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 1051–1100 of 1,599
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ALB | ALBEMARLE CORP | 4K | $500K+ | SH |
| FDLO | FIDELITY COVINGTON TRUST | 8K | $500K+ | SH |
| IRM | IRON MOUNTAIN | 7K | $500K+ | SH |
| DFAI | DIMENSIONAL INTL | 14K | $500K+ | SH |
| GRMN | GARMIN LTD | 3K | $500K+ | SH |
| IMCB | ISHARES MORNINGSTAR | 6K | $500K+ | SH |
| FRT | FEDERAL REALTY | 5K | $500K+ | SH |
| TMUS | T-MOBILE US | 3K | $500K+ | SH |
| DOCS | DOXIMITY INC | 12K | $500K+ | SH |
| CPRI | CAPRI HOLDINGS | 22K | $500K+ | SH |
| IBTL | ISHARES IBONDS | 26K | $500K+ | SH |
| VSDA | VICTORY PORTFOLIOS II | 10K | $500K+ | SH |
| AMH | AMERICAN HOMES | 16K | $500K+ | SH |
| CFLT | CONFLUENT INC | 17K | $500K+ | SH |
| TW | TRADEWEB MARKETS | 5K | $500K+ | SH |
| URA | GLOBAL X FDS | 12K | $500K+ | SH |
| EVTR | EATON VANCE | 10K | $500K+ | SH |
| MGA | MAGNA INTERNATIONAL | 10K | $500K+ | SH |
| NLR | VANECK URANIUM | 4K | $500K+ | SH |
| ETR | ENTERGY CORP | 6K | $500K+ | SH |
| FOXA | FOX CORP | 7K | $500K+ | SH |
| CMG | CHIPOTLE MEXICAN | 14K | $500K+ | SH |
| FSCO | FS CREDIT | 82K | $500K+ | SH |
| FNF | FIDELITY NATIONAL | 9K | $500K+ | SH |
| PRF | INVESCO FTSE | 11K | $500K+ | SH |
| ALL | ALLSTATE CORP | 2K | $500K+ | SH |
| BSCV | INVESCO BULLETSHARES | 30K | $500K+ | SH |
| BNS | BANK NOVA SCOTIA | 7K | $500K+ | SH |
| EQIX | EQUINIX INC | 663 | $500K+ | SH |
| VTC | VANGUARD TOTAL | 7K | $500K+ | SH |
| OMAH | TIDAL TRUST III | 27K | $500K+ | SH |
| KEY | KEYCORP | 24K | $500K+ | SH |
| UNM | UNUM GROUP | 6K | $500K+ | SH |
| USHY | ISHARES BROAD | 13K | $500K+ | SH |
| MAA | MID AMERICA | 4K | $500K+ | SH |
| CR | CRANE CO | 3K | $100K–$500K | SH |
| DOW | DOW INC | 21K | $100K–$500K | SH |
| FNDF | SCHWAB FUNDAMENTAL | 11K | $100K–$500K | SH |
| SONY | SONY GROUP | 19K | $100K–$500K | SH |
| FEOE | FIRST EAGLE | 10K | $100K–$500K | SH |
| DXCM | DEXCOM INC | 7K | $100K–$500K | SH |
| QTUM | DEFIANCE QUANTUM | 5K | $100K–$500K | SH |
| ACP | ABRDN INCOME CREDIT STRATEGI | 92K | $100K–$500K | SH |
| CCK | CROWN HLDGS INC | 5K | $100K–$500K | SH |
| TOWN | TOWNEBANK PORTSMOUTH | 15K | $100K–$500K | SH |
| Q | QNITY ELECTRONICS | 6K | $100K–$500K | SH |
| BAX | BAXTER INTL | 26K | $100K–$500K | SH |
| SUSB | ISHARES TRUST | 20K | $100K–$500K | SH |
| CII | BLACKROCK ENHANCED | 21K | $100K–$500K | SH |
| NVG | NUVEEN AMT | 39K | $100K–$500K | SH |