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 1001–1050 of 1,599
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TLN | TALEN ENERGY | 2K | $500K+ | SH |
| STZ | CONSTELLATION BRANDS | 4K | $500K+ | SH |
| SHM | SPDR SERIES TRUST | 13K | $500K+ | SH |
| AESI | ATLAS ENERGY SOLUTIONS INC | 64K | $500K+ | SH |
| RBLX | ROBLOX CORP | 7K | $500K+ | SH |
| NTAP | NETAPP INC | 6K | $500K+ | SH |
| AVDV | AVANTIS INTL | 6K | $500K+ | SH |
| EWX | SPDR S&P | 9K | $500K+ | SH |
| ROP | ROPER TECHNOLOGIES | 1K | $500K+ | SH |
| WSBK | WINCHESTER BANCORP | 57K | $500K+ | SH |
| MTCH | MATCH GROUP INC NEW | 18K | $500K+ | SH |
| XLB | STATE STREET | 13K | $500K+ | SH |
| EWG | ISHARES MSCI | 14K | $500K+ | SH |
| SCHR | SCHWAB INTERMEDIATE | 24K | $500K+ | SH |
| ARMK | ARAMARK | 16K | $500K+ | SH |
| SSD | SIMPSON MANUFACTURING | 4K | $500K+ | SH |
| AXON | AXON ENTERPRISE | 1K | $500K+ | SH |
| RDFI | COLLABORATIVE INVESTMNT SER | 24K | $500K+ | SH |
| GGUS | GOLDMAN SACHS | 9K | $500K+ | SH |
| THC | TENET HEALTHCARE | 3K | $500K+ | SH |
| MSCI | MSCI INC | 1K | $500K+ | SH |
| SF | STIFEL FINANCIAL | 5K | $500K+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 961 | $500K+ | SH |
| SJNK | STATE STREET | 23K | $500K+ | SH |
| SAP | SAP SE | 2K | $500K+ | SH |
| ZTS | ZOETIS INC | 5K | $500K+ | SH |
| IXJ | ISHARES GLOBAL | 6K | $500K+ | SH |
| MPLX | MPLX | 11K | $500K+ | SH |
| FLMI | FRANKLIN DYNAMIC | 23K | $500K+ | SH |
| MTG | M G I C INVT CORP | 19K | $500K+ | SH |
| SDVD | FIRST TR EXCH TRADED FD III | 26K | $500K+ | SH |
| VSS | VANGUARD FTSE | 4K | $500K+ | SH |
| BKGI | BNY MELLON | 14K | $500K+ | SH |
| OGN | ORGANON & CO | 78K | $500K+ | SH |
| SRVR | PACER DATA | 20K | $500K+ | SH |
| DTE | DTE ENERGY | 4K | $500K+ | SH |
| CGHM | CAPITAL GROUP | 22K | $500K+ | SH |
| FDRR | FIDELITY COVINGTON TRUST | 9K | $500K+ | SH |
| PODD | INSULET CORP | 2K | $500K+ | SH |
| BLW | BLACKROCK LTD | 40K | $500K+ | SH |
| CGCP | CAPITAL GROUP | 24K | $500K+ | SH |
| KEYS | KEYSIGHT TECHNOLOGIES | 3K | $500K+ | SH |
| BIZD | VANECK BDC | 39K | $500K+ | SH |
| DD | DUPONT DE | 14K | $500K+ | SH |
| PSTG | PURE STORAGE | 8K | $500K+ | SH |
| IBDX | ISHARES IBONDS | 22K | $500K+ | SH |
| CGSD | CAPITAL GROUP | 21K | $500K+ | SH |
| DUSA | DAVIS FUNDAMENTAL ETF TR | 11K | $500K+ | SH |
| JEF | JEFFERIES FINANCIAL | 9K | $500K+ | SH |
| VNO | VORNADO REALTY | 16K | $500K+ | SH |