Integrated Wealth Concepts LLC Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$8.2B

Holdings

1,670

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (1,670 positions)

#StockSharesValue% PortfolioType
401
DFUSDIMENSIONAL US
60,833$3K0.00%
402
DFICDIMENSIONAL INTL
110,688$3K0.00%
403
CALMCAL MAINE FOODS
40,986$3K0.00%
404
RNRRENAISSANCERE HOLDINGS
12,200$3K0.00%
405
TSEMTOWER SEMICONDUCTOR
70,031$3K0.00%
406
JHGJANUS HENDERSON
104,316$3K0.00%
407
DFSEURDISCOVER FINANCIAL
26,366$3K0.00%
408
DJDINVESCO DOW
59,319$3K0.00%
409
EFAISHARES MSCI
44,459$3K0.00%
410
COFCAPITAL ONE
23,690$3K0.00%
411
DFARDIMENSIONAL US
144,976$3K0.00%
412
ACNACCENTURE PLC
10,809$3K0.00%
413
STLASTELLANTIS NV
282,092$3K0.00%
414
FXIISHARES CHINA
101,697$3K0.00%
415
COPCONOCOPHILLIPS
29,896$3K0.00%
416
MUNIPIMCO INTERMEDIATE
62,046$3K0.00%
417
BCCBOISE CASCADE
23,279$3K0.00%
418
BUFGFirst Tr Exchange Traded Fd Viii Cboe Vest Buffered Allocation Growth Etf
138,609$3K0.00%
419
JEPQJP MORGAN
71,010$3K0.00%
420
RWLINVESCO S&P
34,539$3K0.00%
421
HYMBSPDR NUVEEN
143,127$3K0.00%
422
VPUVANGUARD UTILITIES
20,169$3K0.00%
423
QQQINVESCO BULLETSHARES
147,545$3K0.00%
424
SDYSPDR SERIES
23,525$3K0.00%
425
CMCSACOMCAST CORP
82,945$3K0.00%
426
PMBSPIMCO INVESTMENT
22,235$2K0.00%
427
HYZDWISDOMTREE TRUST
125,157$2K0.00%
428
FNDCSCHWAB FUNDAMENTAL
77,683$2K0.00%
429
GILDGILEAD SCIENCES
25,493$2K0.00%
430
INDBINDEPENDENT BANK
50,341$2K0.00%
431
SPLVINVESCO EXCHANGE
29,510$2K0.00%
432
BMYBRISTOL MYERS
54,730$2K0.00%
433
CIIBLACKROCK ENHANCED
125,937$2K0.00%
434
XGDVXGABELLI DIVIDEND
91,373$2K0.00%
435
TXNTEXAS INSTRUMENTS
11,801$2K0.00%
436
BBVABANCO BILBAO
261,669$2K0.00%
437
FUNDSprott Focus Tr Inc
329,649$2K0.00%
438
PBRPETROLEO BRASILEIRO
168,560$2K0.00%
439
NOVNOV INC
176,180$2K0.00%
440
VRTXVERTEX PHARMACEUTICALS
5,109$2K0.00%
441
HALHALLIBURTON COMPANY
84,191$2K0.00%
442
NFJVirtus Divid Int & Prem Strategy Fd
154,141$2K0.00%
443
FDXFEDEX CORP
7,977$2K0.00%
444
ITA*ISHARES AEROSPACE
15,904$2K0.00%
445
BKLNINVESCO SENIOR
134,090$2K0.00%
446
FTHYFIRST TRUST
132,831$2K0.00%
447
SCHPSCHWAB US
51,064$2K0.00%
448
CMICUMMINS INC
7,653$2K0.00%
449
XLGIXLazard Global Total Return
140,643$2K0.00%
450
IYHISHARES U S
43,821$2K0.00%
451
SCHCSCHWAB INTL
66,472$2K0.00%
452
AXSAXIS CAPITAL
36,617$2K0.00%
453
IBDQISHARES IBONDS
118,098$2K0.00%
454
FNDFSCHWAB FUNDAMENTAL
56,036$2K0.00%
455
VOXVANGUARD COMMUNICATION
20,287$2K0.00%
456
CEF/USPROTT PHYSICAL
103,075$2K0.00%
457
FICSFirst Trust International Dev Capital Strength ETF
53,456$2K0.00%
458
IDV*ISHARES INTL
88,955$2K0.00%
459
SHOPSHOPIFY INC
32,078$2K0.00%
460
BKEMBNY MELLON
45,447$2K0.00%
461
NVSNNOVARTIS AG
23,831$2K0.00%
462
OKEONEOK INC
23,824$2K0.00%
463
CBCHUBB LTD
8,916$2K0.00%
464
PDCOEURPATTERSON COS
96,867$2K0.00%
465
DOWDOW INC
36,970$2K0.00%
466
GOFGUGGENHEIM STRATEGIC
146,262$2K0.00%
467
PYPLPAYPAL HOLDINGS
35,841$2K0.00%
468
GEVGE VERNOVA
10,051$2K0.00%
469
MCKMCKESSON CORP
4,057$2K0.00%
470
DEODIAGEO PLC
18,719$2K0.00%
471
SPMBSPDR MORTGAGE
115,583$2K0.00%
472
ISRGINTUITIVE SURGICAL
4,821$2K0.00%
473
XFEBFIRST TRUST
162,987$2K0.00%
474
SLVISHARES SILVER
88,464$2K0.00%
475
BILZPIMCO ULTRA
29,037$2K0.00%
476
UBSUBS GROUP
65,569$2K0.00%
477
GDGENERAL DYNAMICS
9,481$2K0.00%
478
PRUPRUDENTIAL FINANCIAL
17,088$2K0.00%
479
IWNISHARES RUSSELL
14,551$2K0.00%
480
EWJISHARES MSCI
40,316$2K0.00%
481
FISVFISERV INC
14,793$2K0.00%
482
OXYOCCIDENTAL PETROLEUM
52,145$2K0.00%
483
FCXFREEPORT MCMORAN
49,048$2K0.00%
484
IJTISHARES S&P
19,266$2K0.00%
485
ETNEATON CORP
8,539$2K0.00%
486
DFSVDimensional US Small Cap Value ETF
88,970$2K0.00%
487
DGXQUEST DIAGNOSTICS
15,308$2K0.00%
488
IBMPISHARES IBONDS
111,753$2K0.00%
489
RPVINVESCO S&P
27,342$2K0.00%
490
DDOMINION ENERGY
37,294$2K0.00%
491
FTGCFIRST TRUST
108,959$2K0.00%
492
ETENERGY TRANSFER
144,200$2K0.00%
493
GSYINVESCO ULTRA
52,763$2K0.00%
494
GLWCORNING INC
54,959$2K0.00%
495
FSKFS KKR
103,685$2K0.00%
496
AZNASTRAZENECA PLC
26,163$2K0.00%
497
ADPAUTOMATIC DATA
10,826$2K0.00%
498
SPGIS&P GLOBAL
3,976$2K0.00%
499
DFEBFT Cboe Vest US Equity Deep Bffr ETF Feb
60,096$2K0.00%
500
ITWILLINOIS TOOL
9,922$2K0.00%
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