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
TRPTC ENERGY
$1.5M
TSPYETF OPPORTUNITIES TRUST
$1.5M
KMBKIMBERLY CLARK
$1.5M
RDDTREDDIT INC
$1.5M
NVONOVO NORDISK
$1.5M
STOTSPDR DOUBLELINE
$1.5M
JETSU S GLOBAL
$1.5M
FETHFIDELITY ETHEREUM FD
$1.5M
VFQYVANGUARD US
$1.5M
BCATBLACKROCK CAPITAL
$1.4M
VSTVISTRA CORP
$1.4M
CDNSCADENCE DESIGN
$1.4M
4IUINVESCO INDIA
$1.4M
CMECME GROUP
$1.4M
CITCINTAS CORP
$1.4M
RWKINVESCO S&P
$1.4M
HUBBHUBBELL INC
$1.4M
BTCGRAYSCALE BITCOIN
$1.4M
CWCURTISS WRIGHT CORP DE
$1.4M
WDCWESTERN DIGITAL
$1.4M
INCYINCYTE CORP
$1.4M
PRUPRUDENTIAL FINANCIAL
$1.4M
WTVWISDOMTREE U S
$1.4M
TMUST-MOBILE US
$1.4M
MSCIMSCI INC
$1.4M
BMTABRITISH AMERN
$1.4M
TROWPRICE T
$1.4M
FDDFIRST TR EXCHANGE-TRADED FD
$1.4M
XNIEXVIRTUS EQUITY
$1.4M
DEODIAGEO PLC
$1.4M
JMHIJPMORGAN HIGH
$1.4M
ADSKAUTODESK INC
$1.4M
PRFINVESCO FTSE
$1.4M
SPLVINVESCO S&P
$1.4M
DIVOAMPLIFY CWP
$1.4M
IBTKISHARES IBONDS
$1.4M
MTBM&T BANK
$1.4M
SMMVISHARES MSCI
$1.4M
ARESARES MANAGEMENT
$1.3M
PRIPRIMERICA INC
$1.3M
FTITECHNIPFMC PLC
$1.3M
TIPISHARES TIPS
$1.3M
SCHESCHWAB EMERGING
$1.3M
AMEAMETEK INC
$1.3M
CGGECAPITAL GROUP
$1.3M
EIPXFIRST TRUST
$1.3M
DNLIDENALI THERAPEUTICS
$1.3M
CLSETRUST FOR PROFESSIONAL MANAG
$1.3M
IGAVOYA GLBL ADV & PREM OPP FD
$1.3M
SEIXVIRTUS ETF TR II
$1.3M
HWMHOWMET AEROSPACE
$1.3M
IBHGISHARES IBONDS
$1.3M
HPEHEWLETT PACKARD
$1.3M
MGMMGM RESORTS
$1.3M
ELVELEVANCE HEALTH
$1.3M
TTTRANE TECHNOLOGIES
$1.3M
GEHCGE HEALTHCARE
$1.3M
CMCANADIAN IMPERIAL
$1.3M
STTSTATE STREET
$1.3M
HBC2HSBC HOLDINGS
$1.3M
RGTROYCE GLOBAL TRUST INC
$1.3M
WCNWASTE CONNECTIONS
$1.3M
EWCISHARES MSCI
$1.3M
JHMDJOHN HANCOCK
$1.3M
TWLOTWILIO INC
$1.3M
LHXL3HARRIS TECHNOLOGIES
$1.3M
COINCOINBASE GLOBAL
$1.2M
BSMVINVESCO BULLETSHARES
$1.2M
TELTE CONNECTIVITY
$1.2M
FEIMFREQUENCY ELECTRS INC
$1.2M
SPLBSPDR PORTFOLIO
$1.2M
PINSPINTEREST INC
$1.2M
BSMWINVESCO BULLETSHARES
$1.2M
IXCISHARES GLOBAL
$1.2M
HBANHUNTINGTON BANCSHARES
$1.2M
BPBP PLC
$1.2M
7HPHP INC
$1.2M
CARRCARRIER GLOBAL
$1.2M
STXSEAGATE TECHNOLOGY
$1.2M
FEXFIRST TRUST
$1.2M
GWREGUIDEWIRE SOFTWARE
$1.2M
IWYISHARES RUSSELL
$1.2M
HACKAMPLIFY CYBERSECURITY
$1.2M
ROSTROSS STORES
$1.2M
HEIHEICO CORP NEW CL A
$1.2M
HYSPIMCO 0-5
$1.2M
DDOGDATADOG INC
$1.2M
ZSZSCALER INC
$1.2M
BSJRINVESCO BULLETSHARES
$1.2M
LNGCHENIERE ENERGY
$1.2M
OIHVANECK OIL
$1.2M
TBLLINVESCO EXCH TRADED FD TR II
$1.2M
TTCTORO CO
$1.2M
GISGENERAL MILLS
$1.2M
PHPARKER-HANNIFIN CORP
$1.2M
TLTWISHARES 20
$1.2M
RMERESMED INC
$1.2M
AFLGFIRST TRUST
$1.2M
NTAPNETAPP INC
$1.2M
LITGLOBAL X
$1.2M
PreviousPage 9 of 20Next