13F Filings History of Integrated Wealth Management

Latest 13F report
Q1 2017 - 14 Apr 2017
Value $
$298,529,000
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 $298,529,000 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 $298,529,000 +$26,171,875 -$7,488,672 +$18,683,203 AAPL, PM, PG, JNJ, VWO 13F-HR 14 Apr 2017, 10:29
Q4 2016 245 $268,257,000 +$20,651,364 -$34,288,314 -$13,636,950 AAPL, PM, PG, XOM, JNJ 13F-HR 06 Jan 2017, 12:53
Q3 2016 1,233 $279,116,000 +$35,482,948 -$19,577,652 +$15,905,296 AAPL, PM, PG, JNJ, XOM 13F-HR 21 Oct 2016, 17:09
Q2 2016 1,287 $258,720,000 +$27,828,568 -$13,738,448 +$14,090,120 PM, XOM, PG, JNJ, AAPL 13F-HR 29 Jul 2016, 19:32
Q1 2016 1,191 $237,093,000 +$9,892,671 -$10,080,640 -$187,969 PM, AAPL, PG, XOM, JNJ 13F-HR 22 Apr 2016, 15:41
Q4 2015 1,295 $232,096,000 +$18,506,325 -$23,678,923 -$5,172,598 AAPL, PM, PG, XOM, JNJ 13F-HR 22 Jan 2016, 21:10
Q3 2015 1,299 $228,356,000 +$9,646,888 -$21,516,279 -$11,869,391 BND, AAPL, PM, PG, XOM 13F-HR 13 Oct 2015, 08:55
Q2 2015 1,339 $257,714,003 +$29,055,037 -$7,013,017 +$22,042,020 BND, XOM, AAPL, CVX, PM 13F-HR 16 Jul 2015, 20:21
Q1 2015 1,284 $239,379,000 $0 $0 $0 XOM, BND, AAPL, CVX, PG 13F-HR 24 Apr 2015, 17:44