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Integrated Wealth Concepts LLC Buys iShares Edge MSCI USA Momentum Factor, iShares U.S. Real Estate, SPDR Select Sector Fund - Technology, Sells iShares 7-10 Year Treasury Bond ETF, iShares Short Treasury Bond ETF, Vanguard Extended Duration Treasury

Investment company Integrated Wealth Concepts LLC buys iShares Edge MSCI USA Momentum Factor, iShares U.S. Real Estate, SPDR Select Sector Fund - Technology, iShares Edge MSCI Min Vol USA, iShares China Large-Cap, Ishares MSCI India, iShares Edge MSCI USA Value Factor, Invesco BulletShares 2021 Corporate Bond, Nuveen Mortgage Opportunity Term Fund 2, Nuveen High Income 2020 Target Term Fund, Nuveen High Income Dec 2019 Target Term Fund, iShares Core S&P Total U.S. Stock Market, SPDR Select Sector Fund - Utilities, iShares iBoxx $ Investment Grade Corporate Bond, iShares Core S&P 500, iShares Inc MSCI Brazil, Invesco BulletShares 2022 Corporate Bond, VanEck Vectors Gold Miners, iShares S&P 100, Vanguard Growth, Vanguard Value, JPMorgan Diversified Return International Equity, iShares Core U.S. Aggregate Bond, Apple Inc, iShares Core MSCI EAFE, iShares Core S&P Small-Cap, Amazon.com Inc, First Trust Large Cap Core AlphaDEX Fund, First Trust VL Dividend, Vanguard S&P 500, Vanguard Small-Cap, AT&T Inc, The Home Depot Inc, Boeing Co, iShares Floating Rate Bond, First Trust Large Cap Growth AlphaDEX Fund, iShares Global Tech, Microsoft Corp, Chevron Corp, Invesco China Technology, iShares Core MSCI Total International Stock ETF, Invesco S&P 500 High Dividend Low Volatility, SPDR MidCap Trust Series I, iShares National Muni Bond, S&P Global Inc, Vanguard Intermediate-Term Bond, iShares J.P. Morgan USD Emerging Markets Bond ETF, Invesco S&P MidCap Low Volatility, Altria Group Inc, Southern Co, Vanguard Short-Term Bond, Lowe's Inc, Philip Morris International Inc, Eaton Vance High Income 2021 Target Term Trust, Nuveen High Income Nov 2021 Target Term Fund, VanEck Vectors Morningstar Wide Moat, Align Technology Inc, Honeywell International Inc, SPDR S&P Dividend, Amphenol Corp, Caterpillar Inc, Eaton Corp PLC, Fair Isaac Corp, GlaxoSmithKline PLC, Welltower Inc, International Business Machines Corp, Jack Henry & Associates Inc, NVIDIA Corp, Thermo Fisher Scientific Inc, Total SA, Ventas Inc, First Republic Bank, iShares MSCI EAFE Value, iShares Russell Midcap Growth, SPDR DJ Wilshire Global Real Estate, ALPS Sector Dividend Dogs, SPDR Portfolio Developed World ex-US, SPDR Portfolio Short Term Corporate Bond, Vanguard Div Appreciation, SPDR Select Sector Fund - Health Care, A.O. Smith Corp, Abbott Laboratories, Alexion Pharmaceuticals Inc, BCE Inc, BHP Group, Electronic Arts Inc, Heico Corp, Nike Inc, Northrop Grumman Corp, Novartis AG, PepsiCo Inc, Sherwin-Williams Co, Starbucks Corp, Texas Instruments Inc, US Bancorp, United Parcel Service Inc, Vertex Pharmaceuticals Inc, LendingTree Inc, Five Below Inc, Alibaba Group Holding, iShares Edge MSCI Min Vol Emerging Markets, First Trust DJ Global Select Dividend, iShares iBoxx $ High Yield Corporate Bond, iShares International Select Dividend, iShares Russell 1000, Invesco National AMT-Free Municipal Bond ETFo, Vanguard Small-Cap Value, Vanguard Financials, Vanguard Real Estate, SPDR Select Sector Fund - Financial, SPDR Select Sector Fund - Consumer Discretionary, BP PLC, Cisco Systems Inc, Coca-Cola Co, Raytheon Co, Invesco High Income 2023 Target Term Fund, Nuveen Preferred and Income 2022 Term, Colony Credit Real Estate Inc, WisdomTree U.S. Quality Dividend Growth Fund, iShares MSCI Emerging Index Fund, iShares Core High Dividend, Invesco S&P 500 Low Volatility, Netflix Inc, Wells Fargo, Tesla Inc, Aurora Cannabis Inc, iShares Russell 1000 Value, Amgen Inc, Citigroup Inc, Comcast Corp, Rockwell Automation Inc, Walmart Inc, FS KKR Capital Corp, SPDR Gold Trust, PIMCO Enhanced Short Maturity Active Exchange-Trad, SPDR Nuveen Bloomberg Barclays Short Term Municipa, CVS Health Corp, Ford Motor Co, TJX Inc, W.P. Carey Inc, Great Panther Mining, Tonix Pharmaceuticals Holding Corp, iShares 1-3 Year Treasury Bond ETF, Vanguard Mid-Cap Value, sells iShares 7-10 Year Treasury Bond ETF, iShares Short Treasury Bond ETF, Vanguard Extended Duration Treasury, iShares 3-7 Year Treasury Bond ETF, iShares 20+ Year Treasury Bond ETF, Invesco BulletShares 2019 Corporate Bond, iShares Edge MSCI Min Vol Global, Nuveen Municipal Value Fund Inc, Nuveen AMT-Free Municipal Credit Income Fund, iShares Russell 1000 Growth, Eaton Vance Municipal Bond Fund, Eaton Vance Municipal Income Trust, iShares S&P 500 Growth, DNP Select Income Fund Inc, Consolidated Edison Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Integrated Wealth Concepts LLC. As of 2019Q1, Integrated Wealth Concepts LLC owns 286 stocks with a total value of $448 million. These are the details of the buys and sells.

For the details of Integrated Wealth Concepts LLC's stock buys and sells, go to https://www.gurufocus.com/guru/integrated+wealth+concepts+llc/current-portfolio/portfolio

These are the top 5 holdings of Integrated Wealth Concepts LLC
  1. Vanguard Total Stock Market (VTI) - 125,698 shares, 4.06% of the total portfolio. Shares added by 8.24%
  2. iShares Edge MSCI USA Momentum Factor (MTUM) - 158,984 shares, 3.98% of the total portfolio. Shares added by 379.62%
  3. iShares Core S&P Mid-Cap (IJH) - 75,022 shares, 3.17% of the total portfolio. Shares added by 9.12%
  4. iShares Core S&P Total U.S. Stock Market (ITOT) - 216,733 shares, 3.12% of the total portfolio. Shares added by 25.79%
  5. iShares iBoxx $ Investment Grade Corporate Bond (LQD) - 101,062 shares, 2.69% of the total portfolio. Shares added by 27.63%
New Purchase: SPDR Select Sector Fund - Technology (XLK)

Integrated Wealth Concepts LLC initiated holding in SPDR Select Sector Fund - Technology. The purchase prices were between $58.89 and $75.09, with an estimated average price of $68.3. The stock is now traded at around $75.30. The impact to a portfolio due to this purchase was 1.64%. The holding were 99,390 shares as of .

New Purchase: iShares U.S. Real Estate (IYR)

Integrated Wealth Concepts LLC initiated holding in iShares U.S. Real Estate. The purchase prices were between $72.8 and $87.11, with an estimated average price of $82.19. The stock is now traded at around $87.71. The impact to a portfolio due to this purchase was 1.64%. The holding were 84,263 shares as of .

New Purchase: iShares China Large-Cap (FXI)

Integrated Wealth Concepts LLC initiated holding in iShares China Large-Cap. The purchase prices were between $38.09 and $45.17, with an estimated average price of $42.67. The stock is now traded at around $41.47. The impact to a portfolio due to this purchase was 1.62%. The holding were 163,618 shares as of .

New Purchase: Invesco BulletShares 2021 Corporate Bond (BSCL)

Integrated Wealth Concepts LLC initiated holding in Invesco BulletShares 2021 Corporate Bond. The purchase prices were between $20.58 and $21, with an estimated average price of $20.81. The stock is now traded at around $21.07. The impact to a portfolio due to this purchase was 1.17%. The holding were 249,066 shares as of .

New Purchase: Invesco BulletShares 2022 Corporate Bond (BSCM)

Integrated Wealth Concepts LLC initiated holding in Invesco BulletShares 2022 Corporate Bond. The purchase prices were between $20.43 and $21.11, with an estimated average price of $20.79. The stock is now traded at around $21.17. The impact to a portfolio due to this purchase was 0.45%. The holding were 95,924 shares as of .

New Purchase: VanEck Vectors Gold Miners (GDX)

Integrated Wealth Concepts LLC initiated holding in VanEck Vectors Gold Miners. The purchase prices were between $20.31 and $23.36, with an estimated average price of $21.99. The stock is now traded at around $20.79. The impact to a portfolio due to this purchase was 0.45%. The holding were 89,203 shares as of .

Added: iShares Edge MSCI USA Momentum Factor (MTUM)

Integrated Wealth Concepts LLC added to a holding in iShares Edge MSCI USA Momentum Factor by 379.62%. The purchase prices were between $96.81 and $112.18, with an estimated average price of $107.38. The stock is now traded at around $112.88. The impact to a portfolio due to this purchase was 3.15%. The holding were 158,984 shares as of .

Added: iShares Edge MSCI Min Vol USA (USMV)

Integrated Wealth Concepts LLC added to a holding in iShares Edge MSCI Min Vol USA by 950.41%. The purchase prices were between $51.18 and $58.8, with an estimated average price of $55.95. The stock is now traded at around $59.27. The impact to a portfolio due to this purchase was 1.63%. The holding were 137,183 shares as of .

Added: Ishares MSCI India (INDA)

Integrated Wealth Concepts LLC added to a holding in Ishares MSCI India by 1889.51%. The purchase prices were between $31.65 and $35.66, with an estimated average price of $33.2. The stock is now traded at around $33.20. The impact to a portfolio due to this purchase was 1.57%. The holding were 209,316 shares as of .

Added: iShares Edge MSCI USA Value Factor (VLUE)

Integrated Wealth Concepts LLC added to a holding in iShares Edge MSCI USA Value Factor by 2771.95%. The purchase prices were between $71.93 and $82.24, with an estimated average price of $79.16. The stock is now traded at around $79.52. The impact to a portfolio due to this purchase was 1.47%. The holding were 85,498 shares as of .

Added: Nuveen Mortgage Opportunity Term Fund 2 (JMT)

Integrated Wealth Concepts LLC added to a holding in Nuveen Mortgage Opportunity Term Fund 2 by 58.73%. The purchase prices were between $21.71 and $22.64, with an estimated average price of $22.35. The stock is now traded at around $22.48. The impact to a portfolio due to this purchase was 0.8%. The holding were 427,252 shares as of .

Added: Nuveen High Income 2020 Target Term Fund (JHY)

Integrated Wealth Concepts LLC added to a holding in Nuveen High Income 2020 Target Term Fund by 55.99%. The purchase prices were between $9.73 and $10.17, with an estimated average price of $9.97. The stock is now traded at around $9.92. The impact to a portfolio due to this purchase was 0.78%. The holding were 980,768 shares as of .

Sold Out: iShares 7-10 Year Treasury Bond ETF (IEF)

Integrated Wealth Concepts LLC sold out a holding in iShares 7-10 Year Treasury Bond ETF. The sale prices were between $102.6 and $106.41, with an estimated average price of $103.95.

Sold Out: iShares Short Treasury Bond ETF (SHV)

Integrated Wealth Concepts LLC sold out a holding in iShares Short Treasury Bond ETF. The sale prices were between $110.3 and $110.57, with an estimated average price of $110.45.

Sold Out: Vanguard Extended Duration Treasury (EDV)

Integrated Wealth Concepts LLC sold out a holding in Vanguard Extended Duration Treasury. The sale prices were between $109.37 and $119.55, with an estimated average price of $112.96.

Sold Out: iShares 3-7 Year Treasury Bond ETF (IEI)

Integrated Wealth Concepts LLC sold out a holding in iShares 3-7 Year Treasury Bond ETF. The sale prices were between $120.03 and $122.95, with an estimated average price of $121.07.

Sold Out: Nuveen Municipal Value Fund Inc (NUV)

Integrated Wealth Concepts LLC sold out a holding in Nuveen Municipal Value Fund Inc. The sale prices were between $9.27 and $10, with an estimated average price of $9.64.

Sold Out: Nuveen AMT-Free Municipal Credit Income Fund (NVG)

Integrated Wealth Concepts LLC sold out a holding in Nuveen AMT-Free Municipal Credit Income Fund. The sale prices were between $13.98 and $15.13, with an estimated average price of $14.53.



Here is the complete portfolio of Integrated Wealth Concepts LLC. Also check out:

1. Integrated Wealth Concepts LLC's Undervalued Stocks
2. Integrated Wealth Concepts LLC's Top Growth Companies, and
3. Integrated Wealth Concepts LLC's High Yield stocks
4. Stocks that Integrated Wealth Concepts LLC keeps buying

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