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)
| Stock | Value |
|---|---|
WABWABTEC | $966K |
CIENCIENA CORP | $961K |
IGROISHARES INTL | $960K |
DRIDARDEN RESTAURANTS | $960K |
DLNWISDOMTREE U S | $959K |
SPHDINVESCO S&P | $957K |
WRBBERKLEY W R | $957K |
DVADAVITA INC | $956K |
IBDUISHARES IBONDS | $955K |
FMBFIRST TRUST | $955K |
ARCCARES CAPITAL | $954K |
PDIPIMCO DYNAMIC | $954K |
AWCAMERICAN WATER | $950K |
USIGISHARES BROAD | $947K |
JBHTHUNT JB | $946K |
EEMSISHARES MSCI | $946K |
APDAIR PRODUCTS | $943K |
AREALEXANDRIA REAL | $938K |
BWABORG WARNER | $938K |
IBDVISHARES IBONDS | $936K |
SIVRABERDEEN PHYSICAL | $932K |
TTENTOTALENERGIES SE | $930K |
EWEDWARDS LIFESCIENCES | $925K |
FNDFSCHWAB FUNDAMENTAL | $925K |
ITBISHARES U S | $918K |
GVIISHARES INTERMEDIATE | $917K |
ISTBISHARES CORE | $915K |
FXOFIRST TRUST | $913K |
FSCOFS CREDIT | $909K |
TRITHOMSON REUTERS | $906K |
ICEINTERCONTINENTAL EXCH | $905K |
FWONALIBERTY MEDIA CORP DEL | $904K |
BKGIBNY MELLON | $904K |
PEGPUBLIC SERVICE | $902K |
TLNTALEN ENERGY | $901K |
PKGPACKAGING CORP | $900K |
FITBFIFTH THIRD | $899K |
DTEDTE ENERGY | $896K |
CA8ACACI INTERNATIONAL | $891K |
SSDSIMPSON MANUFACTURING | $891K |
PPGPPG INDUSTRIES | $891K |
GGGGRACO INC | $889K |
BKRBAKER HUGHES | $888K |
FWONALIBERTY MEDIA CORP DEL | $888K |
AOAISHARES CORE | $888K |
ILMNILLUMINA INC | $887K |
ASGLIBERTY ALL-STAR GROWTH FD I | $887K |
XEXGXEATON VANCE | $879K |
MFCMANULIFE FINANCIAL | $879K |
WDAYWORKDAY INC | $878K |
XMESPDR SERIES | $877K |
CHWYCHEWY INC | $876K |
BGLDFIRST TRUST | $874K |
ULUNILEVER PLC | $872K |
XPCQXPIMCO CALIFORNIA MUNI | $872K |
MTZMASTEC INC | $868K |
SNASNAP ON | $867K |
HLIHOULIHAN LOKEY | $866K |
BBHYJPMORGAN BETABUILDERS | $866K |
SMBVANECK ETF TRUST | $866K |
SJNKSPDR BLOOMBERG | $866K |
YUMYUM BRANDS INC | $864K |
FMAYFIRST TR EXCHNG TRADED FD VI | $862K |
MGCVANGUARD MEGA | $861K |
PLPLANET LABS | $861K |
IGMISHARES EXPANDED | $860K |
HIGHARTFORD INSURANCE | $858K |
MCOMOODYS CORP | $858K |
CCKCROWN HOLDINGS | $858K |
IBHKISHARES TR | $856K |
MASMASCO CORP | $855K |
LGLVSPDR SSGA | $855K |
ICVTISHARES CONV | $853K |
PKWINVESCO BUYBACK | $851K |
IWOISHARES RUSSELL | $849K |
AVDVAVANTIS INTL | $849K |
MAGSLISTED FDS TR | $845K |
JHGJANUS HENDERSON | $845K |
FFEBFIRST TRUST | $843K |
MPLXMPLX | $839K |
ACWVISHARES MSCI | $838K |
ONON SEMICONDUCTOR | $838K |
MRSHMARSH & MCLENNAN | $836K |
MOHMOLINA HEALTHCARE | $836K |
FICOFAIR ISAAC | $835K |
RINGISHARES MSCI | $835K |
TOSTTOAST INC | $835K |
WTSWATTS WATER | $834K |
DSTLETF SER SOLUTIONS | $833K |
NBBKNB BANCORP | $832K |
DBMFIMGP DBI | $830K |
METMETLIFE INC | $828K |
GSKGSK PLC | $826K |
DGRWWISDOMTREE US | $822K |
MRVLMARVELL TECHNOLOGY | $818K |
BKSEBNY MELLON | $817K |
SCHRSCHWAB INTERMEDIATE | $814K |
MCXMC CORMICK | $810K |
TEAMATLASSIAN CORP | $808K |
LVHDFRANKLIN U S | $807K |