Integrated Wealth Concepts LLC Q2 2020 Filing

Filed July 30, 2020

Portfolio Value

$1.4T

Holdings

512

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (512 positions)

#StockSharesValue% PortfolioType
301
IGVISHARES EXPANDED
1,657$471.0M0.03%
302
MEARISHARES U S
9,376$470.0M0.03%
303
DNKNDUNKIN BRANDS
7,207$470.0M0.03%
304
CVSCVS HEALTH
7,161$465.0M0.03%
305
MDTMEDTRONIC PLC
5,057$464.0M0.03%
306
VMBSVANGUARD MORTGAGE
8,503$462.0M0.03%
307
BLVVANGUARD LONG
4,128$461.0M0.03%
308
CMFISHARES CALIFORNIA
7,404$460.0M0.03%
309
AXPAMERICAN EXPRESS
4,782$455.0M0.03%
310
EWYISHARES MSCI
7,943$454.0M0.03%
311
XTISHARES EXPONENTIAL
10,167$453.0M0.03%
312
UALUNITED AIRLINES
13,063$452.0M0.03%
313
KMBKIMBERLY CLARK
3,182$450.0M0.03%
314
EWZISHARES MSCI
15,654$450.0M0.03%
315
BSJOINVESCO BULLETSHARES
19,130$448.0M0.03%
316
INVESCO S&P
19,679$446.0M0.03%
317
IWSISHARES RUSS
5,818$445.0M0.03%
318
EDCONSOLIDATED EDISON
6,154$443.0M0.03%
319
FRCBFIRST REPUBLIC
4,175$443.0M0.03%
320
SPLVINVESCO EXCHANGE
8,799$437.0M0.03%
321
POOLPOOL CORP
1,602$436.0M0.03%
322
TFCTRUIST FINANCIAL
11,590$435.0M0.03%
323
EPDENTERPRISE PRODUCTS
23,698$431.0M0.03%
324
QCOMQUALCOMM INC
4,706$429.0M0.03%
325
A4SAMERIPRISE FINANCIAL
2,832$425.0M0.03%
326
SPABSPDR PORTFOLIO
13,701$423.0M0.03%
327
SOSOUTHERN COMPANY
8,140$422.0M0.03%
328
TXNTEXAS INSTRUMENTS
3,312$421.0M0.03%
329
ISHARES IBONDS
15,883$420.0M0.03%
330
MCXMC CORMICK
2,338$419.0M0.03%
331
XMLVINVESCO EXCHANGE
10,000$414.0M0.03%
332
VTWOVANGUARD RUSSELL
3,589$414.0M0.03%
333
NOWSERVICENOW INC
1,014$411.0M0.03%
334
FICOFAIR ISAAC
978$409.0M0.03%
335
4I1PHILIP MORRIS
5,801$406.0M0.03%
336
CHDCHURCH & DWIGHT
5,202$402.0M0.03%
337
CBCHUBB LTD
3,163$401.0M0.03%
338
DONWISDOMTREE U S
14,060$398.0M0.03%
339
WMWASTE MANAGEMENT
3,730$395.0M0.03%
340
TLTDFLEXSHARES MORNINGSTAR
7,349$393.0M0.03%
341
AMTAMERICAN TOWER
1,518$393.0M0.03%
342
GDXVANECK VECTORS
10,700$392.0M0.03%
343
VXUSVANGUARD TOTAL
7,947$391.0M0.03%
344
DHID R HORTON
7,052$391.0M0.03%
345
ADMARCHER DANIELS
9,719$388.0M0.03%
346
S76STORE CAPITAL
16,197$386.0M0.03%
347
SOXXISHARES PHLX
1,411$382.0M0.03%
348
CSGPCOSTAR GROUP INC
535$380.0M0.03%
349
GSYINVESCO ULTRA
7,537$380.0M0.03%
350
VRNSVARONIS SYSTEM
4,265$377.0M0.03%
351
BKLNINVESCO SENIOR
17,674$377.0M0.03%
352
NUVEEN INTERMEDIATE
26,404$375.0M0.03%
353
SRCUSDSPIRIT REALTY
10,660$372.0M0.03%
354
STAGSTAG INDUSTRIAL
12,398$364.0M0.03%
355
MGKVANGUARD MEGA
2,223$363.0M0.03%
356
ISRGINTUITIVE SURGICAL
635$362.0M0.03%
357
MDYGSPDR SERIES
6,670$359.0M0.03%
358
APHAMPHENOL CORP
3,741$358.0M0.03%
359
DUKDUKE ENERGY
4,479$358.0M0.03%
360
OUSAGBPOSI OSHARES
10,837$358.0M0.03%
361
DEODIAGEO PLC
2,651$356.0M0.03%
362
APPSDIGITAL TURBINE
28,044$353.0M0.03%
363
SOCLGLOBAL X
8,146$349.0M0.03%
364
VOEVANGUARD MID
3,616$346.0M0.02%
365
QAIINDEXIQ HEDGE
11,427$346.0M0.02%
366
GPNGLOBAL PAYMENTS
2,040$346.0M0.02%
367
NNNNATIONAL RETAIL
9,598$341.0M0.02%
368
VICIVICI PROPERTIES
16,909$341.0M0.02%
369
MLMMARTIN MARIETTA
1,647$340.0M0.02%
370
TJXTJX COS
6,720$340.0M0.02%
371
NUBDNUVEEN ESG
12,554$340.0M0.02%
372
FITBFIFTH THIRD
17,288$333.0M0.02%
373
AQLTISHARES IBONDS
12,651$332.0M0.02%
374
NUVEEN INTERMEDIATE
25,155$332.0M0.02%
375
AMEAMETEK INC
3,664$327.0M0.02%
376
LWLAMB WESTON
5,115$327.0M0.02%
377
GLPIGAMING & LEISURE
9,433$326.0M0.02%
378
TSCOTRACTOR SUPPLY
2,455$324.0M0.02%
379
EPREPR PROPERTIES
9,752$323.0M0.02%
380
XYZSQUARE INC
3,068$322.0M0.02%
381
NUVEEN MUNICIPAL
32,356$320.0M0.02%
382
IWRISHARES RUSSELL
5,942$319.0M0.02%
383
ULSTSPDR SSGA
7,890$318.0M0.02%
384
TRMBTRIMBLE INC
7,358$318.0M0.02%
385
MOATVANECK VECTORS
6,049$316.0M0.02%
386
SPTLSPDR PORTFOLIO
6,711$315.0M0.02%
387
PEGPUBLIC SERVICE
6,410$315.0M0.02%
388
ATVIEURACTIVISION BLIZZARD
4,147$315.0M0.02%
389
VNQIVANGUARD GLOBAL
6,737$314.0M0.02%
390
BLACKROCK MUN
20,933$314.0M0.02%
391
SGOLABERDEEN STANDARD
18,193$312.0M0.02%
392
SRLNSPDR BLACKSTONE
7,130$309.0M0.02%
393
SYYSYSCO CORP
5,623$307.0M0.02%
394
BPBP PLC
13,163$307.0M0.02%
395
T77LENDINGTREE INC
1,056$306.0M0.02%
396
GRMNGARMIN LTD
3,128$305.0M0.02%
397
IWVISHARES RUSSELL
1,694$305.0M0.02%
398
MUNIPIMCO INTERMEDIATE
5,491$305.0M0.02%
399
IPACISHARES CORE
5,763$304.0M0.02%
400
KMIKINDER MORGAN
20,010$304.0M0.02%
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