Integrated Wealth Concepts LLC Purchases in Q3 2025

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HOOD
Robinhood Markets, Inc.

Technology
20.3K
+ 57.65%
$91.27 - $143.18 $1.86M - $2.91M
55.6K $7.96M
HTRB
Hartford Fds Total Return Bd E

ETFs
134K
+ 152.87%
$33.47 - $34.58 $4.5M - $4.65M
222K $7.62M
WMT
Walmart Inc.

Consumer Defensive
30.8K
+ 11.33%
$94.4 - $104.27 $2.91M - $3.21M
303K $31.2M
SUB
Ishares Short Term National Mu

ETFs
42.7K
+ 111.56%
$106.17 - $107.3 $4.53M - $4.58M
81K $8.65M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
39.9K
New
$108.47 - $114.7 $4.32M - $4.57M
39.9K $4.57M
ORCL
Oracle Corp

Technology
64
+ 0.09%
$218.96 - $328.33 $14K - $21K
72.2K $20.3M
BKIE
Bny Mellon ETF Tr Internationa

ETFs
29.2K
+ 5.27%
$83.41 - $89.78 $2.43M - $2.62M
583K $52.2M
SCHP
Schwab Strategic Us Tips ETF

ETFs
152K
+ 10.57%
$26.44 - $27.1 $4.02M - $4.12M
1.59M $42.8M
EPAM
Epam Systems, Inc.

Technology
23.8K
New
N/A
23.8K $4.42M
FYC
First Trust Small Cap Growth A

ETFs
47.7K
New
$77.98 - $92.23 $3.72M - $4.4M
47.7K $4.33M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
35.5K
+ 420.8%
$117.65 - $120.08 $4.18M - $4.27M
44K $5.26M
AVUV
American Centy ETF Tr Avantis

ETFs
38.9K
+ 93.37%
$90.37 - $102.12 $3.51M - $3.97M
80.5K $8.01M
UTHR
United Therapeutics Corp

Healthcare
9.12K
+ 323.76%
$274.7 - $438.75 $2.5M - $4M
11.9K $5M
JNJ
Johnson & Johnson

Healthcare
3.42K
+ 3.18%
$155.17 - $185.42 $531K - $635K
111K $20.6M
STVN
Stevanato Group S.P.A.

Healthcare
161K
New
$21.65 - $27.95 $3.49M - $4.51M
161K $4.15M
ZM
Zoom Video Communications, Inc.

Technology
49.1K
+ 283.24%
$69.77 - $86.83 $3.43M - $4.27M
66.5K $5.48M
IGLB
Ishares 10+ Year Investment Gr

ETFs
73.6K
+ 56.11%
$48.96 - $52.08 $3.6M - $3.83M
205K $10.6M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
7.11K
+ 19.23%
$224.68 - $282.71 $1.6M - $2.01M
44.1K $12.3M
BND
Vanguard Bd Index Fd Inc Total

ETFs
41.6K
+ 3.83%
$72.57 - $74.72 $3.02M - $3.11M
1.13M $83.9M
SLV
I Shares Silver Trust

ETFs
37.5K
+ 15.79%
$32.73 - $42.5 $1.23M - $1.6M
275K $11.7M
ACGL
Arch Capital Group Ltd.

Financial Services
42K
+ 379.46%
$85.61 - $93.54 $3.59M - $3.93M
53K $4.81M
GIII
G Iii Apparel Group LTD

Consumer Cyclical
141K
New
$23.08 - $27.63 $3.26M - $3.91M
141K $3.76M
PHYS
Sprott Physical Gold Trust

Financial Services
62.6K
+ 13.98%
$25.02 - $29.62 $1.57M - $1.85M
510K $15.1M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
102K
+ 64.15%
$29.55 - $32.52 $3.03M - $3.33M
262K $8.41M
ABBV
Abb Vie Inc.

Healthcare
4.64K
+ 8.38%
$184.85 - $231.54 $858K - $1.08M
60.1K $13.9M
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
75.7K
+ 11.08%
$41.55 - $42.82 $3.14M - $3.24M
758K $32.3M
AA
Alcoa Corp

Basic Materials
99.5K
+ 295.92%
$28.4 - $33.85 $2.83M - $3.37M
133K $4.38M
AMD
Advanced Micro Devices Inc

Technology
11K
+ 14.28%
$134.8 - $184.42 $1.48M - $2.02M
87.6K $14.2M
AMZN
Amazon Com Inc

Consumer Cyclical
14.5K
+ 3.09%
$211.65 - $238.24 $3.07M - $3.46M
484K $106M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
53.3K
+ 3.42%
$45.6 - $46.92 $2.43M - $2.5M
1.61M $75.3M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
34K
+ 5.22%
$35.42 - $38.65 $1.2M - $1.31M
685K $26M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.71K
+ 2.71%
$459.11 - $506.91 $1.24M - $1.37M
103K $51.6M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
111K
+ 13.23%
$24.73 - $25.29 $2.74M - $2.81M
949K $23.9M
HD
Home Depot, Inc.

Consumer Cyclical
273
+ 0.38%
$357.4 - $423.42 $97.6K - $116K
71.5K $29M
MU
Micron Technology Inc

Technology
9.98K
+ 37.7%
$104.88 - $168.89 $1.05M - $1.69M
36.4K $6.1M
MBB
Ishares Tr

ETFs
25.5K
+ 8.3%
$92.46 - $95.73 $2.36M - $2.45M
333K $31.7M
VUG
Vanguard Growth ETF

ETFs
316
+ 0.49%
$433.97 - $484.08 $137K - $153K
64.9K $31.1M
CAT
Caterpillar Inc

Industrials
2.22K
+ 11.84%
$390.92 - $477.15 $869K - $1.06M
21K $10M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
84.4K
+ 45.05%
N/A
272K $8.56M
VO
Vanguard Mid Cap ETF

ETFs
4.02K
+ 3.81%
$279.83 - $293.74 $1.12M - $1.18M
109K $32.2M
UBER
Uber Technologies, Inc

Technology
23.2K
+ 33.13%
$86.91 - $99.57 $2.02M - $2.31M
93.3K $9.14M
INTC
Intel Corp

Technology
31.3K
+ 23.52%
$19.31 - $35.5 $605K - $1.11M
165K $5.52M
XOM
Exxon Mobil Corp

Energy
10.9K
+ 4.2%
$105.83 - $117.22 $1.16M - $1.28M
272K $30.6M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
61.9K
+ 28.15%
$33.07 - $34.84 $2.05M - $2.16M
282K $9.82M
EMCB
Wisdomtree Emerging Mrkts Corp

ETFs
35.3K
+ 26.26%
$65.91 - $67.24 $2.32M - $2.37M
170K $11.4M
ILDR
First Tr Exchange Traded Fd Vi
77K
New
$28.95 - $33.25 $2.23M - $2.56M
77K $2.49M
GFI
Gold Fields LTD

Basic Materials
12.5K
+ 11.61%
$23.36 - $42.3 $291K - $528K
120K $5.03M
GE
General Electric CO

Industrials
2.97K
+ 8.23%
$244.75 - $305.63 $727K - $908K
39K $11.7M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
3.95K
+ 3.08%
$148.97 - $165.88 $588K - $654K
132K $21.7M
Activity Summary
Buys All Purchases 1212 New Holdings 220 Increased Positions 992 Sells All Sells 699 Reductions 699 Sold out 0 Options Calls 0 Puts 0
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