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 901–950 of 1,599
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ARCC | ARES CAPITAL | 37K | $500K+ | SH |
| BALI | ISHARES U S | 24K | $500K+ | SH |
| NULV | NUVEEN ESG | 17K | $500K+ | SH |
| JGLO | JPMORGAN GLOBAL | 11K | $500K+ | SH |
| VALE | VALE S A | 58K | $500K+ | SH |
| DOGG | FIRST TR EXCHANGE-TRADED FD | 36K | $500K+ | SH |
| SILJ | AMPLIFY JUNIOR | 27K | $500K+ | SH |
| CBSH | COMMERCE BANCSHARES INC | 14K | $500K+ | SH |
| HCA | HCA HEALTHCARE | 2K | $500K+ | SH |
| BABA | ALIBABA GROUP | 5K | $500K+ | SH |
| ZS | ZSCALER INC | 3K | $500K+ | SH |
| PRI | PRIMERICA INC | 3K | $500K+ | SH |
| USIG | ISHARES BROAD | 14K | $500K+ | SH |
| ZTO | ZTO EXPRESS | 35K | $500K+ | SH |
| BUFT | FIRST TR EXCHNG TRADED FD VI | 30K | $500K+ | SH |
| CPNG | COUPANG INC | 31K | $500K+ | SH |
| BSMV | INVESCO BULLETSHARES | 35K | $500K+ | SH |
| TS | TENARIS S A | 19K | $500K+ | SH |
| GEM | GOLDMAN SACHS | 17K | $500K+ | SH |
| SPYD | SPDR SERIES TRUST | 17K | $500K+ | SH |
| FAX | ABRDN ASIA | 47K | $500K+ | SH |
| ARM | ARM HOLDINGS | 7K | $500K+ | SH |
| BLV | VANGUARD LONG | 10K | $500K+ | SH |
| SEIC | SEI INVESTMENTS | 9K | $500K+ | SH |
| CTAS | CINTAS CORP | 4K | $500K+ | SH |
| FICO | FAIR ISAAC | 421 | $500K+ | SH |
| EW | EDWARDS LIFESCIENCES | 8K | $500K+ | SH |
| ICLN | ISHARES GLOBAL | 43K | $500K+ | SH |
| IBKR | INTERACTIVE BROKERS | 11K | $500K+ | SH |
| BGLD | FIRST TRUST | 41K | $500K+ | SH |
| LGLV | STATE STREET | 4K | $500K+ | SH |
| TTC | TORO CO | 9K | $500K+ | SH |
| PPG | PPG INDS INC | 7K | $500K+ | SH |
| MET | METLIFE INC | 9K | $500K+ | SH |
| RSG | REPUBLIC SERVICES | 3K | $500K+ | SH |
| OMF | ONEMAIN HLDGS | 10K | $500K+ | SH |
| WDI | WESTERN ASSET | 51K | $500K+ | SH |
| JPEM | JPMORGAN DIVERSIFIED | 12K | $500K+ | SH |
| TTE | TOTALENERGIES SE | 11K | $500K+ | SH |
| HRB | BLOCK H&R | 16K | $500K+ | SH |
| MFSI | MFS ACTIVE | 23K | $500K+ | SH |
| MDB | MONGODB INC | 2K | $500K+ | SH |
| CRBG | COREBRIDGE FINANCIAL | 23K | $500K+ | SH |
| APA | APA CORP | 28K | $500K+ | SH |
| ISCF | ISHARES MSCI | 16K | $500K+ | SH |
| CRH | CRH PLC | 5K | $500K+ | SH |
| PBR | PETROLEO BRASILEIRO | 57K | $500K+ | SH |
| ASGI | ABBRN GLOBAL | 30K | $500K+ | SH |
| AES | AES CORP | 47K | $500K+ | SH |
| MGC | VANGUARD MEGA | 3K | $500K+ | SH |