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
ASML
Asml Holding Nv

Technology
962
+ 31.33%
$689.63 - $968.09 $663K - $931K
4.03K $3.9M
LDOS
Leidos Holdings, Inc.

Technology
6.04K
+ 64.57%
$159.2 - $188.96 $962K - $1.14M
15.4K $2.91M
HUBB
Hubbell Inc

Industrials
3.3K
New
$410.51 - $450.93 $1.35M - $1.49M
3.3K $1.42M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
11.7K
+ 77.8%
$107.5 - $115.86 $1.26M - $1.35M
26.7K $3.06M
GS
Goldman Sachs Group Inc

Financial Services
527
+ 4.83%
$696.56 - $806.32 $367K - $425K
11.4K $9.11M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
26.3K
+ 553.47%
$50.02 - $53.28 $1.31M - $1.4M
31K $1.62M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
400
+ 0.77%
$435.72 - $463.74 $174K - $185K
52K $24.1M
CGGR
Capital Group Growth ETF Shs C

ETFs
25.3K
+ 31.02%
$40.2 - $44.58 $1.02M - $1.13M
107K $4.69M
UNH
Unitedhealth Group Inc

Healthcare
1.67K
+ 7.03%
$237.77 - $353.61 $397K - $590K
25.4K $8.77M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
17.4K
+ 15.93%
$53.81 - $57.52 $939K - $1M
127K $7.3M
CHE
Chemed Corp

Healthcare
4.51K
+ 25.63%
$412.3 - $483.92 $1.86M - $2.18M
22.1K $9.9M
VHT
Vanguard Health Care ETF

ETFs
2.89K
+ 6.17%
$239.12 - $259.95 $691K - $751K
49.7K $12.9M
IOO
Ishares Tr Global 100 ETF

ETFs
5.03K
+ 9.14%
$107.55 - $120.01 $541K - $603K
60K $7.21M
DUHP
Dimensional ETF Tr Dimensional

ETFs
4.87K
+ 0.99%
$35.76 - $37.93 $174K - $185K
496K $18.7M
XLF
Financial Sector Spdr

ETFs
9.39K
+ 1.87%
$51.37 - $54.25 $482K - $509K
513K $27.6M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
7.53K
+ 18.54%
$110.74 - $122.12 $834K - $919K
48.1K $5.83M
LOW
Lowes Companies Inc

Consumer Cyclical
2.78K
+ 15.03%
$215.01 - $273.02 $598K - $760K
21.3K $5.35M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
53.6K
New
$21.99 - $23.38 $1.18M - $1.25M
53.6K $1.24M
IWP
Ishares Russell Mid Cap Growth

ETFs
8.34K
+ 71.15%
$137.51 - $145.26 $1.15M - $1.21M
20.1K $2.86M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
10.9K
+ 11.12%
$72.04 - $77.35 $785K - $843K
109K $8.36M
FEIM
Frequency Electronics Inc

Technology
36.6K
New
$19.1 - $33.91 $698K - $1.24M
36.6K $1.21M
EWJ
Ishares Msci Japan ETF

ETFs
13.1K
+ 42.85%
$71.69 - $81.49 $937K - $1.06M
43.6K $3.49M
IBMO
Ishares Tr Ibonds December 202

ETFs
46.4K
+ 13.77%
$25.58 - $25.72 $1.19M - $1.19M
383K $9.83M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
10.3K
+ 207.63%
$89.32 - $107.82 $924K - $1.12M
15.3K $1.65M
DFAT
Dimensional ETF Tr U S Target

ETFs
18.2K
+ 60.08%
$53.36 - $59.69 $974K - $1.09M
48.6K $2.83M
XLP
Consumer Staples Sector Spdr

ETFs
15.7K
+ 11.07%
N/A
157K $11.9M
PEP
Pepsico Inc

Consumer Defensive
3.48K
+ 4.22%
$133.81 - $152.16 $465K - $529K
85.7K $12M
RBLX
Roblox Corp

Communication Services
3.94K
+ 21.21%
$100.65 - $141.56 $396K - $557K
22.5K $3.12M
PWB
Invesco Exchange Traded Fd Tr

ETFs
8.59K
+ 86.62%
$115.87 - $125.42 $995K - $1.08M
18.5K $2.32M
EWS
Ishares Inc Msci Singapore ETF

ETFs
40.3K
New
$25.8 - $29.15 $1.04M - $1.18M
40.3K $1.14M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
23.6K
+ 92.14%
$45.92 - $47.76 $1.08M - $1.13M
49.2K $2.34M
FLJP
Franklin Templeton ETF Tr

ETFs
32.1K
New
$30.82 - $35.17 $988K - $1.13M
32.1K $1.11M
CPRT
Copart Inc

Consumer Cyclical
43.3K
+ 21.0%
$44.6 - $49.97 $1.93M - $2.16M
249K $11.2M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
44.3K
New
$24.39 - $24.93 $1.08M - $1.1M
44.3K $1.09M
DVY
Ishares Tr

ETFs
3.41K
+ 5.26%
$133.88 - $142.57 $456K - $486K
68.1K $9.68M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
18.5K
+ 100.2%
$50.7 - $54.86 $937K - $1.01M
36.9K $2.02M
GD
General Dynamics Corp

Industrials
1.06K
+ 7.31%
$293.92 - $341.0 $312K - $361K
15.6K $5.31M
DFAU
Dimensional ETF Tr

ETFs
3.21K
+ 1.19%
$42.42 - $45.96 $136K - $147K
272K $12.4M
MLI
Mueller Industries Inc

Industrials
804
+ 1.79%
$82.07 - $101.7 $66K - $81.8K
45.8K $4.63M
JCPI
Jp Morgan Exchange Traded Fd T

ETFs
21.4K
+ 237.81%
$47.87 - $49.04 $1.03M - $1.05M
30.4K $1.49M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
43.8K
+ 22.61%
N/A
238K $5.65M
KMI
Kinder Morgan, Inc.

Energy
37.8K
+ 59.29%
$26.23 - $28.5 $992K - $1.08M
102K $2.88M
VPU
Vanguard Utilities ETF

ETFs
4.03K
+ 21.98%
$175.25 - $189.41 $706K - $763K
22.4K $4.24M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.69K
+ 2.32%
$98.99 - $112.2 $167K - $189K
74.5K $8.24M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
1.19K
+ 34.57%
$311.12 - $482.13 $371K - $574K
4.64K $2.11M
SPTL
Spdr Portfolio Long Term Treas

ETFs
26.4K
+ 3.51%
$25.67 - $27.21 $678K - $718K
778K $21M
NEM
Newmont Corp

Basic Materials
2.23K
+ 7.3%
$57.35 - $85.25 $128K - $190K
32.7K $2.76M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
12.8K
+ 139.59%
$70.77 - $73.59 $909K - $945K
22K $1.62M
RE
Everest Re Group LTD

Financial Services
2.57K
+ 21.59%
N/A
14.5K $5.36M
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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