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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 $6,104,120,731
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 908,385 $174,891,282 2.86%
2.
Ishares Trust
 IEF 361,625 $172,722,958 2.82%
3.
Ishares Msci
 999,043 $146,999,149 2.4%
4.
Bny Mellon
 1,176,831 $106,385,501 1.74%
5.
Spdr Series Trust
 1,732,337 $96,837,661 1.58%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)