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
LIT
Global X Fds Global X Lithium

ETFs
14.8K
+ 248.48%
$38.41 - $56.85 $568K - $840K
20.7K $1.18M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
13.9K
New
$63.88 - $69.11 $890K - $962K
13.9K $945K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
16.4K
+ 18.92%
$50.9 - $52.37 $834K - $858K
103K $5.38M
MA
Mastercard Inc

Financial Services
1.39K
+ 6.89%
$550.18 - $598.96 $763K - $831K
21.5K $12.2M
CPNG
Coupang, Inc.

Consumer Cyclical
22.3K
+ 24.25%
$27.67 - $33.53 $616K - $747K
114K $3.67M
KRE
Spdr S&P Regional Banking ETF

ETFs
2.96K
+ 1.58%
$58.82 - $66.17 $174K - $196K
191K $12.1M
DFAX
Dimensional ETF Tr
7.66K
+ 2.26%
$29.25 - $31.56 $224K - $242K
346K $10.9M
VGSH
Vanguard

ETFs
15.3K
+ 6.72%
$58.43 - $58.88 $897K - $904K
244K $14.3M
XLV
Select Sector Spdr Fund Health

ETFs
4.46K
+ 6.75%
$129.01 - $139.72 $576K - $624K
70.6K $9.83M
EWZ
Ishares Inc Msci Brazil ETF

ETFs
26K
+ 54.01%
$26.52 - $31.32 $690K - $815K
74.2K $2.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.59K
+ 3.23%
$97.75 - $100.75 $644K - $664K
211K $21.1M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
26.3K
+ 19.47%
$26.52 - $27.64 $697K - $726K
161K $4.46M
BK
Bank Of New York Mellon Corp

Financial Services
2.43K
+ 7.19%
$90.65 - $109.75 $220K - $267K
36.3K $3.95M
VT
Vanguard Total World Stk Index

ETFs
3.36K
+ 7.83%
$128.41 - $138.03 $432K - $464K
46.3K $6.38M
VZ
Verizon Communications Inc

Communication Services
16.5K
+ 8.12%
$40.84 - $45.06 $672K - $742K
219K $9.63M
MO
Altria Group, Inc.

Consumer Defensive
1.79K
+ 1.84%
$57.75 - $67.68 $103K - $121K
99.3K $6.56M
ON
On Semiconductor Corp

Technology
17K
New
$46.98 - $62.45 $798K - $1.06M
17K $837K
SO
Southern CO

Utilities
6.64K
+ 9.46%
$90.83 - $96.0 $603K - $638K
76.9K $7.28M
DOCS
Doximity, Inc.

Healthcare
8.58K
+ 49.31%
$57.33 - $75.12 $492K - $644K
26K $1.9M
XPND
First Tr Exchange Traded Fd Vi
13.4K
+ 9.47%
$33.19 - $36.75 $444K - $492K
155K $5.59M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
27.4K
+ 13.53%
$28.38 - $29.05 $778K - $796K
230K $6.65M
LMT
Lockheed Martin Corp

Industrials
550
+ 3.66%
$410.74 - $499.21 $226K - $275K
15.6K $7.78M
GM
General Motors CO

Consumer Cyclical
5.82K
+ 14.98%
$48.89 - $61.24 $285K - $356K
44.7K $2.72M
LHX
L3 Harris Technologies, Inc.

Industrials
2.34K
+ 131.92%
$252.18 - $305.41 $590K - $714K
4.11K $1.26M
LVHD
Franklin U.S. Low Volatility H

ETFs
19.5K
New
$39.89 - $41.55 $779K - $811K
19.5K $806K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1.43K
New
$534.91 - $598.71 $765K - $857K
1.43K $804K
TBUX
T Rowe Price Exchange Traded F

ETFs
15.8K
+ 31.82%
$49.7 - $49.98 $786K - $790K
65.5K $3.26M
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
10.8K
+ 84.32%
$66.84 - $69.82 $723K - $755K
23.6K $1.65M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
23.5K
New
$31.31 - $34.54 $736K - $812K
23.5K $791K
IJK
Ishares S&P Midcap 400 Growth

ETFs
16
+ 0.01%
$91.28 - $97.59 $1.46K - $1.56K
161K $15.4M
TSN
Tyson Foods, Inc.

Consumer Defensive
15.2K
+ 67.75%
$52.3 - $57.69 $793K - $874K
37.5K $2.04M
VEEV
Veeva Systems Inc

Healthcare
2.51K
+ 66.57%
$269.2 - $297.91 $675K - $747K
6.27K $1.87M
VOE
Vanguard Mid Cap Value Index F

ETFs
2.92K
+ 10.82%
$164.63 - $174.58 $481K - $510K
29.9K $5.22M
SOFI
So Fi Technologies, Inc.

Financial Services
10.2K
+ 16.55%
$17.64 - $29.81 $181K - $305K
72.2K $1.91M
PEGA
Pegasystems Inc

Technology
13.1K
+ 209.19%
$49.75 - $60.39 $652K - $792K
19.4K $1.11M
MEDP
Medpace Holdings, Inc.

Healthcare
1.15K
+ 123.38%
$308.88 - $514.16 $354K - $589K
2.07K $1.07M
LITE
Lumentum Holdings Inc.

Technology
4.75K
New
$90.44 - $171.5 $430K - $815K
4.75K $773K
EMB
Ishares Tr

ETFs
6.27K
+ 9.2%
$91.52 - $95.59 $573K - $599K
74.4K $7.08M
QRVO
Qorvo, Inc.

Technology
8.46K
New
$83.6 - $96.31 $707K - $815K
8.46K $770K
ADM
Archer Daniels Midland CO

Consumer Defensive
1.74K
+ 1.82%
$53.54 - $64.21 $92.9K - $111K
97.1K $5.8M
ASG
Liberty All Star Growth Fund Inc.

Financial Services
137K
+ 596.38%
$5.31 - $5.66 $727K - $775K
160K $887K
EWH
Ishares Msci Hong Kong ETF

ETFs
31K
+ 56.96%
$19.82 - $22.04 $614K - $683K
85.4K $1.84M
WDC
Western Digital Corp

Technology
1.59K
+ 15.59%
$63.84 - $120.06 $101K - $190K
11.8K $1.41M
SRE
Sempra Energy

Utilities
300
+ 0.58%
$74.14 - $89.98 $22.2K - $27K
51.7K $4.65M
AMPG
Ampli Tech Group, Inc.

Technology
193K
New
$2.05 - $4.73 $396K - $914K
193K $751K
MP
Mp Materials Corp.

Basic Materials
11.2K
New
$30.03 - $77.13 $336K - $864K
11.2K $751K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
3.2K
+ 40.87%
$138.31 - $165.45 $442K - $529K
11K $1.82M
DHI
Horton D R Inc

Consumer Cyclical
2.74K
+ 40.31%
$129.82 - $184.04 $355K - $504K
9.52K $1.61M
HRB
H&R Block Inc

Consumer Cyclical
14.6K
New
$49.28 - $56.76 $718K - $827K
14.6K $736K
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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