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
NI
Nisource Inc.

Utilities
256
+ 1.86%
$33.74 - $38.25 $8.64K - $9.79K
14K $514K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
274
+ 11.04%
$121.89 - $135.52 $33.4K - $37.1K
2.76K $344K
WTW
Willis Towers Watson PLC

Financial Services
11
+ 0.55%
$287.99 - $332.53 $3.17K - $3.66K
2.02K $628K
RF
Regions Financial Corp

Financial Services
1.42K
+ 10.34%
$22.45 - $27.47 $31.8K - $39K
15.1K $355K
WELL
Welltower Inc.

Real Estate
375
+ 6.3%
$123.11 - $139.3 $46.2K - $52.2K
6.33K $797K
CFO
Victory Portfolios Ii Shs Us 5

ETFs
1.91K
+ 1.68%
$68.71 - $73.91 $131K - $141K
115K $7.95M
JD
Jd.Com, Inc.

Consumer Cyclical
2.05K
+ 29.32%
$33.35 - $47.1 $68.4K - $96.6K
9.04K $313K
AOS
Smith A O Corp

Industrials
1.51K
+ 47.24%
$68.02 - $88.94 $103K - $135K
4.72K $321K
AZO
Autozone Inc

Consumer Cyclical
6
+ 2.39%
$2981.19 - $3370.27 $17.9K - $20.2K
257 $822K
MET
Metlife Inc

Financial Services
446
+ 5.52%
$78.15 - $88.25 $34.9K - $39.4K
8.52K $697K
PEAK
Healthpeak Properties, Inc.

Real Estate
1.7K
+ 11.22%
N/A
16.9K $319K
TW
Tradeweb Markets Inc.

Financial Services
26
+ 0.65%
$124.87 - $136.32 $3.25K - $3.54K
4K $523K
DLB
Dolby Laboratories, Inc.

Industrials
334
+ 10.73%
$70.91 - $81.98 $23.7K - $27.4K
3.45K $269K
FAST
Fastenal CO

Industrials
394
+ 6.87%
$69.99 - $84.35 $27.6K - $33.2K
6.13K $440K
FIS
Fidelity National Information Services, Inc.

Technology
731
+ 7.38%
$80.14 - $90.95 $58.6K - $66.5K
10.6K $859K
CNC
Centene Corp

Healthcare
1.51K
+ 35.95%
$56.71 - $73.94 $85.4K - $111K
5.7K $345K
DTE
Dte Energy CO

Utilities
491
+ 12.76%
$117.04 - $129.77 $57.5K - $63.7K
4.34K $524K
MCO
Moodys Corp

Financial Services
65
+ 5.53%
$454.04 - $500.88 $29.5K - $32.6K
1.24K $587K
CATH
Global X Fds Global X S&P 500

ETFs
316
+ 6.96%
$68.5 - $73.81 $21.6K - $23.3K
4.86K $343K
VDC
Vanguard Consumer Staples ETF

ETFs
187
+ 11.89%
$210.96 - $223.62 $39.4K - $41.8K
1.76K $372K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
19
+ 1.59%
$193.7 - $235.05 $3.68K - $4.47K
1.22K $278K
ITW
Illinois Tool Works Inc

Industrials
450
+ 4.54%
$253.56 - $278.5 $114K - $125K
10.4K $2.63M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
767
+ 8.45%
$54.15 - $58.81 $41.5K - $45.1K
9.84K $534K
TQQQ
Proshares Ultrapro Qqq

ETFs
2
+ 0.05%
$69.42 - $93.29 $139 - $187
4.17K $330K
PDI
Pimco Dynamic Income Fund

Financial Services
2.62K
+ 24.6%
$18.33 - $20.85 $48K - $54.6K
13.3K $243K
ERIC
Ericsson Lm Telephone CO

Technology
2.78K
+ 21.89%
$7.36 - $8.59 $20.5K - $23.9K
15.5K $124K
RXI
Ishares Tr

ETFs
81
+ 4.69%
$169.7 - $193.12 $13.7K - $15.6K
1.81K $333K
SHW
Sherwin Williams CO

Basic Materials
356
+ 15.71%
$338.75 - $399.71 $121K - $142K
2.62K $891K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
127
+ 0.38%
$40.26 - $44.35 $5.11K - $5.63K
33.9K $1.4M
FXO
First Tr Exchange Traded Fd Fi

ETFs
1
+ 0.01%
$50.63 - $59.0 $50.6 - $59
8.63K $467K
EWS
Ishares Inc Msci Singapore ETF

ETFs
1.98K
+ 3.43%
$21.36 - $23.24 $42.3K - $46K
59.7K $1.3M
EA
Electronic Arts Inc.

Communication Services
113
+ 3.98%
$140.69 - $167.97 $15.9K - $19K
2.95K $431K
AOM
Ishares Tr Core Moderate Alloc

ETFs
954
+ 9.74%
$43.44 - $45.05 $41.4K - $43K
10.7K $466K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
782
+ 0.49%
N/A
160K $5.04M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
57
+ 2.1%
$83.95 - $99.75 $4.79K - $5.69K
2.77K $247K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
333
+ 8.17%
$108.28 - $117.54 $36.1K - $39.1K
4.41K $479K
KEYS
Keysight Technologies, Inc.

Technology
121
+ 5.18%
$149.01 - $172.53 $18K - $20.9K
2.46K $394K
MOS
Mosaic CO

Basic Materials
1.6K
+ 21.03%
$23.87 - $28.34 $38.2K - $45.3K
9.21K $226K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
654
+ 21.07%
$60.27 - $66.27 $39.4K - $43.3K
3.76K $229K
AZEK
Azek CO Inc.

Industrials
379
+ 4.86%
$42.23 - $54.76 $16K - $20.8K
8.17K $387K
IQV
Iqvia Holdings Inc.

Healthcare
566
+ 25.79%
$190.97 - $236.63 $108K - $134K
2.76K $542K
PH
Parker Hannifin Corp

Industrials
27
+ 1.99%
$621.74 - $709.46 $16.8K - $19.2K
1.38K $878K
GVI
Ishares Tr

ETFs
318
+ 8.13%
$103.89 - $107.05 $33K - $34K
4.23K $440K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
401
+ 13.71%
$70.31 - $77.39 $28.2K - $31K
3.33K $233K
IYF
Ishares Tr

ETFs
23
+ 0.79%
$102.7 - $119.05 $2.36K - $2.74K
2.94K $324K
HAYW
Hayward Holdings, Inc.

Industrials
1.41K
+ 5.77%
$14.5 - $16.6 $20.5K - $23.5K
25.9K $396K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
317
+ 7.49%
$80.18 - $88.79 $25.4K - $28.1K
4.55K $367K
CHD
Church & Dwight CO Inc

Consumer Defensive
198
+ 8.8%
$99.11 - $112.25 $19.6K - $22.2K
2.45K $256K
GWW
W.W. Grainger, Inc.

Industrials
9
+ 1.31%
$1023.06 - $1220.93 $9.21K - $11K
697 $734K
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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