Integrated Wealth Concepts LLC Purchases in Q4 2024

Integrated Wealth Concepts LLC

  • $8.16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CMF
Ishares California Muni Bond E

ETFs
28.8K
+ 158.91%
$56.66 - $58.1 $1.63M - $1.67M
47K $2.69M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.2K
+ 6.03%
$275.15 - $388.2 $329K - $464K
21K $7.19M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
16.4K
+ 28.89%
$100.16 - $100.7 $1.64M - $1.65M
73.2K $7.34M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3.5K
+ 6.93%
$417.69 - $450.94 $1.46M - $1.58M
53.9K $22.9M
FTLS
First Tr Long/Short Equity ETF

ETFs
24.2K
+ 532.62%
$63.1 - $67.29 $1.53M - $1.63M
28.8K $1.89M
IBMP
Ishares Tr Ibonds December 202

ETFs
62.5K
+ 55.89%
$25.08 - $25.43 $1.57M - $1.59M
174K $4.38M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
7.8K
+ 20.03%
$47.29 - $84.74 $369K - $661K
46.8K $3.49M
RCAT
Red Cat Holdings, Inc.

Technology
118K
New
$2.69 - $14.09 $316K - $1.66M
118K $1.51M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
56.7K
+ 21.41%
$26.55 - $26.67 $1.51M - $1.51M
322K $8.56M
CORP
Pimco Investment Grade Corp Bd

ETFs
15.9K
+ 71.59%
$95.1 - $99.41 $1.51M - $1.58M
38.2K $3.63M
ACN
Accenture PLC

Technology
4.07K
+ 37.61%
$343.9 - $376.86 $1.4M - $1.53M
14.9K $5.23M
CGUS
Capital Group Core Equity ETF
39.7K
+ 222.14%
$33.96 - $36.24 $1.35M - $1.44M
57.6K $2.02M
PWR
Quanta Services, Inc.

Industrials
3.18K
+ 14.71%
$296.05 - $346.6 $943K - $1.1M
24.8K $7.85M
MSTR
Microstrategy Inc

Technology
4.81K
New
$162.69 - $473.83 $783K - $2.28M
4.81K $1.39M
SKYY
First Trust Cloud Computing Et

ETFs
1.77K
+ 2.53%
$99.98 - $130.46 $177K - $231K
71.7K $8.54M
MCD
Mcdonalds Corp

Consumer Cyclical
6.74K
+ 16.98%
$288.47 - $316.54 $1.94M - $2.13M
46.4K $13.5M
FDVV
Fidelity High Dividend ETF

ETFs
31.6K
+ 9.69%
$49.66 - $52.63 $1.57M - $1.66M
357K $17.8M
BR
Broadridge Financial Solutions, Inc.

Technology
4.59K
+ 18.4%
$209.64 - $236.44 $962K - $1.09M
29.5K $6.68M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
37.1K
+ 30.79%
$43.02 - $47.32 $1.6M - $1.76M
158K $6.81M
IWD
Ishares Russell 1000 Val ETF

ETFs
8.12K
+ 18.73%
$183.23 - $199.79 $1.49M - $1.62M
51.5K $9.53M
MBB
Ishares Tr

ETFs
23.3K
+ 11.42%
$91.26 - $95.82 $2.13M - $2.23M
227K $20.8M
C
Citigroup Inc

Financial Services
5.33K
+ 4.84%
$61.31 - $72.5 $327K - $387K
115K $8.13M
CPNG
Coupang, Inc.

Consumer Cyclical
57.4K
+ 473.72%
$21.98 - $26.89 $1.26M - $1.54M
69.5K $1.53M
PG
Procter & Gamble CO

Consumer Defensive
12.1K
+ 8.27%
$161.05 - $179.7 $1.95M - $2.17M
158K $26.6M
MGV
Vanguard Mega Cap Value

ETFs
9.92K
+ 77.59%
$124.06 - $133.48 $1.23M - $1.32M
22.7K $2.84M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
31K
+ 17.54%
$30.04 - $32.01 $932K - $993K
208K $6.53M
KRE
Spdr S&P Regional Banking ETF

ETFs
9K
+ 5.7%
$54.6 - $68.9 $491K - $620K
167K $10.1M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
18.3K
+ 25.76%
$53.94 - $58.15 $987K - $1.06M
89.3K $5.03M
IWM
Ishares Russell 2000 ETF

ETFs
5.06K
+ 7.23%
$216.13 - $242.4 $1.09M - $1.23M
75K $16.6M
VEA
Vanguard Ftse Developed Market

ETFs
72.7K
+ 15.35%
$47.57 - $52.44 $3.46M - $3.81M
547K $26.1M
VIG
Vanguard Dividend Appreciation

ETFs
6.01K
+ 15.36%
N/A
45.2K $8.23M
IYE
Ishares Tr

ETFs
24.3K
+ 81.53%
$43.93 - $51.37 $1.07M - $1.25M
54.1K $2.47M
SOFI
So Fi Technologies, Inc.

Financial Services
52K
+ 150.93%
$7.63 - $16.88 $397K - $878K
86.5K $1.33M
DGRO
Ishares Core Dividend Growth E

ETFs
21.9K
+ 10.43%
$60.73 - $64.94 $1.33M - $1.42M
232K $14.2M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
43.1K
+ 29.2%
$24.45 - $24.62 $1.05M - $1.06M
191K $4.67M
UAL
United Airlines Holdings, Inc.

Industrials
6.54K
+ 62.15%
$55.62 - $102.44 $364K - $670K
17.1K $1.66M
BX
Blackstone Inc.

Financial Services
2.67K
+ 8.72%
$148.45 - $199.05 $397K - $532K
33.3K $5.75M
ARES
Ares Management Corp

Financial Services
5.82K
New
$153.38 - $183.7 $893K - $1.07M
5.82K $1.03M
SCHO
Schwab Short Term Us Treasury

ETFs
137K
+ 149.16%
$24.06 - $48.88 $3.3M - $6.71M
229K $5.52M
NEE
Nextera Energy Inc

Utilities
22K
+ 49.4%
$69.77 - $85.43 $1.53M - $1.88M
66.4K $4.76M
EWC
Ishares Msci Canada ETF

ETFs
24.9K
+ 422.99%
$39.64 - $43.28 $988K - $1.08M
30.8K $1.24M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
12.1K
+ 51.71%
$73.49 - $86.09 $888K - $1.04M
35.4K $2.73M
HYG
Ishares Tr

ETFs
13.4K
+ 32.69%
$78.09 - $80.04 $1.05M - $1.07M
54.4K $4.28M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
32.4K
New
$28.48 - $29.56 $922K - $957K
32.4K $948K
EWG
Ishares Msci Germany ETF

ETFs
31.1K
+ 140.74%
$31.27 - $33.44 $974K - $1.04M
53.3K $1.7M
CVX
Chevron Corp

Energy
8.3K
+ 7.63%
$141.15 - $162.53 $1.17M - $1.35M
117K $17M
STLA
Stellantis N.V.

Consumer Cyclical
92.7K
+ 32.85%
$12.37 - $13.99 $1.15M - $1.3M
375K $4.89M
EXPE
Expedia Group, Inc.

Consumer Cyclical
4.43K
+ 192.1%
$146.47 - $191.01 $649K - $846K
6.73K $1.25M
DFS
Discover Financial Services

Financial Services
163
+ 0.62%
$136.3 - $182.67 $22.2K - $29.8K
26.5K $4.6M
Activity Summary
Buys All Purchases 1070 New Holdings 145 Increased Positions 925 Sells All Sells 587 Reductions 587 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