Integrated Wealth Management

13F Filings History

Latest 13F report: Q1 2017 - Apr 14, 2017
Value $: $299M
Signature - Title: John Wong - Chief Compliance Officer
Location: Palm Desert, CA
Summary: This page shows a list of all the recent 13F filings made by Integrated Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Integrated Wealth Management reported 268 stock holdings with total value $299M as of Q1 2017. Top holdings included AAPL, PM, PG, JNJ, and VWO.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q1 2017	268	$299M	+$26.2M	-$7.49M	+$18.7M	AAPL, PM, PG, JNJ, VWO	13F-HR	4/14/2017, 10:29 AM
Q4 2016	245	$268M	+$20.7M	-$34.3M	-$13.6M	AAPL, PM, PG, XOM, JNJ	13F-HR	1/6/2017, 12:53 PM
Q3 2016	1,233	$279M	+$35.5M	-$19.6M	+$15.9M	AAPL, PM, PG, JNJ, XOM	13F-HR	10/21/2016, 05:09 PM
Q2 2016	1,287	$259M	+$27.8M	-$13.7M	+$14.1M	PM, XOM, PG, JNJ, AAPL	13F-HR	7/29/2016, 07:32 PM
Q1 2016	1,191	$237M	+$9.89M	-$10.1M	-$188K	PM, AAPL, PG, XOM, JNJ	13F-HR	4/22/2016, 03:41 PM
Q4 2015	1,295	$232M	+$18.5M	-$23.7M	-$5.17M	AAPL, PM, PG, XOM, JNJ	13F-HR	1/22/2016, 09:10 PM
Q3 2015	1,299	$228M	+$9.65M	-$21.5M	-$11.9M	BND, AAPL, PM, PG, XOM	13F-HR	10/13/2015, 08:55 AM
Q2 2015	1,339	$258M	+$29.1M	-$7.01M	+$22M	BND, XOM, AAPL, CVX, PM	13F-HR	7/16/2015, 08:21 PM
Q1 2015	1,284	$239M	$0	$0		XOM, BND, AAPL, CVX, PG	13F-HR	4/24/2015, 05:44 PM

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