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 1401–1450 of 1,599
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| RACE | FERRARI NV | 680 | $100K–$500K | SH |
| OBIL | U S TREASURY | 5K | $100K–$500K | SH |
| PHM | PULTE GROUP INC | 2K | $100K–$500K | SH |
| ONEQ | FIDELITY NASDAQ | 3K | $100K–$500K | SH |
| PAAS | PAN AMERICAN | 5K | $100K–$500K | SH |
| WTFC | WINTRUST FINANCIAL | 2K | $100K–$500K | SH |
| ADSK | AUTODESK INC | 839 | $100K–$500K | SH |
| TT | TRANE TECHNOLOGIES | 638 | $100K–$500K | SH |
| IEX | IDEX CORP | 1K | $100K–$500K | SH |
| WY | WEYERHAEUSER CO | 10K | $100K–$500K | SH |
| RLGT | RADIANT LOGISTICS | 39K | $100K–$500K | SH |
| NBIS | NEBIUS GROUP | 3K | $100K–$500K | SH |
| DLN | WISDOMTREE U S | 3K | $100K–$500K | SH |
| OKLO | OKLO INC | 3K | $100K–$500K | SH |
| PSA | PUBLIC STORAGE | 947 | $100K–$500K | SH |
| MKC | MC CORMICK | 4K | $100K–$500K | SH |
| FJAN | FIRST TR EXCHNG TRADED FD VI | 5K | $100K–$500K | SH |
| SOLS | SOLSTICE ADVANCED | 5K | $100K–$500K | SH |
| COHR | COHERENT CORP | 1K | $100K–$500K | SH |
| ULTA | ULTA BEAUTY | 403 | $100K–$500K | SH |
| TTWO | TAKE-TWO INTERACTIVE | 951 | $100K–$500K | SH |
| USRT | ISHARES TR | 4K | $100K–$500K | SH |
| TTEK | TETRA TECH | 7K | $100K–$500K | SH |
| AOS | SMITH AO | 4K | $100K–$500K | SH |
| BTU | PEABODY ENERGY | 8K | $100K–$500K | SH |
| CSGP | COSTAR GROUP INC | 4K | $100K–$500K | SH |
| CCD | CALAMOS DYNAMIC | 12K | $100K–$500K | SH |
| JFR | NUVEEN FLOATING RATE | 31K | $100K–$500K | SH |
| FBT | FIRST TRUST | 1K | $100K–$500K | SH |
| WEN | WENDYS CO | 29K | $100K–$500K | SH |
| ABG | ASBURY AUTOMOTIVE GROUP INC | 1K | $100K–$500K | SH |
| XFLT | XAI OCTAGON | 50K | $100K–$500K | SH |
| HALO | HALOZYME THERAPEUTICS | 4K | $100K–$500K | SH |
| RPG | INVESCO S&P | 5K | $100K–$500K | SH |
| NZAC | SPDR MSCI | 6K | $100K–$500K | SH |
| NMAI | NUVEEN MULTI ASSET INCOME FU | 18K | $100K–$500K | SH |
| AER | AERCAP HOLDINGS | 2K | $100K–$500K | SH |
| MORN | MORNINGSTAR INC | 1K | $100K–$500K | SH |
| RIVN | RIVIAN AUTOMOTIVE | 12K | $100K–$500K | SH |
| KVUE | KENVUE INC | 14K | $100K–$500K | SH |
| NSC | NORFOLK SOUTHERN | 811 | $100K–$500K | SH |
| MP | MP MATERIALS | 5K | $100K–$500K | SH |
| PCT | PURECYCLE TECHNOLOGIES | 27K | $100K–$500K | SH |
| CNQ | CANADIAN NATURAL | 7K | $100K–$500K | SH |
| CWI | SPDR MSCI | 6K | $100K–$500K | SH |
| PSP | INVESCO GLOBAL | 3K | $100K–$500K | SH |
| EDIV | SPDR INDEX SHS FDS | 6K | $100K–$500K | SH |
| KDP | KEURIG DR | 8K | $100K–$500K | SH |
| VGLT | VANGUARD LONG | 4K | $100K–$500K | SH |
| ACHR | ARCHER AVIATION | 31K | $100K–$500K | SH |