Integrated Wealth Concepts LLC Q2 2023 Filing

Filed August 15, 2023

Portfolio Value

$5.8B

Holdings

1,560

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (1,560 positions)

StockValue
AVYAVERY DENNISON CORP
$261K
DFPFlaherty & Crumrine Dynamic Pfd&Inc
$261K
MPLXMPLX
$261K
UGIUGI CORP
$260K
AIC3 AI
$259K
IBDWISHARES IBONDS
$258K
LADLITHIA MOTORS
$257K
SPDVETF SER
$257K
GTLBGITLAB INC
$255K
MINTPIMCO EHNANCED
$255K
ZIMZIM INTEGRATED
$255K
TDYTELEDYNE TECHNOLOGIES
$254K
PACBPacific Biosciences CA Inc
$254K
FDSFACTSET RESEARCH
$253K
ASPSAltisource Portfolio Solutions SA
$253K
GSSCGOLDMAN SACHS
$252K
BBDBANCO BRADESCO
$252K
OUSAALPS OSHARE
$252K
AGZISHARES AGENCY
$251K
AXNX*AXONICS INC
$250K
QRVOQORVO INC
$250K
BF/BBROWN FORMAN CORP CL B
$250K
CWISPDR MSCI
$250K
AQLTISHARES U S
$249K
HQHTEKLA HEALTHCARE
$248K
XSDSPDR SERIES
$248K
IYKISHARES U S
$248K
YUMCYUM CHINA
$247K
CLBCore Laboratories N V F
$247K
OIIOceaneering International Inc
$247K
PHPARKER-HANNIFIN CORP
$246K
UIUbiquiti Inc
$246K
BNSBANK NOVA SCOTIA
$245K
Leslies Poolmart
$245K
UNFUniFirst Corp
$245K
CENXCENTURY ALUM CO
$244K
CRVLCorVel Corp
$243K
QUSSPDR MSCI
$242K
WTSWATTS WATER
$242K
EQHEQUITABLE HOLDINGS
$242K
OGEOGE ENERGY CORP
$241K
MBLYMOBILEYE GLOBAL
$241K
WINGWINGSTOP INC
$241K
CIVICIVITAS RESOURCES
$240K
ROPROPER TECHNOLOGIES
$240K
RJFRAYMOND JAMES
$237K
MZTILANCASTER COLONY
$236K
FRANKLIN TEMPLETON
$235K
IBMSISHARES IBONDS
$235K
HDBHDFC BANK
$234K
GHGUARDANT HEALTH
$234K
IBHGISHARES TR
$234K
WHRWHIRLPOOL CORP
$233K
WOLF*WOLFSPEED INC
$233K
KBWBINVESCO EXCHANGE
$230K
KLMNINVESCO VRDO
$230K
MFMMFS MUN INCOME TR
$230K
OKTAOKTA INC
$229K
AUBATLANTIC UNION
$228K
RPGINVESCO S&P
$228K
SPLKCHFSPLUNK INC
$227K
SPWRQSun Power Corporation
$227K
DSMBNY Mellon Strategic Municipal Bond
$227K
TTCTORO CO
$226K
FEFIRSTENERGY CORP
$226K
NANNUVEEN NEW YORK
$226K
ARESARES MANAGEMENT
$226K
DIVBISHARES TR
$226K
TRGPTARGA RESOURCES
$225K
FLMXFRANKLIN TEMPLETON
$225K
DOCHEALTHPEAK PPTYS
$225K
KEYKEYCORP NEW
$224K
IBDVISHARES IBONDS
$224K
HEIHEICO CORP
$224K
ETWOGBPE2open Parent Holdings Inc Com Cl A
$224K
PCTPURECYCLE TECHNOLOGIES INC
$224K
AMLXAMYLYX PHARMACEUTICALS
$223K
TRUTRANSUNION
$223K
OLNOLIN CORP
$222K
ROLROLLINS INC
$222K
RQICOHEN & STEERS
$222K
MRO*MARATHON OIL
$221K
GMOMCambria Global Momentum
$221K
KRTXKARUNA THERAPEUTICS
$221K
DOCNDIGITALOCEAN HOLDINGS
$220K
VMCVULCAN MATERIALS
$220K
ECLECOLAB INC
$219K
GENGEN DIGITAL
$219K
BBHYJ P MORGAN EXCHANGE TRADED F
$219K
FLJPFRANKLIN TEMPLETON
$218K
CIONCION INVESTMENT
$218K
TQQQPROSHARES TR
$217K
0DFCDirexion Financial Bull 3X
$216K
AOKISHARES CORE
$215K
IIMINVESCO VALUE
$215K
BMRNBIOMARIN PHARMACEUTICAL
$215K
XPCQXPIMCO CA Mun Inc Fund
$214K
BSMTINVESCO BULLETSHARES
$214K
CGGOCAPITAL GROUP
$214K
CNPCENTERPOINT ENERGY
$213K
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