Integrated Wealth Concepts LLC Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$8.6B

Holdings

1,713

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (1,713 positions)

StockValue
IJJISHARES S&P
$344K
CATHGLOBAL X
$344K
QUSSPDR MSCI
$343K
DOCHEALTHPEAK PPTYS
$342K
ARANTERO RESOURCES
$339K
WTVWISDOMTREE U S
$337K
RXIiShares S&P Global Consumer Discretionary
$333K
BBNBLACKROCK TXBL
$333K
DKNGDRAFTKINGS INC
$332K
EBCEASTERN BANKSHARES
$332K
DWXSPDR S&P
$332K
SNPSSYNOPSYS INC
$331K
TQQQPROSHARES TR
$330K
BMOBANK MONTREAL
$330K
ALBALBEMARLE CORP
$327K
HTGCHercules Capital Inc
$327K
AMKRAMKOR TECHNOLOGY
$327K
DOGGFIRST TR EXCHANGE-TRADED FD
$327K
GBFISHARES GOVERNMENT
$326K
IDIInterdigital Communications Co
$326K
IRTINDEPENDENCE REALTY
$326K
XMLVINVESCO EXCHANGE
$326K
SRVRPACER DATA
$325K
IYFISHARES U S
$325K
AHRAMERICAN HEALTHCARE
$325K
INFYINFOSYS LTD
$323K
MCMOELIS & COMPANY
$323K
AUBATLANTIC UNION
$322K
AOSSMITH AO
$322K
GUNRFLEXSHARES MORNINGSTAR
$320K
CENXCENTURY ALUM CO
$319K
VRTSVirtus Investment Partners Inc
$319K
HCQAMN HEALTHCARE
$318K
DEMWISDOMTREE EMERGING
$318K
INGING GROEP
$317K
UUPINVESCO DB US DLR INDEX TR
$317K
SANBANCO SANTANDER
$317K
ATSG*Air Transport Srvcs Group Inc
$315K
NUENUCOR CORP
$315K
JDJD.COM INC
$313K
GNRSPDR S&P
$313K
CSGPCOSTAR GROUP INC
$312K
OGEOGE ENERGY CORP
$311K
TNADIREXION SHS ETF TR
$309K
UFPIUFP INDUSTRIES
$308K
CRCCANADIAN NATURAL
$308K
NADNUVEEN QUALITY
$308K
BUFFINNOVATOR ETFS
$308K
DWLDDAVIS FUNDAMENTAL ETF TR
$306K
SOCLGLOBAL X
$306K
VAWVANGUARD MATERIALS
$306K
MFGMIZUHO FINANCIAL
$304K
JKHYJACK HENRY
$304K
ELFE L F BEAUTY
$303K
MLNKMeridianlink Inc Com
$303K
ASPSAltisource Portfolio Solutions SA
$302K
MINTPIMCO EHNANCED
$302K
RHCRH PLC
$301K
JBLJABIL INC
$301K
AGGHSIMPLIFY EXCHANGE TRADED FUN
$300K
EEMAISHARES MSCI
$300K
PINSPINTEREST INC
$300K
SFSTIFEL FINANCIAL
$299K
GPCGENUINE PARTS
$299K
OCOWENS CORNING
$298K
KOMPSPDR S&P
$297K
IPARInter Parfums Inc
$297K
EWZISHARES MSCI
$297K
ECBKECB BANCORP
$297K
NEARISHARES SHORT
$297K
MUCBLACKROCK MUNIHLDNGS CALI QL
$297K
BNSBANK NOVA SCOTIA
$296K
STESTERIS PLC
$296K
ARKFARK FINTECH
$295K
HISFFirst Trust Strategic Income
$295K
VLTOVERALTO CORP
$295K
NULGNUVEEN ESG
$294K
PTFInvesco Dorsey Wright Technology Momentum ETF
$294K
VGLTVANGUARD LONG
$293K
FVALFIDELITY COVINGTON
$293K
CCOCAMECO CORP
$293K
XIFRNEXTERA ENERGY
$293K
LBRDKLIBERTY BROADBAND
$293K
TKOTKO GROUP
$292K
HEGDLISTED SWAN
$292K
CCBGCAPITAL CITY BK GROUP INC
$292K
NXTNEXTRACKER INC
$290K
VNOMUSDVIPER ENERGY
$290K
CAECAE INC
$289K
YEARAB ACTIVE
$289K
PPLPPL CORP
$289K
REETISHARES GLOBAL
$289K
GOLFAcushnet Holdings Corp Com
$288K
KAIKadant Inc
$288K
GWXSPDR S&P
$287K
PAYCPAYCOM SOFTWARE
$286K
GPNGLOBAL PAYMENTS
$285K
IBNICICI BANK
$285K
CSWCSW Industrials Inc
$285K
CPRICAPRI HOLDINGS
$285K
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