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
SMCISUPER MICRO
$656K
FLNGFLEX LNG
$655K
CWBSPDR BLOOMBERG
$655K
NUENUCOR CORP
$655K
FLTRVANECK IG
$654K
LQDBISHARES BBB
$651K
ZTOZTO EXPRESS
$648K
RKTROCKET COS
$647K
NUNU HOLDINGS
$647K
LYGLLOYDS BANKING
$643K
GEMGOLDMAN SACHS
$643K
SUSBISHARES TRUST
$641K
INGING GROEP
$641K
DUOLDUOLINGO INC
$640K
SPSBSPDR PORTFOLIO
$640K
WDIWESTERN ASSET
$639K
OMFONEMAIN HLDGS
$639K
MHKMOHAWK INDS
$639K
VFCV F CORP
$637K
NYTNEW YORK
$635K
SILJAMPLIFY JUNIOR
$635K
SRVRPACER DATA
$635K
HASHASBRO INC
$631K
NXSTNEXSTAR MEDIA
$630K
EMLCVANECK JPM
$628K
CCOCAMECO CORP
$627K
HEZUISHARES CURRENCY
$627K
MOATVANECK MORNINGSTAR
$627K
OGNORGANON & CO
$626K
EMBJEMBRAER S.A.
$626K
TECK/BTECK RESOURCES
$624K
EFXEQUIFAX INC
$624K
KELKELLANOVA
$623K
SYFSYNCHRONY FINANCIAL
$623K
WEAWESTERN ASSET PREMIER BD FD
$622K
SNDKSANDISK CORP
$622K
BSCUINVESCO BULLETSHARES
$618K
RBCRBC BEARINGS
$616K
U6ZURANIUM ENERGY
$616K
BIIBBIOGEN INC
$614K
ENVXENOVIX CORP
$614K
GOLFACUSHNET HOLDINGS
$613K
IUSINVESCO EXCH TRD SLF IDX FD
$612K
KHCKRAFT HEINZ
$612K
IMOIMPERIAL OIL
$612K
AG8AGILENT TECHNOLOGIES
$610K
VTCVANGUARD TOTAL
$609K
KEYSKEYSIGHT TECHNOLOGIES
$609K
TRGPTARGA RESOURCES
$607K
TXUETHORNBURG INTL
$606K
KLACKLA CORP
$605K
RIVNRIVIAN AUTOMOTIVE
$603K
TFXTELEFLEX INC
$603K
MUCBLACKROCK MUNIHLDNGS CALI QL
$602K
QTUMDEFIANCE QUANTUM
$596K
RBRKRUBRIK INC
$595K
RDFICOLLABORATIVE INVESTMNT SER
$594K
WTWWILLIS TOWERS
$594K
IVZINVESCO LTD
$594K
IYRISHARES U S
$594K
STESTERIS PLC
$593K
XJHISHARES ESG
$592K
BSYBENTLEY SYSTEMS
$588K
IDIINTERDIGITAL INC
$588K
SCHQSCHWAB LONG
$584K
ACPABRDN INCOME CREDIT STRATEGI
$582K
NWSANEWS CORP
$581K
CSQCALAMOS STRATEGIC
$581K
PFFAVIRTUS INFRACAP
$580K
CGMUCAPITAL GROUP
$580K
BNSBANK NOVA SCOTIA
$577K
FDMOFIDELITY COVINGTON TRUST
$577K
SEICSEI INVESTMENTS
$572K
IMCBISHARES MORNINGSTAR
$570K
EXREXTRA SPACE
$569K
NJRNEW JERSEY
$568K
IBDXISHARES IBONDS
$567K
BAHBOOZ ALLEN
$566K
ADTADT INC DEL
$563K
IGIBISHARES 5-10 YEAR
$562K
SCHHSCHWAB US
$559K
COKECOCA-COLA CONSOLIDATED
$559K
OMAHTIDAL TRUST III
$557K
XVVISHARES ESG
$555K
AIGAMERICAN INTL
$554K
NKENIKE INC
$553K
SILASILA REALTY
$551K
FDRRFIDELITY COVINGTON TRUST
$551K
DFHDREAM FINDERS
$550K
ETXEATON VANCE
$545K
CPBCAMPBELLS CO
$541K
TNLTRAVEL LEISURE
$541K
SHESPDR SSGA
$541K
FLMIFRANKLIN DYNAMIC
$539K
FDLOFIDELITY LOW
$538K
EQHEQUITABLE HOLDINGS
$537K
NFGNATIONAL FUEL
$536K
SNYSANOFI
$535K
RHIROBERT HALF
$535K
GGUSGOLDMAN SACHS
$533K
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