Integrated Wealth Concepts LLC Purchases in Q2 2025

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ACIO
ETF Ser Solutions Aptus Collar

ETFs
1.26M
+ 23.35%
$36.36 - $41.4 $45.9M - $52.3M
6.67M $276M
NVDA
Nvidia Corp

Technology
34.6K
+ 3.11%
$94.31 - $157.99 $3.26M - $5.46M
1.15M $181M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
255K
+ 11.76%
$94.74 - $118.43 $24.2M - $30.2M
2.43M $287M
MSFT
Microsoft Corp

Technology
28.8K
+ 10.13%
$354.56 - $497.45 $10.2M - $14.3M
313K $156M
DRSK
ETF Ser Solutions Aptus Define

ETFs
1.43M
+ 32.18%
$26.75 - $28.79 $38.4M - $41.3M
5.89M $169M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
789K
+ 170.57%
$44.68 - $45.96 $35.3M - $36.3M
1.25M $57.3M
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.3M
+ 918.5%
$26.18 - $26.93 $33.9M - $34.9M
1.44M $38.4M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
221K
+ 13.44%
$54.98 - $67.95 $12.2M - $15M
1.87M $126M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
215K
+ 20.51%
$67.22 - $81.54 $14.4M - $17.5M
1.26M $103M
OSCV
Opus Small Cap Value ETF

ETFs
551K
+ 38.82%
$31.34 - $36.29 $17.3M - $20M
1.97M $71.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
13.2K
+ 6.46%
$496.48 - $617.85 $6.53M - $8.13M
217K $134M
AMZN
Amazon Com Inc

Consumer Cyclical
27.9K
+ 6.33%
$167.32 - $223.3 $4.67M - $6.24M
469K $103M
SPYG
Spdr Portfolio

ETFs
15.4K
+ 1.64%
$71.83 - $95.32 $1.11M - $1.47M
955K $91M
IEMG
Ishares Inc

ETFs
271K
+ 44.21%
N/A
886K $47.5M
META
Meta Platforms, Inc.

Communication Services
4.18K
+ 6.13%
$484.66 - $738.09 $2.02M - $3.08M
72.3K $53.4M
AVGO
Broadcom Inc.

Technology
6.64K
+ 5.88%
$146.29 - $275.65 $972K - $1.83M
120K $32.9M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
247K
+ 32.74%
$45.11 - $52.34 $11.1M - $12.9M
1M $52.4M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
23.1K
+ 10.02%
$171.4 - $227.1 $3.96M - $5.25M
254K $57.6M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
106K
+ 8.51%
$43.53 - $54.46 $4.6M - $5.76M
1.35M $73.4M
JPM
Jpmorgan Chase & CO

Financial Services
15.4K
+ 9.06%
$210.28 - $289.91 $3.23M - $4.45M
185K $53.6M
NOW
Service Now, Inc.

Technology
7.53K
+ 43.32%
$721.65 - $1040.18 $5.43M - $7.83M
24.9K $25.6M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
86.2K
+ 2.89%
$29.12 - $35.84 $2.51M - $3.09M
3.07M $110M
SCHG
Schwab Strategic Tr Us Large C

ETFs
165K
+ 13.09%
$22.27 - $29.21 $3.67M - $4.82M
1.42M $41.6M
BND
Vanguard Bd Index Fd Inc Total

ETFs
129K
+ 13.44%
$72.02 - $73.82 $9.27M - $9.5M
1.09M $80M
SCHX
Schwab Strategic Tr Us Large C

ETFs
94.3K
+ 3.13%
$19.6 - $24.44 $1.85M - $2.3M
3.11M $75.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.57K
+ 6.29%
$456.74 - $568.03 $3M - $3.73M
111K $63M
PLTR
Palantir Technologies Inc.

Technology
14.6K
+ 10.34%
$74.01 - $144.25 $1.08M - $2.11M
156K $21.3M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
139K
+ 15.81%
$32.66 - $40.75 $4.53M - $5.65M
1.02M $41.1M
IYW
Ishares Dj Us Tech ETF

ETFs
29.5K
+ 24.4%
$122.57 - $173.27 $3.62M - $5.12M
151K $26.1M
VTI
Vanguard Total Stock Market Et

ETFs
11.7K
+ 6.33%
$243.75 - $303.93 $2.84M - $3.54M
196K $59.5M
EFV
Msci Eafe Value ETF

ETFs
114K
+ 35.84%
$52.4 - $64.65 $5.99M - $7.39M
433K $27.5M
INTF
Ishares Tr

ETFs
134K
+ 11.1%
$27.6 - $34.51 $3.71M - $4.64M
1.34M $46M
TSLA
Tesla, Inc.

Consumer Cyclical
7.18K
+ 6.61%
$221.86 - $362.89 $1.59M - $2.6M
116K $36.7M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
206K
+ 461.77%
$30.96 - $40.6 $6.37M - $8.35M
250K $10.1M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
8.26K
+ 0.74%
$58.41 - $72.69 $482K - $600K
1.13M $82.3M
XLG
Invesco Exchange Traded Fd Tr

ETFs
97.7K
+ 18.34%
$40.94 - $52.1 $4M - $5.09M
630K $32.8M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
87.2K
+ 33.06%
$91.43 - $91.74 $7.97M - $8M
351K $32.2M
NFLX
Netflix Inc

Communication Services
2.07K
+ 17.25%
$855.86 - $1339.13 $1.77M - $2.77M
14.1K $18.8M
ORCL
Oracle Corp

Technology
9.57K
+ 15.29%
$122.82 - $218.63 $1.18M - $2.09M
72.1K $15.8M
WMT
Walmart Inc.

Consumer Defensive
47.6K
+ 21.23%
$81.79 - $99.98 $3.9M - $4.76M
272K $26.6M
SPTL
Spdr Portfolio Long Term Treas

ETFs
260K
+ 52.93%
$25.48 - $27.78 $6.63M - $7.23M
752K $20M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
133K
+ 9.35%
$45.12 - $46.23 $6.01M - $6.16M
1.56M $72.1M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
26.7K
+ 26.32%
$113.67 - $150.4 $3.03M - $4.01M
128K $19.2M
CGDV
Capital Group Divid Value ETF

ETFs
57.4K
+ 5.44%
$31.93 - $39.49 $1.83M - $2.27M
1.11M $44M
GOOG
Alphabet Inc.

Communication Services
12.6K
+ 6.59%
$146.58 - $180.01 $1.85M - $2.27M
204K $36.1M
IVE
Ishares S&P 500 Value ETF

ETFs
28.2K
+ 20.56%
$168.34 - $195.42 $4.74M - $5.5M
165K $32.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
51.5K
+ 6.07%
$39.89 - $49.46 $2.05M - $2.55M
900K $44.5M
IEFA
Ishares Tr

ETFs
12.9K
+ 2.07%
$67.83 - $84.09 $877K - $1.09M
638K $53.3M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3.68K
+ 2.78%
$180.84 - $240.32 $666K - $885K
136K $32.7M
Activity Summary
Buys All Purchases 1246 New Holdings 294 Increased Positions 952 Sells All Sells 600 Reductions 600 Sold out 0 Options Calls 0 Puts 0
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