Integrated Wealth Concepts LLC Q1 2024 Filing

Filed May 15, 2024

Portfolio Value

$6.9B

Holdings

1,644

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (1,644 positions)

StockValue
SPHQINVESCO EXCHANGE
$565K
VSDAVICTORYSHARES DIVIDEND
$564K
ARCCARES CAPITAL
$561K
LGOVFIRST TRUST
$560K
HBC2HSBC HOLDINGS
$560K
ACPABRDN INCOME CREDIT STRATEGI
$557K
DBEFX TRACKERS
$556K
GWWGRAINGER W W
$555K
PRFINVESCO FTSE
$555K
MVFBLACKROCK MUNIVEST FD INC
$555K
IBDUISHARES IBONDS
$554K
LNGCHENIERE ENERGY
$553K
BITOPROSHARES TR
$552K
IQVIQVIA HOLDINGS
$551K
MDBMONGODB INC
$549K
NGGNATIONAL GRID
$548K
NUENUCOR CORP
$547K
FLQMFRANKLIN US
$546K
WYWEYERHAEUSER CO
$545K
MLMMARTIN MARIETTA
$544K
FUTYFIDELITY MSCI
$543K
BLDRBUILDERS FIRSTSOURCE INC
$541K
PLUSEplus Inc
$540K
EMOClearbridge Energy MLP Opportunity Fund Inc
$540K
ESGRENSTAR GROUP
$539K
MRNAMODERNA INC
$537K
PPGPPG INDUSTRIES
$535K
IMCBISHARES MORNINGSTAR
$534K
PZCPIMCO California Municipal Inc III
$531K
SPDNDIREXION SHS ETF TR
$531K
RDFICOLLABORATIVE INVESTMNT SER
$530K
RIVNRIVIAN AUTOMOTIVE
$528K
EBCEASTERN BANKSHARES
$527K
ENQENTEGRIS INC
$526K
W3UWESTERN UNION
$525K
APHAMPHENOL CORP
$524K
WBDWARNER BROS
$523K
PEOEXELON CORP
$520K
MGCVANGUARD MEGA
$519K
RLRALPH LAUREN
$519K
FDRRFIDELITY COVINGTON
$519K
KWEBKRANESHARES TR
$518K
FLEXFLEX LTD
$516K
RCLROYAL CARIBBEAN
$515K
IGIBISHARES 5-10 YEAR
$513K
URIUNITED RENTALS
$513K
TDVProshares TR S&P Tech Dividen
$512K
OTXOPEN TEXT CORP
$509K
RWRSPDR SERIES
$509K
ETSYETSY INC
$509K
HLMNHillman Solutions Corp A
$508K
MSIMOTOROLA SOLUTIONS
$503K
CA8ACACI INTERNATIONAL
$503K
IUSInvesco Strategic US
$501K
OMCOMNICOM GROUP
$501K
KBESPDR S&P
$501K
FTVFORTIVE CORP
$501K
SVALISHARES US
$500K
FFINFirst Financial Bankshares Inc
$497K
PTLCPACER TRENDPILOT
$497K
LTPZPIMCO ETF TR
$496K
VOOVVANGUARD S&P
$495K
NVGNUVEEN AMT
$495K
BIDUNBAIDU INC
$493K
JFRNUVEEN FLOATING RATE
$490K
ARCADIUM LITHIUM
$489K
VSTVISTRA CORP
$488K
DKNGDRAFTKINGS INC
$487K
REGNREGENERON PHARMACEUTICAL
$485K
INFYINFOSYS LTD
$482K
VEEVVEEVA SYSTEMS
$481K
GGGGRACO INC
$479K
IBTKISHARES IBONDS
$479K
VONGVANGUARD RUSSELL
$476K
ENPHENPHASE ENERGY
$469K
TCAFT ROWE
$467K
CAGCONAGRA BRANDS
$465K
BAC 7.25 PERP LBANK AMERICA
$465K
CMECME GROUP
$464K
BSMTINVESCO BULLETSHARES
$464K
CNRCANADIAN NATIONAL
$463K
LYBLYONDELLBASELL INDUSTRIE
$463K
FCNFTI CONSULTING
$461K
GBFISHARES GOVERNMENT
$460K
VTMXVesta Real Estate Corporation SAB de CV
$460K
TLTDFLEXSHARES MORNINGSTAR
$457K
HCQAMN HEALTHCARE
$457K
FASTFASTENAL CO
$456K
OLLIOLLIES BARGAIN
$456K
KVUEKENVUE INC
$455K
FDLOFIDELITY COVINGTON TRUST
$455K
BMOBANK MONTREAL
$452K
CNNECANNAE HOLDINGS
$451K
MANHMANHATTAN ASSOCS
$450K
SANBANCO SANTANDER
$447K
BILZPIMCO ULTRA
$446K
LQDBISHARES BBB
$446K
REETISHARES GLOBAL
$445K
Clearbridge Mlp And Midstrm Fd
$445K
IBDWISHARES IBONDS
$445K
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