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 1451–1500 of 1,599
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| LOPE | GRAND CANYON | 1K | $100K–$500K | SH |
| HYTI | FIRST TR EXCHANGE-TRADED FD | 12K | $100K–$500K | SH |
| XLSR | STATE STREET | 4K | $100K–$500K | SH |
| NLY | ANNALY CAPITAL | 10K | $100K–$500K | SH |
| XMHQ | INVESCO S&P | 2K | $100K–$500K | SH |
| SCHJ | SCHWAB STRATEGIC TR | 9K | $100K–$500K | SH |
| FIVE | FIVE BELOW | 1K | $100K–$500K | SH |
| TOL | TOLL BROTHERS | 2K | $100K–$500K | SH |
| HOG | HARLEY DAVIDSON | 11K | $100K–$500K | SH |
| DIHP | DIMENSIONAL INTL | 7K | $100K–$500K | SH |
| UBS | UBS GROUP | 5K | $100K–$500K | SH |
| PTA | COHEN & STEERS | 12K | $100K–$500K | SH |
| PXF | INVESCO FTSE | 3K | $100K–$500K | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 5K | $100K–$500K | SH |
| EZBC | FRANKLIN TEMPLETON DIGITAL H | 4K | $100K–$500K | SH |
| FJUL | FIRST TR EXCHNG TRADED FD VI | 4K | $100K–$500K | SH |
| DINO | HF SINCLAIR | 5K | $100K–$500K | SH |
| ALHC | ALIGNMENT HEALTHCARE | 11K | $100K–$500K | SH |
| AOD | ABRDN TOTAL | 23K | $100K–$500K | SH |
| EDOW | FIRST TRUST | 5K | $100K–$500K | SH |
| THNQ | EXCHANGE TRADED CONCEPTS TRU | 3K | $100K–$500K | SH |
| OC | OWENS CORNING | 2K | $100K–$500K | SH |
| SMAY | FIRST TR EXCHNG TRADED FD VI | 8K | $100K–$500K | SH |
| PAAA | PGIM AAA | 4K | $100K–$500K | SH |
| BITB | BITWISE BITCOIN | 5K | $100K–$500K | SH |
| TGRT | T ROWE | 5K | $100K–$500K | SH |
| PB | PROSPERITY BANCSHARES | 3K | $100K–$500K | SH |
| TDY | TELEDYNE TECHNOLOGIES | 427 | $100K–$500K | SH |
| BRSL | BRIGHTSTAR LOTTERY | 14K | $100K–$500K | SH |
| QGRW | WISDOMTREE US | 4K | $100K–$500K | SH |
| GMED | GLOBUS MEDICAL | 2K | $100K–$500K | SH |
| CHAT | ROUNDHILL GENERATIVE | 4K | $100K–$500K | SH |
| DOC | HEALTHPEAK PPTYS | 13K | $100K–$500K | SH |
| ROL | ROLLINS INC | 4K | $100K–$500K | SH |
| SMFG | SUMITOMO MITSUI | 11K | $100K–$500K | SH |
| DUOL | DUOLINGO INC | 1K | $100K–$500K | SH |
| HAYW | HAYWARD HOLDINGS | 14K | $100K–$500K | SH |
| LCTD | BLACKROCK ISHARES | 4K | $100K–$500K | SH |
| DJUL | FIRST TR EXCHNG TRADED FD VI | 5K | $100K–$500K | SH |
| IWC | ISHARES MICROCAP | 1K | $100K–$500K | SH |
| RITM | RITHM CAPITAL | 20K | $100K–$500K | SH |
| RKT | ROCKET COS | 11K | $100K–$500K | SH |
| CELH | CELSIUS HOLDINGS | 5K | $100K–$500K | SH |
| FLR | FLUOR CORP | 5K | $100K–$500K | SH |
| SGDM | SPROTT ETF TRUST | 3K | $100K–$500K | SH |
| RECS | COLUMBIA RESEARCH | 5K | $100K–$500K | SH |
| AWI | ARMSTRONG WORLD | 1K | $100K–$500K | SH |
| FLS | FLOWSERVE CORP | 3K | $100K–$500K | SH |
| FTSD | FRANKLIN SHORT | 2K | $100K–$500K | SH |
| PBI | PITNEY BOWES INC | 20K | $100K–$500K | SH |