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
CALMCAL MAINE FOODS
$3K
BRTRBLACKROCK ETF TRUST II
$3K
IFRAISHARES TRUST
$3K
SCHYSCHWAB INTL
$3K
TLTISHARES 20
$3K
ISRGINTUITIVE SURGICAL
$3K
MINTPIMCO EHNANCED
$3K
RBLXROBLOX CORP
$3K
SDYSPDR SERIES
$3K
XMMOINVESCO S&P
$3K
ETNEATON CORP
$3K
FBTCFIDELITY WISE ORIGIN BITCOIN
$3K
IBMQISHARES IBONDS
$3K
HYDVANECK HIGH
$3K
CAIECALAMOS ETF TR
$3K
EFAVISHARES MSCI
$3K
PSLV/USPROTT PHYSICAL
$3K
QGROAMERICAN CENTURY
$3K
COWZPACER US
$3K
FCXFREEPORT MCMORAN
$3K
APHAMPHENOL CORP
$3K
GSYINVESCO ULTRA
$3K
ADXADAMS DIVERSIFIED
$3K
ROKROCKWELL AUTOMATION
$3K
JPSEJPMORGAN DIVERSIFIED
$3K
CMCSACOMCAST CORP
$3K
CICIGNA GROUP
$3K
FLOTISHARES FLOATING
$3K
EWWISHARES MSCI
$3K
HALHALLIBURTON COMPANY
$3K
HYTRCOUNTERPOINT HIGH
$3K
LDOSLEIDOS HOLDINGS
$3K
WMBWILLIAMS COS
$3K
IDMOINVESCO S&P
$3K
DFSVDIMENSIONAL ETF TRUST
$3K
KMIKINDER MORGAN
$3K
FDLFIRST TRUST
$3K
IWXISHARES RUSSELL
$3K
PDBCINVESCO OPTIMUM
$3K
TMOTHERMO FISHER
$3K
IWPISHARES RUSSELL
$3K
SHELSHELL PLC
$3K
UBSUBS GROUP
$3K
XELXCEL ENERGY
$3K
DFATDIMENSIONAL US
$3K
XSMOINVESCO S&P
$3K
ETENERGY TRANSFER
$3K
OXYOCCIDENTAL PETROLEUM
$3K
AADRADVISORSHARES TR
$3K
DFEBFIRST TR EXCHNG TRADED FD VI
$3K
BUFZFIRST TRUST
$3K
NOVNOV INC
$3K
BSMYINVESCO BULLETSHARES
$3K
BLKBLACKROCK FDG
$3K
NEMNEWMONT CORP
$3K
SIHYHSBC SCIENTIFIC
$3K
XARSPDR S&P
$3K
AONAON PLC
$3K
GMGENERAL MOTORS
$3K
ENBENBRIDGE INC
$3K
SDOGALPS SECTOR
$3K
TPLTEXAS PACIFIC
$3K
FDXFEDEX CORP
$3K
BUFGFIRST TR EXCHNG TRADED FD VI
$3K
SYKSTRYKER CORP
$3K
BNDXVANGUARD TOTAL
$3K
DEHPDIMENSIONAL EMERGING
$3K
ABGCENCORA INC
$3K
DGDOLLAR GENL
$3K
XBISPDR SERIES
$3K
SLYVSPDR S&P
$3K
BKLNINVESCO SENIOR
$3K
CVSCVS HEALTH
$3K
PSAPUBLIC STORAGE
$3K
ADIANALOG DEVICES
$3K
KWEBKRANESHARES CSI
$3K
IVZINVESCO S&P
$3K
ITWILLINOIS TOOL
$3K
EMEEMCOR GROUP
$3K
DEFRETF SER SOLUTIONS
$3K
TRVTRAVELERS COS
$3K
FNOVFIRST TR EXCHNG TRADED FD VI
$2K
USALIBERTY ALL-STAR
$2K
ILDRFIRST TR EXCHNG TRADED FD VI
$2K
VOXVANGUARD COMMUNICATION
$2K
DXJWISDOMTREE JAPAN
$2K
VRTVERTIV HOLDINGS
$2K
WECWEC ENERGY
$2K
DDOMINION ENERGY
$2K
MPCMARATHON PETROLEUM
$2K
FMDEFIDELITY ENHANCED
$2K
BILZPIMCO ULTRA
$2K
NOBLPROSHARES S&P
$2K
VBKVANGUARD SMALL
$2K
VSSVANGUARD FTSE
$2K
FUNDSPROTT FOCUS TR INC
$2K
AVDSAMERICAN CENTY ETF TR
$2K
DFAIDIMENSIONAL INTL
$2K
TFLOISHARES TREASURY
$2K
DVNDEVON ENERGY
$2K
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