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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 $8,417,150,179
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Bny Mellon
 2,422,412 $316,851,420 3.76%
2.
Aptus Collared
 6,079,499 $265,674,204 3.16%
3.
Ishares Trust
 IEF 267,421 $183,167,570 2.18%
4.
Aptus Defined
 5,968,043 $169,910,144 2.02%
5.
Apple Inc.
 AAPL 562,225 $152,846,522 1.82%
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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