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 401–450 of 1,599
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NEM | NEWMONT CORP | 33K | $1M+ | SH |
| BSMS | INVESCO BULLETSHARES | 141K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL | 6K | $1M+ | SH |
| NOV | NOV INC | 209K | $1M+ | SH |
| BRTR | BLACKROCK ETF TRUST II | 64K | $1M+ | SH |
| RSSX | TIDAL TRUST II | 128K | $1M+ | SH |
| SCHC | SCHWAB INTL | 71K | $1M+ | SH |
| SCHY | SCHWAB INTL | 109K | $1M+ | SH |
| AIRR | FIRST TRUST | 33K | $1M+ | SH |
| MO | ALTRIA GROUP | 56K | $1M+ | SH |
| HDV | ISHARES CORE | 26K | $1M+ | SH |
| ROBT | FIRST TR EXCHANGE TRADED FD | 62K | $1M+ | SH |
| COF | CAPITAL ONE | 13K | $1M+ | SH |
| EPAM | EPAM SYSTEMS | 16K | $1M+ | SH |
| IBB | ISHARES BIOTECHNOLOGY | 19K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 34K | $1M+ | SH |
| HON | HONEYWELL INTL | 16K | $1M+ | SH |
| VEU | VANGUARD FTSE | 43K | $1M+ | SH |
| SYSB | ISHARES SYSTEMATIC | 35K | $1M+ | SH |
| UPS | UNITED PARCEL | 32K | $1M+ | SH |
| FTHI | FIRST TR EXCHANGE TRADED FD | 132K | $1M+ | SH |
| GOF | GUGGENHEIM STRATEGIC | 241K | $1M+ | SH |
| VOT | VANGUARD MID | 11K | $1M+ | SH |
| IFRA | ISHARES TR | 58K | $1M+ | SH |
| RGLD | ROYAL GOLD | 14K | $1M+ | SH |
| AMAT | APPLIED MATERIALS | 12K | $1M+ | SH |
| UNP | UNION PAC CORP | 13K | $1M+ | SH |
| FIW | FIRST TR EXCHANGE-TRADED FD | 28K | $1M+ | SH |
| FPE | FIRST TR EXCH TRADED FD III | 163K | $1M+ | SH |
| BKHY | BNY MELLON | 62K | $1M+ | SH |
| EFAV | ISHARES MSCI | 34K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 17K | $1M+ | SH |
| BUFG | FIRST TR EXCHNG TRADED FD VI | 106K | $1M+ | SH |
| DEFR | ETF SER SOLUTIONS | 109K | $1M+ | SH |
| VUSB | VANGUARD ULTRA | 58K | $1M+ | SH |
| QQEW | FIRST TR EXCHANGE-TRADED FD | 20K | $1M+ | SH |
| XMMO | INVESCO S&P | 21K | $1M+ | SH |
| COWZ | PACER US | 48K | $1M+ | SH |
| CEG | CONSTELLATION ENERGY | 8K | $1M+ | SH |
| ADX | ADAMS DIVERSIFIED EQUITY FD | 123K | $1M+ | SH |
| PDBC | INVESCO OPTIMUM | 216K | $1M+ | SH |
| DFEB | FIRST TR EXCHNG TRADED FD VI | 60K | $1M+ | SH |
| JPSE | JPMORGAN DIVERSIFIED | 57K | $1M+ | SH |
| FTLS | FIRST TR EXCH TRADED FD III | 40K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 107K | $1M+ | SH |
| GRPM | INVESCO S&P | 23K | $1M+ | SH |
| IDMO | INVESCO EXCH TRADED FD TR II | 50K | $1M+ | SH |
| CGCB | CAPITAL GROUP | 104K | $1M+ | SH |
| SHYG | ISHARES | 64K | $1M+ | SH |
| DXJ | WISDOMTREE JAPAN | 19K | $1M+ | SH |