Integrated Wealth Concepts LLC Q3 2022 Filing

Filed November 14, 2022

Portfolio Value

$3.1T

Holdings

949

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (949 positions)

#StockSharesValue% PortfolioType
301
DFEBFIRST TR EXCHNG TRADED FD VI
58,027$1.9B0.06%
302
SHYMBLACKROCK ETF TRUST II
92,321$1.9B0.06%
303
VCRVANGUARD CONSUMER
7,901$1.9B0.06%
304
IBMINTL BUSINESS
15,612$1.9B0.06%
305
SCHOSCHWAB SHORT
38,306$1.8B0.06%
306
EELVINVESCO S&P
88,095$1.8B0.06%
307
TYASIMPLIFY EXCHANGE TRADED FUN
120,908$1.8B0.06%
308
VTEBVANGUARD MUNICIPAL
37,900$1.8B0.06%
309
CRWDCROWDSTRIKE HOLDINGS
10,905$1.8B0.06%
310
ADBEADOBE INC
6,428$1.8B0.06%
311
IWOISHARES RUSSELL
8,522$1.8B0.06%
312
TTENTOTALENERGIES SE
37,754$1.8B0.06%
313
SNYSANOFI
45,939$1.7B0.06%
314
EPDENTERPRISE PRODUCTS
73,311$1.7B0.06%
315
ALSALLSTATE CORP
13,905$1.7B0.06%
316
MSDMORGAN STANLEY EMKT DBT FD I
279,787$1.7B0.06%
317
BIVVANGUARD INTERMEDIATE
23,354$1.7B0.05%
318
TDTORONTO DOMINION
27,859$1.7B0.05%
319
SPMDSPDR PORTFOLIO
44,285$1.7B0.05%
320
HBC2HSBC HOLDINGS
65,516$1.7B0.05%
321
XLCSELECT SECTOR
35,532$1.7B0.05%
322
HALHALLIBURTON COMPANY
68,641$1.7B0.05%
323
PYPLPAYPAL HOLDINGS
19,401$1.7B0.05%
324
LQDISHARES IBOXX
16,305$1.7B0.05%
325
EDCONSOLIDATED EDISON
19,445$1.7B0.05%
326
FFORD MOTOR
146,943$1.6B0.05%
327
BHPBHP GROUP
32,459$1.6B0.05%
328
DHRDANAHER CORP
6,217$1.6B0.05%
329
XFEBFIRST TRUST
95,290$1.6B0.05%
330
NFJVIRTUS DIVIDEND INTEREST & P
145,993$1.6B0.05%
331
VWOVANGUARD FSTE
42,718$1.6B0.05%
332
GRIDFIRST TRUST
20,698$1.6B0.05%
333
DYHTARGET CORP
10,423$1.5B0.05%
334
BSCQINVESCO BULLETSHARES
81,083$1.5B0.05%
335
OBDCOWL ROCK
144,350$1.5B0.05%
336
VTVANGUARD TOTAL
18,970$1.5B0.05%
337
ESEVERSOURCE ENERGY
19,094$1.5B0.05%
338
UNMUNUM GROUP
38,228$1.5B0.05%
339
DBDEUTSCHE BANK
199,495$1.5B0.05%
340
KMBKIMBERLY CLARK
13,092$1.5B0.05%
341
AMDADVANCED MICRO
23,239$1.5B0.05%
342
LMBSFIRST TRUST
31,043$1.5B0.05%
343
SCHBSCHWAB US
34,892$1.5B0.05%
344
DBOINVESCO DB
95,636$1.5B0.05%
345
IAU*ISHARES GOLD
45,428$1.4B0.05%
346
VCSHVANGUARD SHORT
18,779$1.4B0.04%
347
COPCONOCOPHILLIPS
13,601$1.4B0.04%
348
DIAXNUVEEN DOW
102,676$1.4B0.04%
349
GDGENERAL DYNAMICS
6,503$1.4B0.04%
350
ONEQFIDELITY COMWLTH TR
33,311$1.4B0.04%
351
QQQINVESCO BULLETSHARES
56,497$1.4B0.04%
352
IHIISHARES U S
28,845$1.4B0.04%
353
SDVYFIRST TRUST
58,844$1.4B0.04%
354
QQQINVESCO BULLETSHARES
54,884$1.4B0.04%
355
DTHWISDOMTREE INTL
44,819$1.4B0.04%
356
SONYSONY GROUP
21,053$1.3B0.04%
357
STZCONSTELLATION BRANDS
5,861$1.3B0.04%
358
ADPAUTOMATIC DATA
5,953$1.3B0.04%
359
BLMNBLOOMIN BRANDS
73,391$1.3B0.04%
360
EDGGOLD FIELDS
165,593$1.3B0.04%
361
WFCWELLS FARGO
32,745$1.3B0.04%
362
SAPSAP SE
16,204$1.3B0.04%
363
JETSETF SER
87,577$1.3B0.04%
364
XBISPDR SERIES
16,567$1.3B0.04%
365
TXNTEXAS INSTRUMENTS
8,428$1.3B0.04%
366
BONDPIMCO ACTIVE
14,524$1.3B0.04%
367
FCTRFIRST TRUST
49,800$1.3B0.04%
368
IAUISHARES IBONDS
52,166$1.3B0.04%
369
ARKKARK INNOVATION
34,182$1.3B0.04%
370
BSJM1EURINVESCO BULLETSHARES
58,635$1.3B0.04%
371
FTSLFIRST TRUST
29,217$1.3B0.04%
372
FGDFIRST TRUST
69,430$1.3B0.04%
373
VOXVANGUARD COMMUNICATION
15,590$1.3B0.04%
374
FAARFIRST TRUST
41,275$1.3B0.04%
375
SOSOUTHERN COMPANY
18,852$1.3B0.04%
376
WPCW P CAREY
18,214$1.3B0.04%
377
SLVISHARES SILVER
71,826$1.3B0.04%
378
DEDEERE & CO
3,759$1.3B0.04%
379
SPYVSPDR PORTFOLIO
36,008$1.2B0.04%
380
MMM3M COMPANY
11,168$1.2B0.04%
381
MINTPIMCO EHNANCED
12,448$1.2B0.04%
382
KRKROGER CO
28,046$1.2B0.04%
383
KOMPSPDR S&P
31,736$1.2B0.04%
384
ESGDISHARES ESG
21,786$1.2B0.04%
385
DSIISHARES MSCI
18,208$1.2B0.04%
386
4I1PHILIP MORRIS
14,577$1.2B0.04%
387
IBDPISHARES IBONDS
49,455$1.2B0.04%
388
INVESTMENT MANAGERS SER TR I
19,300$1.2B0.04%
389
GILDGILEAD SCIENCES
19,172$1.2B0.04%
390
DDOMINION ENERGY
16,976$1.2B0.04%
391
SPGMSPDR MSCI
27,334$1.2B0.04%
392
ABJAABB LIMITED
45,565$1.2B0.04%
393
USXFISHARES ESG
41,528$1.2B0.04%
394
SOXXISHARES SEMICONDUCTOR
3,642$1.2B0.04%
395
IJSISHARES S&P
14,003$1.2B0.04%
396
SHMSPDR NUVEEN
24,984$1.2B0.04%
397
ITA*ISHARES AEROSPACE
12,624$1.2B0.04%
398
MCHIISHARES MSCI
26,730$1.1B0.04%
399
QQQINVESCO BULLETSHARES
47,726$1.1B0.04%
400
IBDQISHARES IBONDS
46,899$1.1B0.04%
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