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
Ishares Tr
3.52K
+ 24.11%
N/A
18.1K $0
HEIA
Heico Crp Cl A
98
+ 1.48%
N/A
6.7K $0
Ishares Tr
4.02K
+ 15.94%
N/A
29.3K $0
Eaton Vance
61
+ 0.28%
N/A
21.7K $0
FMIL
Fidelity Covington Tr New Mill
804
+ 10.68%
N/A
8.33K $0
First Tr Exchange Traded Fd
44K
+ 186.1%
N/A
67.7K $0
Fidelity Enhanced
6.75K
+ 4.83%
N/A
147K $0
Vaneck Bitcoin ETF
6.82K
+ 280.66%
N/A
9.25K $0
Dimensional Global
2.27K
+ 7.49%
N/A
32.6K $0
Jpmorgan Hedged
116
+ 3.52%
N/A
3.41K $0
Klaviyo Inc
5.02K
+ 3.47%
N/A
150K $0
Kenvue Inc
200
+ 0.57%
N/A
35.4K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
15K
+ 11.77%
N/A
142K $0
Ge Vernova
299
+ 3.13%
N/A
9.86K $0
Aptus Large
51.5K
+ 3.31%
N/A
1.61M $0
FDV
Federated Hermes ETF Tr U S St
37.7K
+ 27.35%
N/A
176K $0
Proshares S&P
16.6K
+ 58.27%
N/A
45.2K $0
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
525
+ 11.55%
$68.07 - $78.99 $35.7K - $41.5K
5.07K $345K
PIN
Invesco India ETF Trust India
5.81K
+ 12.37%
N/A
52.7K $0
Fidelity Wise Origin Bitcoin
6.75K
+ 27.74%
N/A
31.1K $0
JGRO
J P Morgan Exchange Traded Fd
13.4K
+ 15.15%
N/A
102K $0
First Tr Exchange Traded Fd
5.69K
+ 33.13%
N/A
22.8K $0
Federated Hermes ETF Trust
4.82K
+ 3.16%
N/A
157K $0
IDME
ETF Ser Solutions Intl Drawdow

ETFs
305K
+ 16.17%
N/A
2.19M $0
Gsk PLC
4.45K
+ 25.24%
N/A
22.1K $0
Proshares Nasdaq
9.12K
+ 95.87%
N/A
18.6K $0
FTGS
First Tr Exchange Traded Fd Gr
105K
+ 26.63%
N/A
497K $0
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
111
+ 5.08%
$92.51 - $102.81 $10.3K - $11.4K
2.3K $212K
NYF
Ishares New York Muni Bond ETF

ETFs
25
+ 0.49%
$52.33 - $53.92 $1.31K - $1.35K
5.15K $271K
ABOS
Acumen Pharmaceuticals, Inc.

Healthcare
5.12K
+ 50.68%
$1.1 - $1.9 $5.63K - $9.73K
15.2K $16K
JBI
Janus International Group, Inc.

Industrials
88
+ 0.66%
$6.95 - $9.11 $612 - $802
13.5K $97K
MDB
Mongo Db, Inc.

Technology
327
+ 31.56%
$175.4 - $298.52 $57.4K - $97.6K
1.36K $239K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
7
+ 0.06%
$8.24 - $8.68 $57.7 - $60.8
11.3K $93K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
57
+ 0.06%
$8.11 - $8.58 $462 - $489
99K $806K
BALL
Ball Corp

Consumer Cyclical
153
+ 4.08%
$49.04 - $56.53 $7.5K - $8.65K
3.9K $203K
JFR
Nuveen Floating Rate Income Fund

Financial Services
1.45K
+ 4.56%
$8.41 - $9.05 $12.2K - $13.1K
33.1K $280K
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
5
+ 0.01%
$12.53 - $13.05 $62.7 - $65.3
34.8K $437K
GNSS
Genasys Inc.

Technology
3.19K
+ 11.79%
$2.12 - $3.56 $6.75K - $11.3K
30.2K $68K
ALK
Alaska Air Group, Inc.

Industrials
3.97K
+ 31.13%
$49.22 - $76.6 $195K - $304K
16.7K $821K
USA
Liberty All Star Equity Fund

Financial Services
136
+ 1.32%
$6.41 - $7.32 $872 - $996
10.4K $68K
CSWI
Csw Industrials, Inc.

Industrials
162
+ 20.05%
$283.77 - $396.86 $46K - $64.3K
970 $282K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
878
+ 6.15%
$91.68 - $109.93 $80.5K - $96.5K
15.1K $1.42M
PCQ
Pimco California Municipal Income Fund

Financial Services
28
+ 0.13%
$8.76 - $9.34 $245 - $262
22.1K $195K
CCBG
Capital City Bank Group Inc

Financial Services
34
+ 0.43%
$33.74 - $38.15 $1.15K - $1.3K
8K $287K
CHWY
Chewy, Inc.

Consumer Cyclical
59
+ 0.82%
$31.83 - $39.8 $1.88K - $2.35K
7.22K $234K
EGY
Vaalco Energy Inc

Energy
686
+ 5.2%
$3.71 - $4.74 $2.55K - $3.25K
13.9K $52K
DNN
Denison Mines Corp.

Energy
2.35K
+ 14.71%
$1.3 - $2.1 $3.06K - $4.94K
18.4K $23K
SNPS
Synopsys Inc

Technology
79
+ 11.6%
$428.58 - $551.54 $33.9K - $43.6K
760 $325K
MLM
Martin Marietta Materials Inc

Basic Materials
49
+ 6.58%
$460.39 - $552.64 $22.6K - $27.1K
794 $379K
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
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