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 851–900 of 1,599
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BN | BROOKFIELD CORP | 18K | $500K+ | SH |
| PFLD | AAM LOW | 43K | $500K+ | SH |
| ESGD | ISHARES ESG | 9K | $500K+ | SH |
| BDX | BECTON DICKINSON | 4K | $500K+ | SH |
| VRT | VERTIV HOLDINGS | 5K | $500K+ | SH |
| TNL | TRAVEL LEISURE | 12K | $500K+ | SH |
| DLTR | DOLLAR TREE | 7K | $500K+ | SH |
| ASG | LIBERTY ALL-STAR GROWTH FD I | 155K | $500K+ | SH |
| BKSE | BNY MELLON | 7K | $500K+ | SH |
| TFI | STATE STREET | 18K | $500K+ | SH |
| GSK | GSK PLC | 17K | $500K+ | SH |
| ITB | ISHARES U S | 8K | $500K+ | SH |
| CRWV | COREWEAVE INC | 11K | $500K+ | SH |
| NXST | NEXSTAR MEDIA | 4K | $500K+ | SH |
| IAI | ISHARES U S | 5K | $500K+ | SH |
| DBMF | IMGP DBI | 29K | $500K+ | SH |
| BMRN | BIOMARIN PHARMACEUTICAL | 14K | $500K+ | SH |
| AOM | ISHARES CORE | 17K | $500K+ | SH |
| ELV | ELEVANCE HEALTH | 2K | $500K+ | SH |
| ASA | ASA GOLD AND PRECIOUS MTLS L | 14K | $500K+ | SH |
| BBHY | JPMORGAN BETABUILDERS | 17K | $500K+ | SH |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 13K | $500K+ | SH |
| AOK | ISHARES CORE | 20K | $500K+ | SH |
| SPYI | NEOS ETF TRUST | 15K | $500K+ | SH |
| BTC | GRAYSCALE BITCOIN | 20K | $500K+ | SH |
| TD | TORONTO DOMINION | 8K | $500K+ | SH |
| AFB | ALLIANCEBERNSTEIN NATL MUN I | 73K | $500K+ | SH |
| FMB | FIRST TR EXCH TRADED FD III | 15K | $500K+ | SH |
| DEO | DIAGEO PLC | 9K | $500K+ | SH |
| JPC | NUVEEN PFD | 97K | $500K+ | SH |
| ANGL | VANECK FALLEN | 27K | $500K+ | SH |
| TLTD | FLEXSHARES MORNINGSTAR | 9K | $500K+ | SH |
| JHG | JANUS HENDERSON | 17K | $500K+ | SH |
| RIO | RIO TINTO | 10K | $500K+ | SH |
| BSCU | INVESCO BULLETSHARES | 46K | $500K+ | SH |
| G | GENPACT LTD | 17K | $500K+ | SH |
| CIEN | CIENA CORP | 3K | $500K+ | SH |
| BSJS | INVESCO BULLETSHARES | 36K | $500K+ | SH |
| GLW | CORNING INC | 9K | $500K+ | SH |
| LVHD | FRANKLIN U S | 19K | $500K+ | SH |
| ECL | ECOLAB INC | 3K | $500K+ | SH |
| NVO | NOVO NORDISK | 15K | $500K+ | SH |
| VFC | V F CORP | 43K | $500K+ | SH |
| CRDO | CREDO TECHNOLOGY | 5K | $500K+ | SH |
| CW | CURTISS WRIGHT CORP DE | 1K | $500K+ | SH |
| AIEQ | AMPLIFY ETF TR | 17K | $500K+ | SH |
| TPR | TAPESTRY INC | 6K | $500K+ | SH |
| PEGA | PEGASYSTEMS INC | 13K | $500K+ | SH |
| ACWV | ISHARES MSCI | 6K | $500K+ | SH |
| TMSL | T ROWE | 21K | $500K+ | SH |