3 $5.2M +42% 42k 126.50
At&t Common Stock (T) 0.3 $5.2M +15% 182k 28.51
Invesco Ultra MF Closed and MF Open (GSY) 0.3 $5.2M +1254% 102k 50.52
Aberdeen Physical MF Closed and MF Open (PALL) 0.3 $5.1M NEW 24k 216.49
Walt Disney Common Stock (DIS) 0.3 $5.1M 41k 124.07
Kadant Common Stock (KAI) 0.3 $4.9M NEW 45k 109.62
Home Depot Common Stock (HD) 0.3 $4.9M +12% 18k 277.70
Alphabet Common Stock (GOOGL) 0.3 $4.7M +18% 3.2k 1465.60
Ishares 7-10yr MF Closed and MF Open (IEF) 0.3 $4.7M -79% 38k 121.82
Ishares Core MF Closed and MF Open (ISTB) 0.3 $4.6M -47% 90k 51.55
Facebook Common Stock (FB) 0.3 $4.5M +10% 17k 261.90
Citigroup Common Stock (C) 0.3 $4.5M +142% 104k 43.11
Goldman Sachs MF Closed and MF Open (GSLC) 0.3 $4.4M 65k 68.05
Vanguard Small MF Closed and MF Open (VB) 0.3 $4.4M +6% 29k 153.79
Ishares Broad MF Closed and MF Open (USHY) 0.3 $4.2M +10% 107k 39.47
Tesla Common Stock (TSLA) 0.3 $4.1M +497% 9.6k 429.05
Sector Financial MF Closed and MF Open (XLF) 0.2 $4.0M -13% 165k 24.07
Ishares Silver Common Stock (SLV) 0.2 $3.9M +1357% 182k 21.64
Intel Corp Common Stock (INTC) 0.2 $3.9M +44% 75k 51.78
Berkshire Hathaway Common Stock (BRK.B) 0.2 $3.7M +10% 18k 212.91
Ishares Msci MF Closed and MF Open (EFAV) 0.2 $3.7M -9% 54k 68.14
Vanguard Ftse MF Closed and MF Open (VEA) 0.2 $3.6M -22% 89k 40.90
Nuveen P MF Closed and MF Open (JPT) 0.2 $3.6M -11% 156k 22.93
Wisdomtree U S MF Closed and MF Open (EPS) 0.2 $3.6M +13% 100k 35.42
Jpmorgan Chase Common Stock (JPM) 0.2 $3.5M +9% 36k 96.26
Ishares 20 MF Closed and MF Open (TLT) 0.2 $3.5M -84% 21k 163.25
Johnson & Johnson Common Stock (JNJ) 0.2 $3.4M +15% 23k 148.90
Mcdonalds Corp Common Stock (MCD) 0.2 $3.4M +7% 15k 219.48
Invesco Bulletshares MF Closed and MF Open (BSJK) 0.2 $3.3M -85% 142k 23.36
Schwab Us MF Closed and MF Open (SCHG) 0.2 $3.3M +15% 29k 115.16
Bank America Common Stock (BAC) 0.2 $3.3M -7% 135k 24.09
Invesco Bulletshares MF Closed and MF Open (BSJQ) 0.2 $3.2M NEW 131k 24.53
Procter & Gamble Common Stock (PG) 0.2 $3.2M +3% 23k 138.99
Ishares Esg MF Closed and MF Open (ESGU) 0.2 $3.2M 42k 76.20
Vanguard Municipal MF Closed and MF Open (VTEB) 0.2 $3.2M NEW 58k 54.45
Unitedhealth Group Common Stock (UNH) 0.2 $3.1M +34% 10k 311.71
Vanguard Fste MF Closed and MF Open (VWO) 0.2 $3.1M +25% 72k 43.24
Ishares Mbs MF Closed and MF Open (MBB) 0.2 $3.1M -11% 28k 110.40
Vanguard Value MF Closed and MF Open (VTV) 0.2 $3.0M 29k 104.50
Mastercard Common Stock (MA) 0.2 $3.0M +14% 8.7k 338.22
Oracle Corp Common Stock (ORCL) 0.2 $2.9M +2% 48k 59.71
Cisco Systems Common Stock (CSCO) 0.2 $2.8M +10% 71k 39.39
Ishares Select MF Closed and MF Open (DVY) 0.2 $2.8M -14% 34k 81.54
Vanguard Mid MF Closed and MF Open (VO) 0.2 $2.8M +57% 16k 176.29
Costco Wholesale Common Stock (COST) 0.2 $2.8M +26% 7.8k 355.04
Select Utilities MF Closed and MF Open (XLU) 0.2 $2.7M 46k 59.38
Kraneshares Quadratic Interest Rate Volatility MF Closed and MF Open (IVOL) 0.2 $2.6M NEW 95k 27.42
Merck & Company Common Stock (MRK) 0.2 $2.6M +5% 31k 82.94
Pepsico Common Stock (PEP) 0.2 $2.6M 19k 138.61
Ishares Short MF Closed and MF Open (SHV) 0.2 $2.6M -37% 23k 110.69
Ishares U S MF Closed and MF Open (NEAR) 0.2 $2.5M -6% 51k 50.11
Ishares Jpmorgan MF Closed and MF Open (EMB) 0.2 $2.5M +5% 23k 110.89
Vanguard Large MF Closed and MF Open (VV) 0.2 $2.5M 16k 156.45
John Hancock MF Closed and MF Open (JHMM) 0.2 $2.5M NEW 66k 37.61
Gold Fields Common Stock (GFI) 0.2 $2.5M -3% 202k 12.29
Proshares Trust MF Closed and MF Open (NOBL) 0.2 $2.5M -14% 34k 72.14
Amgen Common Stock (AMGN) 0.1 $2.4M 9.5k 254.13
Ishares Global MF Closed and MF Open (IXN) 0.1 $2.4M +2% 9.2k 263.62
Invesco Bulletshares MF Closed and MF Open (BSCK) 0.1 $2.4M -4% 112k 21.22
Wisdomtree Yield MF Closed and MF Open (AGGY) 0.1 $2.4M +22% 44k 53.81
Schwab Us MF Closed and MF Open (SCHA) 0.1 $2.4M NEW 34k 68.32
Vanguard Extended MF Closed and MF Open (EDV) 0.1 $2.3M -88% 14k 165.59
Ishares Short MF Closed and MF Open (SUB) 0.1 $2.3M 21k 108.09
Ishares S&p MF Closed and MF Open (IVW) 0.1 $2.2M -10% 9.4k 231.10
Vanguard Dividend MF Closed and MF Open (VIG) 0.1 $2.1M -11% 16k 128.65
Starbucks Corp Common Stock (SBUX) 0.1 $2.0M +11% 24k 85.94
Exxon Mobil Common Stock (XOM) 0.1 $2.0M +18% 59k 34.33
Ark Innovation MF Closed and MF Open (ARKK) 0.1 $2.0M +150% 22k 92.01
Ishares Msci MF Closed and MF Open (EFA) 0.1 $2.0M +177% 31k 63.64
Vanguard Short MF Closed and MF Open (BSV) 0.1 $2.0M +8% 24k 83.06
Coca Cola Company Common Stock (KO) 0.1 $1.9M +3% 39k 49.37
Nvidia Corp Common Stock (NVDA) 0.1 $1.8M +15% 3.4k 541.18
Netflix Common Stock (NFLX) 0.1 $1.8M +37% 3.7k 500.14
Accenture Common Stock (ACN) 0.1 $1.8M +63% 8.1k 225.97
Walmart Common Stock (WMT) 0.1 $1.8M 13k 139.92
Ishares Gold Common Stock (IAU) 0.1 $1.7M +86% 97k 17.99
Invesco Exchange MF Closed and MF Open (PWV) 0.1 $1.7M +36% 51k 34.03
Nuveen Credit MF Closed and MF Open (JCO) 0.1 $1.7M +2% 219k 7.89
Innovator S&p 500 MF Closed and MF Open (PJAN) 0.1 $1.7M +12% 59k 29.31
Ishares Russell MF Closed and MF Open (IWF) 0.1 $1.7M +4% 7.9k 216.83
Ishares Msci MF Closed and MF Open (EEM) 0.1 $1.7M +217% 39k 44.08
Bristol Myers Common Stock (BMY) 0.1 $1.7M +13% 28k 60.29
Vanguard Total MF Closed and MF Open (VT) 0.1 $1.7M 21k 80.66
Comcast Corp Common Stock (CMCSA) 0.1 $1.7M +3% 36k 46.25
Vanguard Intermediate MF Closed and MF Open (BIV) 0.1 $1.6M +8% 18k 93.51
Paypal Holdings Common Stock (PYPL) 0.1 $1.6M +2% 8.1k 197.08
Nike Common Stock (NKE) 0.1 $1.6M +10% 13k 125.58
Chevron Corp Common Stock (CVX) 0.1 $1.6M +10% 22k 72.01
Raytheon Technologies Common Stock (RTX) 0.1 $1.6M -5% 28k 57.52
Ishares Ibonds MF Closed and MF Open (IBDO) 0.1 $1.6M +13% 61k 26.23
Pimco Ehnanced MF Closed and MF Open (MINT) 0.1 $1.6M +10% 16k 101.93
Ishares Esg MF Closed and MF Open (ESGE) 0.1 $1.6M +3% 44k 35.60
Halliburton Company Common Stock (HAL) 0.1 $1.6M NEW 129k 12.05
Ishares S&p MF Closed and MF Open (OEF) 0.1 $1.6M +9% 10k 155.76
Glaxosmithkline Common Stock (GSK) 0.1 $1.6M +33% 41k 37.64
Spdr Series MF Closed and MF Open (SDY) 0.1 $1.5M -21% 16k 92.43
Ishares Russell MF Closed and MF Open (IWO) 0.1 $1.5M NEW 6.7k 221.50
Ishares U S MF Closed and MF Open (IHI) 0.1 $1.4M +7% 4.8k 299.54
Vaneck Vectors MF Closed and MF Open (GDX) 0.1 $1.4M +241% 37k 39.16
Wisdomtree Dynamic MF Closed and MF Open (DDWM) 0.1 $1.4M +15% 56k 25.43
Waste Management Common Stock (WM) 0.1 $1.4M +237% 13k 113.19
Osi Oshares MF Closed and MF Open (OUSA) 0.1 $1.4M +254% 38k 36.26
Alphabet Common Stock (GOOG) 0.1 $1.4M -5% 943.00 1469.78
Vanguard Information MF Closed and MF Open (VGT) 0.1 $1.4M 4.4k 311.36
Salesforce.com Common Stock (CRM) 0.1 $1.4M +9% 5.4k 251.38
Ishares Iboxx MF Closed and MF Open (HYG) 0.1 $1.3M -87% 16k 83.92
Lockheed Martin Common Stock (LMT) 0.1 $1.3M +2% 3.5k 383.17
Ishares Ibonds MF Closed and MF Open (IBDM) 0.1 $1.3M +117% 54k 25.05
Royal Bank Common Stock (RY) 0.1 $1.3M 19k 70.12
Linde Common Stock (LIN) 0.1 $1.3M +6% 5.5k 238.12
Consumer Discretionary MF Closed and MF Open (XLY) 0.1 $1.3M +100% 8.7k 146.97
Astrazeneca Common Stock (AZN) 0.1 $1.3M +8% 23k 54.80
Ishares Msci MF Closed and MF Open (SMMV) 0.1 $1.3M -6% 43k 29.23
Vanguard Short MF Closed and MF Open (VCSH) 0.1 $1.3M +20% 15k 82.86
Vanguard Real MF Closed and MF Open (VNQ) 0.1 $1.3M +22% 16k 78.96
Sector Consumer MF Closed and MF Open (XLP) 0.1 $1.2M -3% 20k 64.09
Air Products Common Stock (APD) 0.1 $1.2M +4% 4.1k 297.88
Vanguard Total MF Closed and MF Open (BNDX) 0.1 $1.2M -8% 21k 58.18
Target Corp Common Stock (TGT) 0.1 $1.2M 7.7k 157.35
Ishares Core MF Closed and MF Open (IAGG) 0.1 $1.2M 22k 55.66
Dominion Energy Common Stock (D) 0.1 $1.2M +9% 15k 78.94
Sap Se Common Stock (SAP) 0.1 $1.2M -2% 7.5k 155.76
Asml Holding Common Stock (ASML) 0.1 $1.2M -2% 3.2k 369.28
Novo Nordisk Common Stock (NVO) 0.1 $1.2M 17k 69.42
Novartis Common Stock (NVS) 0.1 $1.2M +2% 13k 86.95
Anheuser Busch Common Stock (BUD) 0.1 $1.2M +31% 22k 53.89
Ishares S&p MF Closed and MF Open (IVE) 0.1 $1.1M -8% 10k 112.46
Ishares Core MF Closed and MF Open (IXUS) 0.1 $1.1M +8% 20k 58.34
First Trust MF Closed and MF Open (FVD) 0.1 $1.1M 36k 31.45
S&p Global Common Stock (SPGI) 0.1 $1.1M 3.2k 360.52
3m Company Common Stock (MMM) 0.1 $1.1M +28% 7.1k 160.19
Northrop Grumman Common Stock (NOC) 0.1 $1.1M 3.6k 315.48
Ishares Msci MF Closed and MF Open (EEMV) 0.1 $1.1M 21k 55.18
Schwab Intl MF Closed and MF Open (SCHF) 0.1 $1.1M NEW 36k 31.39
Ishares Ibonds MF Closed and MF Open (IBDL) 0.1 $1.1M +100% 44k 25.24
Zoetis Common Stock (ZTS) 0.1 $1.1M +7% 6.7k 165.31
First Trust MF Closed and MF Open (LMBS) 0.1 $1.1M +12% 22k 51.67
Unilever N V Common Stock (UN) 0.1 $1.1M 18k 60.41
Schwab Us MF Closed and MF Open (SCHP) 0.1 $1.1M +2% 18k 61.61
Blackstone/gso MF Closed and MF Open (BSL) 0.1 $1.1M NEW 79k 13.76
Invesco Bulletshares MF Closed and MF Open (BSJM) 0.1 $1.1M +35% 47k 22.87
Toronto Dominion Common Stock (TD) 0.1 $1.1M 23k 46.24
Bhp Group Common Stock (BHP) 0.1 $1.1M 21k 51.69
Rio Tinto Common Stock (RIO) 0.1 $1.1M 18k 60.41
Sanofi Common Stock (SNY) 0.1 $1.1M 21k 50.15
Ishares Nasdaq MF Closed and MF Open (IBB) 0.1 $1.0M +38% 7.7k 135.38
Adobe Common Stock (ADBE) 0.1 $1.0M +4% 2.1k 490.57
Schwab Short MF Closed and MF Open (SCHO) 0.1 $1.0M 20k 51.51
Digital Turbine Common Stock (APPS) 0.1 $1.0M +10% 31k 32.74
Intl Business Common Stock (IBM) 0.1 $1.0M -7% 8.3k 121.73
Tyson Foods Common Stock (TSN) 0.1 $1.0M +76% 17k 59.46
Ark Genomic MF Closed and MF Open (ARKG) 0.1 $998k +16% 16k 63.74
Select Sector MF Closed and MF Open (XLC) 0.1 $993k +17% 17k 59.38
Invesco Bulletshares MF Closed and MF Open (BSJN) 0.1 $990k +6% 40k 24.53
Spdr Series MF Closed and MF Open (XBI) 0.1 $987k +6% 8.9k 111.46
Boeing Company Common Stock (BA) 0.1 $987k +17% 6.0k 165.30
Western Asset MF Closed and MF Open (DMO) 0.1 $967k +121% 74k 13.12
Toyota Motor Common Stock (TM) 0.1 $966k 7.3k 132.47
Sector Healthcare MF Closed and MF Open (XLV) 0.1 $964k -36% 9.1k 105.49
Abbvie Common Stock (ABBV) 0.1 $957k +32% 11k 87.61
Alibaba Group Common Stock (BABA) 0.1 $941k -4% 3.2k 293.88
Flexshares Morningstar MF Closed and MF Open (TILT) 0.1 $934k +15% 7.7k 122.06
Spdr Portfolio MF Closed and MF Open (SPYG) 0.1 $930k +18% 19k 50.11
Vanguard Small MF Closed and MF Open (VBK) 0.1 $919k +2% 4.3k 214.92
Ishares Msci MF Closed and MF Open (LRGF) 0.1 $909k 27k 33.19
Lowes Companies Common Stock (LOW) 0.1 $904k -7% 5.4k 165.93
Ishares Russell MF Closed and MF Open (IWD) 0.1 $901k 7.6k 118.13
Abbott Laboratories Common Stock (ABT) 0.1 $890k +18% 8.2k 108.79
Spdr Nuveen MF Closed and MF Open (SHM) 0.1 $877k +284% 18k 49.84
Cigna Corp Common Stock (CI) 0.1 $876k +239% 5.2k 169.34
W P Carey Common Stock (WPC) 0.1 $874k +3% 13k 65.15
Ishares 3-7yr MF Closed and MF Open (IEI) 0.1 $864k -20% 6.5k 133.54
Sherwin Williams Common Stock (SHW) 0.1 $857k +36% 1.2k 696.75
L3harris Technologies Common Stock (LHX) 0.1 $854k +9% 5.0k 169.85
China Life Common Stock (LFC) 0.1 $853k 75k 11.32
Union Pacific Corp Common Stock (UNP) 0.1 $846k 4.3k 196.74
Ishares Exponential MF Closed and MF Open (XT) 0.1 $844k +70% 17k 48.58
Ishares Ibonds MF Closed and MF Open (IBMJ) 0.1 $842k +3% 33k 25.92
Sprott Physical Gold Trust MF Closed and MF Open (PHYS) 0.1 $839k +51% 56k 15.05
Ishares Msci MF Closed and MF Open (EWL) 0.1 $833k NEW 20k 41.09
Ishares Broad MF Closed and MF Open (USIG) 0.1 $833k +22% 14k 60.82
Altria Group Common Stock (MO) 0.1 $832k +41% 22k 38.64
Wisdomtree Emerging MF Closed and MF Open (XSOE) 0.1 $832k +35% 25k 33.66
Caterpillar Common Stock (CAT) 0.1 $824k +26% 5.5k 149.11
United Parcel Common Stock (UPS) 0.1 $822k 4.9k 166.53
Jpmorgan MF Closed and MF Open (JPST) 0.1 $813k -28% 16k 50.77

Past Filings by Integrated Wealth Concepts

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