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Home > Institutional Investor > Integrated Wealth Concepts Llc > Profile

Instuitional Investor - Integrated Wealth Concepts Llc

Fund Profile
Filing Period:
Fund Name: Integrated Wealth Concepts Llc
Portfolio Value $11,182,776,207
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Bny Mellon
 2,573,361 $330,367,975 2.95%
2.
Aptus Collared
 7,335,218 $318,568,487 2.85%
3.
Apple Inc.
 AAPL 963,471 $245,328,533 2.19%
4.
Nvidia Corp
 NVDA 1,169,651 $218,233,456 1.95%
5.
Ishares Trust
 IEF 305,277 $204,321,605 1.83%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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