Integrated Wealth Concepts LLC Incresed Positions in Q4 2024

Integrated Wealth Concepts LLC

  • $8.16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
INFY
Infosys LTD

Technology
3.19K
+ 27.6%
$20.71 - $23.42 $66K - $74.7K
14.7K $323K
STAG
Stag Industrial, Inc.

Real Estate
4.85K
+ 25.97%
$33.22 - $39.1 $161K - $189K
23.5K $794K
DELL
Dell Technologies Inc.

Technology
738
+ 11.5%
$111.96 - $144.21 $82.6K - $106K
7.15K $824K
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.82K
+ 14.12%
$34.25 - $37.94 $62.3K - $69.1K
14.7K $534K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
39
+ 0.55%
$180.39 - $205.43 $7.04K - $8.01K
7.11K $1.35M
FITB
Fifth Third Bancorp

Financial Services
1.7K
+ 8.81%
$41.76 - $48.44 $70.9K - $82.2K
21K $886K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
616
+ 25.72%
$100.22 - $100.73 $61.7K - $62K
3.01K $302K
IGM
Ishares Expanded Tech Sector E

ETFs
253
+ 4.57%
$94.19 - $106.95 $23.8K - $27.1K
5.78K $590K
BCS
Barclays PLC

Financial Services
1.55K
+ 4.44%
$11.65 - $13.67 $18.1K - $21.2K
36.5K $485K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
1.45K
+ 30.29%
$41.64 - $45.75 $60.4K - $66.4K
6.24K $261K
VTWO
Vanguard Russell 2000 ETF

ETFs
662
+ 11.3%
$87.42 - $98.06 $57.9K - $64.9K
6.52K $582K
CCBG
Capital City Bank Group Inc

Financial Services
1.31K
+ 19.75%
$33.37 - $39.7 $43.8K - $52.1K
7.96K $291K
EQIX
Equinix Inc

Real Estate
35
+ 8.08%
$865.69 - $985.0 $30.3K - $34.5K
468 $441K
STOT
Spdr Doubleline Short Duration

ETFs
1.47K
+ 6.35%
$46.75 - $47.33 $68.6K - $69.4K
24.6K $1.15M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
1.44K
+ 9.23%
$47.58 - $48.56 $68.6K - $70K
17.1K $814K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
324
+ 6.53%
$57.27 - $71.33 $18.6K - $23.1K
5.28K $345K
CM
Canadian Imperial Bank Of Commerce

Financial Services
415
+ 2.82%
$59.58 - $67.31 $24.7K - $27.9K
15.1K $955K
BECN
Beacon Roofing Supply Inc

Industrials
1
+ 0.03%
$84.82 - $113.77 $84.8 - $114
3.54K $359K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
1.08K
+ 8.31%
$53.38 - $60.64 $57.7K - $65.5K
14.1K $767K
CW
Curtiss Wright Corp

Industrials
17
+ 0.96%
$335.08 - $389.49 $5.7K - $6.62K
1.79K $635K
NEAR
Blackrock Short Maturity Bond

ETFs
1.1K
+ 22.99%
$50.28 - $51.08 $55.2K - $56.1K
5.88K $296K
A
Agilent Technologies, Inc.

Healthcare
671
+ 24.47%
$125.69 - $146.56 $84.3K - $98.3K
3.41K $458K
ILMN
Illumina, Inc.

Healthcare
301
+ 10.07%
$128.99 - $155.15 $38.8K - $46.7K
3.29K $439K
QDPL
Pacer Fds Tr Metaurus Us Large
782
+ 1.66%
$37.54 - $40.11 $29.4K - $31.4K
47.8K $1.84M
ALLY
Ally Financial Inc.

Financial Services
949
+ 2.43%
$34.12 - $39.98 $32.4K - $37.9K
40.1K $1.44M
VDE
Vanguard Energy ETF

ETFs
437
+ 16.71%
$116.67 - $136.78 $51K - $59.8K
3.05K $370K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
79
+ 3.38%
$101.51 - $140.63 $8.02K - $11.1K
2.41K $303K
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.97K
+ 9.18%
$29.77 - $30.19 $58.8K - $59.6K
23.5K $700K
HPE
Hewlett Packard Enterprise CO

Technology
976
+ 3.14%
$19.31 - $23.95 $18.8K - $23.4K
32K $683K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
453
+ 10.09%
$209.89 - $233.24 $95.1K - $106K
4.94K $1.05M
ABNB
Airbnb, Inc.

Consumer Cyclical
60
+ 0.74%
$125.36 - $147.37 $7.52K - $8.84K
8.2K $1.08M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
17.4K
+ 10.32%
$58.88 - $64.8 $1.02M - $1.13M
186K $10.9M
PRI
Primerica, Inc.

Financial Services
127
+ 7.7%
$265.71 - $304.93 $33.7K - $38.7K
1.78K $482K
PM
Philip Morris International Inc.

Consumer Defensive
766
+ 1.71%
$118.38 - $133.06 $90.7K - $102K
45.4K $5.47M
CB
Chubb LTD

Financial Services
549
+ 6.16%
$271.57 - $301.89 $149K - $166K
9.47K $2.62M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
245
+ 1.78%
$125.5 - $148.67 $30.7K - $36.4K
14K $1.85M
IXP
Ishares Global Comm Services E

ETFs
75
+ 0.52%
$92.71 - $102.47 $6.95K - $7.69K
14.5K $1.4M
CG
Carlyle Group Inc.

Financial Services
66
+ 1.2%
$43.2 - $54.81 $2.85K - $3.62K
5.56K $280K
AMN
Amn Healthcare Services Inc

Healthcare
6.82K
+ 104.96%
$22.94 - $42.42 $156K - $289K
13.3K $318K
BLE
Blackrock Municipal Income Trust Ii

Financial Services
5.07K
+ 35.48%
$10.38 - $11.36 $52.6K - $57.6K
19.4K $203K
UEC
Uranium Energy Corp

Energy
3.52K
+ 9.56%
$6.55 - $8.6 $23K - $30.2K
40.3K $269K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
415
+ 55.48%
$701.85 - $1046.91 $291K - $434K
1.16K $828K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
72
+ 7.92%
$563.99 - $620.12 $40.6K - $44.6K
981 $558K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
1.83K
+ 22.71%
$24.61 - $25.12 $45.1K - $46.1K
9.91K $244K
ARGX
Argenx Se

Healthcare
1
+ 0.18%
$520.52 - $638.33 $521 - $638
569 $349K
GPC
Genuine Parts CO

Consumer Cyclical
709
+ 38.3%
$113.11 - $143.63 $80.2K - $102K
2.56K $298K
RWK
Invesco Exchange Traded Fd Tr

ETFs
365
+ 1.4%
$114.67 - $126.49 $41.9K - $46.2K
26.4K $3.07M
TDIV
First Trust Nasdaq Technology

ETFs
1.08K
+ 4.49%
$78.03 - $82.13 $84K - $88.4K
25K $1.96M
CCJ
Cameco Corp

Energy
370
+ 6.94%
$48.64 - $61.14 $18K - $22.6K
5.71K $293K
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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