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
Veru Inc
10.4K
New
N/A
10.4K $0
Victoryshares Free
11K
+ 22.32%
N/A
60.5K $0
Viking Holdings
5.71K
New
N/A
5.71K $0
Veralto Corp
1.1K
+ 17.82%
N/A
7.24K $0
Vanguard Mun Bd Fds
8.67K
New
N/A
8.67K $0
Vanguard Calif Tax Free Fds
4.58K
New
N/A
4.58K $0
VUSB
Vanguard Bd Index Fds
1.79K
+ 2.69%
N/A
68.3K $0
U S Treasury
9.83K
+ 8.57%
N/A
125K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
5.25K
New
N/A
5.25K $0
Yatsen Hldg LTD
19.4K
New
N/A
19.4K $0
PECO
Phillips Edison & Company, Inc.

Real Estate
129
+ 1.59%
$33.04 - $36.15 $4.26K - $4.66K
8.22K $282K
INGR
Ingredion Inc

Consumer Defensive
315
+ 10.62%
$121.01 - $138.21 $38.1K - $43.5K
3.28K $400K
NGG
National Grid PLC

Utilities
125
+ 1.9%
$67.98 - $74.38 $8.5K - $9.3K
6.69K $486K
FSP
Franklin Street Properties Corp

Real Estate
514
+ 0.54%
$1.56 - $1.78 $802 - $915
96K $153K
DVA
Davita Inc.

Healthcare
459
+ 6.82%
$127.69 - $151.32 $58.6K - $69.5K
7.19K $955K
ZS
Zscaler, Inc.

Technology
170
+ 4.44%
$267.68 - $316.5 $45.5K - $53.8K
4K $1.2M
ARLP
Alliance Resource Partners LP

Energy
81
+ 0.98%
$22.54 - $28.0 $1.83K - $2.27K
8.35K $211K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
1.28K
+ 13.44%
$25.09 - $33.65 $32.1K - $43K
10.8K $277K
CQP
Cheniere Energy Partners, L.P.

Energy
4
+ 0.11%
$51.57 - $57.73 $206 - $231
3.79K $204K
IBCP
Independent Bank Corp

Financial Services
29
+ 0.29%
$30.09 - $34.6 $873 - $1K
9.89K $306K
AI
C3.Ai, Inc.

Technology
4K
+ 34.77%
$15.46 - $29.16 $61.9K - $117K
15.5K $268K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
123
+ 0.67%
$22.65 - $25.1 $2.79K - $3.09K
18.5K $422K
BROS
Dutch Bros Inc.

Consumer Cyclical
1.37K
+ 25.47%
$52.34 - $74.24 $71.4K - $101K
6.73K $351K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
136
+ 1.48%
$24.0 - $27.1 $3.26K - $3.69K
9.34K $231K
CHD
Church & Dwight CO Inc

Consumer Defensive
124
+ 3.65%
$85.84 - $99.09 $10.6K - $12.3K
3.52K $308K
DOW
Dow Inc.

Basic Materials
5.18K
+ 13.36%
$20.87 - $30.37 $108K - $157K
43.9K $1.01M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
670
+ 2.96%
$14.94 - $16.82 $10K - $11.3K
23.3K $348K
MELI
Mercadolibre Inc

Consumer Cyclical
97
+ 10.81%
$2292.04 - $2514.05 $222K - $244K
994 $2.32M
MPLX
Mplx LP

Energy
66
+ 0.39%
$49.42 - $52.71 $3.26K - $3.48K
16.8K $839K
CNXC
Concentrix Corp

Technology
543
+ 7.59%
$45.94 - $62.0 $24.9K - $33.7K
7.7K $355K
CRBG
Corebridge Financial, Inc.

Financial Services
383
+ 2.55%
$31.36 - $35.94 $12K - $13.8K
15.4K $494K
MCO
Moodys Corp

Financial Services
8
+ 0.45%
$472.69 - $521.32 $3.78K - $4.17K
1.8K $858K
MNDY
Monday.Com Ltd.

Technology
493
+ 43.28%
$171.46 - $309.62 $84.5K - $153K
1.63K $316K
LNG
Cheniere Energy, Inc.

Energy
1
+ 0.02%
$222.68 - $244.28 $223 - $244
5.07K $1.19M
BRBR
Bellring Brands, Inc.

Consumer Defensive
1.46K
+ 30.48%
$35.51 - $58.78 $51.9K - $85.9K
6.26K $227K
PINS
Pinterest, Inc.

Communication Services
2.34K
+ 6.48%
$32.17 - $39.17 $75.1K - $91.5K
38.4K $1.24M
INTU
Intuit Inc

Technology
367
+ 12.37%
$646.03 - $807.39 $237K - $296K
3.34K $2.28M
HRTX
Heron Therapeutics, Inc.

Healthcare
3.19K
+ 3.38%
$1.21 - $2.23 $3.86K - $7.11K
97.6K $124K
WCN
Waste Connections, Inc.

Industrials
29
+ 0.4%
$171.32 - $191.84 $4.97K - $5.56K
7.21K $1.27M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
731
+ 24.04%
$108.8 - $169.61 $79.5K - $124K
3.77K $410K
RHI
Robert Half International Inc.

Industrials
207
+ 1.33%
$33.49 - $43.03 $6.93K - $8.91K
15.7K $535K
AMP
Ameriprise Financial Inc

Financial Services
52
+ 1.56%
$486.13 - $544.55 $25.3K - $28.3K
3.4K $1.67M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
244
+ 5.64%
$366.54 - $479.53 $89.4K - $117K
4.57K $1.79M
TPL
Texas Pacific Land Corp

Energy
177
+ 6.58%
$854.83 - $1075.97 $151K - $190K
2.87K $2.68M
CHTR
Charter Communications, Inc.

Communication Services
49
+ 3.56%
$256.57 - $418.22 $12.6K - $20.5K
1.43K $392K
ELV
Elevance Health, Inc.

Healthcare
193
+ 5.05%
$274.66 - $395.76 $53K - $76.4K
4.01K $1.3M
SPGI
S&P Global Inc.

Financial Services
170
+ 2.48%
$484.94 - $564.15 $82.4K - $95.9K
7.02K $3.42M
AMT
American Tower Corp

Real Estate
6.86K
+ 12.76%
$192.32 - $232.35 $1.32M - $1.59M
60.6K $11.7M
MSTR
Microstrategy Inc

Technology
435
+ 9.65%
$300.7 - $455.9 $131K - $198K
4.94K $1.59M
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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