Integrated Wealth Concepts LLC Purchases in Q1 2025

Integrated Wealth Concepts LLC

  • $8.03 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
842
+ 1.97%
$108.02 - $120.45 $91K - $101K
43.6K $4.8M
ENVX
Enovix Corp

Industrials
764
+ 2.05%
$7.21 - $14.33 $5.51K - $10.9K
38.1K $279K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.91K
+ 2.14%
$21.23 - $23.75 $82.9K - $92.8K
186K $4.01M
HUBS
Hubspot Inc

Technology
109
+ 7.02%
$571.29 - $819.71 $62.3K - $89.3K
1.66K $948K
ADUS
Addus Home Care Corp

Healthcare
596
+ 8.22%
$89.83 - $135.92 $53.5K - $81K
7.84K $775K
DOW
Dow Inc.

Basic Materials
874
+ 2.69%
$34.36 - $41.92 $30K - $36.6K
33.4K $1.17M
SOUN
Soundhound Ai, Inc.

Technology
1.2K
+ 8.91%
$8.12 - $20.62 $9.75K - $24.8K
14.7K $119K
EME
Emcor Group, Inc.

Industrials
55
+ 2.6%
$361.16 - $535.99 $19.9K - $29.5K
2.17K $803K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
771
+ 1.17%
$119.84 - $136.1 $92.4K - $105K
66.6K $8.06M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
190
+ 0.33%
$59.79 - $67.15 $11.4K - $12.8K
57.6K $3.49M
SHOP
Shopify Inc.

Technology
2.25K
+ 6.0%
$90.59 - $129.31 $204K - $291K
39.7K $3.79M
VTRS
Viatris Inc

Healthcare
523
+ 0.99%
$8.68 - $12.42 $4.54K - $6.5K
53.2K $463K
U
Unity Software Inc.

Technology
2.74K
+ 3.18%
$19.44 - $28.34 $53.3K - $77.7K
88.9K $1.74M
AXP
American Express CO

Financial Services
1.16K
+ 6.33%
$255.39 - $325.87 $295K - $377K
19.4K $5.23M
DFSV
Dimensional ETF Tr Dimensional

ETFs
833
+ 0.93%
$27.56 - $32.1 $23K - $26.7K
90K $2.53M
DUHP
Dimensional ETF Tr Dimensional

ETFs
2.67K
+ 0.56%
$32.57 - $35.82 $86.8K - $95.5K
478K $15.8M
EVLV
Evolv Technologies Holdings, Inc.

Industrials
365
+ 0.11%
$3.0 - $4.24 $1.1K - $1.55K
328K $1.02M
NVO
Novo Nordisk A S

Healthcare
1.63K
+ 6.5%
$69.3 - $90.95 $113K - $148K
26.7K $1.85M
WMT
Walmart Inc.

Consumer Defensive
2.96K
+ 1.34%
$84.5 - $105.05 $250K - $311K
224K $19.7M
CALM
Cal Maine Foods Inc

Consumer Defensive
1.24K
+ 3.37%
$80.87 - $115.8 $99.9K - $143K
37.9K $3.44M
DDOG
Datadog, Inc.

Technology
121
+ 1.53%
$98.68 - $151.89 $11.9K - $18.4K
8.03K $796K
RCAT
Red Cat Holdings, Inc.

Technology
77.6K
+ 66.01%
$4.82 - $14.19 $374K - $1.1M
195K $1.15M
DFAU
Dimensional ETF Tr

ETFs
4.96K
+ 1.8%
$37.84 - $42.29 $188K - $210K
281K $10.8M
AMAT
Applied Materials Inc

Technology
1.04K
+ 3.14%
$145.06 - $195.51 $151K - $204K
34.2K $4.96M
USB
Us Bancorp \De\

Financial Services
908
+ 1.0%
$40.92 - $50.9 $37.2K - $46.2K
91.3K $3.85M
BAC
Bank Of America Corp

Financial Services
7.5K
+ 2.07%
$39.61 - $47.74 $297K - $358K
369K $15.4M
ACN
Accenture PLC

Technology
283
+ 1.9%
$300.91 - $398.25 $85.2K - $113K
15.2K $4.73M
KRE
Spdr S&P Regional Banking ETF

ETFs
648
+ 0.39%
$55.11 - $65.5 $35.7K - $42.4K
168K $9.52M
TGT
Target Corp

Consumer Defensive
855
+ 4.04%
$103.65 - $142.5 $88.6K - $122K
22K $2.3M
MRK
Merck & Co., Inc.

Healthcare
604
+ 0.73%
$83.01 - $101.02 $50.1K - $61K
83.8K $7.52M
DIS
Walt Disney CO

Communication Services
910
+ 1.35%
$96.87 - $114.0 $88.2K - $104K
68.2K $6.73M
CRM
Salesforce, Inc.

Technology
1.78K
+ 8.39%
$268.36 - $359.95 $477K - $639K
22.9K $6.15M
HD
Home Depot, Inc.

Consumer Cyclical
1.42K
+ 2.08%
$347.25 - $424.87 $491K - $601K
69.4K $25.4M
TSEM
Tower Semiconductor LTD

Technology
4.53K
+ 6.05%
$35.43 - $54.74 $160K - $248K
79.4K $2.83M
IXN
Ishares Global Information Tec

ETFs
388
+ 0.33%
$75.73 - $88.4 $29.4K - $34.3K
118K $8.91M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
1.67K
+ 0.16%
$74.34 - $81.0 $124K - $135K
1.05M $79.7M
IOT
Samsara Inc.

Technology
598
+ 0.26%
$34.06 - $60.96 $20.4K - $36.5K
235K $9M
SPYG
Spdr Portfolio

ETFs
66.4K
+ 7.61%
$80.05 - $92.39 $5.32M - $6.14M
940K $75.5M
PWR
Quanta Services, Inc.

Industrials
424
+ 1.71%
$236.71 - $358.03 $100K - $152K
25.3K $6.42M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.37K
+ 1.96%
$102.49 - $119.96 $346K - $405K
175K $18.3M
IYW
Ishares Dj Us Tech ETF

ETFs
4.48K
+ 3.84%
$140.44 - $166.79 $629K - $747K
121K $17M
LRGF
Ishares Tr

ETFs
5.67K
+ 0.51%
$56.95 - $63.95 $323K - $362K
1.11M $64.4M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
127K
+ 2.4%
$38.36 - $41.43 $4.86M - $5.25M
5.41M $209M
GOOGL
Alphabet Inc.

Communication Services
15K
+ 8.73%
$154.33 - $206.19 $2.32M - $3.1M
187K $29M
GOOG
Alphabet Inc.

Communication Services
14.6K
+ 8.29%
$156.06 - $207.71 $2.28M - $3.04M
191K $29.8M
NOW
Service Now, Inc.

Technology
180
+ 1.05%
$783.83 - $1170.39 $141K - $211K
17.4K $13.8M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
10.9K
+ 0.37%
$32.42 - $36.13 $354K - $394K
2.98M $98.5M
XLK
Technology Sector Spdr

ETFs
969
+ 0.38%
$206.38 - $242.18 $200K - $235K
255K $52.7M
MSFT
Microsoft Corp

Technology
5.06K
+ 1.81%
$375.39 - $447.2 $1.9M - $2.26M
284K $107M
Activity Summary
Buys All Purchases 953 New Holdings 139 Increased Positions 814 Sells All Sells 724 Reductions 724 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email