Integrated Wealth Concepts LLC Q3 2021 Filing

Filed November 15, 2021

Portfolio Value

$3.1T

Holdings

936

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (936 positions)

#StockSharesValue% PortfolioType
201
IHIISHARES U S
40,623$2.5B0.08%
202
SPEMSPDR PORTFOLIO
59,944$2.5B0.08%
203
OEFISHARES S&P
12,853$2.5B0.08%
204
BMYBRISTOL MYERS
42,811$2.5B0.08%
205
TMTOYOTA MOTOR
14,128$2.5B0.08%
206
DBDEUTSCHE BANK
197,612$2.5B0.08%
207
VGTVANGUARD INFORMATION
6,223$2.5B0.08%
208
RDS/AROYAL DUTCH
55,365$2.5B0.08%
209
RYROYAL BANK
24,813$2.5B0.08%
210
DYHTARGET CORP
10,682$2.4B0.08%
211
IAU*ISHARES GOLD
72,921$2.4B0.08%
212
FPFFIRST TRUST
89,989$2.4B0.08%
213
AMGNAMGEN INC
11,370$2.4B0.08%
214
DFUSDIMENSIONAL US
51,170$2.4B0.08%
215
NOBLPROSHARES TRUST
27,074$2.4B0.08%
216
SUBISHARES SHORT
22,255$2.4B0.08%
217
SPMDSPDR PORTFOLIO
51,746$2.4B0.08%
218
IWNISHARES RUSSELL
14,713$2.4B0.08%
219
MRNAMODERNA INC
6,039$2.3B0.08%
220
IGLBISHARES 10
33,461$2.3B0.08%
221
SPDSIMPLIFY US EQUITY
75,878$2.3B0.08%
222
LMBSFIRST TRUST
45,161$2.3B0.07%
223
CRWDCROWDSTRIKE HOLDINGS
9,201$2.3B0.07%
224
MEARBLACKROCK SHORT
44,822$2.2B0.07%
225
LMTLOCKHEED MARTIN
6,497$2.2B0.07%
226
EEMISHARES MSCI
44,289$2.2B0.07%
227
FIXDFIRST TRUST
41,583$2.2B0.07%
228
LINLINDE PLC
7,579$2.2B0.07%
229
HAMHARMONY GOLD
703,469$2.2B0.07%
230
NVONOVO NORDISK
22,979$2.2B0.07%
231
IBMINTL BUSINESS
15,627$2.2B0.07%
232
SPYVSPDR PORTFOLIO
55,359$2.2B0.07%
233
XTISHARES EXPONENTIAL
34,360$2.2B0.07%
234
SPTISPDR INTERMEDIATE
66,398$2.1B0.07%
235
VTVANGUARD TOTAL
20,714$2.1B0.07%
236
VCSHVANGUARD SHORT
25,580$2.1B0.07%
237
DGROISHARES CORE
41,743$2.1B0.07%
238
FDVVFIDELITY COVINGTON
56,652$2.1B0.07%
239
PJANINNOVATOR US
63,995$2.1B0.07%
240
NTSXWISDOMTREE US
50,939$2.1B0.07%
241
SHOPSHOPIFY INC
1,523$2.1B0.07%
242
AXPAMERICAN EXPRESS
12,318$2.1B0.07%
243
GEGENERAL ELECTRIC
19,803$2.0B0.07%
244
FAPRFIRST TRUST
66,000$2.0B0.07%
245
FBTFIRST TRUST
12,238$2.0B0.07%
246
XYZSQUARE INC
8,467$2.0B0.07%
247
PEJINVESCO DYNAMIC
40,327$2.0B0.07%
248
UNPUNION PACIFIC CORP
10,255$2.0B0.07%
249
KHCKRAFT HEINZ
54,581$2.0B0.07%
250
BIVVANGUARD INTERMEDIATE
22,456$2.0B0.07%
251
IEIISHARES 3-7YR
15,429$2.0B0.07%
252
XLYCONSUMER DISCRETIONARY
11,182$2.0B0.07%
253
ZTSZOETIS INC
9,905$1.9B0.06%
254
SCHBSCHWAB US
18,472$1.9B0.06%
255
SCHOSCHWAB SHORT
37,269$1.9B0.06%
256
IAGGISHARES CORE
34,045$1.9B0.06%
257
SONYSONY GROUP
16,891$1.9B0.06%
258
DFEBFIRST TRUST
52,975$1.8B0.06%
259
SNYSANOFI
37,555$1.8B0.06%
260
UPSUNITED PARCEL
9,896$1.8B0.06%
261
ULUNILEVER PLC
33,158$1.8B0.06%
262
MMM3M COMPANY
10,129$1.8B0.06%
263
IXUSISHARES CORE
25,011$1.8B0.06%
264
NEENEXTERA ENERGY
22,522$1.8B0.06%
265
FNYFIRST TRUST
24,585$1.8B0.06%
266
BABAALIBABA GROUP
11,806$1.7B0.06%
267
XBISPDR SERIES
13,870$1.7B0.06%
268
NEARBLACKROCK SHORT
34,417$1.7B0.06%
269
VGITVANGUARD INTERMEDIATE
25,453$1.7B0.06%
270
TSNTYSON FOODS
21,636$1.7B0.06%
271
NVSNNOVARTIS AG
20,513$1.7B0.05%
272
WFCWELLS FARGO
35,922$1.7B0.05%
273
CIBRFIRST TRUST
34,025$1.7B0.05%
274
FALNISHARES FALLEN
55,056$1.7B0.05%
275
FFORD MOTOR
116,110$1.6B0.05%
276
KOMPSPDR S&P
26,715$1.6B0.05%
277
MOALTRIA GROUP
35,633$1.6B0.05%
278
GSGOLDMAN SACHS
4,272$1.6B0.05%
279
SAPSAP SE
11,953$1.6B0.05%
280
AVGOBROADCOM INC
3,326$1.6B0.05%
281
IWOISHARES RUSSELL
5,443$1.6B0.05%
282
IVEISHARES S&P
10,972$1.6B0.05%
283
HDBHDFC BANK
21,739$1.6B0.05%
284
JETSETF SER
67,137$1.6B0.05%
285
IAUISHARES IBONDS
60,757$1.6B0.05%
286
CICIGNA CORP
7,828$1.6B0.05%
287
BUDANHEUSER BUSCH
27,720$1.6B0.05%
288
YRIYAMANA GOLD
393,630$1.6B0.05%
289
LGLVSPDR SSGA
11,683$1.6B0.05%
290
AMTAMERICAN TOWER
5,821$1.5B0.05%
291
EWLISHARES MSCI
33,102$1.5B0.05%
292
DWDMORGAN STANLEY
15,847$1.5B0.05%
293
TECLDIREXION DAILY TECHNOLOGY
27,200$1.5B0.05%
294
VBRVANGUARD SMALL
9,049$1.5B0.05%
295
DHRDANAHER CORP
5,030$1.5B0.05%
296
SPXLDIREXION DAILY S&P
14,000$1.5B0.05%
297
EPDENTERPRISE PRODUCTS
69,169$1.5B0.05%
298
ROKROCKWELL AUTOMATION
5,084$1.5B0.05%
299
INMDINMODE LTD
9,370$1.5B0.05%
300
AFWALIGN TECHNOLOGY
2,203$1.5B0.05%
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