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
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
15.8K
+ 107.76%
$42.39 - $44.63 $668K - $703K
30.4K $1.35M
TGEN
Tecogen Inc.

Industrials
39.2K
+ 22.12%
$5.78 - $9.68 $227K - $380K
216K $1.94M
FAST
Fastenal CO

Industrials
13.2K
+ 129.86%
$42.47 - $50.39 $562K - $667K
23.4K $1.15M
TS
Tenaris Sa

Energy
20.1K
New
$34.66 - $38.85 $697K - $782K
20.1K $719K
SIVR
Abrdn Silver ETF Trust

ETFs
14.7K
+ 237.08%
$34.34 - $44.62 $506K - $657K
20.9K $931K
ORI
Old Republic International Corp

Financial Services
7.23K
+ 7.17%
$35.74 - $42.47 $258K - $307K
108K $4.59M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
9.51K
+ 69.79%
$64.58 - $69.94 $614K - $665K
23.1K $1.61M
AOK
Ishares Tr Core Conservative A

ETFs
17.3K
New
$38.64 - $40.17 $670K - $696K
17.3K $695K
UBS
Ubs Group Ag

Financial Services
5.75K
+ 9.04%
$33.77 - $42.38 $194K - $244K
69.3K $2.84M
PSLV
Sprott Physical Silver Trust

Financial Services
1.27K
+ 0.66%
$12.24 - $15.73 $15.5K - $19.9K
195K $3.06M
FPE
First Tr Pfd Secs & Income ETF

ETFs
32.1K
+ 14.79%
$17.81 - $18.39 $572K - $591K
249K $4.55M
DASH
Door Dash, Inc.

Communication Services
2.01K
+ 38.18%
$234.5 - $272.5 $471K - $547K
7.27K $1.98M
BITO
Proshares Tr Bitcoin Strategy

ETFs
34.4K
New
$18.74 - $23.05 $644K - $792K
34.4K $676K
EWX
Spdr S&P Emerging Markets Smal

ETFs
10K
New
$61.93 - $68.12 $619K - $681K
10K $672K
IWL
Ishares Tr Russell 200 ETF

ETFs
1.2K
+ 3.28%
$152.78 - $166.59 $183K - $199K
37.7K $6.26M
ITB
Ishares Tr

ETFs
5.91K
+ 222.4%
$94.18 - $117.14 $556K - $692K
8.56K $918K
SOXL
Direxion Daily Semiconductor B

ETFs
2.12K
+ 3.51%
$23.99 - $34.84 $50.8K - $73.8K
62.4K $2.17M
NEE
Nextera Energy Inc

Utilities
3.25K
+ 4.79%
$69.77 - $77.54 $227K - $252K
71.1K $5.37M
AZO
Autozone Inc

Consumer Cyclical
92
+ 20.49%
$3649.42 - $4354.54 $336K - $401K
541 $2.32M
MMM
3 M CO

Industrials
3.6K
+ 11.15%
$144.41 - $160.2 $520K - $577K
35.9K $5.57M
PCG
Pg&E Corp

Utilities
37K
+ 44.34%
$13.0 - $15.73 $482K - $583K
121K $1.82M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
6.74K
+ 77.06%
$85.93 - $92.12 $579K - $621K
15.5K $1.41M
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.34K
+ 16.59%
$171.01 - $228.24 $230K - $307K
9.45K $2.02M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
25.7K
+ 13.24%
$24.14 - $24.34 $621K - $626K
220K $5.35M
OMF
One Main Holdings, Inc.

Financial Services
11.3K
New
$55.61 - $62.61 $629K - $708K
11.3K $638K
VFC
V F Corp

Consumer Cyclical
44.1K
New
$11.66 - $15.56 $515K - $687K
44.1K $636K
APH
Amphenol Corp

Technology
247
+ 1.02%
$97.39 - $125.4 $24.1K - $31K
24.4K $3.02M
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
2.81K
+ 3.1%
$58.56 - $63.63 $164K - $179K
93.2K $5.93M
CASY
Caseys General Stores Inc

Consumer Cyclical
859
+ 33.13%
$494.52 - $565.32 $425K - $486K
3.45K $1.95M
CHWY
Chewy, Inc.

Consumer Cyclical
15.8K
+ 271.33%
$34.27 - $42.33 $542K - $670K
21.7K $875K
APA
Apa Corp

Energy
20.9K
+ 105.37%
$18.06 - $24.69 $378K - $516K
40.8K $989K
PGR
Progressive Corp

Financial Services
5.99K
+ 13.91%
$238.61 - $264.3 $1.43M - $1.58M
49.1K $12.1M
FYX
First Tr Small Cap Core Alphad

ETFs
4.67K
+ 48.6%
$96.35 - $111.0 $450K - $518K
14.3K $1.55M
MDT
Medtronic PLC

Healthcare
2.07K
+ 3.95%
$87.67 - $95.74 $182K - $198K
54.5K $5.19M
SE
Sea LTD

Consumer Cyclical
2.7K
+ 37.04%
$146.23 - $196.5 $394K - $530K
9.97K $1.78M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
345
+ 1.42%
$50.79 - $76.4 $17.5K - $26.4K
24.6K $1.88M
XLE
Energy Sector Spdr

ETFs
402
+ 0.31%
$84.25 - $91.99 $33.9K - $37K
128K $11.5M
LYFT
Lyft, Inc.

Technology
9.73K
+ 15.31%
$13.41 - $22.93 $130K - $223K
73.3K $1.61M
CSX
Csx Corp

Industrials
15.7K
+ 92.04%
$32.05 - $36.52 $504K - $574K
32.8K $1.17M
ALE
Allete Inc

Utilities
7.25K
+ 13.44%
$62.45 - $66.45 $453K - $482K
61.2K $4.06M
CGUS
Capital Group Core Equity ETF
5.94K
+ 4.17%
$36.89 - $39.72 $219K - $236K
148K $5.87M
OMC
Omnicom Group Inc.

Communication Services
6.77K
+ 120.31%
$70.41 - $81.53 $477K - $552K
12.4K $1.01M
SPMD
Spdr Portfolio

ETFs
3.73K
+ 2.69%
$54.43 - $58.29 $203K - $217K
142K $8.15M
TFX
Teleflex Inc

Healthcare
4.93K
New
$109.79 - $132.5 $541K - $653K
4.93K $602K
MPWR
Monolithic Power Systems Inc

Technology
323
+ 20.42%
$711.24 - $922.81 $230K - $298K
1.91K $1.75M
NBIX
Neurocrine Biosciences Inc

Healthcare
3.8K
+ 87.2%
$123.98 - $146.67 $471K - $557K
8.15K $1.14M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.94K
+ 8.31%
$98.52 - $103.93 $486K - $513K
64.3K $6.63M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
2.33K
+ 3.57%
$87.69 - $96.0 $204K - $224K
67.6K $6.37M
PSX
Phillips 66

Energy
2.77K
+ 23.34%
$118.37 - $139.46 $328K - $386K
14.6K $1.99M
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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