Glekko logo

Integrated Wealth Concepts LLC - Q12026 Holdings

Integrated Wealth Concepts LLC holds 2276 stocks with a total portfolio value of $ 12.54B as of Q12026. In Q12026, Integrated Wealth Concepts LLC added 728 new positions, increased stakes in 1297 stocks, reduced 213 holdings, and fully exited 50 positions. The largest holding is Bny Mellon (BKLC), representing 2.88% of the total portfolio.

Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options