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 1201–1250 of 1,599
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| YEAR | AB ULTRA | 8K | $100K–$500K | SH |
| ATO | ATMOS ENERGY CORP | 2K | $100K–$500K | SH |
| ZIM | ZIM INTEGRATED | 18K | $100K–$500K | SH |
| GL | GLOBE LIFE | 3K | $100K–$500K | SH |
| AOA | ISHARES CORE | 4K | $100K–$500K | SH |
| MUSA | MURPHY USA | 965 | $100K–$500K | SH |
| STLA | STELLANTIS NV | 36K | $100K–$500K | SH |
| ETSY | ETSY INC | 7K | $100K–$500K | SH |
| SQMX | FIRST TR EXCHNG TRADED FD VI | 12K | $100K–$500K | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 5K | $100K–$500K | SH |
| GGB | GERDAU S A | 104K | $100K–$500K | SH |
| RXI | ISHARES TR | 2K | $100K–$500K | SH |
| AKAM | AKAMAI TECHNOLOGIES | 4K | $100K–$500K | SH |
| IYF | ISHARES U S | 3K | $100K–$500K | SH |
| TSI | TCW STRATEGIC INCOME FD INC | 78K | $100K–$500K | SH |
| SBLK | STAR BULK | 20K | $100K–$500K | SH |
| BPOP | POPULAR INC | 3K | $100K–$500K | SH |
| ITUB | ITAU UNIBANCO | 53K | $100K–$500K | SH |
| MLM | MARTIN MARIETTA | 611 | $100K–$500K | SH |
| CVE | CENOVUS ENERGY | 22K | $100K–$500K | SH |
| ARTY | ISHARES FUTURE | 8K | $100K–$500K | SH |
| SCHE | SCHWAB STRATEGIC TR | 12K | $100K–$500K | SH |
| WEX | WEX INC | 3K | $100K–$500K | SH |
| YUM | YUM BRANDS INC | 2K | $100K–$500K | SH |
| ALAI | ALGER AI | 10K | $100K–$500K | SH |
| LECO | LINCOLN ELECTRIC | 2K | $100K–$500K | SH |
| EOG | EOG RES INC | 4K | $100K–$500K | SH |
| XYL | XYLEM INC | 3K | $100K–$500K | SH |
| MFC | MANULIFE FINANCIAL | 10K | $100K–$500K | SH |
| KHC | KRAFT HEINZ | 15K | $100K–$500K | SH |
| SAN | BANCO SANTANDER | 32K | $100K–$500K | SH |
| KKR | KKR & CO | 3K | $100K–$500K | SH |
| WPC | W P CAREY | 6K | $100K–$500K | SH |
| OUSA | ALPS OSHARES | 6K | $100K–$500K | SH |
| FESM | FIDELITY COVINGTON | 10K | $100K–$500K | SH |
| EQH | EQUITABLE HOLDINGS | 8K | $100K–$500K | SH |
| MVF | BLACKROCK MUNIVEST FD INC | 53K | $100K–$500K | SH |
| FTEC | FIDELITY MSCI | 2K | $100K–$500K | SH |
| DFH | DREAM FINDERS | 21K | $100K–$500K | SH |
| HEGD | SWAN HEDGED | 14K | $100K–$500K | SH |
| WAB | WABTEC | 2K | $100K–$500K | SH |
| ETH | GRAYSCALE ETHEREUM | 13K | $100K–$500K | SH |
| RBIL | RBB F/M | 7K | $100K–$500K | SH |
| ARKF | ARK BLOCKCHAIN | 8K | $100K–$500K | SH |
| OLLI | OLLIES BARGAIN | 3K | $100K–$500K | SH |
| DGX | QUEST DIAGNOSTICS | 2K | $100K–$500K | SH |
| EC | ECOPETROL S A | 36K | $100K–$500K | SH |
| WDS | WOODSIDE ENERGY | 23K | $100K–$500K | SH |
| PFG | PRINCIPAL FINANCIAL | 4K | $100K–$500K | SH |
| BSCW | INVESCO EXCH TRD SLF IDX FD | 17K | $100K–$500K | SH |