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 1101–1150 of 1,599
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ICE | INTERCONTINENTAL EXCH | 3K | $100K–$500K | SH |
| EMLC | VANECK JPM | 19K | $100K–$500K | SH |
| HST | HOST HOTELS | 28K | $100K–$500K | SH |
| DLR | DIGITAL REALTY | 3K | $100K–$500K | SH |
| JXN | JACKSON FINANCIAL | 5K | $100K–$500K | SH |
| KBWB | INVESCO KBW | 6K | $100K–$500K | SH |
| ADT | ADT INC | 61K | $100K–$500K | SH |
| NRP | NATURAL RESOURCE | 5K | $100K–$500K | SH |
| MOAT | VANECK MORNINGSTAR | 5K | $100K–$500K | SH |
| PSLV | SPROTT PHYSICAL | 21K | $100K–$500K | SH |
| KMX | CARMAX INC | 13K | $100K–$500K | SH |
| VTRS | VIATRIS INC | 39K | $100K–$500K | SH |
| CLOU | GLOBAL CLOUD | 21K | $100K–$500K | SH |
| MSTR | STRATEGY INC | 3K | $100K–$500K | SH |
| NXT | NEXTPOWER INC | 6K | $100K–$500K | SH |
| BIIB | BIOGEN INC | 3K | $100K–$500K | SH |
| IXG | ISHARES TR | 4K | $100K–$500K | SH |
| MPC | MARATHON PETE CORP | 3K | $100K–$500K | SH |
| CNEQ | ALGER CONCENTRATED | 14K | $100K–$500K | SH |
| GIGB | GOLDMAN SACHS | 10K | $100K–$500K | SH |
| SPYX | STATE STREET | 8K | $100K–$500K | SH |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | 11K | $100K–$500K | SH |
| ALGM | ALLEGRO MICROSYSTEMS | 18K | $100K–$500K | SH |
| VIGI | VANGUARD INTERNATIONAL | 5K | $100K–$500K | SH |
| IBTM | ISHARES IBONDS | 21K | $100K–$500K | SH |
| COKE | COCA-COLA CONSOLIDATED | 3K | $100K–$500K | SH |
| IMCV | ISHARES MORNINGSTAR | 6K | $100K–$500K | SH |
| ENVX | ENOVIX CORP | 64K | $100K–$500K | SH |
| VAW | VANGUARD MATERIALS | 2K | $100K–$500K | SH |
| GDDY | GODADDY INC | 4K | $100K–$500K | SH |
| DFGX | DIMENSIONAL GLOBAL | 9K | $100K–$500K | SH |
| PFF | ISHARES PFD | 15K | $100K–$500K | SH |
| LUV | SOUTHWEST AIRLINES | 11K | $100K–$500K | SH |
| CEF | SPROTT PHYSICAL | 10K | $100K–$500K | SH |
| HUT | HUT 8 | 10K | $100K–$500K | SH |
| PALL | ABRDN PHYSICAL | 3K | $100K–$500K | SH |
| HTRB | HARTFORD TOTAL | 13K | $100K–$500K | SH |
| AWF | ALLIANCEBERNSTEIN GLOBAL HIG | 43K | $100K–$500K | SH |
| NBSD | NEUBERGER BERMAN | 9K | $100K–$500K | SH |
| PML | PIMCO MUN INCOME FD II | 61K | $100K–$500K | SH |
| BAC-PL | BANK AMERICA | 365 | $100K–$500K | SH |
| MQY | BLACKROCK MUNIYIELD | 40K | $100K–$500K | SH |
| SSL | SASOL LTD | 70K | $100K–$500K | SH |
| HMC | HONDA MOTOR | 15K | $100K–$500K | SH |
| ONEY | STATE STREET | 4K | $100K–$500K | SH |
| FTSL | FIRST TRUST | 10K | $100K–$500K | SH |
| XLRE | SELECT SECTOR SPDR TR | 11K | $100K–$500K | SH |
| MSM | MSC INDL | 5K | $100K–$500K | SH |
| BBAG | JPMORGAN BETABUILDERS | 10K | $100K–$500K | SH |
| BHP | BHP GROUP | 7K | $100K–$500K | SH |