Integrated Wealth Concepts LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Integrated Wealth Concepts LLC reported 1,711 stock positions worth $8.6 billion. Its top holding was Apple (AAPL) at 2.8% of the portfolio, followed by BNY Mellon US LRG Cap Cor (BKLC, 2.6%) and iShares Core S&P 500 ETF (IVV, 2.5%). Compared with Q3 2024, it opened 140 new positions, sold out of 97, added to 919 and reduced 597. The biggest buy was Aptus Collared Invest Opp (ACIO, shares +22%) and the biggest sale iShares MSCI USA Quality Fac (QUAL, shares −15%).
- Most Recent 13F
- Q2 2026
- Location
- WALTHAM, MA
- CIK
- 0001737109
- Portfolio Value
- $8.6B (Q4 2024)
- SEC Filing
- 0001737109-25-000002 ↗ filed Feb 14, 2025
Holdings Value
Holdings 1,711 stocks · $8.6B
| AAPL Apple Inc. | 2.79% | 959,519 | $240.3M | Add +4.7% |
| BKLC BNY Mellon US LRG Cap Cor | 2.62% | 2,014,177 | $225.7M | Reduce -0.2% |
| IVV iShares Core S&P 500 ETF | 2.48% | 362,793 | $213.6M | Add +0.1% |
| ACIO Aptus Collared Invest Opp | 2.47% | 5,284,684 | $212.7M | Add +22.4% |
| QUAL iShares MSCI USA Quality Fac | 2.37% | 1,147,164 | $204.3M | Reduce -15.4% |
| NVDA Nvidia Corp. | 1.66% | 1,066,060 | $143.2M | Add +12.8% |
| MSFT Microsoft Corp. | 1.37% | 279,364 | $117.8M | Add +9.1% |
| DRSK Aptus Defined Risk ETF | 1.35% | 4,250,236 | $116.6M | Add +22.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.30% | 190,219 | $111.5M | Add +18.6% |
| QQQ Invesco QQQ Trust Series 1 | 1.28% | 215,877 | $110.4M | Add +18.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.22% | 1,518,849 | $104.7M | Reduce -0.9% |
| DFAC Dimensional US Core Equity 2 | 1.20% | 2,973,630 | $102.9M | Reduce -4.5% |
| AMZN Amazon.com Inc. | 1.12% | 438,990 | $96.3M | Add +17.3% |
| GSEW Goldman Sachs Eql WGHT Large | 0.94% | 1,046,139 | $80.8M | Add +5.6% |
| BBIN JPM Betabuilders Intl Eqty filed as J P MORGAN EXCHANGE TRADED F | 0.93% | 1,406,805 | $80.3M | Add +22.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.89% | 873,178 | $76.8M | Add +38.2% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.83% | 1,574,354 | $71.2M | Add +18.1% |
| SCHX Schwab US Large-Cap ETF | 0.82% | 3,062,799 | $71.0M | Add +0.3% |
| LRGF iShares US Equity Factor ETF | 0.78% | 1,107,292 | $66.8M | Add +51.5% |
| IJH iShares Core S&P Midcap ETF | 0.75% | 1,041,507 | $64.9M | Add +0.7% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.75% | 1,255,441 | $64.3M | Reduce -32.0% |
| BND Vanguard Total Bond Market | 0.71% | 849,124 | $61.1M | Add +3.9% |
| VOO Vanguard S&P 500 ETF | 0.71% | 113,074 | $60.9M | Add +9.7% |
| XLK SS Technology Select Sector | 0.69% | 254,336 | $59.1M | Add +20.5% |
| IVW iShares S&P 500 Growth ETF | 0.68% | 573,684 | $58.2M | Reduce -1.9% |
| RDVY First Trust Rising Dividend | 0.63% | 914,721 | $54.1M | Add +0.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.63% | 186,623 | $54.1M | Add +21.0% |
| SECT Main Sector Rotation ETF | 0.62% | 965,461 | $53.1M | Reduce -2.0% |
| SSUS Day Hagan Smart Sector ETF filed as STRATEGY SHS | 0.61% | 1,250,937 | $52.6M | Reduce -1.6% |
| BKAG BNY Mellon Core Bond ETF | 0.61% | 1,273,629 | $52.5M | Add +8.6% |
| DUBS Aptus LRG Cap Enh YLD ETF | 0.58% | 1,556,143 | $50.3M | Add +12.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.57% | 699,754 | $49.2M | Add +0.3% |
| SCHG Schwab US Large-Cap Growth | 0.56% | 1,717,408 | $47.9M | Add +12.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.55% | 945,746 | $47.4M | Add +17.9% |
| BKIE BNY Mellon Intl Eqty ETF | 0.51% | 607,261 | $44.0M | Add +33.2% |
| INTF iShares International Equity | 0.50% | 1,503,165 | $43.2M | Add +22.7% |
| QQQM Invesco Nasdaq 100 ETF | 0.50% | 203,471 | $42.8M | Add +16.2% |
| TSLA Tesla Inc. | 0.48% | 102,581 | $41.4M | Add +13.6% |
| JPM JPMorgan Chase & Co. | 0.45% | 161,549 | $38.7M | Add +10.3% |
| IDUB Aptus Intl Enhan YLD ETF | 0.44% | 1,884,755 | $37.9M | Add +20.3% |
| OSCV Opus Small Cap Value ETF | 0.43% | 989,634 | $36.6M | Add +13.0% |
| VWO Vanguard Ftse Emerging Marke | 0.42% | 828,345 | $36.5M | Add +5.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.42% | 80,302 | $36.4M | Add +24.6% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.42% | 364,092 | $36.1M | Add +0.1% |
| META Meta Platforms Inc. Class A | 0.42% | 61,019 | $35.7M | Add +11.9% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.39% | 962,047 | $33.9M | Add +13.6% |
| MEAR Ishrs Short Mat Muni Act ETF | 0.39% | 677,266 | $33.8M | Reduce -2.5% |
| GOOG Alphabet Inc. Class C | 0.39% | 176,368 | $33.6M | Add +4.8% |
| RSP Invesco S&P 500 Equal Weight | 0.39% | 190,550 | $33.4M | Add +9.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.39% | 975,105 | $33.3M | Add +5.7% |
| USMV iShares MSCI USA Min Vol Fac | 0.39% | 373,870 | $33.2M | Reduce -41.1% |
| QCOM Qualcomm Inc. | 0.39% | 215,859 | $33.2M | Add +0.4% |
| GOOGL Alphabet Inc. Class A | 0.38% | 172,345 | $32.6M | Add +3.9% |
| AVGO Broadcom Inc. | 0.37% | 136,136 | $31.6M | Add +15.7% |
| MUB iShares National Muni Bond E | 0.35% | 284,427 | $30.3M | Add +9.8% |
| IEMG iShares Core MSCI Emerging | 0.35% | 575,676 | $30.1M | Reduce -2.9% |
| STIP iShares 0-5 Year Tips Bond E | 0.35% | 295,264 | $29.7M | Add +48.2% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.34% | 572,099 | $29.3M | Add +63.5% |
| IBTF iShares Ibonds Dec 2025 Term | 0.34% | 1,251,806 | $29.2M | Add +13.4% |
| JUCY Aptus Enhanced Yield ETF | 0.33% | 1,254,878 | $28.6M | Reduce -13.3% |
| DFUV Dimensional US Marketwide Va | 0.33% | 697,844 | $28.6M | Reduce -28.8% |
| IBTG iShares Ibonds Dec 2026 Term | 0.33% | 1,241,811 | $28.3M | Add +36.6% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.33% | 542,084 | $28.2M | Add +185.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.32% | 104,149 | $27.5M | Add +2.0% |
| V Visa Inc. Class A | 0.31% | 84,546 | $26.7M | Add +8.4% |
| XOM Exxon Mobil Corp. | 0.31% | 247,780 | $26.7M | Add +1.6% |
| PG The Procter & Gamble Co. | 0.31% | 158,391 | $26.6M | Add +8.3% |
| HD Home Depot Inc. | 0.31% | 68,025 | $26.5M | Add +37.0% |
| PTRB Pgim Total Return Bond ETF | 0.30% | 640,590 | $26.2M | Add +4.3% |
| VEA Vanguard Ftse Developed ETF | 0.30% | 546,566 | $26.1M | Add +15.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.30% | 62,619 | $25.7M | Add +6.6% |
| RSSB RTRN Stack GLBL STK & BD ETF | 0.30% | 1,099,814 | $25.6M | Add +5.6% |
| EFG iShares MSCI Eafe Growth ETF | 0.30% | 263,952 | $25.6M | Reduce -38.9% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.30% | 459,256 | $25.5M | Add +44.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.30% | 105,732 | $25.4M | Reduce -14.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.29% | 149,608 | $25.3M | Add +14.0% |
| ITOT iShares Core S&P Total U.S. | 0.29% | 196,216 | $25.2M | Reduce -13.2% |
| SDVY First Trust Smid Cap Rising | 0.29% | 691,411 | $24.8M | Add +23.8% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.29% | 487,739 | $24.7M | Add +17.2% |
| JPST JPMorgan Ultra-Short Income | 0.29% | 488,465 | $24.6M | Add +54.4% |
| USD Proshares Ultra Semiconduct | 0.29% | 376,652 | $24.5M | No change |
| MTUM iShares MSCI USA Momentum Fa | 0.28% | 115,322 | $23.9M | Reduce -37.1% |
| ANGL Vaneck Fallen Angel High YLD | 0.28% | 827,627 | $23.7M | Add +3.1% |
| SOXX iShares Semiconductor ETF | 0.27% | 109,635 | $23.6M | Add +0.6% |
| VYM Vanguard High DVD Yield ETF | 0.27% | 184,742 | $23.6M | Add +2.6% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.27% | 53,912 | $22.9M | Add +6.9% |
| JEPI JPMorgan Equity Premium Inco | 0.27% | 397,097 | $22.8M | Add +1.6% |
| XLG Invesco S&P 500 Top 50 ETF | 0.26% | 456,028 | $22.8M | Add +149.9% |
| LLY Eli Lilly & Co. | 0.26% | 29,438 | $22.7M | Add +5.4% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.26% | 740,813 | $22.6M | Add +13.7% |
| XLF SS Financial Select Sector | 0.26% | 465,048 | $22.5M | Add +8.3% |
| SCHD Schwab US DVD Equity ETF | 0.25% | 796,438 | $21.8M | Add +2.5% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.25% | 480,983 | $21.6M | Add +0.4% |
| GLD SPDR Gold Shares | 0.25% | 87,709 | $21.2M | Reduce -5.6% |
| MBB iShares MBS ETF | 0.24% | 227,244 | $20.8M | Add +11.4% |
| EFV iShares MSCI Eafe Value ETF | 0.24% | 393,590 | $20.7M | Reduce -42.1% |
| IBTH iShares Ibonds Dec 2027 Term | 0.24% | 915,265 | $20.3M | Add +12.7% |
| DFCF Dimensional Core Fixed Inc. | 0.24% | 492,167 | $20.3M | Add +23.4% |
| TBIL F/M US Treasury 3 Month Bill | 0.24% | 406,337 | $20.3M | Add +61.1% |
| WMT Walmart Inc. | 0.23% | 221,421 | $20.0M | Add +8.6% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $477K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 390 | $476K | No change |
| FFAIW Faraday Future -CW27 | *W EXP 07/21/202 | 20,000 | $2K | No change |
Total filed on the 13F, all lines: $8.6B.
Portfolio Sells Q3 2024 → Q4 2024
| QUAL iShares MSCI USA Quality Fac | Reduce -15.4% | 2.37% | −0.59 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -32.0% | 0.75% | −0.37 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -41.1% | 0.39% | −0.32 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -38.9% | 0.30% | −0.27 |
| EFV iShares MSCI Eafe Value ETF | Reduce -42.1% | 0.24% | −0.24 |
| IBTE iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −0.22 |
| OEF iShares S&P 100 ETF | Reduce -45.7% | 0.23% | −0.20 |
| EMGF iShares Emerging Markets Equ | Reduce -40.3% | 0.19% | −0.18 |
| VLUE iShares MSCI USA Value Facto | Reduce -45.6% | 0.18% | −0.18 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -37.1% | 0.28% | −0.18 |
| DFUV Dimensional US Marketwide Va | Reduce -28.8% | 0.33% | −0.17 |
| BSCO Invesco Bulletshares 2024 CB | Sold out | 0.00% | −0.16 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -70.0% | 0.04% | −0.11 |
| JCPB JPMorgan Core Plus Bond ETF | Reduce -95.3% | 0.00% | −0.11 |
| DFAC Dimensional US Core Equity 2 | Reduce -4.5% | 1.20% | −0.11 |
| DFIV Dimensional International Va | Reduce -39.0% | 0.11% | −0.09 |
| IYW iShares Ustechnology ETF | Reduce -30.6% | 0.22% | −0.09 |
| BSJO Invesco Bulletshares 2024 HY | Sold out | 0.00% | −0.09 |
| JUCY Aptus Enhanced Yield ETF | Reduce -13.3% | 0.33% | −0.08 |
| BKLC BNY Mellon US LRG Cap Cor | Reduce -0.2% | 2.62% | −0.07 |
| IEMG iShares Core MSCI Emerging | Reduce -2.9% | 0.35% | −0.07 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -59.5% | 0.04% | −0.06 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -14.4% | 0.30% | −0.06 |
| IBMM iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −0.06 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -56.8% | 0.04% | −0.06 |
| SMLF iShares US Smallcap Equity F | Reduce -24.8% | 0.15% | −0.06 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -45.7% | 0.06% | −0.06 |
| ITOT iShares Core S&P Total U.S. | Reduce -13.2% | 0.29% | −0.05 |
| FTRB Fed Hermes TTL RTRN BND | Reduce -50.2% | 0.04% | −0.05 |
| USFR Wisdomtree Floating Rate Tre | Reduce -30.8% | 0.10% | −0.05 |
| AMD Advanced Micro Devices | Reduce -3.4% | 0.10% | −0.05 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -0.9% | 1.22% | −0.04 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -23.1% | 0.12% | −0.04 |
| ESGU iShares ESG Aware MSCI USA | Reduce -15.3% | 0.20% | −0.04 |
| IBDP iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −0.04 |
| BCC Boise Cascade Co. | Sold out | 0.00% | −0.04 |
| BSMO Invesco Bulletshares 2024 MB | Sold out | 0.00% | −0.04 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -25.8% | 0.08% | −0.04 |
| SAND Sandstorm Gold Ltd. | Sold out | 0.00% | −0.04 |
| DFAE Dimensional Emerging Core Eq | Reduce -16.1% | 0.11% | −0.04 |
| XLE SS Energy Select Sector | Reduce -11.4% | 0.18% | −0.04 |
| JHG Janus Henderson Group PLC | Reduce -77.2% | 0.01% | −0.04 |
| FV First Trust DW Focus 5 Fund | Reduce -16.6% | 0.14% | −0.03 |
| SSUS Day Hagan Smart Sector ETF | Reduce -1.6% | 0.61% | −0.03 |
| MEAR Ishrs Short Mat Muni Act ETF | Reduce -2.5% | 0.39% | −0.03 |
| IVE iShares S&P 500 Value ETF | Reduce -5.3% | 0.23% | −0.03 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce 0.0% | 0.18% | −0.03 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -34.7% | 0.07% | −0.03 |
| SECT Main Sector Rotation ETF | Reduce -2.0% | 0.62% | −0.03 |
| GLD SPDR Gold Shares | Reduce -5.6% | 0.25% | −0.03 |
Portfolio Buys Q3 2024 → Q4 2024
| ACIO Aptus Collared Invest Opp | Add +22.4% | 2.47% | +0.38 |
| AMZN Amazon.com Inc. | Add +17.3% | 1.12% | +0.27 |
| NVDA Nvidia Corp. | Add +12.8% | 1.66% | +0.26 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +38.2% | 0.89% | +0.25 |
| LRGF iShares US Equity Factor ETF | Add +51.5% | 0.78% | +0.25 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +185.5% | 0.33% | +0.20 |
| QQQ Invesco QQQ Trust Series 1 | Add +18.9% | 1.28% | +0.20 |
| TSLA Tesla Inc. | Add +13.6% | 0.48% | +0.19 |
| AAPL Apple Inc. | Add +4.7% | 2.79% | +0.19 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +18.6% | 1.30% | +0.17 |
| DCOR Dimensional US Core Eq 1 ETF | Add +5680.3% | 0.18% | +0.17 |
| XLG Invesco S&P 500 Top 50 ETF | Add +149.9% | 0.26% | +0.16 |
| DRSK Aptus Defined Risk ETF | Add +22.2% | 1.35% | +0.15 |
| DUHP Dimensional US High Profi Et | Add +281.9% | 0.19% | +0.13 |
| AVGO Broadcom Inc. | Add +15.7% | 0.37% | +0.12 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +63.5% | 0.34% | +0.11 |
| JMOM JPMorgan US Momentum Factor | Add +2881.7% | 0.12% | +0.11 |
| XLK SS Technology Select Sector | Add +20.5% | 0.69% | +0.11 |
| FTSL First Trust Senior Loan ETF | Add +1301.5% | 0.11% | +0.10 |
| STIP iShares 0-5 Year Tips Bond E | Add +48.2% | 0.35% | +0.10 |
| VTI VG Morningstar TS MKT ETF-US | Add +21.0% | 0.63% | +0.10 |
| JPST JPMorgan Ultra-Short Income | Add +54.4% | 0.29% | +0.09 |
| TBIL F/M US Treasury 3 Month Bill | Add +61.1% | 0.24% | +0.08 |
| JPM JPMorgan Chase & Co. | Add +10.3% | 0.45% | +0.07 |
| IBTG iShares Ibonds Dec 2026 Term | Add +36.6% | 0.33% | +0.07 |
| BKIE BNY Mellon Intl Eqty ETF | Add +33.2% | 0.51% | +0.07 |
| DFIC Dimensional International Co. | Add +226.9% | 0.11% | +0.07 |
| SCHG Schwab US Large-Cap Growth | Add +12.3% | 0.56% | +0.07 |
| QQQM Invesco Nasdaq 100 ETF | Add +16.2% | 0.50% | +0.07 |
| HD Home Depot Inc. | Add +37.0% | 0.31% | +0.06 |
| PLTR Palantir Technologies Inc. Class A | Add +3.1% | 0.12% | +0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +24.6% | 0.42% | +0.06 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +18.1% | 0.83% | +0.06 |
| FTGS First Trust Grwth Strgth ETF | Add +78.1% | 0.14% | +0.06 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +44.0% | 0.30% | +0.06 |
| BBIN JPM Betabuilders Intl Eqty | Add +22.6% | 0.93% | +0.05 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +17.9% | 0.55% | +0.05 |
| IFRA iShares US Infrastructure | Add +63.0% | 0.15% | +0.05 |
| DUBS Aptus LRG Cap Enh YLD ETF | Add +12.5% | 0.58% | +0.05 |
| V Visa Inc. Class A | Add +8.4% | 0.31% | +0.05 |
| CSHI Neos Enhanced Income 1-3 Mon | Add +199.0% | 0.07% | +0.05 |
| XLY SS Consumer Disc Select Sect | Add +86.0% | 0.10% | +0.05 |
| GOOG Alphabet Inc. Class C | Add +4.8% | 0.39% | +0.05 |
| IDXX Idexx Laboratories Inc. | New | 0.05% | +0.05 |
| AGG iShares Core U.S. Aggregate | Add +47.1% | 0.18% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +9.7% | 0.71% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +3.9% | 0.38% | +0.04 |
| WFC Wells Fargo & Co. | Add +50.5% | 0.10% | +0.04 |
| SDVY First Trust Smid Cap Rising | Add +23.8% | 0.29% | +0.04 |
| OZK Bank Ozk | New | 0.04% | +0.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026Amended | 2,400 | $15.3B | BKLC, ACIO, AAPL, IVV, NVDA |
| Q1 2026 | 2,272 | $12.5B | BKLC, ACIO, AAPL, IVV, NVDA |
| Q4 2025 | 1,597 | $8.4B | BKLC, ACIO, IVV, DRSK, AAPL |
| Q3 2025 | 1,970 | $11.2B | BKLC, ACIO, AAPL, NVDA, IVV |
| Q2 2025 | 1,897 | $10.0B | BKLC, ACIO, QUAL, IVV, AAPL |
| Q1 2025 | 1,733 | $8.6B | BKLC, ACIO, AAPL, IVV, QUAL |
| Q4 2024 | 1,711 | $8.6B | AAPL, BKLC, IVV, ACIO, QUAL |
| Q3 2024 | 1,668 | $8.2B | QUAL, BKLC, AAPL, IVV, ACIO |
| Q2 2024 | 1,641 | $7.3B | IVV, QUAL, AAPL, BKLC, SPYM |
| Q1 2024 | 1,641 | $6.9B | IVV, QUAL, AAPL, BKLC, MSFT |