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
RE
Everest Re Group LTD

Financial Services
7.96K
+ 489.24%
N/A
9.59K $3.55M
ICLR
Icon PLC

Healthcare
16.9K
+ 961.4%
$174.99 - $222.58 $2.96M - $3.76M
18.7K $3.27M
AIQ
Global X Funds Global X Artifi

ETFs
79.6K
New
$36.38 - $42.77 $2.9M - $3.4M
79.6K $2.9M
WPM
Wheaton Precious Metals Corp.

Basic Materials
37.2K
New
$55.75 - $77.63 $2.07M - $2.88M
37.2K $2.88M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
17K
+ 14.71%
$196.12 - $229.48 $3.33M - $3.89M
132K $26.7M
JPM
Jpmorgan Chase & CO

Financial Services
7.91K
+ 4.9%
$225.19 - $279.95 $1.78M - $2.21M
169K $41.6M
MUB
Ishares National Muni Bond ETF

ETFs
29.6K
+ 10.39%
$104.71 - $107.69 $3.09M - $3.18M
314K $33.1M
FTLS
First Tr Long/Short Equity ETF

ETFs
43.6K
+ 151.47%
$63.42 - $68.17 $2.76M - $2.97M
72.4K $4.64M
IDEV
Ishares Core Msci Intl Develop

ETFs
34.5K
+ 74.78%
$63.77 - $71.36 $2.2M - $2.46M
80.7K $5.56M
FTSD
Franklin ETF Tr Liberty Short

ETFs
28.2K
+ 77.6%
$90.09 - $90.89 $2.54M - $2.56M
64.6K $5.86M
EFG
Msci Eafe Growth ETF

ETFs
17.2K
+ 6.5%
$96.1 - $106.37 $1.65M - $1.82M
281K $28.1M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
111K
+ 96.41%
$21.77 - $22.25 $2.41M - $2.46M
226K $5.02M
ABBV
Abb Vie Inc.

Healthcare
3.66K
+ 6.71%
$169.2 - $216.66 $619K - $793K
58.2K $12.2M
IWB
Ishares Tr Russell 1000 ETF

ETFs
10.8K
+ 18.38%
$302.31 - $337.54 $3.27M - $3.65M
69.7K $21.4M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
48.6K
+ 16.23%
$49.69 - $50.76 $2.42M - $2.47M
348K $17.4M
CGGO
Capital Group Global Growth Eq

ETFs
87.2K
+ 80.58%
$28.33 - $30.84 $2.47M - $2.69M
195K $5.53M
SPY
Spdr S&P 500 ETF Trust

ETFs
13.3K
+ 7.0%
$551.42 - $612.93 $7.34M - $8.16M
204K $114M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
99.3K
+ 13.41%
$29.34 - $31.31 $2.91M - $3.11M
840K $24.9M
EMB
Ishares Tr

ETFs
25.3K
+ 63.35%
$88.64 - $92.03 $2.25M - $2.33M
65.3K $5.92M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
7.4K
+ 27.19%
$80.53 - $147.57 $596K - $1.09M
34.6K $4.57M
T
At&T Inc.

Communication Services
26.4K
+ 9.63%
$21.56 - $28.28 $569K - $747K
301K $8.5M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
160K
+ 359.72%
$13.05 - $13.97 $2.09M - $2.24M
205K $2.79M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
42.6K
+ 68.9%
$51.26 - $52.53 $2.19M - $2.24M
105K $5.39M
HTRB
Hartford Fds Total Return Bd E

ETFs
64.4K
+ 902.17%
$33.03 - $34.09 $2.13M - $2.2M
71.5K $2.42M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
41.4K
+ 15.34%
$48.31 - $49.23 $2M - $2.04M
311K $15.3M
VTC
Vanguard Scottsdale Fds Total

ETFs
27.6K
New
$74.74 - $77.39 $2.06M - $2.14M
27.6K $2.12M
IEMG
Ishares Inc

ETFs
38.4K
+ 6.68%
N/A
614K $32.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
20.5K
+ 2.47%
$42.5 - $46.71 $871K - $957K
849K $38.4M
CHE
Chemed Corp

Healthcare
1.94K
+ 22.34%
$521.84 - $615.32 $1.01M - $1.19M
10.6K $6.52M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
39.7K
+ 38.3%
$47.33 - $47.92 $1.88M - $1.9M
143K $6.82M
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
17.5K
+ 1.38%
$40.77 - $42.27 $715K - $741K
1.29M $54.4M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
26.8K
New
$65.44 - $70.64 $1.75M - $1.89M
26.8K $1.83M
GOLD
Barrick Gold Corp

Basic Materials
81K
+ 152.44%
$15.45 - $19.56 $1.25M - $1.58M
134K $2.61M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
69.4K
+ 52.15%
$25.05 - $25.16 $1.74M - $1.75M
202K $5.09M
XLG
Invesco Exchange Traded Fd Tr

ETFs
76.6K
+ 16.79%
$45.72 - $51.73 $3.5M - $3.96M
533K $24.5M
AVUV
American Centy ETF Tr Avantis

ETFs
21.3K
+ 147.95%
$84.95 - $100.62 $1.81M - $2.14M
35.7K $3.11M
SLV
I Shares Silver Trust

ETFs
42K
+ 48.25%
$26.93 - $31.32 $1.13M - $1.32M
129K $4M
CGUS
Capital Group Core Equity ETF
53.6K
+ 93.05%
$33.08 - $36.62 $1.77M - $1.96M
111K $3.72M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
27.2K
+ 13.35%
$192.82 - $222.1 $5.24M - $6.03M
231K $44.5M
IEF
Ishares Barclays

ETFs
14.6K
+ 14.66%
$91.17 - $95.39 $1.34M - $1.4M
115K $10.9M
XLF
Financial Sector Spdr

ETFs
20K
+ 4.31%
$47.32 - $52.19 $948K - $1.05M
485K $24.2M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
22.1K
+ 301.16%
$77.33 - $90.16 $1.71M - $1.99M
29.4K $2.31M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
26.5K
+ 43.84%
$62.72 - $71.92 $1.66M - $1.9M
86.8K $5.47M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
102K
+ 278.48%
$16.57 - $18.85 $1.69M - $1.92M
138K $2.3M
HYDB
Ishares Tr Edge High Yield Def

ETFs
34.3K
New
$46.82 - $47.8 $1.61M - $1.64M
34.3K $1.62M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
31.6K
+ 69.28%
$50.03 - $50.27 $1.58M - $1.59M
77.1K $3.87M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
65.1K
+ 75.95%
N/A
151K $3.58M
AMT
American Tower Corp

Real Estate
926
+ 2.37%
$173.46 - $217.6 $161K - $201K
40K $8.71M
UBER
Uber Technologies, Inc

Technology
12.7K
+ 26.08%
$63.17 - $81.49 $799K - $1.03M
61.2K $4.46M
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