Integrated Wealth Concepts LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationwaltham, MA
- CIK0001737109
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
1,734 | $8.58B | BKLC, ACIO, AAPL, IVV | 13F-HR | May 15, 2025 | 000173710925000004 | ||
1,713 | $8.61B | AAPL, BKLC, IVV, ACIO | 13F-HR | Feb 14, 2025 | 000173710925000002 | ||
1,670 | $8.21B | QUAL, BKLC, AAPL, IVV | 13F-HR | Nov 14, 2024 | 000173710924000006 | ||
1,643 | $7.32B | IVV, QUAL, AAPL, BKLC | 13F-HR | Aug 14, 2024 | 000173710924000004 | ||
1,644 | $6.90B | IVV, QUAL, AAPL, BKLC | 13F-HR | May 15, 2024 | 000173710924000002 | ||
1,590 | $6.10B | AAPL, IVV, QUAL, BKLC | 13F-HR | Feb 13, 2024 | 000173710924000001 | ||
1,557 | $5.67B | AAPL, IVV, QUAL, PDBC | 13F-HR | Nov 15, 2023 | 000173710923000005 | ||
1,560 | $5.84B | AAPL, IVV, QUAL, KRE | 13F-HR | Aug 15, 2023 | 000173710923000003 | ||
1,346 | $4.85M | AAPL, IVV, QUAL, USMV | 13F-HR | May 3, 2023 | 000173710923000002 | ||
1,038 | $3.68M | IVV, IEF, QUAL, USMV | 13F-HR | Feb 13, 2023 | 000173710923000001 | ||
949 | $3.13B | IVV, QUAL, AAPL, USMV | 13F-HR | Nov 14, 2022 | 000173710922000004 | ||
979 | $3.21B | IVV, QUAL, SHV, AAPL | 13F-HR | Aug 8, 2022 | 000173710922000003 | ||
938 | $3.27B | IVV, QUAL, TIP, AAPL | 13F-HR | May 12, 2022 | 000173710922000002 | ||
982 | $3.36B | QUAL, USMV, AAPL, IVV | 13F-HR | Feb 15, 2022 | 000173710922000001 | ||
936 | $3.07B | QUAL, USMV, IVV, EFG | 13F-HR | Nov 15, 2021 | 000173710921000013 | ||
797 | $2.82B | QUAL, IVV, USMV, VLUE | 13F-HR | Aug 13, 2021 | 000173710921000011 | ||
732 | $2.44B | VLUE, QUAL, IVV, EFG | 13F-HR | May 13, 2021 | 000173710921000009 | ||
622 | $2.11B | QUAL, IVV, VLUE, EFG | 13F-HR | Feb 12, 2021 | 000173710921000001 | ||
568 | $1.62B | QUAL, VLUE, EFG, USMV | 13F-HR | Nov 13, 2020 | 000173710920000007 | ||
512 | $1.39B | LQD, QUAL, VLUE, EFG | 13F-HR | Jul 30, 2020 | 000173710920000006 | ||
413 | $1.08B | QUAL, LQD, INTF, USMV | 13F-HR | May 18, 2020 | 000173710920000004 | ||
471 | $1.19B | QUAL, INTF, USMV, IVV | 13F-HR | Feb 20, 2020 | 000173710920000002 | ||
422 | $889.20M | QUAL, INTF, USMV, MTUM | 13F-HR | Nov 15, 2019 | 000173710919000004 | ||
389 | $763.42M | QUAL, INTF, MTUM, VTI | 13F-HR | Aug 15, 2019 | 000173710919000003 | ||
330 | $590.69M | INTF, VTI, MTUM, LRGF | 13F-HR | May 15, 2019 | 000173710919000002 | ||
265 | $368.09M | VTI, IJH, CDC, IUSG | 13F-HR | Feb 14, 2019 | 000173710919000001 | ||
250 | $331.00M | VTI, IJH, CDC, CFO | 13F-HR | Nov 13, 2018 | 000173710918000005 | ||
229 | $292.97M | VANGUARD STAR FDS, IJH, CDC, IUSG | 13F-HR | Jul 27, 2018 | 000173710918000003 | ||
198 | $249.41M | VTI, IJH, CDC, BND | 13F-HR | May 15, 2018 | 000173710918000002 | ||
191 | $233.75M | VTI, IJH, CDC, IUSG | 13F-HR | May 15, 2018 | 000173710918000001 |