Integrated Wealth Concepts LLC Q4 2019 Filing
Filed February 20, 2020
Portfolio Value
$1.2B
Holdings
471
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (471 positions)
| Stock | Value |
|---|---|
VSSVANGUARD FTSE | $253K |
SLVISHARES SILVER | $252K |
NEENEXTERA ENERGY | $251K |
AQLTISHARES IBONDS | $250K |
FDNFIRST TRUST | $250K |
BKBANK NEW YORK | $249K |
EWNISHARES MSCI | $249K |
BF/BBROWN-FORMAN CORP CL B | $248K |
VYMIVANGUARD INTERNATIONAL | $246K |
SOCLGLOBAL X | $245K |
FGDFIRST TRUST | $244K |
DGRWWISDOMTREE TRUST | $242K |
AXPAMERICAN EXPRESS | $242K |
ADPAUTOMATIC DATA | $241K |
VFCV F CORP | $239K |
HSICHENRY SCHEIN | $238K |
CICIGNA CORP | $238K |
—NUVEEN MUNICIPAL | $237K |
BRBROADRIDGE FINANCIAL | $237K |
SHYGISHARES | $236K |
PTLCPACER TRENDPILOT | $235K |
OMCOMNICOM GROUP | $235K |
XYZSQUARE INC | $234K |
SCHBSCHWAB US | $234K |
—BLACKROCK MUN | $233K |
T77LENDINGTREE INC | $232K |
ACWVISHARES EDGE | $232K |
BLKCHFBLACKROCK INC | $231K |
SPTMSPDR PORTFOLIO | $231K |
FQIDIGITAL REALTY | $230K |
IEURISHARES CORE | $229K |
COPCONOCOPHILLIPS | $229K |
DOWDOW INC | $226K |
SOXXISHARES PHLX | $225K |
EWZISHARES MSCI | $225K |
NRKNUVEEN NEW YORK | $223K |
IJSISHARES S&P | $223K |
SPIBSPDR PORTFOLIO | $222K |
VTWOVANGUARD RUSSELL | $222K |
STZCONSTELLATION BRANDS | $220K |
VHTVANGUARD HEALTH | $216K |
XFEBFIRST TRUST | $215K |
ARKKARK INNOVATION | $215K |
SCHZSCHWAB US AGGREGATE BOND | $215K |
NVGNUVEEN AMT | $214K |
IWNISHARES RUSSELL | $212K |
RPGINVESCO S&P | $210K |
ICEINTERCONTINENTAL EXCH | $210K |
AOSSMITH AO | $209K |
DEODIAGEO PLC | $209K |
SHVISHARES SHORT | $207K |
CDLVICTORYSHARES US | $207K |
ISRGINTUITIVE SURGICAL | $206K |
WMWASTE MANAGEMENT | $206K |
LDSFFIRST TRUST | $205K |
AMATAPPLIED MATERIALS | $204K |
DDDUPONT DE | $204K |
NOWSERVICENOW INC | $202K |
SRESEMPRA ENERGY | $201K |
AMLPUSDALPS ALERIAN | $193K |
RITMNEW RESIDENTIAL | $171K |
—INVESCO S&P | $155K |
ACBAURORA CANNABIS | $136K |
PCGPG&E CORP | $120K |
SIRIEURSIRIUS XM | $107K |
NIONIO INC | $45K |
MNKDMANNKIND CORP | $44K |
—RESONANT INC | $39K |
—PROSPECT CAP 4.7520 | $20K |
GPRCHFGREAT PANTHER | $19K |
BFAMBRIGHT HORIZONS | $15K |
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