Integrated Wealth Concepts LLC
Q4 2024 13F Holdings
- Locationwaltham, MA
- Num holdings
1,713
- Value ($000)
$8,606,322
- Date Filed02/14/2025
- Form type13F-HR
- CIK0001737109
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COMMON STOCK | 037833100 | $240.28M | 3 % | 959,519 | ||
BKLC BNY MELLON | MF CLOSED AND MF OPEN | 09661T107 | $225.71M | 3 % | 2,014,177 | ||
IVV ISHARES CORE | MF CLOSED AND MF OPEN | 464287200 | $213.57M | 3 % | 362,793 | ||
ACIO Aptus Collared Income Opportunity ETF | MF CLOSED AND MF OPEN | 26922A222 | $212.66M | 3 % | 5,284,684 | ||
QUAL ISHARES MSCI | MF CLOSED AND MF OPEN | 46432F339 | $204.29M | 2 % | 1,147,164 | ||
NVDA NVIDIA CORP | COMMON STOCK | 67066G104 | $143.16M | 2 % | 1,066,060 | ||
MSFT MICROSOFT CORP | COMMON STOCK | 594918104 | $117.75M | 1 % | 279,364 | ||
DRSK Aptus Defined Risk | MF CLOSED AND MF OPEN | 26922A388 | $116.58M | 1 % | 4,250,236 | ||
SPY SPDR S&P | MF CLOSED AND MF OPEN | 78462F103 | $111.48M | 1 % | 190,219 | ||
NDQ INVESCO QQQ | MF CLOSED AND MF OPEN | 46090E103 | $110.36M | 1 % | 215,877 |
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