Integrated Wealth Concepts LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $8.16 Billion distributed in 1713 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $240M, Bny Mellon ETF Tr Us Large Cap with a value of $226M, Ishares Core S&P 500 ETF with a value of $214M, ETF Ser Solutions Aptus Collar with a value of $213M, and Ishares Msci Usa Quality Facto with a value of $204M.
Examining the 13F form we can see an increase of $326M in the current position value, from $7.83B to 8.16B.
Below you can find more details about Integrated Wealth Concepts LLC portfolio as well as his latest detailed transactions.
Portfolio value
$8.16 Billion
ETFs: $5.83 Billion
Technology: $794 Million
Financial Services: $381 Million
Consumer Cyclical: $252 Million
Healthcare: $176 Million
Industrials: $168 Million
Communication Services: $151 Million
Consumer Defensive: $142 Million
Other: $224 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
