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 1551–1599 of 1,599
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ERH | ALLSPRING ADVANTAGE | 12K | $100K–$500K | SH |
| VLY | VALLEY NATIONAL | 11K | $100K–$500K | SH |
| UEC | URANIUM ENERGY | 11K | $100K–$500K | SH |
| NWL | NEWELL BRANDS | 34K | $100K–$500K | SH |
| HRTX | HERON THERAPEUTICS | 95K | $100K–$500K | SH |
| NIO | NIO INC | 24K | $100K–$500K | SH |
| ERIC | ERICSSON TELEPHONE | 12K | $100K–$500K | SH |
| NAN | NUVEEN NEW YORK QLT MUN INC | 11K | $100K–$500K | SH |
| FLO | FLOWERS FOODS | 11K | $100K–$500K | SH |
| FSP | FRANKLIN STREET | 120K | $100K–$500K | SH |
| MUA | BLACKROCK MUNIASSETS FD INC | 11K | $100K–$500K | SH |
| NOK | NOKIA CORP | 16K | $100K–$500K | SH |
| UAMY | UNITED STATES ANTIMONY CORP | 21K | $100K–$500K | SH |
| ASPI | ASP ISOTOPES INC | 19K | $50K–$100K | SH |
| ETW | EATON VANCE TAX-MANAGED GLOB | 11K | $50K–$100K | SH |
| VKI | INVESCO ADVANTAGE | 11K | $50K–$100K | SH |
| MFG | MIZUHO FINANCIAL | 13K | $50K–$100K | SH |
| IVR | INVESCO MORTGAGE CAPITAL INC | 11K | $50K–$100K | SH |
| IEP | ICAHN ENTERPRISES LP | 12K | $50K–$100K | SH |
| MFM | MFS MUN INCOME TR | 16K | $50K–$100K | SH |
| LUMN | LUMEN TECHNOLOGIES | 11K | $50K–$100K | SH |
| INGN | INOGEN INC | 12K | $50K–$100K | SH |
| CFFN | CAPITOL FEDERAL | 11K | $50K–$100K | SH |
| ARDX | ARDELYX INC | 12K | $50K–$100K | SH |
| ODV | OSISKO DEVELOPMENT CORP | 20K | $50K–$100K | SH |
| EVF | EATON VANCE SR INCOME TR | 12K | $50K–$100K | SH |
| UWMC | UWM HOLDINGS | 13K | $50K–$100K | SH |
| AVXL | ANAVEX LIFE | 13K | $15K–$50K | SH |
| TMQ | TRILOGY METALS | 11K | $15K–$50K | SH |
| DHY | CREDIT SUISSE HIGH YIELD CRE | 22K | $15K–$50K | SH |
| NAII | NATURAL ALTERNATIVES | 12K | $15K–$50K | SH |
| CMU | MFS HIGH YIELD MUN TR | 12K | $15K–$50K | SH |
| ABEV | AMBEV S A | 16K | $15K–$50K | SH |
| IRWD | IRONWOOD PHARMACEUTICALS INC | 11K | $15K–$50K | SH |
| PLUG | PLUG POWER | 18K | $15K–$50K | SH |
| WRN | WESTERN COPPER | 13K | $15K–$50K | SH |
| WTI | W&T OFFSHORE | 20K | $15K–$50K | SH |
| CHMI | CHERRY HILL MTG INVT CORP | 10K | $15K–$50K | SH |
| VERU | VERU INC | 11K | $15K–$50K | SH |
| AGL | AGILON HEALTH INC | 33K | $15K–$50K | SH |
| ABTC | AMERICAN BITCOIN | 12K | $15K–$50K | SH |
| TRX | TRX GOLD | 22K | $15K–$50K | SH |
| NFE | NEW FORTRESS | 15K | $15K–$50K | SH |
| DEFT | DEFI TECHNOLOGIES | 22K | $15K–$50K | SH |
| GTBP | GT BIOPHARMA | 20K | $15K–$50K | SH |
| TNYA | TENAYA THERAPEUTICS | 22K | $15K–$50K | SH |
| IFRX | INFLARX NV | 10K | $1K–$15K | SH |
| XWEL | XWELL INC | 10K | $1K–$15K | SH |
| AKAN | AKANDA CORP | 10K | $1K–$15K | SH |