Integrated Wealth Concepts LLC Q2 2024 Filing

Filed August 14, 2024

Portfolio Value

$7.3B

Holdings

1,643

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (1,643 positions)

StockValue
GSSCGOLDMAN SACHS
$230K
TFPNTIDAL TR II
$230K
SNAPSNAP INC
$230K
CWISPDR MSCI
$229K
GMARFIRST TR EXCHNG TRADED FD VI
$228K
RWOSPDR DOW
$227K
WOPWOODSIDE ENERGY
$227K
BJBJS WHOLESALE
$226K
NSANATIONAL STORAGE
$226K
NEARBLACKROCK SHORT
$226K
OLNOLIN CORP
$225K
PAASPan American Silver Corp
$225K
IRINGERSOLL RAND
$223K
RSPUINVESCO S&P
$222K
CFCF INDUSTRIES
$222K
HEIHEICO CORP
$221K
SNASNAP ON
$221K
IPACISHARES CORE
$221K
CHDCHURCH & DWIGHT
$220K
EFRENERGY FUELS
$220K
CLHCLEAN HARBORS
$220K
PSFCOHEN & STEERS SELECT PFD &
$220K
GMEDGLOBUS MEDICAL
$220K
WTRGESSENTIAL UTILITIES
$219K
CAECAE INC
$216K
TKOTKO GROUP
$216K
TECLDIREXION SHS ETF TR
$214K
FVALFIDELITY COVINGTON
$214K
FROGJFROG LTD
$213K
URIUNITED RENTALS
$213K
CGCBCAPITAL GROUP
$213K
CGCPCAPITAL GROUP
$212K
CEMBISHARES JP
$212K
CRBGCOREBRIDGE FINANCIAL
$211K
ABALLIANCE BERNSTEIN
$211K
AMANTERO MIDSTREAM
$211K
U6ZUranium Energy Corp
$211K
AMWDAmerican Woodmark Corp
$210K
DSMBNY Mellon Strategic Municipal Bond
$210K
HLNEHAMILTON LANE
$209K
NULGNUVEEN ESG
$208K
ACLXARCELLX INC
$208K
AREALEXANDRIA REAL
$208K
BBYBEST BUY
$207K
PCTPURECYCLE TECHNOLOGIES
$207K
GLDMWORLD GOLD
$206K
IIMINVESCO VALUE
$206K
LSCCLATTICE SEMICONDUCTOR
$206K
XPCQXPIMCO CA Mun Inc Fund
$206K
CCCHEMOURS COMPANY
$206K
ACMAECOM
$205K
DLYDOUBLELINE YIELD OPPORTUNITI
$205K
AQLTISHARES GENOMICS
$205K
ICSHBLACKROCK ULTRA
$205K
QSRRESTAURANT BRANDS
$205K
CHTRCHARTER COMMUNICATIONS
$205K
FCGFIRST TRUST
$204K
SRPTSAREPTA THERAPEUTICS
$204K
XPCKXPIMCO CA Municipal Income II
$204K
CCKCROWN HOLDINGS
$203K
NTRNUTRIEN LTD
$203K
PVBCPROVIDENT BANCORP
$203K
NIONIO INC
$203K
VRSNVERISIGN INC
$202K
LLOEWS CORP
$202K
FBTCFIDELITY WISE ORIGIN BITCOIN
$201K
MNDYMONDAY.COM LTD
$201K
CRMTAmericas Car Mart Inc
$201K
YEARAB ACTIVE
$200K
CLSKCLEANSPARK INC
$197K
AM6AMICUS THERAPEUTICS INC
$196K
NATRNATURES SUNSHINE PRODS INC
$194K
OREUROSISKO GOLD
$193K
HQHABRDN HEALTHCARE
$191K
NMTNUVEEN MASSACHUSETS QLT MUN
$191K
MDVModiv Industrial Inc
$188K
ABRARBOR REALTY
$187K
CIONCION INVESTMENT
$184K
XNEAXNUVEEN AMT
$182K
HRTXHERON THERAPEUTICS
$177K
GMREUSDGLOBAL MEDICAL
$175K
CSIQCANADIAN SOLAR
$174K
OBDCBLUE OWL
$172K
BTZBLACKROCK CREDIT
$171K
ETVEATON VANCE
$171K
HYTBLACKROCK CORP
$171K
JBIJANUS INTL
$169K
HLNHALEON PLC
$167K
TSITCW STRATEGIC
$167K
EWHISHARES MSCI
$167K
ORANYORANGE SPON
$163K
MFMMFS MUN INCOME TR
$159K
MTWManitowoc Inc
$158K
BLEBLACKROCK MUNI
$154K
MHDBLACKROCK MUNIHOLDINGS FD IN
$153K
PBFSPIONEER BANCORP
$150K
ELANELANCO ANIMAL
$150K
BLUEBIRD BIO
$145K
ALTAltimmune Inc
$133K
RQICOHEN & STEERS
$132K
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