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
CTSH
Cognizant Technology Solutions Corp

Technology
6.15K
+ 14.18%
$74.37 - $82.32 $457K - $506K
49.5K $3.8M
ADI
Analog Devices Inc

Technology
2.48K
+ 61.56%
$206.35 - $236.48 $512K - $587K
6.51K $1.38M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
7.69K
+ 33.17%
$55.86 - $60.21 $429K - $463K
30.9K $1.77M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.47K
+ 0.72%
$61.68 - $67.87 $461K - $507K
1.04M $64.9M
ORI
Old Republic International Corp

Financial Services
10.6K
+ 12.69%
$34.4 - $38.98 $365K - $414K
94.3K $3.41M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
7.64K
New
$57.38 - $61.11 $438K - $467K
7.64K $445K
VFH
Vanguard Financial ETF

ETFs
1.02K
+ 2.58%
$108.87 - $126.2 $111K - $129K
40.6K $4.8M
CHE
Chemed Corp

Healthcare
1.76K
+ 25.46%
$517.44 - $613.19 $910K - $1.08M
8.67K $4.59M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
166K
+ 142.63%
$18.41 - $40.87 $3.05M - $6.77M
282K $5.22M
TWLO
Twilio Inc

Communication Services
887
+ 11.14%
$63.73 - $114.96 $56.5K - $102K
8.85K $956K
KMI
Kinder Morgan, Inc.

Energy
2.8K
+ 4.19%
$22.59 - $28.54 $63.3K - $80K
69.7K $1.91M
HOOD
Robinhood Markets, Inc.

Technology
11.5K
New
$22.33 - $43.2 $258K - $498K
11.5K $429K
LBRT
Liberty Energy Inc.

Energy
21.5K
New
$16.68 - $20.84 $359K - $448K
21.5K $427K
INDB
Independent Bank Corp

Financial Services
2.64K
+ 5.24%
$56.88 - $74.97 $150K - $198K
53K $3.4M
MLI
Mueller Industries Inc

Industrials
2.4K
+ 5.46%
$71.2 - $95.34 $171K - $229K
46.4K $3.68M
T
At&T Inc.

Communication Services
9.5K
+ 3.59%
$21.22 - $23.88 $202K - $227K
274K $6.24M
PULS
Pgim ETF Tr

ETFs
8.94K
+ 6.92%
$49.51 - $49.79 $443K - $445K
138K $6.85M
RDVY
First Trust Rising Dividend Ac

ETFs
8.07K
+ 0.89%
$58.65 - $64.37 $473K - $519K
915K $54.1M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
23.5K
+ 15.69%
$20.08 - $20.61 $473K - $485K
174K $3.49M
DOCS
Doximity, Inc.

Healthcare
6.32K
+ 89.46%
$41.25 - $61.25 $261K - $387K
13.4K $714K
MRVL
Marvell Technology, Inc.

Technology
234
+ 2.36%
$70.31 - $124.78 $16.5K - $29.2K
10.2K $1.12M
HUBS
Hubspot Inc

Technology
279
+ 21.92%
$514.07 - $757.4 $143K - $211K
1.55K $1.08M
SAP
Sap Se

Technology
1.45K
+ 64.94%
$218.13 - $255.54 $317K - $372K
3.69K $909K
DOCU
Docusign, Inc.

Technology
2.84K
+ 57.23%
$61.42 - $106.99 $174K - $304K
7.81K $701K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.9K
+ 27.46%
$119.61 - $136.3 $347K - $395K
13.5K $1.66M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
18.8K
+ 5.38%
$20.6 - $20.71 $388K - $390K
369K $7.63M
VT
Vanguard Total World Stk Index

ETFs
3.95K
+ 11.25%
$117.09 - $123.07 $462K - $486K
39.1K $4.59M
GRMN
Garmin LTD

Technology
685
+ 8.52%
$161.91 - $220.77 $111K - $151K
8.72K $1.8M
NKE
Nike, Inc.

Consumer Cyclical
8K
+ 46.1%
$73.36 - $89.13 $587K - $713K
25.3K $1.92M
UTHR
United Therapeutics Corp

Healthcare
1.23K
+ 14.09%
$348.66 - $410.0 $429K - $504K
9.96K $3.51M
MCK
Mckesson Corp

Healthcare
135
+ 3.33%
$482.27 - $628.5 $65.1K - $84.8K
4.19K $2.39M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
7.67K
New
$49.87 - $52.46 $383K - $403K
7.67K $383K
BIIB
Biogen Inc.

Healthcare
2.91K
+ 185.11%
$146.47 - $191.55 $426K - $557K
4.48K $684K
BCAT
Black Rock Capital Allocation Trust

ETFs
25.1K
New
$15.1 - $16.65 $378K - $417K
25.1K $379K
CASY
Caseys General Stores Inc

Consumer Cyclical
866
+ 50.17%
$366.65 - $427.88 $318K - $371K
2.59K $1.03M
FNDF
Schwab Fundamental Intl Large

ETFs
18.4K
+ 32.82%
$32.92 - $37.15 $605K - $683K
74.4K $2.47M
ASA
Asa Gold & Precious Metals LTD

Financial Services
18.4K
New
$19.4 - $22.67 $356K - $417K
18.4K $371K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
15K
+ 12.69%
$25.0 - $25.11 $375K - $376K
133K $3.33M
FTNT
Fortinet, Inc.

Technology
1.73K
+ 14.44%
$76.49 - $99.21 $133K - $172K
13.7K $1.3M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.82K
+ 3.11%
$58.39 - $67.04 $106K - $122K
60.4K $3.83M
BKR
Baker Hughes CO

Energy
6.82K
+ 42.1%
$35.98 - $44.88 $245K - $306K
23K $943K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
4.43K
+ 34.01%
$114.08 - $125.68 $505K - $556K
17.4K $2M
AAON
Aaon, Inc.

Industrials
2.06K
+ 17.92%
$106.25 - $140.75 $219K - $290K
13.5K $1.59M
MO
Altria Group, Inc.

Consumer Defensive
4.7K
+ 5.34%
$49.06 - $57.74 $231K - $271K
92.8K $4.85M
VONV
Vanguard Russell 1000 Value Et

ETFs
4.49K
+ 103.89%
$80.87 - $87.69 $363K - $394K
8.81K $715K
GIS
General Mills Inc

Consumer Defensive
7.91K
+ 52.78%
$62.78 - $74.62 $497K - $590K
22.9K $1.46M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
3.37K
New
$100.18 - $109.1 $337K - $367K
3.37K $353K
GM
General Motors CO

Consumer Cyclical
3.34K
+ 16.42%
$44.82 - $60.2 $150K - $201K
23.7K $1.26M
OKE
Oneok Inc

Energy
1.27K
+ 5.32%
$92.28 - $117.05 $117K - $148K
25.1K $2.52M
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
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