CIK 1737109
Integrated Wealth Concepts LLC
Institutional 13F holdings & portfolio
Holdings
1,599
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 451–500 of 1,599
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SOXX | ISHARES SEMICONDUCTOR | 9K | $1M+ | SH |
| FNOV | FIRST TR EXCHNG TRADED FD VI | 50K | $1M+ | SH |
| EFA | ISHARES MSCI | 28K | $1M+ | SH |
| VFLO | VICTORYSHARES FREE | 68K | $1M+ | SH |
| XBI | STATE STREET | 22K | $1M+ | SH |
| IBMR | ISHARES IBONDS | 104K | $1M+ | SH |
| CGGE | CAPITAL GROUP | 84K | $1M+ | SH |
| XLY | SELECT SECTOR SPDR TR | 22K | $1M+ | SH |
| FLOT | ISHARES FLOATING | 52K | $1M+ | SH |
| FALN | ISHARES FALLEN | 96K | $1M+ | SH |
| BSMT | INVESCO BULLETSHARES | 113K | $1M+ | SH |
| FMDE | FIDELITY COVINGTON TRUST | 72K | $1M+ | SH |
| ROK | ROCKWELL AUTOMATION | 7K | $1M+ | SH |
| LIN | LINDE PLC | 6K | $1M+ | SH |
| DFAR | DIMENSIONAL US | 114K | $1M+ | SH |
| SNOW | SNOWFLAKE INC | 12K | $1M+ | SH |
| AVDS | AMERICAN CENTY ETF TR | 37K | $1M+ | SH |
| SPTM | SPDR SERIES TRUST | 31K | $1M+ | SH |
| ILDR | FIRST TR EXCHNG TRADED FD VI | 77K | $1M+ | SH |
| BNDX | VANGUARD TOTAL | 52K | $1M+ | SH |
| VOX | VANGUARD COMMUNICATION | 13K | $1M+ | SH |
| BIV | VANGUARD INTERMEDIATE | 32K | $1M+ | SH |
| SLYV | SPDR SERIES TRUST | 28K | $1M+ | SH |
| EPD | ENTERPRISE PRODUCTS | 78K | $1M+ | SH |
| ETN | EATON CORP | 8K | $1M+ | SH |
| LCTU | BLACKROCK ISHARES | 33K | $1M+ | SH |
| FGD | FIRST TRUST | 82K | $1M+ | SH |
| XSMO | INVESCO S&P | 34K | $1M+ | SH |
| FHLC | FIDELITY COVINGTON TRUST | 33K | $1M+ | SH |
| BKLN | INVESCO SENIOR | 115K | $1M+ | SH |
| DE | DEERE & CO | 5K | $1M+ | SH |
| ISPY | PROSHARES S&P | 53K | $1M+ | SH |
| PNC | PNC FINANCIAL | 11K | $1M+ | SH |
| CDL | VICTORYSHARES US | 35K | $1M+ | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 31K | $1M+ | SH |
| SHEL | SHELL PLC | 32K | $1M+ | SH |
| AEP | AMERICAN ELECTRIC | 21K | $1M+ | SH |
| DHR | DANAHER CORP | 10K | $1M+ | SH |
| TAXX | BONDBLOXX IR | 47K | $1M+ | SH |
| FDV | FEDERATED HERMES | 83K | $1M+ | SH |
| USA | LIBERTY ALL STAR EQUITY FD | 376K | $1M+ | SH |
| SPGI | S&P GLOBAL | 5K | $1M+ | SH |
| TPL | TEXAS PACIFIC | 8K | $1M+ | SH |
| HAL | HALLIBURTON CO | 83K | $1M+ | SH |
| GM | GENERAL MOTORS | 29K | $1M+ | SH |
| TLT | ISHARES 20 | 27K | $1M+ | SH |
| RWL | INVESCO EXCH TRADED FD TR II | 20K | $1M+ | SH |
| FDX | FEDEX CORP | 8K | $1M+ | SH |
| AFL | AFLAC INC | 21K | $1M+ | SH |
| ED | CONSOLIDATED EDISON | 23K | $1M+ | SH |