Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $15,295,571,128
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Bny Mellon Etf Trust
 2,945,201 $422,312,279 2.76%
2.
Etf Ser Solutions
 7,974,173 $367,928,354 2.41%
3.
Apple Inc.
 AAPL 1,110,062 $321,207,509 2.1%
4.
Ishares Trust
 IEF 396,510 $296,942,144 1.94%
5.
Nvidia Corp
 NVDA 1,324,843 $265,087,834 1.73%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.

Past performance does not guarantee future returns. Click to see how the portfolio is constructed.