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
501
DOWDOW INC
36,970$2K0.00%
502
FNOVFirst Trust CBOE Vest US Equity Buffer ETF November
47,568$2K0.00%
503
TYTri-Continental Corp
64,141$2K0.00%
504
ESGEISHARES ESG
61,756$2K0.00%
505
PMBSPIMCO INVESTMENT
22,235$2K0.00%
506
IAU*ISHARES GOLD
53,139$2K0.00%
507
HYZDWISDOMTREE TRUST
125,157$2K0.00%
508
FNDCSCHWAB FUNDAMENTAL
77,683$2K0.00%
509
GILDGILEAD SCIENCES
25,493$2K0.00%
510
FNDFSCHWAB FUNDAMENTAL
56,036$2K0.00%
511
TTDTRADE DESK
19,046$2K0.00%
512
XBISPDR SERIES
21,424$2K0.00%
513
SYYSYSCO CORP
28,133$2K0.00%
514
SPLVINVESCO EXCHANGE
29,510$2K0.00%
515
CSHINEOS Enhanced Income CA Alt ETF
42,506$2K0.00%
516
NXPINXP SEMICONDUCTORS
8,819$2K0.00%
517
TXNTEXAS INSTRUMENTS
11,801$2K0.00%
518
BBVABANCO BILBAO
261,669$2K0.00%
519
FUNDSprott Focus Tr Inc
329,649$2K0.00%
520
PBRPETROLEO BRASILEIRO
168,560$2K0.00%
521
VRTXVERTEX PHARMACEUTICALS
5,109$2K0.00%
522
FDXFEDEX CORP
7,977$2K0.00%
523
BMYBRISTOL MYERS
54,730$2K0.00%
524
CIIBLACKROCK ENHANCED
125,937$2K0.00%
525
XGDVXGABELLI DIVIDEND
91,373$2K0.00%
526
ITA*ISHARES AEROSPACE
15,904$2K0.00%
527
SYKSTRYKER CORP
5,629$2K0.00%
528
NOVNOV INC
176,180$2K0.00%
529
HALHALLIBURTON COMPANY
84,191$2K0.00%
530
NFJVirtus Divid Int & Prem Strategy Fd
154,141$2K0.00%
531
BKLNINVESCO SENIOR
134,090$2K0.00%
532
XLGIXLazard Global Total Return
140,643$2K0.00%
533
IYHISHARES U S
43,821$2K0.00%
534
SCHCSCHWAB INTL
66,472$2K0.00%
535
FTHYFIRST TRUST
132,831$2K0.00%
536
SCHPSCHWAB US
51,064$2K0.00%
537
IBMPISHARES IBONDS
111,753$2K0.00%
538
CMICUMMINS INC
7,653$2K0.00%
539
AXSAXIS CAPITAL
36,617$2K0.00%
540
IBDQISHARES IBONDS
118,098$2K0.00%
541
XFEBFIRST TRUST
162,987$2K0.00%
542
ISRGINTUITIVE SURGICAL
4,821$2K0.00%
543
UBSUBS GROUP
65,569$2K0.00%
544
SPMBSPDR MORTGAGE
115,583$2K0.00%
545
MCKMCKESSON CORP
4,057$2K0.00%
546
PYPLPAYPAL HOLDINGS
35,841$2K0.00%
547
GOFGUGGENHEIM STRATEGIC
146,262$2K0.00%
548
GDGENERAL DYNAMICS
9,481$2K0.00%
549
KRKROGER CO
44,122$2K0.00%
550
PRUPRUDENTIAL FINANCIAL
17,088$2K0.00%
551
HLIHOULIHAN LOKEY
10,034$1K0.00%
552
PSXPHILLIPS 66
9,769$1K0.00%
553
DBCINVESCO DB
70,829$1K0.00%
554
QDPLPACER METAURUS
47,041$1K0.00%
555
DVNDEVON ENERGY
30,881$1K0.00%
556
KWEBKRANESHARES TR
44,821$1K0.00%
557
VFQYVANGUARD US
9,322$1K0.00%
558
TBXProShares Short QQQ
34,769$1K0.00%
559
TECK/BTECK RESOURCES
19,343$1K0.00%
560
TSNTYSON FOODS
21,143$1K0.00%
561
DOXAMDOCS LTD
19,379$1K0.00%
562
IBHDISHARES IBONDS
62,533$1K0.00%
563
KMIKINDER MORGAN
66,939$1K0.00%
564
BHPBHP GROUP
16,270$1K0.00%
565
CFAVICTORYSHARES US
16,482$1K0.00%
566
TDYTELEDYNE TECHNOLOGIES
2,705$1K0.00%
567
EMFTempleton Emerging Markets - Closed End Fund
141,597$1K0.00%
568
MLB1MERCADOLIBRE INC
721$1K0.00%
569
XNIEXVIRTUS EQUITY
63,364$1K0.00%
570
FDLFIRST TRUST
40,713$1K0.00%
571
EIPXFIRST TRUST
52,869$1K0.00%
572
KLMNINVESCO EXCHANGE
11,841$1K0.00%
573
PSAPUBLIC STORAGE
4,175$1K0.00%
574
7HPHP INC
36,661$1K0.00%
575
XEMDXWestern Asset Emerging Markets Debt
106,669$1K0.00%
576
XYZBLOCK INC
15,924$1K0.00%
577
FNDXSCHWAB FUNDAMENTAL
22,801$1K0.00%
578
IGROISHARES INTL
20,653$1K0.00%
579
USTBVICTORYSHARES SHORT
29,697$1K0.00%
580
GDXVANECK GOLD
25,975$1K0.00%
581
CEGCONSTELLATION ENERGY
7,675$1K0.00%
582
JHMDJOHN HANCOCK
41,973$1K0.00%
583
SCCOSOUTHERN COPPER
8,797$1K0.00%
584
DFASDIMENSIONAL US
19,232$1K0.00%
585
TEAMATLASSIAN CORP
12,278$1K0.00%
586
JPIEJP Morgan Income ETF
35,359$1K0.00%
587
LHXL3HARRIS TECHNOLOGIES
4,706$1K0.00%
588
IWSISHARES RUSS
7,608$1K0.00%
589
CMGCHIPOTLE MEXICAN
18,269$1K0.00%
590
1939900DBROOKFIELD INFRASTRUCTUR
40,865$1K0.00%
591
ELVELEVANCE HEALTH
3,756$1K0.00%
592
IMCGISHARES MORNINGSTAR
20,626$1K0.00%
593
IBHFISHARES IBONDS
51,525$1K0.00%
594
DIHPDimensional International High Profitability ETF
48,995$1K0.00%
595
EWAISHARES MSCI
40,083$1K0.00%
596
PEGPUBLIC SERVICE
13,182$1K0.00%
597
EEMVISHARES MSCI
27,147$1K0.00%
598
EIXEDISON INTL
18,199$1K0.00%
599
SUSAISHARES MSCI
13,554$1K0.00%
600
INTUINTUIT INC
1,851$1K0.00%
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