Integrated Wealth Concepts LLC Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$11.2B

Holdings

1,974

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (1,974 positions)

StockValue
CCLCARNIVAL CORP
$1.2M
BUFYFIRST TR EXCHNG TRADED FD VI
$1.2M
HCAHCA HEALTHCARE
$1.2M
CSXCSX CORP
$1.2M
USFRWISDOMTREE FLOATING
$1.2M
VXFVANGUARD EXTENDED
$1.2M
BBAGJPMORGAN BETABUILDERS
$1.2M
MUFGMITSUBISHI UFJ
$1.2M
PWZINVESCO CALIFORNIA
$1.2M
GCORGOLDMAN SACHS
$1.2M
BIDUNBAIDU INC
$1.2M
FASTFASTENAL CO
$1.1M
IBHHISHARES IBONDS
$1.1M
NBIXNEUROCRINE BIOSCIENCES
$1.1M
EWSISHARES MSCI
$1.1M
PODDINSULET CORP
$1.1M
HUBSHUBSPOT INC
$1.1M
PSFFPACER FDS TR
$1.1M
CTASIMPLIFY MANAGED
$1.1M
FSKFS KKR
$1.1M
PEGAPEGASYSTEMS INC
$1.1M
JHIHANCOCK JOHN INVT TR II
$1.1M
FLJPFRANKLIN FTSE
$1.1M
SHWSHERWIN WILLIAMS
$1.1M
TMTOYOTA MOTOR
$1.1M
UALUNITED AIRLINES
$1.1M
VGKVANGUARD FTSE
$1.1M
EOGEOG RESOURCES
$1.1M
GLDMSPDR GOLD
$1.1M
WPCW P CAREY
$1.1M
VRPINVESCO VARIABLE
$1.1M
JMOMJ P MORGAN EXCHANGE TRADED F
$1.1M
RSGREPUBLIC SERVICES
$1.1M
EQIXEQUINIX INC
$1.1M
VICIVICI PROPERTIES
$1.1M
XSOEWISDOMTREE EMERGING
$1.1M
OKTAOKTA INC
$1.1M
WINGWINGSTOP INC
$1.1M
NTRANATERA INC
$1.1M
VCRMVANGUARD MUN BD FDS
$1.1M
JCIJOHNSON CONTROLS
$1.1M
FQIDIGITAL REALTY
$1.1M
BXSLBLACKSTONE SECURED
$1.1M
MEDPMEDPACE HOLDINGS
$1.1M
RUNNSTRATEGIC TRUST
$1.1M
IBBISHARES BIOTECHNOLOGY
$1.1M
STELSTELLAR BANCORP INC
$1.1M
BROBROWN & BROWN
$1.1M
TDYTELEDYNE TECHNOLOGIES
$1.1M
STZCONSTELLATION BRANDS
$1.1M
AEMAGNICO-EAGLE
$1.1M
BUFSFIRST TR EXCHNG TRADED FD VI
$1.1M
IBMRISHARES IBONDS
$1.0M
AEEAMEREN CORP
$1.0M
BCSBARCLAYS PLC
$1.0M
MDYSPDR S&P
$1.0M
PNRPENTAIR PLC
$1.0M
BCCCGLOBAL X
$1.0M
IQQQPROSHARES NASDAQ
$1.0M
IBHEISHARES IBONDS
$1.0M
TFISPDR NUVEEN
$1.0M
PHOINVESCO WATER
$1.0M
HSYHERSHEY COMPANY
$1.0M
IGLDFIRST TR EXCHANGE-TRADED FD
$1.0M
MANHMANHATTAN ASSOCS
$1.0M
CPCANADIAN PACIFIC
$1.0M
ALKALASKA AIR
$1.0M
PSIINVESCO SEMICONDUCTORS
$1.0M
XTISHARES EXPONENTIAL
$1.0M
IBHJISHARES TR
$1.0M
VONEVANGUARD RUSSELL
$1.0M
ETRENTERGY CORP
$1.0M
DKNGDRAFTKINGS INC
$1.0M
SLQDISHARES
$1.0M
OMCOMNICOM GROUP
$1.0M
EQTEQT CORP
$1.0M
DOWDOW INC
$1.0M
DFGRDIMENSIONAL GLOBAL
$1.0M
FTFRANKLIN UNVL TR
$1.0M
RCLROYAL CARIBBEAN
$1.0M
CBSHCOMMERCE BANCSHARES INC
$1.0M
DIAXNUVEEN DOW
$1.0M
RYROYAL BANK
$998K
AMLPALERIAN MLP
$996K
PLDPROLOGIS INC
$995K
GJUNFIRST TR EXCHNG TRADED FD VI
$994K
SCCOSOUTHERN COPPER
$992K
FNFFIDELITY NATIONAL
$992K
APAAPA CORP
$990K
SYYSYSCO CORP
$988K
BBYBEST BUY
$988K
AVUSAMERICAN CENTY ETF TR
$976K
EWIISHARES INC
$975K
6RJ0ROCKET LAB
$975K
ILCGISHARES MORNINGSTAR
$974K
ALSALLSTATE CORP
$973K
TXTTEXTRON INC
$972K
EWPISHARES MSCI
$970K
NULVNUVEEN ESG
$970K
IQVIQVIA HOLDINGS
$967K
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