Integrated Wealth Concepts LLC

Q1 2025 13F Holdings Report, Stock Holdings

Signature - Title
Ann L. Swartz - Chief Compliance Officer
Location
Waltham, MA
Holdings as of
31 Mar 2025
Value $
$8,575,136,130
Num holdings
1,734
Filing time
15 May 2025, 11:40:27 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included BKLC, ACIO, AAPL, IVV, and QUAL.
Previous filing
Q4 2024 - 14 Feb 2025
Next filing
Q2 2025 - 14 Aug 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q1 compared to 2024 Q4 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Ann L. Swartz Chief Compliance Officer Waltham, Massachusetts 15 May 2025

Other Included Managers (24):

Num Name Location File Number
1 Alliance Bernstein
2 Abner Herrman and Brock
3 Beacon Capital Management
4 Capital Research and Management Company
5 Clark Capital Management Group
6 Columbia Management Investments
7 Congress Asset Management
8 Davis Select Advisors
9 Federated
10 Horizon Investments
11 JP Morgan
12 Loomis Sayles
13 LPL Research
14 Natixis AIA
15 Natixis Loomis Sayles
16 Natixis Multi
17 Nuveen
18 Oak Ridge Investments
19 Parametric Portfolio Associates
20 Polen Capital Management
21 Richard Bernstein ADV
22 Santa Barbara Asset Management
23 Trillium Asset Management
24 ZACKS INVESTMENT MANAGEMENT Chicago, IL