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 301–350 of 1,599
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BSCR | INVESCO BULLETSHARES | 236K | $1M+ | SH |
| MLI | MUELLER INDS | 40K | $1M+ | SH |
| IWX | ISHARES RUSSELL | 51K | $1M+ | SH |
| CRM | SALESFORCE INC | 17K | $1M+ | SH |
| DIS | WALT DISNEY | 41K | $1M+ | SH |
| SHOP | SHOPIFY INC | 29K | $1M+ | SH |
| AINP | ALLSPRING EXCHANGE TRADED FU | 182K | $1M+ | SH |
| PM | PHILIP MORRIS | 29K | $1M+ | SH |
| FYC | FIRST TRUST | 48K | $1M+ | SH |
| SGOV | ISHARES 0-3 | 45K | $1M+ | SH |
| BOXX | EA SERIES TRUST | 40K | $1M+ | SH |
| GD | GENERAL DYNAMICS | 13K | $1M+ | SH |
| AA | ALCOA CORP | 85K | $1M+ | SH |
| GTO | INVESCO ACTIVELY MANAGED EXC | 95K | $1M+ | SH |
| DMBS | DOUBLELINE MORTGAGE | 90K | $1M+ | SH |
| WFC | WELLS FARGO | 48K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 50K | $1M+ | SH |
| WM | WASTE MANAGEMENT | 20K | $1M+ | SH |
| XLU | SELECT SECTOR SPDR TR | 104K | $1M+ | SH |
| QLTA | ISHARES AAA | 92K | $1M+ | SH |
| BSCQ | INVESCO BULLETSHARES | 226K | $1M+ | SH |
| BSMQ | INVESCO BULLETSHARES | 186K | $1M+ | SH |
| GFI | GOLD FIELDS | 100K | $1M+ | SH |
| EG | EVEREST GROUP | 13K | $1M+ | SH |
| VHT | VANGUARD HEALTH | 15K | $1M+ | SH |
| ONTO | ONTO INNOVATION | 27K | $1M+ | SH |
| JMSI | JPMORGAN SUSTAINABLE | 85K | $1M+ | SH |
| PGX | INVESCO PFD | 381K | $1M+ | SH |
| BX | BLACKSTONE INC | 28K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 148K | $1M+ | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 59K | $1M+ | SH |
| ACGL | ARCH CAP GROUP LTD | 44K | $1M+ | SH |
| BKDV | BNY MELLON ETF TRUST II | 144K | $1M+ | SH |
| AXS | AXIS CAPITAL | 39K | $1M+ | SH |
| FNV | FRANCO NEVADA | 20K | $1M+ | SH |
| IGSB | ISHARES 1-5 | 79K | $1M+ | SH |
| GSLC | GOLDMAN SACHS | 31K | $1M+ | SH |
| VPU | VANGUARD UTILITIES | 22K | $1M+ | SH |
| ORI | OLD REPUBLIC | 90K | $1M+ | SH |
| JNK | STATE STREET | 42K | $1M+ | SH |
| BSMR | INVESCO BULLETSHARES | 172K | $1M+ | SH |
| BMY | BRISTOL MYERS | 75K | $1M+ | SH |
| ACN | ACCENTURE PLC | 15K | $1M+ | SH |
| INTC | INTEL CORP | 109K | $1M+ | SH |
| CMI | CUMMINS INC | 8K | $1M+ | SH |
| DFUS | DIMENSIONAL US | 53K | $1M+ | SH |
| BGB | BLACKSTONE STRATEGIC | 332K | $1M+ | SH |
| CSMD | CONGRESS SMID | 123K | $1M+ | SH |
| JAAA | JANUS HENDERSON | 76K | $1M+ | SH |
| LOW | LOWES COMPANIES | 16K | $1M+ | SH |