13F Filings History of Integrated Wealth Management

Latest 13F report
Q1 2017 - 14 Apr 2017
Value $
$298,357,172
Signature - Title
John Wong - Chief Compliance Officer
Location
Palm Desert, CA
Summary
This page shows a list of all the recent 13F filings made by Integrated Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Integrated Wealth Management reported 268 stock holdings with total value $298,357,172 as of Q1 2017. Top holdings included AAPL, PM, PG, JNJ, and VWO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q1 2017 268 $298,357,172 +$26,171,876 -$2,901,672 +$23,270,204 AAPL, PM, PG, JNJ, VWO 13F-HR 14 Apr 2017, 10:29
Q4 2016 245 $267,796,461 +$20,605,787 -$4,621,313 +$15,984,474 AAPL, PM, PG, XOM, JNJ 13F-HR 06 Jan 2017, 11:53
Q3 2016 1,138 $278,578,276 +$35,504,289 -$11,601,010 +$23,903,279 AAPL, PM, PG, JNJ, XOM 13F-HR 21 Oct 2016, 17:09
Q2 2016 1,177 $258,256,400 +$29,021,203 -$7,876,575 +$21,144,628 PM, XOM, PG, JNJ, AAPL 13F-HR 29 Jul 2016, 19:32
Q1 2016 1,089 $236,073,045 +$9,949,775 -$5,637,923 +$4,311,852 PM, AAPL, PG, XOM, JNJ 13F-HR 22 Apr 2016, 15:41
Q4 2015 1,180 $231,145,056 +$18,513,747 -$19,516,395 -$1,002,648 AAPL, PM, PG, XOM, JNJ 13F-HR 22 Jan 2016, 20:10
Q3 2015 1,193 $226,898,447 +$9,658,010 -$19,347,274 -$9,689,264 BND, AAPL, PM, PG, XOM 13F-HR 13 Oct 2015, 08:55
Q2 2015 1,244 $257,472,211 +$29,082,148 -$5,629,000 +$23,453,148 BND, XOM, AAPL, CVX, PM 13F-HR 16 Jul 2015, 20:21
Q1 2015 1,145 $239,069,290 $0 XOM, BND, AAPL, CVX, PG 13F-HR 24 Apr 2015, 17:44