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Asset Manager ← All Institutions

Integrated Wealth Concepts LLC

Q3 2025 · Filed 2025-11-14
Market Value
$11.1B
+12.0%
Holdings
2,067
+90
New Purchases
206
Added To
976
Closed
138
Reduced
689
Top 10 Concentration
19.4%
Turnover
16.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BBUS 0.56% 0.11% +0.45% $62M
AAPL 2.21% 1.92% +0.28% $245M
IEMG 0.77% 0.54% +0.23% $85M
PYLD 0.31% 0.09% +0.22% $34M
JIRE 0.24% 0.04% +0.20% $27M
JAVA 0.16% 0.00% +0.15% $18M
JMUB 0.31% 0.17% +0.14% $35M
JGRO 0.24% 0.10% +0.14% $27M
NVDA 1.96% 1.82% +0.14% $218M
DFGP 0.14% 0.00% +0.14% $15M
JPST 0.41% 0.28% +0.13% $46M
FWD 0.24% 0.11% +0.13% $27M
JSCP 0.12% 0.00% +0.12% $13M
AUSM 0.11% 0.00% +0.11% $13M
RSP 0.46% 0.35% +0.11% $52M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
QUAL 1.67% 2.04% -0.37% $186M
IVW 0.28% 0.57% -0.29% $31M
INTF 0.21% 0.46% -0.25% $24M
IVE 0.14% 0.33% -0.19% $15M
KVYO 0.15% 0.28% -0.13% $17M
BINC 0.57% 0.70% -0.13% $64M
IVV 1.84% 1.97% -0.13% $204M
QQQ 1.01% 1.13% -0.12% $113M
JMOM 0.01% 0.13% -0.12% $1M
VTEB 0.48% 0.59% -0.11% $53M
XLG 0.22% 0.33% -0.11% $25M
THRO 0.19% 0.30% -0.10% $21M
EMGF 0.07% 0.17% -0.10% $8M
DFCF 0.11% 0.21% -0.10% $12M
FLOT 0.03% 0.12% -0.10% $3M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 81 $2.6B 23.1%
Large Cap 854 $4.5B 40.7%
Mid Cap 548 $2.4B 21.8%
Small Cap 442 $1.4B 12.9%
Micro Cap 142 $174M 1.6%

Portfolio Analytics

Avg Market Cap
$51.3B
Median Market Cap
$7.8B
Avg P/E
31.1
Median P/E
21.3
Avg Dividend Yield
0.02%
Avg Beta
0.95
# Stocks
1,094
# ETFs / Funds
974

Top Holdings (2,067 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BKLC 2.97% 2,573,361 $330M $128.38 $43M +145,916 +6.0%
2 ACIO 2.87% 7,335,218 $319M $43.43 $42M +660,265 +9.9%
3 AAPL 2.21% 963,471 $245M $254.63 $54M +33,200 +3.6%
4 NVDA 1.96% 1,169,651 $218M $186.58 $37M +23,581 +2.1%
5 IVV 1.84% 305,277 $204M $669.30 $9M -9,042 -2.9%
6 DRSK 1.71% 6,592,015 $190M $28.83 $21M +702,103 +11.9%
7 QUAL 1.67% 953,726 $186M $194.50 -$17M -152,351 -13.8%
8 MSFT 1.51% 324,959 $168M $517.95 $13M +11,724 +3.7%
9 SPY 1.36% 227,255 $151M $666.18 $18M +10,560 +4.9%
10 BBIN 1.30% 2,066,731 $145M $70.13 $19M +200,524 +10.8%
11 DFAC 1.06% 3,062,464 $118M $38.57 $8M -8,282 -0.3%
12 GSEW 1.04% 1,357,176 $115M $85.04 $12M +94,490 +7.5%
13 QQQ 1.01% 187,778 $113M $600.37 $122K -16,367 -8.0%
14 AMZN 0.96% 483,865 $106M $219.57 $3M +14,507 +3.1%
15 SPYG 0.92% 979,578 $102M $104.51 $11M +24,588 +2.6%
16 DYNF 0.82% 1,547,859 $92M $59.20 $18M +200,156 +14.8%
17 SPLG 0.81% 1,152,879 $90M $78.34 $8M +21,287 +1.9%
18 IEMG 0.77% 1,292,351 $85M $65.92 $32M +406,743 +45.9%
19 OSCV 0.76% 2,205,984 $84M $38.23 $13M +236,757 +12.0%
20 BND 0.75% 1,127,523 $84M $74.37 $4M +41,595 +3.8%
21 DUBS 0.75% 2,291,918 $84M $36.55 $14M +230,828 +11.2%
22 IDUB 0.75% 3,526,077 $83M $23.55 $12M +338,775 +10.6%
23 SCHX 0.74% 3,136,387 $83M $26.34 $7M +30,300 +1.0%
24 IUSB 0.68% 1,612,498 $75M $46.71 $3M +53,285 +3.4%
25 LRGF 0.66% 1,066,448 $74M $69.08 $2M -46,336 -4.2%
26 XLK 0.65% 256,025 $72M $281.86 $12M +16,779 +7.0%
27 VOO 0.64% 116,567 $71M $612.38 $8M +5,620 +5.1%
28 QQQM 0.62% 279,434 $69M $247.12 $11M +25,689 +10.1%
29 VTI 0.58% 194,833 $64M $328.17 $4M -917 -0.5%
30 BINC 0.57% 1,197,987 $64M $53.24 -$6M -122,026 -9.2%
31 BBUS 0.56% 514,497 $62M $120.66 $51M +414,580 +414.9%
32 JPM 0.54% 189,880 $60M $315.43 $6M +5,068 +2.7%
33 RDVY 0.52% 866,752 $58M $67.26 -$722K -73,948 -7.9%
34 IEFA 0.52% 659,293 $58M $87.31 $4M +21,287 +3.3%
35 SPYV 0.52% 1,035,549 $57M $55.33 $5M +35,107 +3.5%
36 FBND 0.51% 1,219,449 $56M $46.24 -$898K -32,691 -2.6%
37 META 0.50% 75,037 $55M $734.38 $2M +2,725 +3.8%
38 VTEB 0.48% 1,066,066 $53M $50.07 -$6M -136,662 -11.4%
39 TSLA 0.48% 119,575 $53M $444.72 $16M +3,887 +3.4%
40 OEF 0.47% 158,522 $53M $332.84 $10M +19,173 +13.8%
41 VWO 0.47% 967,821 $52M $54.18 $8M +67,488 +7.5%
42 BKIE 0.47% 582,641 $52M $89.55 $4M +29,191 +5.3%
43 BRK-B 0.46% 102,722 $52M $502.74 $3M +2,710 +2.7%
44 RSP 0.46% 271,819 $52M $189.70 $17M +79,724 +41.5%
45 CGDV 0.46% 1,213,477 $51M $42.03 $7M +100,477 +9.0%
46 GOOGL 0.44% 201,861 $49M $243.10 $16M +13,751 +7.3%
47 GOOG 0.44% 200,579 $49M $243.55 $13M -2,995 -1.5%
48 SCHG 0.44% 1,525,782 $49M $31.91 $7M +101,279 +7.1%
49 SSUS 0.43% 988,810 $48M $48.31 -$2M -119,513 -10.8%
50 SPDW 0.42% 1,086,681 $46M $42.79 $5M +71,454 +7.0%
51 JPST 0.41% 901,291 $46M $50.73 $18M +358,787 +66.1%
52 SCHP 0.39% 1,589,879 $43M $26.95 $4M +151,939 +10.6%
53 AVGO 0.36% 120,764 $40M $329.91 $7M +1,257 +1.1%
54 SECT 0.33% 584,628 $37M $63.02 -$1M -70,955 -10.8%
55 QCOM 0.32% 216,273 $36M $166.36 $1M -3,320 -1.5%
56 MTUM 0.32% 136,725 $35M $256.45 $2M +758 +0.6%
57 IJH 0.31% 530,522 $35M $65.26 -$2M -63,406 -10.7%
58 JMUB 0.31% 684,085 $35M $50.47 $18M +349,930 +104.7%
59 PYLD 0.31% 1,275,640 $34M $26.84 $25M +939,080 +279.0%
60 V 0.30% 97,782 $33M $341.38 -$1M +336 +0.3%
61 MEAR 0.30% 657,840 $33M $50.51 $157K -14
62 IBTG 0.29% 1,419,927 $33M $22.95 $2M +75,291 +5.6%
63 MUB 0.29% 305,680 $33M $106.49 -$335K -9,089 -2.9%
64 BKAG 0.29% 758,263 $32M $42.60 $4M +75,662 +11.1%
65 USMV 0.29% 338,098 $32M $95.14 -$147K -6,135 -1.8%
66 VO 0.29% 109,472 $32M $293.74 $3M +4,020 +3.8%
67 DFUV 0.29% 713,055 $32M $44.69 $2M +5,499 +0.8%
68 MBB 0.29% 333,139 $32M $95.15 $3M +25,541 +8.3%
69 WMT 0.28% 302,831 $31M $103.06 $5M +30,818 +11.3%
70 VUG 0.28% 64,857 $31M $479.61 $3M +316 +0.5%
71 IVW 0.28% 256,883 $31M $120.72 -$26M -258,380 -50.1%
72 SOXX 0.28% 113,791 $31M $271.12 $5M +5,321 +4.9%
73 EFG 0.28% 269,351 $31M $113.88 -$1M -15,142 -5.3%
74 XOM 0.28% 271,767 $31M $112.75 $3M +10,943 +4.2%
75 JMST 0.28% 599,972 $31M $51.04 $9M +173,756 +40.8%
76 BUFR 0.27% 904,424 $30M $33.42 $2M +23,501 +2.7%
77 USD 0.27% 300,718 $30M $99.02 $8M
78 VYM 0.27% 210,809 $30M $140.95 $5M +23,198 +12.4%
79 ITOT 0.26% 201,070 $29M $145.65 $2M -2,307 -1.1%
80 BIL 0.26% 319,013 $29M $91.75 -$3M -31,842 -9.1%
81 PLTR 0.26% 159,161 $29M $182.42 $8M +2,961 +1.9%
82 HD 0.26% 71,521 $29M $405.19 $3M +273 +0.4%
83 LLY 0.26% 37,922 $29M $763.00 $5M +7,225 +23.5%
84 GLD 0.25% 79,704 $28M $355.47 $5M +3,349 +4.4%
85 EMXC 0.25% 413,805 $28M $67.51 $80K -27,372 -6.2%
86 VTV 0.25% 148,425 $28M $186.49 $1M -708 -0.5%
87 XLF 0.25% 512,568 $28M $53.87 $1M +9,389 +1.9%
88 FWD 0.24% 267,473 $27M $101.19 $16M +141,553 +112.4%
89 JIRE 0.24% 364,545 $27M $73.54 $23M +309,244 +559.2%
90 JGRO 0.24% 284,401 $27M $93.75 $17M +170,010 +148.6%
91 VB 0.24% 103,452 $26M $254.28 $2M +1,128 +1.1%
92 NOW 0.23% 28,342 $26M $920.28 $479K +3,438 +13.8%
93 IBTF 0.23% 1,114,964 $26M $23.37 -$793K -34,194 -3.0%
94 SDVY 0.23% 684,869 $26M $38.02 $3M +33,981 +5.2%
95 RSSB 0.23% 912,400 $26M $28.18 $3M +62,286 +7.3%
96 PG 0.23% 167,296 $26M $153.65 -$486K +2,904 +1.8%
97 XLG 0.22% 430,690 $25M $57.52 -$8M -199,598 -31.7%
98 TBIL 0.22% 490,591 $25M $50.00 $829K +16,533 +3.5%
99 IBTH 0.22% 1,089,080 $25M $22.52 $2M +81,760 +8.1%
100 DCOR 0.22% 338,888 $24M $71.94 $2M +9,939 +3.0%

New Positions

SymbolValue% Port
DFGP $15M 0.14%
JSCP $13M 0.12%
AUSM $13M 0.11%
DGCB $9M 0.08%
FEGE $8M 0.08%
BDYN $8M 0.07%
DIVI $7M 0.07%
EQWL $5M 0.04%
TAFI $5M 0.04%
FYC $4M 0.04%
STVN $4M 0.04%
BDVL $4M 0.04%
GIII $4M 0.03%
EPAM $4M 0.03%
CAIE $3M 0.03%

Sold Out Positions

SymbolValue% Port
ASX —%
EMN —%
FLR —%
WTM —%
ALV —%
BMA —%
WH —%
WU —%
RELX —%
PAM —%
GMED —%
YPF —%
NCLH —%
BJ —%
ASH —%
View SEC EDGAR Filings for Integrated Wealth Concepts LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms