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
BX
Blackstone Inc.

Financial Services
18.4K
+ 55.17%
$136.53 - $186.74 $2.51M - $3.44M
51.7K $7.23M
IBM
International Business Machines Corp

Technology
275
+ 0.56%
$217.4 - $264.74 $59.8K - $72.8K
49.4K $12.3M
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
106K
New
$13.63 - $15.28 $1.45M - $1.63M
106K $1.45M
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund

Financial Services
85K
New
$16.84 - $18.41 $1.43M - $1.57M
85K $1.44M
XYLD
Global X Fds S&P 500 Covered C

ETFs
36.1K
New
$39.02 - $42.89 $1.41M - $1.55M
36.1K $1.43M
PGR
Progressive Corp

Financial Services
857
+ 3.16%
$235.61 - $291.22 $202K - $250K
28K $7.91M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
53.8K
+ 43.78%
$24.79 - $25.26 $1.33M - $1.36M
177K $4.46M
DFSD
Dimensional ETF Tr Short Durat

ETFs
25.5K
+ 8.73%
$46.74 - $47.55 $1.19M - $1.21M
318K $15.1M
ROP
Roper Technologies Inc

Industrials
1.19K
+ 11.96%
$502.71 - $593.81 $597K - $705K
11.1K $6.55M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
57.1K
+ 39.99%
$25.12 - $26.05 $1.43M - $1.49M
200K $5.04M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
55.1K
+ 44.08%
$23.9 - $24.18 $1.32M - $1.33M
180K $4.35M
FFA
First Trust Enhanced Equity Income Fund

Financial Services
74.8K
+ 104.07%
$19.17 - $21.07 $1.43M - $1.58M
147K $2.83M
MDT
Medtronic PLC

Healthcare
9.87K
+ 23.33%
$79.84 - $94.5 $788K - $933K
52.2K $4.69M
PLTR
Palantir Technologies Inc.

Technology
779
+ 0.55%
$64.98 - $124.62 $50.6K - $97.1K
142K $11.9M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
58.2K
+ 75.58%
$22.83 - $23.75 $1.33M - $1.38M
135K $3.11M
RTX
Raytheon Technologies Corp

Industrials
2.38K
+ 4.06%
$114.1 - $135.66 $271K - $322K
60.8K $8.05M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
35K
+ 356.42%
$36.63 - $37.45 $1.28M - $1.31M
44.9K $1.65M
VIS
Vanguard Industrial ETF

ETFs
5.35K
+ 95.53%
$243.63 - $273.99 $1.3M - $1.47M
10.9K $2.71M
HDV
Ishares Core High Dividend ETF

ETFs
8.99K
+ 42.96%
$110.86 - $121.12 $996K - $1.09M
29.9K $3.62M
KWEB
Kraneshares Tr Csi China Inter

ETFs
27.9K
+ 54.56%
$27.29 - $38.29 $760K - $1.07M
78.9K $2.75M
DFIC
Dimensional ETF Tr Dimensional

ETFs
19.6K
+ 5.43%
$25.54 - $28.79 $501K - $565K
381K $10.6M
SCHP
Schwab Strategic Us Tips ETF

ETFs
42.1K
+ 42.53%
$25.69 - $26.89 $1.08M - $1.13M
141K $3.8M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
47.8K
+ 75.22%
$25.08 - $25.39 $1.2M - $1.21M
111K $2.82M
FDVV
Fidelity High Dividend ETF

ETFs
26.6K
+ 7.46%
$48.86 - $52.28 $1.3M - $1.39M
384K $19M
MCK
Mckesson Corp

Healthcare
1.13K
+ 26.98%
$566.21 - $672.99 $640K - $761K
5.32K $3.58M
AMGN
Amgen Inc

Healthcare
1
+ 0.0%
$258.59 - $327.36 $259 - $327
23.3K $7.25M
AON
Aon PLC

Financial Services
2.42K
+ 44.53%
$348.44 - $409.32 $843K - $990K
7.85K $3.13M
VZ
Verizon Communications Inc

Communication Services
2.22K
+ 1.11%
$37.81 - $46.49 $84.1K - $103K
203K $9.2M
USFR
Wisdomtree Floating Rate Treas

ETFs
23.1K
+ 13.28%
$50.29 - $50.5 $1.16M - $1.17M
197K $9.92M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
7.81K
+ 46.67%
$211.47 - $267.17 $1.65M - $2.09M
24.6K $5.19M
VCR
Vanguard Consumer Discretionar

ETFs
4.28K
+ 82.73%
$318.51 - $391.75 $1.36M - $1.68M
9.45K $3.08M
GE
General Electric CO

Industrials
386
+ 1.22%
$168.59 - $212.13 $65.1K - $81.9K
31.9K $6.39M
GTO
Invesco Actively Managed ETF T

ETFs
22.7K
+ 19.54%
$45.9 - $47.37 $1.04M - $1.08M
139K $6.52M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
12.7K
+ 39.99%
$165.25 - $224.62 $2.1M - $2.85M
44.4K $7.37M
DOCS
Doximity, Inc.

Healthcare
17.8K
+ 133.09%
$49.71 - $83.14 $885K - $1.48M
31.2K $1.81M
PG
Procter & Gamble CO

Consumer Defensive
3.63K
+ 2.29%
$158.56 - $176.26 $575K - $639K
162K $27.6M
FANG
Diamondback Energy, Inc.

Energy
7.38K
+ 23.7%
$139.9 - $180.18 $1.03M - $1.33M
38.5K $6.16M
JNK
Spdr Bloomberg High Yield Bond

ETFs
11.1K
+ 30.23%
$94.86 - $97.12 $1.05M - $1.08M
47.9K $4.56M
FVD
First Tr Value Line Divid Inde

ETFs
18.1K
+ 8.29%
$42.61 - $45.51 $769K - $822K
236K $10.5M
WM
Waste Management Inc

Industrials
748
+ 2.72%
$200.54 - $233.78 $150K - $175K
28.3K $6.54M
EWP
Ishares Inc Msci Spain ETF

ETFs
24.5K
+ 328.88%
$30.96 - $38.87 $759K - $954K
32K $1.22M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
36.6K
+ 162.74%
$26.64 - $27.14 $976K - $994K
59.2K $1.58M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
19.3K
+ 32.2%
$53.6 - $58.97 $1.03M - $1.14M
79.2K $4.34M
DGRO
Ishares Core Dividend Growth E

ETFs
13.8K
+ 5.94%
$60.46 - $64.42 $833K - $887K
246K $15.2M
JHMM
John Hancock Multifactor Mid C

ETFs
23.4K
+ 14.35%
$55.69 - $63.12 $1.31M - $1.48M
187K $10.7M
VLO
Valero Energy Corp

Energy
3.96K
+ 9.24%
$121.76 - $142.99 $483K - $567K
46.9K $6.19M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
25.8K
+ 28.84%
$51.45 - $58.51 $1.33M - $1.51M
115K $5.96M
VTV
Vanguard Value ETF

ETFs
2.31K
+ 1.54%
$167.73 - $179.21 $387K - $414K
152K $26.2M
VFH
Vanguard Financial ETF

ETFs
7.13K
+ 17.55%
$114.07 - $127.34 $814K - $908K
47.8K $5.71M
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
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