Integrated Wealth Concepts LLC Asset Management

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$436,000 0.0% of portfolio
118,977
Q2 2025 Added 3.77%
$0
$436,000 0.0% of portfolio
18,339
Q2 2025 Added 10.88%
$0
$435,000 0.0% of portfolio
69,971
Q2 2023 Added 133.24%
$0
$426,000 0.0% of portfolio
22,637
Q2 2025 New
$118B
$413,000 0.0% of portfolio
3,109
Q2 2025 Added 5.07%
$0
$409,000 0.0% of portfolio
34,761
Q2 2025 Added 0.03%
$0
$402,000 0.0% of portfolio
61,205
Q2 2025 Reduced 8.75%
$0
$397,000 0.0% of portfolio
35,626
Q1 2025 Reduced 8.71%
$0
$394,000 0.0% of portfolio
20,804
Q2 2025 Reduced 24.16%
$1.42B
$386,000 0.0% of portfolio
2,131
Q2 2025 Added 47.17%
$0
$375,000 0.0% of portfolio
31,021
Q2 2025 Added 55.13%
$2.46B
$367,000 0.0% of portfolio
20,106
Q2 2025 Added 16.62%
$0
$358,000 0.0% of portfolio
7,475
Q2 2025 Reduced 0.16%
$10.1B
$351,000 0.0% of portfolio
22,284
Q2 2025 Reduced 39.94%
$0
$322,000 0.0% of portfolio
26,372
Q2 2025 Reduced 43.12%
$0
$286,000 0.0% of portfolio
25,400
Q2 2025 Reduced 0.27%
$0
$284,000 0.0% of portfolio
18,014
Q2 2025 Added 0.35%
$0
$273,000 0.0% of portfolio
17,000
Q2 2025 Reduced 10.53%
$0
$271,000 0.0% of portfolio
32,014
Q2 2025 Reduced 3.38%
$0
$256,000 0.0% of portfolio
28,982
Q2 2025 New
$0
$247,000 0.0% of portfolio
9,199
Q2 2025 New
$0
$245,000 0.0% of portfolio
27,570
Q2 2025 Added 2.56%
$3.7B
$229,000 0.0% of portfolio
5,618
Q2 2025 Reduced 4.47%
$23B
$227,000 0.0% of portfolio
4,419
Q2 2025 Reduced 20.71%
$0
$212,000 0.0% of portfolio
10,512
Q2 2025 Added 2.38%
$0
$211,000 0.0% of portfolio
18,200
Q2 2025 Added 19.74%
$0
$211,000 0.0% of portfolio
17,714
Q2 2025 Reduced 5.76%
$80.7B
$210,000 0.0% of portfolio
1,482
Q2 2025 Reduced 49.39%
$0
$209,000 0.0% of portfolio
37,340
Q2 2025 Added 10.46%
$3.13B
$203,000 0.0% of portfolio
4,591
Q2 2025 New
$0
$202,000 0.0% of portfolio
17,200
Q4 2022 Reduced 8.94%
$0
$201,000 0.0% of portfolio
10,000
Q2 2025 Reduced 0.07%
$0
$194,000 0.0% of portfolio
19,357
Q4 2024 Added 35.48%
$0
$189,000 0.0% of portfolio
26,525
Q2 2025 New
$0
$189,000 0.0% of portfolio
22,097
Q2 2025 Added 0.14%
$0
$179,000 0.0% of portfolio
16,423
Q2 2025 Added 0.03%
$0
$175,000 0.0% of portfolio
15,502
Q2 2025 Reduced 6.47%
$0
$172,000 0.0% of portfolio
12,463
Q2 2025 Added 0.6%
$0
$167,000 0.0% of portfolio
29,664
Q2 2025 Reduced 18.47%
$0
$165,000 0.0% of portfolio
11,478
Q2 2025 Reduced 89.22%
$0
$161,000 0.0% of portfolio
14,755
Q2 2025 Reduced 0.88%
$0
$156,000 0.0% of portfolio
31,976
Q2 2025 Reduced 0.25%
$570M
$145,000 0.0% of portfolio
15,230
Q2 2024 Reduced 9.48%
$0
$144,000 0.0% of portfolio
26,928
Q2 2025 Added 0.03%
$0
$141,000 0.0% of portfolio
11,328
Q1 2024 Reduced 20.94%
$0
$130,000 0.0% of portfolio
11,405
Q3 2024 Reduced 45.83%
$0
$126,000 0.0% of portfolio
30,000
Q2 2025 Reduced 3.65%
$0
$125,000 0.0% of portfolio
22,955
Q2 2025 Added 0.26%
$0
$121,000 0.0% of portfolio
13,465
Q2 2025 New
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