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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 $8,575,136,130
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Bny Mellon
 2,172,107 $230,938,374 2.69%
2.
Aptus Collared
 5,411,427 $209,368,096 2.44%
3.
Apple Inc.
 AAPL 907,821 $201,654,369 2.35%
4.
Ishares Trust
 IEF 346,830 $194,883,600 2.27%
5.
Ishares Msci
 1,113,403 $190,269,341 2.22%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)