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 651–700 of 1,599
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BUFY | FIRST TR EXCHNG TRADED FD VI | 61K | $1M+ | SH |
| EWI | ISHARES INC | 25K | $1M+ | SH |
| SMMU | PIMCO ETF TR | 27K | $1M+ | SH |
| PLD | PROLOGIS INC | 11K | $1M+ | SH |
| GDX | VANECK GOLD | 16K | $1M+ | SH |
| EWT | ISHARES INC | 21K | $1M+ | SH |
| MEDP | MEDPACE HOLDINGS | 2K | $1M+ | SH |
| ES | EVERSOURCE ENERGY | 20K | $1M+ | SH |
| FTHY | FIRST TR HIGH YIELD OPPRT 20 | 95K | $1M+ | SH |
| IBHJ | ISHARES TR | 50K | $1M+ | SH |
| STOT | STATE STREET | 28K | $1M+ | SH |
| JHMD | JOHN HANCOCK | 32K | $1M+ | SH |
| EWL | ISHARES MSCI | 22K | $1M+ | SH |
| FTNT | FORTINET INC | 17K | $1M+ | SH |
| NTRA | NATERA INC | 6K | $1M+ | SH |
| USFR | WISDOMTREE FLOATING | 26K | $1M+ | SH |
| OMC | OMNICOM GROUP | 16K | $1M+ | SH |
| BBVA | BANCO BILBAO | 56K | $1M+ | SH |
| HSBC | HSBC HLDGS PLC | 17K | $1M+ | SH |
| USXF | ISHARES ESG | 23K | $1M+ | SH |
| SYK | STRYKER CORP | 4K | $1M+ | SH |
| EME | EMCOR GROUP | 2K | $1M+ | SH |
| BCAT | BLACKROCK CAPITAL | 92K | $1M+ | SH |
| WTV | WISDOMTREE U S | 14K | $1M+ | SH |
| HPE | HEWLETT PACKARD | 54K | $1M+ | SH |
| MNST | MONSTER BEVERAGE | 17K | $1M+ | SH |
| PL | PLANET LABS | 65K | $1M+ | SH |
| EWC | ISHARES MSCI | 24K | $1M+ | SH |
| RWK | INVESCO EXCH TRADED FD TR II | 10K | $1M+ | SH |
| EXAS | EXACT SCIENCES | 13K | $1M+ | SH |
| VTR | VENTAS INC | 16K | $1M+ | SH |
| IWN | ISHARES RUSSELL | 7K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| SPLB | STATE STREET | 55K | $1M+ | SH |
| GIS | GENERAL MILLS | 26K | $1M+ | SH |
| HBAN | HUNTINGTON BANCSHARES | 71K | $1M+ | SH |
| PSX | PHILLIPS 66 | 9K | $1M+ | SH |
| IBDU | ISHARES IBONDS | 52K | $1M+ | SH |
| INCY | INCYTE CORP | 12K | $1M+ | SH |
| BSJR | INVESCO BULLETSHARES | 54K | $1M+ | SH |
| AFLG | FIRST TRUST | 31K | $1M+ | SH |
| MRVL | MARVELL TECHNOLOGY | 14K | $1M+ | SH |
| IQV | IQVIA HLDGS INC | 5K | $1M+ | SH |
| FTI | TECHNIPFMC PLC | 27K | $1M+ | SH |
| IBTK | ISHARES IBONDS | 61K | $1M+ | SH |
| TBLL | INVESCO EXCH TRADED FD TR II | 11K | $1M+ | SH |
| IBHK | ISHARES TR | 46K | $1M+ | SH |
| ORLY | O REILLY AUTOMOTIVE | 13K | $1M+ | SH |
| BUFS | FIRST TR EXCHNG TRADED FD VI | 52K | $1M+ | SH |
| VFQY | VANGUARD US | 8K | $1M+ | SH |