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 |
|---|---|
TRUTRANSUNION | $206K |
PNWPINNACLE WEST | $206K |
XCCCBONDBLOXX ETF TRUST | $206K |
XFLTXAI OCTAGON | $206K |
RWRSPDR SERIES | $205K |
NIONIO INC | $205K |
MNTNMNTN INC | $204K |
MDVMODIV INDUSTRIAL INC | $204K |
IVVISHARES CORE | $204K |
AVBAVALONBAY COMMNTYS | $204K |
GRFSGRIFOLS S A | $204K |
UFPIUFP INDUSTRIES | $204K |
EDOWFIRST TRUST | $204K |
CQPCHENIERE ENERGY | $204K |
LOGILOGITECH INTL | $203K |
PAAAPGIM ETF TR | $203K |
XISEFIRST TR EXCHNG TRADED FD VI | $202K |
BLEBLACKROCK MUNI | $202K |
LVHIFRANKLIN INTL | $202K |
BBAIBIGBEAR AI | $202K |
ESMLISHARES TR | $202K |
NMTNUVEEN MASSACHUSETS QLT MUN | $200K |
CHWCALAMOS GLOBAL | $200K |
KCKINGSOFT CLOUD HLDGS LTD | $200K |
CRNCCERENCE INC | $199K |
MLNVANECK LONG | $199K |
ALHCALIGNMENT HEALTHCARE | $196K |
NATRNATURES SUNSHINE PRODS INC | $195K |
OBDCBLUE OWL | $195K |
KEPKOREA ELEC PWR CORP | $195K |
HAYWHAYWARD HLDGS INC | $195K |
BTZBLACKROCK CREDIT | $182K |
LBTYALIBERTY GLOBAL | $181K |
ECATBLACKROCK ESG | $179K |
ETVEATON VANCE | $178K |
IGTBRIGHTSTAR LOTTERY | $178K |
ETBEATON VANCE | $177K |
YSGYATSEN HLDG LTD | $175K |
XBOEXBLACKROCK ENHANCED | $175K |
CLFCLEVELAND CLIFFS | $170K |
MSFTMICROSOFT CORP | $168K |
XNEAXNUVEEN AMT | $168K |
AGFIRST MAJESTIC | $165K |
WULFTERAWULF INC | $164K |
VZLAVIZSLA SILVER CORP | $161K |
TSITCW STRATEGIC INCOME FD INC | $157K |
FSPFRANKLIN STREET | $154K |
SPYSPDR S&P | $151K |
ASPSALTISOURCE PORTFOLIO SOLUTIO | $146K |
ABRARBOR REALTY | $146K |
RIGTRANSOCEAN LTD | $145K |
CIONCION INVESTMENT | $144K |
RQICOHEN & STEERS | $144K |
FSEAFIRST SEACOAST | $144K |
SEMRSEMRUSH HLDGS INC | $144K |
ZVRAZEVRA THERAPEUTICS | $143K |
ERHALLSPRING ADVANTAGE | $143K |
BTBTBIT DIGITAL | $143K |
PATHUIPATH INC | $138K |
DVDOUBLEVERIFY HOLDINGS | $138K |
VLYVALLEY NATIONAL | $133K |
TEITEMPLETON EMERGING MKTS | $133K |
FVIFORTUNA MINING | $132K |
NANNUVEEN NEW YORK QLT MUN INC | $130K |
AESIATLAS ENERGY | $127K |
FTREFORTREA HOLDINGS | $124K |
IEPICAHN ENTERPRISES | $123K |
HRTXHERON THERAPEUTICS | $123K |
DAWNDAY ONE BIOPHARMACEUTICALS I | $123K |
LAZRQLUMINAR TECHNOLOGIES | $118K |
MUABLACKROCK MUNIASSETS FD INC | $117K |
ASPSALTISOURCE PORTFOLIO SOLUTIO | $116K |
NDQINVESCO QQQ | $113K |
VGMINVESCO TR INVT GRADE MUNS | $111K |
NMLNEUBERGER BERMAN ENERGY INFR | $111K |
MFGMIZUHO FINANCIAL | $110K |
FUE1FUEL TECH INC | $105K |
ETWEATON VANCE TAX-MANAGED GLOB | $102K |
ERICERICSSON TELEPHONE | $101K |
INGNINOGEN INC | $101K |
CLMCORNERSTONE STRATEGIC INVEST | $98K |
HLNHALEON PLC | $96K |
ABTCAMERICAN BITCOIN | $95K |
FUBOFUBOTV INC | $93K |
AMCRAMCOR PLC | $93K |
VKIINVESCO ADVANTAGE | $93K |
GNSSGENASYS INC | $92K |
NUVBNUVATION BIO | $91K |
GNLGLOBAL NET | $89K |
CFFNCAPITOL FEDERAL | $88K |
ASPSALTISOURCE PORTFOLIO SOLUTIO | $87K |
MFMMFS MUN INCOME TR | $86K |
ARDXARDELYX INC | $84K |
IVRINVESCO MORTGAGE CAPITAL INC | $79K |
ICLICL GROUP | $74K |
RPAYREPAY HLDGS CORP | $71K |
VOOVANGUARD S&P | $71K |
EPRXEUPRAXIA PHARMACEUTICALS INC | $71K |
OVIDOVID THERAPEUTICS INC | $69K |
ODVOSISKO DEVELOPMENT CORP | $68K |