Integrated Wealth Concepts LLC

Q1 2023 13F Detailed Holdings

Location
Waltham, MA
Holdings as of
3/31/2023
Value ($000)
$4,851,314
Num holdings
1,346
Date filed
5/3/2023
Form type
13F-HR
Prev filing
2/13/2023
Next filing
8/15/2023
SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Alliance Bernstein
2 Abner Herrman and Brock
3 Beacon Capital Management
4 Capital Research & Management Company
5 Clark Capital Management Group
6 Columbia Management Investments
7 Congress Asset Management
8 Davis Select Advisors
9 Federated
10 Horizon Investments
11 JP Morgan
12 Loomis Sayles
13 LPL Research
14 Manning & Napier
15 Natixis AIA
16 Natixis Loomis Sayles
17 Natixis Multi
18 Nuveen
19 Oak Ridge Investments
20 Parametric Portfolio Associates
21 Polen Capital Management
22 Richard Bernstein ADV
23 Santa Barbara Asset Management
24 Trillium Asset Management
25 Zacks Investment Management