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

Companies in the Integrated Wealth Concepts portfolio as of the March 2022 quarterly 13F filing

Integrated Wealth Concepts has 938 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Core MF Closed and MF Open (IVV) 2.9 $96M +43% 211k 453.69
Ishares Msci MF Closed and MF Open (QUAL) 2.9 $95M +7% 702k 134.63
Ishares Tips MF Closed and MF Open (TIP) 2.8 $92M +220% 737k 124.57
Apple Common Stock (AAPL) 2.4 $79M -3% 452k 174.61
Ishares Msci MF Closed and MF Open (USMV) 2.2 $73M -12% 936k 77.57
Bny Mellon MF Closed and MF Open (BKAG) 1.9 $63M +11% 1.4M 46.06
Ishares Msci MF Closed and MF Open (VLUE) 1.7 $55M -16% 527k 104.57
Ishares Msci MF Closed and MF Open (MTUM) 1.7 $54M +3% 322k 168.27
Bny Mellon MF Closed and MF Open (BKLC) 1.6 $54M +41% 635k 84.93
Ishares Msci MF Closed and MF Open (EFV) 1.5 $49M +64% 979k 50.26
Microsoft Corp Common Stock (MSFT) 1.5 $48M 156k 308.31
Ishares Msci MF Closed and MF Open (EFG) 1.4 $47M -12% 492k 96.27
Ishares Core MF Closed and MF Open (IEFA) 1.4 $47M +59% 676k 69.51
Invesco Optimum MF Closed and MF Open (PDBC) 1.4 $45M +148% 2.6M 17.64

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Ishares Esg MF Closed and MF Open (ESGU) 1.3 $42M -34% 410k 101.35
Sector Energy MF Closed and MF Open (XLE) 1.2 $39M -39% 512k 76.44
Invesco Qqq MF Closed and MF Open (QQQ) 1.1 $35M +3% 98k 362.54
Blackrock Short MF Closed and MF Open (MEAR) 1.1 $35M +3518% 698k 49.76
Spdr Gold Common Stock (GLD) 1.1 $35M +812% 191k 180.65
Ishares Short MF Closed and MF Open (SHV) 1.0 $33M +772% 295k 110.25
Spdr Series MF Closed and MF Open (EFIV) 0.9 $31M NEW 702k 43.42
Ishares Msci MF Closed and MF Open (SMLF) 0.9 $30M -10% 556k 54.57
Ishares Msci MF Closed and MF Open (EWZ) 0.9 $29M +2660% 764k 37.81
Invesco Senior MF Closed and MF Open (BKLN) 0.8 $27M +5012% 1.3M 21.77
Vanguard Total MF Closed and MF Open (VTI) 0.8 $26M +44% 116k 227.67
Aberdeen Physical MF Closed and MF Open (PPLT) 0.8 $26M +8646% 284k 91.76
Ishares Msci MF Closed and MF Open (EWC) 0.8 $26M +11368% 636k 40.21
Amazon Common Stock (AMZN) 0.8 $25M +7% 7.8k 3259.90
Ishares Core MF Closed and MF Open (ITOT) 0.8 $25M +115% 245k 100.94
Ishares MF Closed and MF Open (SHYG) 0.7 $24M +59% 556k 43.96
Ishares Core MF Closed and MF Open (IJH) 0.7 $24M -3% 91k 268.34
Ishares Mbs MF Closed and MF Open (MBB) 0.7 $22M +62% 220k 101.87
Ishares Floating MF Closed and MF Open (FLOT) 0.7 $22M +2424% 438k 50.52
SPDR S&P MF Closed and MF Open (SPY) 0.7 $22M +20% 49k 451.63
Schwab Us MF Closed and MF Open (SCHX) 0.7 $22M +42% 404k 53.85
Jpmorgan MF Closed and MF Open (JPST) 0.6 $21M +6584% 415k 50.27
Ishares Russell MF Closed and MF Open (IWM) 0.6 $20M -10% 97k 205.27
Spdr Dow MF Closed and MF Open (DIA) 0.6 $20M +11% 57k 346.83
Vanguard S&p MF Closed and MF Open (VOO) 0.6 $19M 46k 415.18
Bny Mellon MF Closed and MF Open (BKIE) 0.6 $19M -40% 273k 70.27
Invesco Bulletshares MF Closed and MF Open (BSCN) 0.6 $19M 907k 21.10
Invesco Bulletshares MF Closed and MF Open (BSJM) 0.6 $19M -3% 835k 22.91
Ishares Core MF Closed and MF Open (IJR) 0.6 $19M -11% 176k 107.88
Vanguard Growth MF Closed and MF Open (VUG) 0.6 $19M 65k 287.61
Invesco Bulletshares MF Closed and MF Open (BSCM) 0.5 $18M -4% 824k 21.26
Invesco Bulletshares MF Closed and MF Open (BSJO) 0.5 $17M 723k 23.82
Ishares Msci MF Closed and MF Open (EMGF) 0.5 $17M -29% 347k 48.39
Spdr Blackstone MF Closed and MF Open (SRLN) 0.5 $17M +511% 367k 44.96
Tesla Common Stock (TSLA) 0.5 $15M +3% 14k 1077.57
Ishares S&p MF Closed and MF Open (IUSG) 0.5 $15M -14% 140k 105.66
Pfizer Common Stock (PFE) 0.4 $14M 279k 51.77
Ishares U S MF Closed and MF Open (COMT) 0.4 $14M +51% 349k 40.05
Ishares Core MF Closed and MF Open (IEMG) 0.4 $14M -22% 250k 55.55
Sector Financial MF Closed and MF Open (XLF) 0.4 $14M +25% 356k 38.32
Procter & Gamble Common Stock (PG) 0.4 $14M 88k 152.81
Spdr Portfolio MF Closed and MF Open (SPLG) 0.4 $13M +21% 252k 53.13
First Trust MF Closed and MF Open (RDVY) 0.4 $13M +136% 272k 49.00
Ishares Core MF Closed and MF Open (AGG) 0.4 $13M -9% 123k 107.10
Vanguard Total MF Closed and MF Open (BND) 0.4 $13M -14% 164k 79.54
Aberdeen Physical MF Closed and MF Open (GLTR) 0.4 $13M NEW 134k 96.08
Sector Healthcare MF Closed and MF Open (XLV) 0.4 $13M -69% 94k 136.98
Invesco Bulletshares MF Closed and MF Open (BSCO) 0.4 $13M 595k 21.07
Vanguard High MF Closed and MF Open (VYM) 0.4 $12M +9% 109k 112.25
Sprott Physical MF Closed and MF Open (PHYS) 0.3 $11M +34% 740k 15.37
Visa Common Stock (V) 0.3 $11M 49k 221.77
Victoryshares U S MF Closed and MF Open (CDC) 0.3 $11M +4% 149k 71.86
CBTX Common Stock (CBTX) 0.3 $10M -35% 336k 31.00
Alphabet Common Stock (GOOGL) 0.3 $10M -9% 3.7k 2781.34
Alphabet Common Stock (GOOG) 0.3 $10M +16% 3.6k 2793.25
Invesco Bulletshares MF Closed and MF Open (BSJP) 0.3 $10M 421k 23.77
Nvidia Corp Common Stock (NVDA) 0.3 $10M -3% 37k 272.87
Jpmorgan Chase Common Stock (JPM) 0.3 $9.9M +10% 73k 136.32
Blackstone Senior MF Closed and MF Open (BSL) 0.3 $9.9M -5% 647k 15.28
Victoryshares Us MF Closed and MF Open (CFO) 0.3 $9.9M 133k 74.05
Sector Technology MF Closed and MF Open (XLK) 0.3 $9.6M -79% 61k 158.93
Berkshire Hathaway Common Stock (BRK.B) 0.3 $9.6M +7% 27k 352.91
Ishares Core MF Closed and MF Open (IUSV) 0.3 $9.5M 125k 75.87
Home Depot Common Stock (HD) 0.3 $9.3M -9% 31k 299.33
Walt Disney Common Stock (DIS) 0.3 $9.3M +7% 68k 137.16
Ishares Global MF Closed and MF Open (IXN) 0.3 $8.9M +18% 154k 58.01
Ishares Core MF Closed and MF Open (IUSB) 0.3 $8.6M +22% 173k 49.63
Bny Mellon MF Closed and MF Open (BKEM) 0.3 $8.6M +263% 136k 63.21
Exxon Mobil Common Stock (XOM) 0.3 $8.6M 104k 82.59
Johnson & Johnson Common Stock (JNJ) 0.3 $8.6M -7% 48k 177.24
Vanguard Small MF Closed and MF Open (VB) 0.3 $8.3M +7% 39k 212.52
Meta Platforms Common Stock (FB) 0.3 $8.3M +12% 37k 222.35
John Hancock MF Closed and MF Open (JHMM) 0.2 $8.1M +42% 154k 52.55
Vaneck High MF Closed and MF Open (HYD) 0.2 $8.0M 140k 57.40
Vanguard Mid MF Closed and MF Open (VO) 0.2 $8.0M +8% 34k 237.85
Ishares 1-3yr MF Closed and MF Open (SHY) 0.2 $8.0M +18% 96k 83.35
Ishares 20 MF Closed and MF Open (TLT) 0.2 $7.6M -61% 58k 132.08
Ishares Esg MF Closed and MF Open (ESGE) 0.2 $7.6M -31% 208k 36.73
Spdr Portfolio MF Closed and MF Open (SPTL) 0.2 $7.6M +172% 202k 37.82
Goldman Sachs MF Closed and MF Open (GSLC) 0.2 $7.6M +23% 85k 89.04
Ishares Select MF Closed and MF Open (DVY) 0.2 $7.5M +3% 59k 128.13
Vanguard Intermediate MF Closed and MF Open (VCIT) 0.2 $7.5M -3% 87k 86.04
Bank America Common Stock (BAC) 0.2 $7.3M +6% 177k 41.22
Jpmorgan MF Closed and MF Open (JEPI) 0.2 $7.2M +269% 117k 61.40
Schwab Us MF Closed and MF Open (SCHA) 0.2 $7.0M +96% 148k 47.36
Western Asset MF Closed and MF Open (DMO) 0.2 $6.9M +3% 518k 13.37
Select Utilities MF Closed and MF Open (XLU) 0.2 $6.9M +149% 93k 74.46
Simplify Exchange Traded Fun MF Closed and MF Open (SPD) 0.2 $6.8M +37% 217k 31.34
Invesco Bulletshares MF Closed and MF Open (BSJN) 0.2 $6.8M 276k 24.51
Verizon Communications Common Stock (VZ) 0.2 $6.8M 133k 50.94
Ishares 7-10yr MF Closed and MF Open (IEF) 0.2 $6.7M +15% 63k 107.46
Ishares 1-5 Year MF Closed and MF Open (IGSB) 0.2 $6.6M -14% 127k 51.72
Unitedhealth Group Common Stock (UNH) 0.2 $6.4M -9% 13k 510.00
Invesco High MF Closed and MF Open (IHIT) 0.2 $6.4M +4% 729k 8.75
Invesco Ultra MF Closed and MF Open (GSY) 0.2 $6.2M -25% 124k 49.83
Ishares Msci MF Closed and MF Open (EFAV) 0.2 $6.2M +2% 86k 72.14
First Trust MF Closed and MF Open (FTCS) 0.2 $6.0M -7% 77k 78.20
Ishares National MF Closed and MF Open (MUB) 0.2 $5.8M -8% 53k 109.64
Costco Wholesale Common Stock (COST) 0.2 $5.8M -15% 10k 575.88
Ishares Core MF Closed and MF Open (ISTB) 0.2 $5.8M +6% 119k 48.46
Vanguard Value MF Closed and MF Open (VTV) 0.2 $5.8M +15% 39k 147.78
Invesco Total MF Closed and MF Open (GTO) 0.2 $5.8M +28% 110k 52.45
Coca Cola Company Common Stock (KO) 0.2 $5.6M +4% 90k 62.00
Abbvie Common Stock (ABBV) 0.2 $5.4M +13% 33k 162.10
First Trust MF Closed and MF Open (FTA) 0.2 $5.4M +26% 76k 70.52
Spdr Series MF Closed and MF Open (SDY) 0.2 $5.3M +13% 41k 128.10
Invesco Dynamic MF Closed and MF Open (PEJ) 0.2 $5.3M +30% 108k 48.77
Schwab Us MF Closed and MF Open (SCHG) 0.2 $5.2M +121% 70k 74.82
Walmart Common Stock (WMT) 0.2 $5.2M 35k 148.91
Cisco Systems Common Stock (CSCO) 0.2 $5.2M +9% 93k 55.76
Citigroup Common Stock (C) 0.2 $5.1M 96k 53.40
Eli Lilly Common Stock (LLY) 0.2 $5.1M +4% 18k 286.37
Spdr Mortgage MF Closed and MF Open (SPMB) 0.2 $5.1M +62% 215k 23.96
Spdr Portfolio MF Closed and MF Open (SPDW) 0.2 $5.1M 150k 34.28
Jp Morgan MF Closed and MF Open (JMST) 0.2 $5.0M +43% 99k 50.64
Accenture Common Stock (ACN) 0.2 $4.9M +7% 15k 337.26
Patterson Cos Common Stock (PDCO) 0.1 $4.9M 150k 32.37
At&t Common Stock (T) 0.1 $4.8M 204k 23.63
Wisdomtree Tr MF Closed and MF Open (NTSX) 0.1 $4.8M +16% 119k 40.52
Ishares U S MF Closed and MF Open (GOVT) 0.1 $4.8M +19% 194k 24.91
Jp Morgan MF Closed and MF Open (JMUB) 0.1 $4.8M +45% 94k 51.44
Gold Fields Common Stock (GFI) 0.1 $4.7M +78% 304k 15.46
Spdr Portfolio MF Closed and MF Open (SPSM) 0.1 $4.7M 111k 42.07
Cambria Etf Tr MF Closed and MF Open (TAIL) 0.1 $4.7M +170% 280k 16.65
Oracle Corp Common Stock (ORCL) 0.1 $4.6M 56k 82.74
Ishares 0-5 MF Closed and MF Open (STIP) 0.1 $4.6M 44k 104.94
Jpmorgan Us MF Closed and MF Open (JVAL) 0.1 $4.6M NEW 124k 36.97
Merck & Company Common Stock (MRK) 0.1 $4.6M +5% 56k 82.05
First Trust MF Closed and MF Open (FVD) 0.1 $4.5M -8% 108k 42.30
Ishares Russell MF Closed and MF Open (IWB) 0.1 $4.5M +366% 18k 250.07
Ishares S&p MF Closed and MF Open (IVW) 0.1 $4.5M +10% 59k 76.38
First Trust MF Closed and MF Open (FTC) 0.1 $4.4M -8% 42k 106.70
Pepsico Common Stock (PEP) 0.1 $4.4M +9% 26k 167.39
Broadcom Common Stock (AVGO) 0.1 $4.4M +27% 6.9k 629.71
Mastercard Common Stock (MA) 0.1 $4.3M -7% 12k 357.40
Mcdonalds Corp Common Stock (MCD) 0.1 $4.3M -13% 17k 247.29
Chevron Corp Common Stock (CVX) 0.1 $4.3M -14% 26k 162.83
Abbott Laboratories Common Stock (ABT) 0.1 $4.2M +2% 35k 118.35
Ishares Russell MF Closed and MF Open (IWN) 0.1 $4.2M +23% 26k 161.41
Sector Consumer MF Closed and MF Open (XLP) 0.1 $4.1M +260% 55k 75.89
Select Sector MF Closed and MF Open (XLC) 0.1 $4.1M +45% 60k 68.77
Invesco S&p MF Closed and MF Open (RSP) 0.1 $4.1M +3% 26k 157.70
Qualcomm Common Stock (QCOM) 0.1 $4.1M +13% 27k 152.81
Raytheon Technologies Common Stock (RTX) 0.1 $4.0M -10% 41k 99.08
Invesco Exchange MF Closed and MF Open (PWV) 0.1 $4.0M +4% 82k 48.90
Kraneshares Tr MF Closed and MF Open (IVOL) 0.1 $3.9M -22% 154k 25.62
First Trust MF Closed and MF Open (FEP) 0.1 $3.9M +41% 102k 38.64
Netflix Common Stock (NFLX) 0.1 $3.8M +7% 10k 374.62
Blackstone Common Stock (BX) 0.1 $3.8M 30k 126.94
Ishares Tr MF Closed and MF Open (SUSL) 0.1 $3.7M +1537% 47k 79.19
First Tr Exchng Traded Fd Vi MF Closed and MF Open (FNOV) 0.1 $3.7M +88% 98k 37.87
Intel Corp Common Stock (INTC) 0.1 $3.7M 74k 49.55
First Tr Exchng Traded Fd Vi MF Closed and MF Open (DNOV) 0.1 $3.6M +102% 105k 34.65
Vanguard Large MF Closed and MF Open (VV) 0.1 $3.6M +3% 17k 208.49
Sector Industrial MF Closed and MF Open (XLI) 0.1 $3.6M -32% 35k 102.98
Osi Oshares MF Closed and MF Open (OUSA) 0.1 $3.6M -4% 81k 43.97
First Trust MF Closed and MF Open (FDN) 0.1 $3.5M -2% 19k 187.89
Jpmorgan Diversified MF Closed and MF Open (JPSE) 0.1 $3.5M +27% 80k 43.81
First Trust MF Closed and MF Open (SKYY) 0.1 $3.4M -5% 38k 90.51
Vanguard Information MF Closed and MF Open (VGT) 0.1 $3.4M +19% 8.2k 416.46
Salesforce.com Common Stock (CRM) 0.1 $3.4M -7% 16k 212.30
Boeing Company Common Stock (BA) 0.1 $3.4M +18% 18k 191.47
Vanguard Dividend MF Closed and MF Open (VIG) 0.1 $3.3M 21k 162.15
Royal Bank Common Stock (RY) 0.1 $3.3M +5% 30k 110.29
Ishares S&p MF Closed and MF Open (OEF) 0.1 $3.2M +14% 16k 208.52
Toyota Motor Common Stock (TM) 0.1 $3.2M +9% 18k 180.24
Astrazeneca Common Stock (AZN) 0.1 $3.2M +5% 48k 66.34
Diageo Common Stock (DEO) 0.1 $3.2M +17% 16k 203.12
Ishares Iboxx MF Closed and MF Open (LQD) 0.1 $3.2M +13% 26k 120.93
Ishares U S MF Closed and MF Open (IYE) 0.1 $3.1M -3% 77k 40.92
Thermo Fisher Common Stock (TMO) 0.1 $3.1M -5% 5.3k 590.72
Comcast Corp Common Stock (CMCSA) 0.1 $3.1M 66k 46.82
Invesco P MF Closed and MF Open (PGX) 0.1 $3.1M -21% 226k 13.57
Ishares Russell MF Closed and MF Open (IWD) 0.1 $3.1M 19k 165.97
Vanguard Ftse MF Closed and MF Open (VEA) 0.1 $3.1M -15% 64k 48.03
Ishares U S MF Closed and MF Open (IHI) 0.1 $3.1M +13% 50k 60.96
Nike Common Stock (NKE) 0.1 $3.0M -20% 23k 134.58
Nuveen Credit MF Closed and MF Open (JCO) 0.1 $3.0M +3% 379k 7.98
Waste Management Common Stock (WM) 0.1 $3.0M 19k 158.50
Ishares Iboxx MF Closed and MF Open (HYG) 0.1 $3.0M -9% 37k 82.30
Spdr Portfolio MF Closed and MF Open (SPEM) 0.1 $3.0M +9% 77k 38.64
Lockheed Martin Common Stock (LMT) 0.1 $3.0M 6.7k 441.46
Novo Nordisk Common Stock (NVO) 0.1 $3.0M +5% 27k 111.03
Nuveen P MF Closed and MF Open (JPI) 0.1 $3.0M +2% 134k 21.99
Vanguard Short MF Closed and MF Open (BSV) 0.1 $2.9M +5% 38k 77.89
Adobe Common Stock (ADBE) 0.1 $2.9M 6.4k 455.58
Amgen Common Stock (AMGN) 0.1 $2.8M 12k 241.83
Fidelity Covington MF Closed and MF Open (FDVV) 0.1 $2.8M -5% 68k 41.62
Honeywell Intl Common Stock (HON) 0.1 $2.8M 15k 194.61
Union Pacific Corp Common Stock (UNP) 0.1 $2.8M 10k 273.20
Linde Common Stock (LIN) 0.1 $2.8M +5% 8.9k 319.40
United Parcel Common Stock (UPS) 0.1 $2.8M +19% 13k 214.46
Spdr Portfolio MF Closed and MF Open (SPTM) 0.1 $2.7M -2% 49k 55.58
Ford Motor Common Stock (F) 0.1 $2.7M +34% 158k 16.91
Spdr Intermediate MF Closed and MF Open (SPTI) 0.1 $2.6M +39% 87k 30.29
Ishares Msci MF Closed and MF Open (EFA) 0.1 $2.6M -9% 36k 73.59
Proshares Trust MF Closed and MF Open (NOBL) 0.1 $2.6M 28k 94.89
First Tr Exchng Traded Fd Vi MF Closed and MF Open (BUFT) 0.1 $2.6M +13% 128k 20.06
Consumer Discretionary MF Closed and MF Open (XLY) 0.1 $2.6M -93% 14k 185.02
Crowdstrike Holdings Common Stock (CRWD) 0.1 $2.5M +10% 11k 227.09
Ishares Ibonds MF Closed and MF Open (IBHC) 0.1 $2.5M +4% 105k 23.80
Ishares Ibonds MF Closed and MF Open (IBHD) 0.1 $2.5M +2% 105k 23.75
Global X MF Closed and MF Open (LIT) 0.1 $2.5M +89% 32k 76.97
Bristol Myers Common Stock (BMY) 0.1 $2.4M -11% 34k 73.03
Bhp Group Common Stock (BHP) 0.1 $2.4M +8% 32k 77.25
Proshares Tr MF Closed and MF Open (PSQ) 0.1 $2.4M +251% 211k 11.58
First Tr Exch Trd Alphdx MF Closed and MF Open (FDT) 0.1 $2.4M +21% 42k 57.83
American Express Common Stock (AXP) 0.1 $2.4M -16% 13k 187.01
Goldman Sachs Common Stock (GS) 0.1 $2.4M +59% 7.2k 330.13
First Trust MF Closed and MF Open (SDVY) 0.1 $2.4M NEW 85k 27.87
Sanofi Common Stock (SNY) 0.1 $2.4M +7% 46k 51.35
Invesco S&p MF Closed and MF Open (SPGP) 0.1 $2.4M NEW 26k 91.23
Schwab Us MF Closed and MF Open (SCHD) 0.1 $2.4M +119% 30k 78.89
Unilever Common Stock (UL) 0.1 $2.3M +35% 52k 45.57
Lowes Companies Common Stock (LOW) 0.1 $2.3M -5% 12k 202.19
Ishares Core MF Closed and MF Open (DGRO) 0.1 $2.3M 44k 53.41
Halliburton Company Common Stock (HAL) 0.1 $2.3M -63% 61k 37.86
Ishares Russell MF Closed and MF Open (IWO) 0.1 $2.3M +67% 9.1k 255.75
Ishares Esg MF Closed and MF Open (USXF) 0.1 $2.3M +87% 65k 35.69
Novartis Common Stock (NVS) 0.1 $2.3M +5% 26k 87.73
Ark Innovation MF Closed and MF Open (ARKK) 0.1 $2.3M +5% 34k 66.30
Dimensional Etf Trust MF Closed and MF Open (DFAC) 0.1 $2.3M -95% 83k 27.58
First Trust MF Closed and MF Open (FIW) 0.1 $2.3M +84% 27k 84.29
Vanguard Real MF Closed and MF Open (VNQ) 0.1 $2.3M -94% 21k 108.35
Spdr Portfolio MF Closed and MF Open (SPYV) 0.1 $2.2M +42% 54k 41.76
Paypal Holdings Common Stock (PYPL) 0.1 $2.2M -5% 19k 115.63
Nextera Energy Common Stock (NEE) 0.1 $2.2M +7% 26k 84.72
American Tower Common Stock (AMT) 0.1 $2.2M +8% 8.7k 251.26
Advanced Micro Common Stock (AMD) 0.1 $2.2M +26% 20k 109.36
Ishares S&p MF Closed and MF Open (IVE) 0.1 $2.2M +50% 14k 155.72
Morgan Stanley Common Stock (MS) 0.1 $2.2M +33% 25k 87.39
Invesco S&p MF Closed and MF Open (RPV) 0.1 $2.2M NEW 25k 85.63
Ishares 3-7yr MF Closed and MF Open (IEI) 0.1 $2.1M +6% 18k 122.04
Toronto Dominion Common Stock (TD) 0.1 $2.1M +7% 27k 79.40
Schwab Intl MF Closed and MF Open (SCHF) 0.1 $2.1M -23% 58k 36.72
Spdr Portfolio MF Closed and MF Open (SPMD) 0.1 $2.1M -5% 45k 47.15

Past Filings by Integrated Wealth Concepts

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

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