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 501–550 of 1,599
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| QDPL | PACER METAURUS | 54K | $1M+ | SH |
| GLTR | ABRDN PHYSICAL | 11K | $1M+ | SH |
| EIX | EDISON INTL | 38K | $1M+ | SH |
| TEAM | ATLASSIAN CORP | 14K | $1M+ | SH |
| INDA | ISHARES MSCI | 42K | $1M+ | SH |
| TMO | THERMO FISHER | 4K | $1M+ | SH |
| BLK | BLACKROCK FDG | 2K | $1M+ | SH |
| DFAE | DIMENSIONAL EMERGING | 69K | $1M+ | SH |
| FDL | FIRST TR EXCHANGE-TRADED FD | 50K | $1M+ | SH |
| PXH | INVESCO EXCHANGE | 87K | $1M+ | SH |
| COR | CENCORA INC | 7K | $1M+ | SH |
| PWB | INVESCO LARGE | 17K | $1M+ | SH |
| FUND | SPROTT FOCUS TR INC | 250K | $1M+ | SH |
| FDN | FIRST TRUST | 8K | $1M+ | SH |
| VRTX | VERTEX PHARMACEUTICALS | 5K | $1M+ | SH |
| KVYO | KLAVIYO INC | 66K | $1M+ | SH |
| PCG | PG&E CORP | 132K | $1M+ | SH |
| HOOD | ROBINHOOD MARKETS | 19K | $1M+ | SH |
| IBHI | ISHARES IBONDS | 87K | $1M+ | SH |
| PTLC | PACER TRENDPILOT | 37K | $1M+ | SH |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | 78K | $1M+ | SH |
| BKNG | BOOKING HOLDINGS | 384 | $1M+ | SH |
| SBUX | STARBUCKS CORP | 24K | $1M+ | SH |
| SO | SOUTHERN CO | 24K | $1M+ | SH |
| MMM | 3M CO | 13K | $1M+ | SH |
| DSI | ISHARES ESG | 16K | $1M+ | SH |
| ASML | ASML HOLDING | 2K | $1M+ | SH |
| TFC | TRUIST FINANCIAL | 41K | $1M+ | SH |
| LDOS | LEIDOS HOLDINGS | 11K | $1M+ | SH |
| TLTW | ISHARES 20 | 89K | $1M+ | SH |
| SUSA | ISHARES ESG | 15K | $1M+ | SH |
| IDV | ISHARES INTL | 51K | $1M+ | SH |
| CNC | CENTENE CORP | 48K | $1M+ | SH |
| NOBL | PROSHARES S&P | 19K | $1M+ | SH |
| MGOV | FIRST TR EXCHANGE-TRADED FD | 96K | $1M+ | SH |
| BILZ | PIMCO ULTRA | 19K | $1M+ | SH |
| GILD | GILEAD SCIENCES | 16K | $1M+ | SH |
| CI | CIGNA GROUP | 7K | $1M+ | SH |
| TDIV | FIRST TR EXCHANGE TRADED FD | 20K | $1M+ | SH |
| F | FORD MOTOR | 148K | $1M+ | SH |
| CFG | CITIZENS FINANCIAL | 33K | $1M+ | SH |
| PPA | INVESCO AEROSPACE | 12K | $1M+ | SH |
| DFEV | DIMENSIONAL EMERGING | 57K | $1M+ | SH |
| ABT | ABBOTT LABORATORIES | 15K | $1M+ | SH |
| PHEQ | MORGAN STANLEY | 59K | $1M+ | SH |
| GDV | GABELLI DIVID & INCOME TR | 69K | $1M+ | SH |
| TFLO | ISHARES TREASURY | 38K | $1M+ | SH |
| VLO | VALERO ENERGY | 12K | $1M+ | SH |
| IWO | ISHARES RUSSELL | 6K | $1M+ | SH |
| EXPE | EXPEDIA GROUP | 7K | $1M+ | SH |