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 801–850 of 1,599
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IBDV | ISHARES IBONDS | 43K | $500K+ | SH |
| HYD | VANECK ETF TRUST | 18K | $500K+ | SH |
| ILMN | ILLUMINA INC | 7K | $500K+ | SH |
| SPOT | SPOTIFY TECHNOLOGY | 2K | $500K+ | SH |
| ESTC | ELASTIC N V | 12K | $500K+ | SH |
| KR | KROGER CO | 15K | $500K+ | SH |
| RY | ROYAL BANK | 5K | $500K+ | SH |
| BCS | BARCLAYS PLC | 36K | $500K+ | SH |
| PWZ | INVESCO CALIFORNIA | 38K | $500K+ | SH |
| HUBS | HUBSPOT INC | 2K | $500K+ | SH |
| CDNS | CADENCE DESIGN | 3K | $500K+ | SH |
| AMLP | ALERIAN MLP | 19K | $500K+ | SH |
| XT | ISHARES EXPONENTIAL | 13K | $500K+ | SH |
| FEX | FIRST TRUST | 8K | $500K+ | SH |
| NGG | NATIONAL GRID | 12K | $500K+ | SH |
| HACK | AMPLIFY CYBERSECURITY | 11K | $500K+ | SH |
| ILCG | ISHARES MORNINGSTAR | 9K | $500K+ | SH |
| IT | GARTNER INC | 4K | $500K+ | SH |
| BP | BP PLC | 26K | $500K+ | SH |
| IBDW | ISHARES IBONDS | 42K | $500K+ | SH |
| MGM | MGM RESORTS | 24K | $500K+ | SH |
| FTA | FIRST TR EXCHANGE-TRADED ALP | 10K | $500K+ | SH |
| ZROZ | PIMCO 25 | 14K | $500K+ | SH |
| JLL | JONES LANG | 3K | $500K+ | SH |
| FMAY | FIRST TR EXCHNG TRADED FD VI | 17K | $500K+ | SH |
| FDS | FACTSET RESEARCH | 3K | $500K+ | SH |
| MELI | MERCADOLIBRE INC | 437 | $500K+ | SH |
| CARR | CARRIER GLOBAL | 17K | $500K+ | SH |
| CCL | CARNIVAL CORP | 29K | $500K+ | SH |
| IGV | ISHARES EXPANDED | 8K | $500K+ | SH |
| EXEL | EXELIXIS INC | 20K | $500K+ | SH |
| IGRO | ISHARES INTL | 11K | $500K+ | SH |
| KRE | SPDR S&P | 13K | $500K+ | SH |
| CGMU | CAPITAL GROUP | 32K | $500K+ | SH |
| KLAC | KLA CORP | 718 | $500K+ | SH |
| STX | SEAGATE TECHNOLOGY | 3K | $500K+ | SH |
| FFEB | FIRST TR EXCHNG TRADED FD VI | 15K | $500K+ | SH |
| TWLO | TWILIO INC | 6K | $500K+ | SH |
| NET | CLOUDFLARE INC | 4K | $500K+ | SH |
| EWD | ISHARES MSCI | 18K | $500K+ | SH |
| AZO | AUTOZONE INC | 253 | $500K+ | SH |
| CTA | SIMPLIFY MANAGED | 31K | $500K+ | SH |
| ENB | ENBRIDGE INC | 18K | $500K+ | SH |
| PAYX | PAYCHEX INC | 8K | $500K+ | SH |
| PHO | INVESCO WATER | 12K | $500K+ | SH |
| RF | REGIONS FINANCIAL | 31K | $500K+ | SH |
| RKLB | ROCKET LAB | 12K | $500K+ | SH |
| FXO | FIRST TR EXCHANGE TRADED FD | 14K | $500K+ | SH |
| TER | TERADYNE INC | 4K | $500K+ | SH |
| SUSC | ISHARES ESG | 36K | $500K+ | SH |