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 |
|---|---|
HONHONEYWELL INTL | $4K |
DWDMORGAN STANLEY | $4K |
BGBBLACKSTONE STRATEGIC | $4K |
AXSAXIS CAPITAL | $4K |
AAALCOA CORP | $4K |
TRMBTRIMBLE INC | $4K |
VOTVANGUARD MID | $4K |
FYCFIRST TRUST | $4K |
BBARRICK MINING | $4K |
DFUSDIMENSIONAL US | $4K |
FIWFIRST TRUST | $4K |
SCHJSCHWAB STRATEGIC TR | $4K |
FTRBFEDERATED HERMES ETF TRUST | $4K |
FTLSFIRST TR EXCH TRADED FD III | $4K |
VPUVANGUARD UTILITIES | $4K |
STLASTELLANTIS NV | $4K |
BSCQINVESCO BULLETSHARES | $4K |
UPSUNITED PARCEL | $4K |
STVNSTEVANATO GROUP | $4K |
UNPUNION PACIFIC CORP | $4K |
SBUXSTARBUCKS CORP | $4K |
PZAINVESCO NATIONAL | $4K |
AEBAALLETE INC | $4K |
BSMQINVESCO BULLETSHARES | $4K |
XLUUTILITIES SELECT | $4K |
DUKDUKE ENERGY | $4K |
BSCSINVESCO BULLETSHARES | $4K |
DEDEERE & CO | $4K |
UUNITY SOFTWARE | $4K |
ICLRICON PLC | $4K |
CMICUMMINS INC | $4K |
AEPAMERICAN ELECTRIC | $4K |
IWRISHARES RUSSELL | $4K |
HGHAMILTON INSURANCE | $4K |
JNKSPDR BLOOMBERG | $4K |
BKBANK NEW YORK | $4K |
RGLDROYAL GOLD | $4K |
BSJQINVESCO BULLETSHARES | $4K |
BDVLISHARES DISCIPLINED | $4K |
IJTISHARES S&P | $4K |
ASMLASML HOLDING | $4K |
ACNACCENTURE PLC | $4K |
OZKBANK OZK | $4K |
EDCONSOLIDATED EDISON | $4K |
RWLINVESCO S&P | $4K |
MCKMCKESSON CORP | $4K |
SPTMSPDR PORTFOLIO | $4K |
FDNFIRST TRUST | $4K |
VEUVANGUARD FTSE | $4K |
CHRDCHORD ENERGY | $4K |
SPMBSPDR MORTGAGE | $4K |
GIIIG-III APPAREL | $4K |
CSMDCONGRESS SMID | $4K |
AFLAFLAC INC | $4K |
UITBVICTORYSHARES CORE | $4K |
DNOWDNOW INC | $4K |
CEGCONSTELLATION ENERGY | $4K |
IGFISHARES GLOBAL | $4K |
CPNGCOUPANG INC | $4K |
FIXCOMFORT SYSTEMS USA INC | $4K |
LENLENNAR CORP | $4K |
BSMRINVESCO BULLETSHARES | $4K |
STBAS&T BANCORP | $4K |
EFAISHARES MSCI | $4K |
USXFISHARES ESG | $4K |
EPAMEPAM SYSTEMS | $4K |
MTHMERITAGE HOMES | $4K |
GOFGUGGENHEIM STRATEGIC | $4K |
IDV*ISHARES INTL | $4K |
BKHYBNY MELLON | $4K |
VISVANGUARD INDUSTRIALS | $4K |
BKEMBNY MELLON | $4K |
PMBSPIMCO INVESTMENT | $4K |
EWJISHARES MSCI | $3K |
CBCHUBB LTD | $3K |
PNCPNC FINANCIAL | $3K |
HYZDWISDOMTREE TRUST | $3K |
HDVISHARES CORE | $3K |
FTCBFIRST TRUST | $3K |
COPCONOCOPHILLIPS | $3K |
DFARDIMENSIONAL US | $3K |
SPGIS&P GLOBAL | $3K |
VUSBVANGUARD ULTRA | $3K |
ADPAUTOMATIC DATA | $3K |
RPVINVESCO S&P | $3K |
FTHIFIRST TRUST | $3K |
EPDENTERPRISE PRODUCTS | $3K |
SCHCSCHWAB INTL | $3K |
AIQGLOBAL X | $3K |
GILDGILEAD SCIENCES | $3K |
GBTCGRAYSCALE BITCOIN | $3K |
GLWCORNING INC | $3K |
VLOVALERO ENERGY | $3K |
LQDISHARES IBOXX | $3K |
FTGCFIRST TRUST | $3K |
CEF/USPROTT PHYSICAL | $3K |
AIRRFIRST TRUST | $3K |
BKNGBOOKING HOLDINGS | $3K |
TBUXT ROWE PRICE ETF INC | $3K |
BMYBRISTOL MYERS | $3K |