Integrated Wealth Concepts LLC
Position in MAR — Marriott International Inc /Md/
CIK 1737109
WALTHAM, MA
Position in MAR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,893,937
+$924,322 QoQ
Shares Held
7,809
+29.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#540
of 1,737 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MAR Over Time
Shares Held
Position Value (USD)
Position in Lodging
Consumer Cyclical · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $5,049,690 across 8 Lodging names. MAR ranks #1 (57.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAR |
Marriott International Inc /Md/
This page
|
7,809 | $2,893,937 | |
| 2 | HLT |
Hilton Worldwide Holdings Inc.
|
4,853 | $1,603,722 | |
| 3 | WH |
Wyndham Hotels & Resorts, Inc.
|
5,313 | $447,407 | |
| 4 | IHG |
Intercontinental Hotels Group PLC /New/
|
471 | $81,539 | |
| 5 | CHH |
Choice Hotels International Inc /De
|
101 | $11,137 | |
| 6 | H |
Hyatt Hotels Corp
|
41 | $7,947 | |
| 7 | ATAT |
Atour Lifestyle Holdings Ltd
|
76 | $2,416 | |
| 8 | HTHT |
H World Group Ltd
|
38 | $1,585 |
All Filings in MAR
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,893,937 | 7,809 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,969,615 | 6,022 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,110,659 | 3,580 | Shares | Other | 2026-02-13 | |
| 2025-06-30 | $463,637 | 1,697 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $914,688 | 3,840 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $946,443 | 3,393 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $869,851 | 3,499 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $854,656 | 3,535 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,432,616 | 5,678 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,276,386 | 5,660 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,110,367 | 5,649 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $1,057,503 | 5,757 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $736,719 | 4,437 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $435,801 | 2,927 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $440,600 | 3,144 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $428,295 | 3,149 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $527,777 | 3,003 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $278,264 | 1,684 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $221,098 | 1,493 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $667,309 | 4,888 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $590,958 | 3,990 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $362,252 | 2,746 | Shares | Other | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||