Integrated Wealth Concepts LLC Incresed Positions in Q1 2025

Integrated Wealth Concepts LLC

  • $8.03 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ERH
Allspring Utilities & High Income Fund

Financial Services
21
+ 0.21%
$10.65 - $11.42 $224 - $240
10.2K $112K
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
550
+ 5.5%
$8.44 - $9.01 $4.64K - $4.96K
10.6K $90K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
1.12K
+ 23.3%
$43.49 - $58.8 $48.9K - $66.1K
5.95K $258K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
59
+ 0.17%
$40.38 - $42.65 $2.38K - $2.52K
33.9K $1.41M
POOL
Pool Corp

Industrials
280
+ 7.24%
$314.92 - $364.31 $88.2K - $102K
4.15K $1.32M
TTC
Toro CO

Industrials
586
+ 10.56%
$71.86 - $87.28 $42.1K - $51.1K
6.14K $446K
HMC
Honda Motor CO LTD

Consumer Cyclical
468
+ 5.79%
$26.9 - $30.41 $12.6K - $14.2K
8.55K $232K
CVAC
Cure Vac N.V.

Healthcare
3K
+ 25.0%
$2.77 - $4.68 $8.31K - $14K
15K $41K
CMU
Mfs High Yield Municipal Trust

Financial Services
500
+ 3.17%
$3.47 - $3.62 $1.74K - $1.81K
16.2K $56K
FDLO
Fidelity Covington Tr Low Vola

ETFs
14
+ 0.17%
$59.43 - $63.22 $832 - $885
8.08K $489K
GALT
Galectin Therapeutics Inc

Healthcare
8
+ 0.08%
$1.1 - $1.76 $8.8 - $14.1
10K $12K
First Trust
20.6K
+ 29.54%
N/A
90.4K $0
YEAR
Ab Active Etfs Inc Ultra Short
54.3K
+ 946.03%
N/A
60K $0
U S Treasury
22K
+ 26.42%
N/A
105K $0
First Tr Exchng Traded Fd Vi
26
+ 0.33%
N/A
7.88K $0
Capital Group
16.2K
+ 59.43%
N/A
43.3K $0
T Rowe
38.2K
+ 47.71%
N/A
118K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
42.6K
+ 10.49%
N/A
449K $0
Bondbloxx ETF Trust
6.39K
+ 54.04%
N/A
18.2K $0
I Shares Short Term California Muni Active ETF
2.6K
+ 13.79%
N/A
21.4K $0
Smurfit Westrock
346
+ 6.71%
N/A
5.5K $0
Pimco Ultra
2.09K
+ 22.14%
N/A
11.5K $0
Skyward Specialty Ins Group
1.46K
+ 30.15%
N/A
6.29K $0
Ishares Flexible
655K
+ 120.91%
N/A
1.2M $0
STEL
Stellar Bancorp Inc
341
+ 1.0%
N/A
34.4K $0
Grayscale Bitcoin
1.14K
+ 6.01%
N/A
20K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
1.95K
+ 19.28%
N/A
12.1K $0
BSCW
Invesco Exg Tr Slf Indx Fd Tr
2.81K
+ 20.66%
N/A
16.4K $0
Touchstone Securitized Inc ETF
69.8K
+ 93.11%
N/A
145K $0
VUSB
Vanguard Bd Index Fds
1.07K
+ 1.54%
N/A
70.5K $0
Capital Group
5.97K
+ 20.24%
N/A
35.4K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
24.8K
+ 8.41%
N/A
319K $0
Capital Group
41.2K
+ 104.9%
N/A
80.5K $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
2
+ 0.05%
N/A
3.85K $0
Ab Disruptors
26.6K
+ 31.06%
N/A
112K $0
Victoryshares Free
20.3K
+ 144.96%
N/A
34.4K $0
Arm Holdings
2.03K
+ 23.99%
N/A
10.5K $0
RYF
Invesco S&P 500 Equal Weight F

ETFs
15
+ 0.47%
N/A
3.2K $0
Cava Group
2.46K
+ 36.85%
N/A
9.14K $0
Blackrock Fdg
112
+ 5.0%
N/A
2.35K $0
Fidelity Covington Tr Enhanced Large Cap Value ETF
923
+ 14.04%
N/A
7.5K $0
Lam Research
2.12K
+ 4.94%
N/A
45K $0
Annaly Capital
4.21K
+ 39.41%
N/A
14.9K $0
LQDB
Ishares Tr Bbb Rated Corporate
300
+ 4.51%
N/A
6.95K $0
Ishares Bitcoin
46.9K
+ 77.67%
N/A
107K $0
Linde PLC
65
+ 0.8%
N/A
8.2K $0
Labcorp Holdings
177
+ 7.87%
N/A
2.43K $0
Amplify Cybersecurity
1.1K
+ 9.83%
N/A
12.3K $0
Finance Of America Company A
12K
+ 53.7%
N/A
34.4K $0
Activity Summary
Buys All Purchases 953 New Holdings 139 Increased Positions 814 Sells All Sells 724 Reductions 724 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email