Integrated Wealth Concepts LLC Q4 2021 Filing

Filed February 15, 2022

Portfolio Value

$3.4T

Holdings

982

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (982 positions)

#StockSharesValue% PortfolioType
201
SPEMSPDR PORTFOLIO
69,863$2.9B0.09%
202
LINLINDE PLC
8,364$2.9B0.09%
203
BSVVANGUARD SHORT
35,448$2.9B0.09%
204
JPSEJPMORGAN DIVERSIFIED
62,171$2.9B0.08%
205
LMBSFIRST TRUST
56,859$2.8B0.08%
206
NVONOVO NORDISK
25,128$2.8B0.08%
207
SRLNSPDR BLACKSTONE
59,953$2.7B0.08%
208
NOBLPROSHARES TRUST
27,759$2.7B0.08%
209
XLUSELECT UTILITIES
37,200$2.7B0.08%
210
AZNASTRAZENECA PLC
45,576$2.7B0.08%
211
DFUSDIMENSIONAL US
51,196$2.6B0.08%
212
UNPUNION PACIFIC CORP
10,505$2.6B0.08%
213
RDS/AROYAL DUTCH
60,613$2.6B0.08%
214
AMGNAMGEN INC
11,675$2.6B0.08%
215
DYHTARGET CORP
11,175$2.6B0.08%
216
BKEMBNY MELLON
37,394$2.6B0.08%
217
IBHDISHARES IBONDS
102,232$2.5B0.07%
218
AXPAMERICAN EXPRESS
15,218$2.5B0.07%
219
IAU*ISHARES GOLD
70,973$2.5B0.07%
220
DBDEUTSCHE BANK
196,754$2.5B0.07%
221
ISHARES IBONDS
100,479$2.5B0.07%
222
FFORD MOTOR
117,534$2.4B0.07%
223
SONYSONY GROUP
19,092$2.4B0.07%
224
SHOPSHOPIFY INC
1,740$2.4B0.07%
225
IGLBISHARES 10
34,345$2.4B0.07%
226
HAMHARMONY GOLD
580,558$2.4B0.07%
227
ZTSZOETIS INC
9,774$2.4B0.07%
228
DGROISHARES CORE
42,913$2.4B0.07%
229
XTISHARES EXPONENTIAL
36,087$2.4B0.07%
230
IYEISHARES U S
79,084$2.4B0.07%
231
BMYBRISTOL MYERS
37,932$2.4B0.07%
232
LMTLOCKHEED MARTIN
6,641$2.4B0.07%
233
SUBISHARES SHORT
21,968$2.4B0.07%
234
AMTAMERICAN TOWER
8,060$2.4B0.07%
235
SPMDSPDR PORTFOLIO
47,405$2.4B0.07%
236
TECLDIREXION SHS ETF TR
27,250$2.4B0.07%
237
UPSUNITED PARCEL
10,804$2.3B0.07%
238
AMDADVANCED MICRO
15,812$2.3B0.07%
239
BUFTFIRST TR EXCHNG TRADED FD VI
112,650$2.3B0.07%
240
NEENEXTERA ENERGY
24,186$2.3B0.07%
241
IWFISHARES RUSSELL
7,322$2.2B0.07%
242
FIXDFIRST TRUST
41,971$2.2B0.07%
243
SCHMSCHWAB US
27,525$2.2B0.07%
244
PJANINNOVATOR ETFS TR
66,466$2.2B0.07%
245
LTPZPIMCO 15
23,955$2.2B0.07%
246
ROKROCKWELL AUTOMATION
6,272$2.2B0.07%
247
FPFFIRST TR EXCH TRD ALPHDX FD
83,634$2.2B0.06%
248
NVSNNOVARTIS AG
24,850$2.2B0.06%
249
BIVVANGUARD INTERMEDIATE
24,625$2.2B0.06%
250
FAPRFIRST TR EXCHNG TRADED FD VI
66,000$2.2B0.06%
251
SNYSANOFI
42,812$2.1B0.06%
252
SCHBSCHWAB US
18,742$2.1B0.06%
253
IEIISHARES 3-7YR
16,344$2.1B0.06%
254
FDTFIRST TRUST
34,381$2.1B0.06%
255
CRWDCROWDSTRIKE HOLDINGS
10,171$2.1B0.06%
256
EEMISHARES MSCI
42,579$2.1B0.06%
257
BNY MELLON
40,896$2.1B0.06%
258
DFEBFIRST TR EXCHNG TRADED FD VI
58,312$2.1B0.06%
259
ULUNILEVER PLC
38,102$2.0B0.06%
260
VTVANGUARD TOTAL
18,995$2.0B0.06%
261
FNOVFIRST TR EXCHNG TRADED FD VI
51,705$2.0B0.06%
262
SPTISPDR INTERMEDIATE
62,536$2.0B0.06%
263
JEPIJPMORGAN
31,522$2.0B0.06%
264
DHRDANAHER CORP
6,043$2.0B0.06%
265
EWLISHARES MSCI
37,514$2.0B0.06%
266
SAPSAP SE
14,027$2.0B0.06%
267
VLUSPDR S&P
12,572$2.0B0.06%
268
KHCKRAFT HEINZ
53,610$1.9B0.06%
269
SCHOSCHWAB SHORT
37,846$1.9B0.06%
270
TDTORONTO DOMINION
24,723$1.9B0.06%
271
EDGGOLD FIELDS
170,357$1.9B0.06%
272
CIBRFIRST TRUST
35,448$1.9B0.06%
273
STZCONSTELLATION BRANDS
7,457$1.9B0.06%
274
CVSCVS HEALTH
18,110$1.9B0.06%
275
GEGENERAL ELECTRIC
19,721$1.9B0.06%
276
TAILCAMBRIA ETF TR
103,232$1.8B0.05%
277
LGLVSPDR SSGA
12,239$1.8B0.05%
278
VGITVANGUARD INTERMEDIATE
27,723$1.8B0.05%
279
MMM3M COMPANY
10,303$1.8B0.05%
280
DNOVFIRST TR EXCHNG TRADED FD VI
51,783$1.8B0.05%
281
DWDMORGAN STANLEY
18,624$1.8B0.05%
282
KBESPDR S&P
33,024$1.8B0.05%
283
CICIGNA CORP
7,826$1.8B0.05%
284
XBISPDR SERIES
16,041$1.8B0.05%
285
TSNTYSON FOODS
20,371$1.8B0.05%
286
BHPBHP GROUP
29,238$1.8B0.05%
287
SHWSHERWIN WILLIAMS
4,936$1.7B0.05%
288
GSGOLDMAN SACHS
4,506$1.7B0.05%
289
HBC2HSBC HOLDINGS
56,834$1.7B0.05%
290
APDAIR PRODUCTS
5,615$1.7B0.05%
291
NXPINXP SEMICONDUCTORS
7,477$1.7B0.05%
292
GNLGLOBAL NET
110,277$1.7B0.05%
293
XFEBFIRST TRUST
81,009$1.6B0.05%
294
JETSETF SER
77,714$1.6B0.05%
295
KOMPSPDR S&P
27,599$1.6B0.05%
296
SOXXISHARES SEMICONDUCTOR
2,997$1.6B0.05%
297
CATCATERPILLAR INC
7,847$1.6B0.05%
298
SPXLDIREXION SHS ETF TR
11,235$1.6B0.05%
299
IBMINTL BUSINESS
12,045$1.6B0.05%
300
TXNTEXAS INSTRUMENTS
8,515$1.6B0.05%
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