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 351–400 of 1,599
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| U | UNITY SOFTWARE | 86K | $1M+ | SH |
| MS | MORGAN STANLEY | 21K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 5 | $1M+ | SH |
| ICLR | ICON PLC | 21K | $1M+ | SH |
| DG | DOLLAR GENL | 28K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR | 12K | $1M+ | SH |
| TOUS | T ROWE | 108K | $1M+ | SH |
| BKEM | BNY MELLON | 50K | $1M+ | SH |
| ESNT | ESSENT GROUP | 57K | $1M+ | SH |
| SPMB | SPDR SERIES TRUST | 166K | $1M+ | SH |
| TJX | TJX COS | 24K | $1M+ | SH |
| INVX | INNOVEX INTERNATIONAL | 170K | $1M+ | SH |
| BSJQ | INVESCO BULLETSHARES | 159K | $1M+ | SH |
| BSCS | INVESCO BULLETSHARES | 180K | $1M+ | SH |
| CHRD | CHORD ENERGY | 40K | $1M+ | SH |
| MCK | MCKESSON CORP | 5K | $1M+ | SH |
| LEN | LENNAR CORP | 36K | $1M+ | SH |
| HG | HAMILTON INSURANCE | 132K | $1M+ | SH |
| TRMB | TRIMBLE INC | 47K | $1M+ | SH |
| INVA | INNOVIVA INC | 184K | $1M+ | SH |
| XLP | SELECT SECTOR SPDR TR | 47K | $1M+ | SH |
| IJT | ISHARES S&P | 26K | $1M+ | SH |
| MATX | MATSON INC | 30K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 17K | $1M+ | SH |
| VIS | VANGUARD INDUSTRIALS | 12K | $1M+ | SH |
| FTQI | FIRST TR EXCHANGE TRADED FD | 173K | $1M+ | SH |
| RPV | INVESCO S&P | 35K | $1M+ | SH |
| FTCB | FIRST TR EXCHANGE-TRADED FD | 170K | $1M+ | SH |
| BK | BANK NEW YORK | 31K | $1M+ | SH |
| HYZD | WISDOMTREE TRUST | 160K | $1M+ | SH |
| CORP | PIMCO INVESTMENT | 37K | $1M+ | SH |
| IGF | ISHARES GLOBAL | 58K | $1M+ | SH |
| NEE | NEXTERA ENERGY | 44K | $1M+ | SH |
| CB | CHUBB LIMITED | 11K | $1M+ | SH |
| SUB | ISHARES SHORT | 33K | $1M+ | SH |
| QCOM | QUALCOMM INC | 21K | $1M+ | SH |
| BSV | VANGUARD SHORT | 45K | $1M+ | SH |
| MGK | VANGUARD MEGA | 8K | $1M+ | SH |
| FIX | COMFORT SYS USA INC | 4K | $1M+ | SH |
| T | AT&T INC | 139K | $1M+ | SH |
| SCHO | SCHWAB SHORT | 141K | $1M+ | SH |
| STBA | S&T BANCORP | 87K | $1M+ | SH |
| ANET | ARISTA NETWORKS | 26K | $1M+ | SH |
| IBTJ | ISHARES IBONDS | 155K | $1M+ | SH |
| IBMQ | ISHARES IBONDS | 133K | $1M+ | SH |
| GIII | G-III APPAREL | 117K | $1M+ | SH |
| MTH | MERITAGE HOMES | 51K | $1M+ | SH |
| EWJ | ISHARES MSCI | 42K | $1M+ | SH |
| CALM | CAL MAINE FOODS | 42K | $1M+ | SH |
| LRCX | LAM RESEARCH | 20K | $1M+ | SH |