Integrated Wealth Concepts LLC

CIK

1737109

City

WALTHAM

State / Country

MA

Stock

DSM — Bny Mellon Strategic Municipal Bond Fund, Inc.

Top Portfolio Positions

1,306 positions · $3,898,822,595 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
AAPL	Apple Inc. Technology	1,013,896	$257,316,665	6.60%
NVDA	Nvidia Corp Technology	1,232,239	$214,902,481	5.51%
SPY	Spdr S&P 500 ETF Trust	228,905	$148,866,077	3.82%
MSFT	Microsoft Corp Technology	360,796	$133,555,855	3.43%
QQQ	Invesco Qqq Trust, Series 1	196,414	$113,366,232	2.91%
AMZN	Amazon Com Inc Consumer Cyclical	526,571	$109,668,942	2.81%
GOOGL	Alphabet Inc. Communication Services	227,265	$65,352,323	1.68%
JPM	Jpmorgan Chase & Co Financial Services	197,560	$58,114,249	1.49%
GLD	Spdr Gold Trust	130,444	$56,128,748	1.44%
TSLA	Tesla, Inc. Consumer Cyclical	136,843	$50,871,385	1.30%

Portfolio Trend

25 quarters · across all stocks

Holdings in DSM

Compact Export CSV

Shares Held

Position Value (USD)

12 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$203,162	33,804	-9.5%	Shares	Sole	2026-05-15
2025-09-30	$221,052	37,340	0.0%	Shares	Sole	2025-11-14
2025-06-30	$209,104	37,340	+10.5%	Shares	Sole	2025-08-14
2025-03-31	$195,049	33,804	0.0%	Shares	Sole	2025-05-15
2024-12-31	$196,401	33,804	-4.5%	Shares	Sole	2025-02-14
2024-09-30	$220,523	35,397	+0.0%	Shares	Sole	2024-11-14
2024-06-30	$210,186	35,385	+0.1%	Shares	Sole	2024-08-14
2024-03-31	$207,203	35,359	+0.1%	Shares	Sole	2024-05-15
2023-12-31	$201,791	35,340	+0.1%	Shares	Sole	2024-02-13
2023-09-30	$175,535	35,319	-11.5%	Shares	Sole	2023-11-15
2023-06-30	$227,412	39,897	+0.1%	Shares	Sole	2023-08-15
2023-03-31	$239,648	39,875	—	Shares	Sole	2023-05-03
No 13F history on record for this holder in this stock.