Integrated Wealth Concepts LLC Incresed Positions in Q2 2025

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DCI
Donaldson CO Inc

Industrials
3.41K
+ 97.87%
$59.18 - $71.02 $202K - $242K
6.88K $477K
VLO
Valero Energy Corp

Energy
971
+ 2.07%
$104.69 - $141.77 $102K - $138K
47.8K $6.43M
FDD
First Trust Stoxx European Sel

ETFs
3.97K
+ 4.38%
$12.08 - $15.54 $48K - $61.8K
94.8K $1.47M
PL
Planet Labs Pbc

Industrials
14.3K
+ 25.63%
$2.96 - $6.1 $42.3K - $87.2K
70.1K $427K
ROL
Rollins Inc

Consumer Cyclical
4.04K
+ 88.64%
$50.65 - $58.58 $205K - $237K
8.6K $485K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.71K
+ 25.02%
$109.83 - $131.67 $187K - $225K
8.53K $1.08M
FIS
Fidelity National Information Services, Inc.

Technology
2.24K
+ 27.83%
$68.14 - $82.13 $153K - $184K
10.3K $838K
HYZD
Wisdomtree Tr Interest Rate He

ETFs
7.46K
+ 5.31%
$21.04 - $22.42 $157K - $167K
148K $3.31M
IBMP
Ishares Tr Ibonds December 202

ETFs
8.81K
+ 4.58%
$24.98 - $25.35 $220K - $223K
201K $5.1M
FICO
Fair Isaac Corp

Technology
133
+ 28.6%
$1503.62 - $2206.01 $200K - $293K
598 $1.09M
NOK
Nokia Corp

Technology
45K
+ 268.17%
$4.65 - $5.43 $209K - $244K
61.8K $320K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.4K
+ 3.36%
$77.94 - $79.5 $187K - $191K
73.8K $5.86M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2.53K
+ 8.17%
$30.87 - $39.17 $77.9K - $98.9K
33.4K $1.31M
GDDY
Go Daddy Inc.

Technology
1.27K
+ 91.85%
$162.11 - $192.36 $206K - $245K
2.66K $478K
CGCP
Capital Group Core Plus Income

ETFs
9.97K
+ 66.85%
$21.92 - $22.56 $219K - $225K
24.9K $560K
CHTR
Charter Communications, Inc.

Communication Services
464
+ 50.82%
$321.68 - $427.25 $149K - $198K
1.38K $562K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
4.98K
+ 83.76%
$38.16 - $46.72 $190K - $233K
10.9K $483K
CHKP
Check Point Software Technologies LTD

Technology
1.05K
+ 81.78%
$204.26 - $233.47 $214K - $245K
2.33K $516K
HCA
Hca Healthcare, Inc.

Healthcare
382
+ 18.75%
$317.61 - $387.52 $121K - $148K
2.42K $926K
DIHP
Dimensional ETF Tr Dimensional

ETFs
2.62K
+ 4.6%
$24.32 - $29.74 $63.7K - $77.9K
59.6K $1.76M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.19K
+ 42.71%
$100.04 - $100.54 $219K - $221K
7.33K $737K
SCHQ
Schwab Strategic Tr Long Term

ETFs
7.17K
+ 70.79%
$30.46 - $33.4 $218K - $239K
17.3K $551K
LYG
Lloyds Banking Group PLC

Financial Services
42.3K
+ 46.05%
$3.32 - $4.29 $140K - $181K
134K $569K
BSMT
Invesco Bulletshares 2029 Muni

ETFs
9.67K
+ 17.19%
$22.22 - $22.92 $215K - $222K
65.9K $1.5M
T
At&T Inc.

Communication Services
629
+ 0.21%
$26.33 - $28.94 $16.6K - $18.2K
301K $8.72M
PHO
Invesco Exchange Traded Fd Tr

ETFs
2.21K
+ 19.29%
$58.13 - $69.92 $129K - $155K
13.7K $956K
UPS
United Parcel Service Inc

Industrials
6.38K
+ 13.46%
$91.92 - $110.2 $587K - $703K
53.8K $5.43M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
269
+ 0.98%
$59.98 - $74.92 $16.1K - $20.2K
27.7K $2.06M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
121
+ 1.8%
$160.22 - $209.35 $19.4K - $25.3K
6.83K $1.43M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.21K
+ 29.51%
$71.28 - $83.74 $157K - $185K
9.69K $811K
FNDF
Schwab Fundamental Intl Large

ETFs
2.74K
+ 10.31%
$32.25 - $40.02 $88.5K - $110K
29.4K $1.18M
TNL
Travel & Leisure Co.

Consumer Cyclical
3.24K
+ 37.85%
$38.78 - $51.89 $126K - $168K
11.8K $608K
NUE
Nucor Corp

Basic Materials
1.41K
+ 43.02%
$103.22 - $131.43 $145K - $185K
4.67K $605K
UBS
Ubs Group Ag

Financial Services
277
+ 0.44%
$26.12 - $33.82 $7.24K - $9.37K
63.6K $2.15M
SPG
Simon Property Group Inc

Real Estate
1.57K
+ 19.72%
$140.37 - $171.44 $221K - $270K
9.54K $1.53M
BTI
British American Tobacco P.L.C.

Consumer Defensive
2.51K
+ 16.35%
$39.43 - $49.34 $98.9K - $124K
17.9K $845K
BSMU
Invesco Exchange Self Ind Tr

ETFs
9.84K
+ 26.3%
$20.97 - $21.71 $206K - $214K
47.3K $1.02M
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
4.77K
+ 8.89%
$19.51 - $23.9 $93K - $114K
58.4K $1.4M
VBK
Vanguard Small Cap Growth ETF

ETFs
46
+ 0.59%
$219.76 - $276.94 $10.1K - $12.7K
7.85K $2.17M
ALL
Allstate Corp

Financial Services
1.14K
+ 30.92%
$180.53 - $212.64 $205K - $242K
4.82K $970K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
267
+ 1.27%
$63.36 - $80.23 $16.9K - $21.4K
21.3K $1.71M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
1.56K
+ 0.4%
$27.29 - $29.28 $42.5K - $45.6K
386K $11.3M
MET
Metlife Inc

Financial Services
2.57K
+ 28.0%
$68.42 - $82.49 $176K - $212K
11.7K $943K
EQH
Equitable Holdings, Inc.

Financial Services
2.93K
+ 29.04%
$43.98 - $56.1 $129K - $164K
13K $730K
BNS
Bank Of Nova Scotia

Financial Services
2.91K
+ 53.25%
$44.56 - $55.27 $130K - $161K
8.37K $462K
SO
Southern CO

Utilities
2.3K
+ 3.39%
$84.91 - $92.56 $195K - $213K
70.2K $6.45M
EQT
Eqt Corp

Energy
1.83K
+ 9.43%
$46.11 - $60.44 $84.2K - $110K
21.2K $1.24M
JPEM
Jp Morgan Diversified Return

ETFs
1.62K
+ 5.47%
$48.41 - $56.7 $78.6K - $92K
31.3K $1.77M
TQQQ
Proshares Ultrapro Qqq

ETFs
836
+ 16.82%
$38.9 - $83.0 $32.5K - $69.4K
5.81K $481K
Activity Summary
Buys All Purchases 1246 New Holdings 294 Increased Positions 952 Sells All Sells 600 Reductions 600 Sold out 0 Options Calls 0 Puts 0
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