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 951–1000 of 1,599
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SU | SUNCOR ENERGY | 15K | $500K+ | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 9K | $500K+ | SH |
| DKNG | DRAFTKINGS INC | 20K | $500K+ | SH |
| RPM | RPM INTL INC | 6K | $500K+ | SH |
| EXLS | EXLSERVICE HOLDINGS | 16K | $500K+ | SH |
| SYF | SYNCHRONY FINANCIAL | 8K | $500K+ | SH |
| SRE | SEMPRA | 8K | $500K+ | SH |
| MTB | M & T BK CORP | 3K | $500K+ | SH |
| OTIS | OTIS WORLDWIDE | 8K | $500K+ | SH |
| KMB | KIMBERLY CLARK | 7K | $500K+ | SH |
| NUE | NUCOR CORP | 4K | $500K+ | SH |
| LQDB | ISHARES BBB | 8K | $500K+ | SH |
| BWA | BORG WARNER | 15K | $500K+ | SH |
| DOV | DOVER CORP | 3K | $500K+ | SH |
| ING | ING GROEP | 23K | $500K+ | SH |
| MRSH | MARSH & MCLENNAN | 4K | $500K+ | SH |
| BTT | BLACKROCK MUNICIPAL | 28K | $500K+ | SH |
| RUNN | STRATEGIC TRUST | 19K | $500K+ | SH |
| IVZ | INVESCO LTD | 25K | $500K+ | SH |
| AEM | AGNICO EAGLE MINES LTD | 4K | $500K+ | SH |
| GDXJ | VANECK ETF TRUST | 6K | $500K+ | SH |
| RBC | RBC BEARINGS | 1K | $500K+ | SH |
| VMBS | VANGUARD MORTGAGE | 13K | $500K+ | SH |
| NYT | NEW YORK TIMES CO | 9K | $500K+ | SH |
| ESGE | ISHARES ESG | 14K | $500K+ | SH |
| FTCA | PUTNAM FRANKLIN | 87K | $500K+ | SH |
| AME | AMETEK INC | 3K | $500K+ | SH |
| VTWO | VANGUARD RUSSELL | 6K | $500K+ | SH |
| BSMW | INVESCO BULLETSHARES | 25K | $500K+ | SH |
| SPSB | STATE STREET | 21K | $500K+ | SH |
| FEMS | FIRST TR EXCH TRD ALPHDX FD | 15K | $500K+ | SH |
| TXRH | TEXAS ROADHOUSE | 4K | $500K+ | SH |
| WMB | WILLIAMS COS | 10K | $500K+ | SH |
| TXUE | THORNBURG INTL | 20K | $500K+ | SH |
| EQT | EQT CORP | 12K | $500K+ | SH |
| DECK | DECKERS OUTDOOR | 6K | $500K+ | SH |
| VLTO | VERALTO CORP | 6K | $500K+ | SH |
| NWG | NATWEST GROUP | 36K | $500K+ | SH |
| IGIB | ISHARES 5-10 YEAR | 12K | $500K+ | SH |
| SMLF | ISHARES MSCI | 8K | $500K+ | SH |
| ROKU | ROKU INC | 6K | $500K+ | SH |
| FEM | FIRST TRUST | 23K | $500K+ | SH |
| AKRE | PROFESSIONALLY MANAGED | 9K | $500K+ | SH |
| LYG | LLOYDS BANKING | 116K | $500K+ | SH |
| TDVI | FIRST TR EXCHANGE-TRADED FD | 22K | $500K+ | SH |
| JCI | JOHNSON CONTROLS | 5K | $500K+ | SH |
| SOFI | SOFI TECHNOLOGIES | 23K | $500K+ | SH |
| WEA | WESTERN ASSET PREMIER BD FD | 55K | $500K+ | SH |
| HAS | HASBRO INC | 7K | $500K+ | SH |
| IYH | ISHARES U S | 9K | $500K+ | SH |