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
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
4.87K
+ 26.68%
$18.53 - $29.07 $90.3K - $142K
23.1K $438K
AMD
Advanced Micro Devices Inc

Technology
11.8K
+ 17.13%
$96.63 - $129.55 $1.14M - $1.53M
80.7K $8.29M
CLOU
Global X Fds Cloud Computing E

ETFs
1.19K
+ 6.12%
$20.99 - $26.34 $25K - $31.3K
20.6K $433K
MAR
Marriott International Inc

Consumer Cyclical
447
+ 13.17%
$237.01 - $304.45 $106K - $136K
3.84K $914K
IR
Ingersoll Rand Inc.

Industrials
58
+ 1.49%
$79.44 - $94.23 $4.61K - $5.47K
3.94K $315K
CSQ
Calamos Strategic Total Return Fund

Financial Services
322
+ 1.19%
$15.97 - $18.5 $5.14K - $5.96K
27.3K $441K
UPST
Upstart Holdings, Inc.

Financial Services
563
+ 13.85%
$46.03 - $88.77 $25.9K - $50K
4.63K $213K
CG
Carlyle Group Inc.

Financial Services
18
+ 0.32%
$40.03 - $56.96 $721 - $1.03K
5.57K $242K
USXF
Ishares Esg Advanced Msci Usa

Technology
3.05K
+ 5.13%
$46.38 - $52.65 $141K - $161K
62.4K $2.91M
HLMN
Hillman Solutions Corp.

Industrials
27
+ 0.07%
$8.69 - $10.5 $235 - $284
41.4K $364K
FCN
Fti Consulting, Inc

Industrials
103
+ 4.86%
$160.54 - $198.75 $16.5K - $20.5K
2.22K $364K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
319
+ 0.67%
$46.06 - $49.24 $14.7K - $15.7K
47.9K $2.23M
BWXT
Bwx Technologies, Inc.

Industrials
77
+ 1.99%
$96.59 - $128.46 $7.44K - $9.89K
3.94K $389K
MC
Moelis & CO

Financial Services
432
+ 9.89%
$57.91 - $81.2 $25K - $35.1K
4.8K $280K
EFX
Equifax Inc

Industrials
12
+ 0.3%
$235.63 - $278.34 $2.83K - $3.34K
4.07K $991K
FTC
First Tr Lge Cap Growth

ETFs
169
+ 1.63%
$127.87 - $148.89 $21.6K - $25.2K
10.5K $1.38M
RPM
Rpm International Inc

Basic Materials
18
+ 0.29%
$114.03 - $128.31 $2.05K - $2.31K
6.25K $723K
BKSE
Bny Mellon ETF Tr Us Small Cap

ETFs
81
+ 1.17%
$91.6 - $105.6 $7.42K - $8.55K
6.99K $652K
WDAY
Workday, Inc.

Technology
21
+ 1.03%
$233.53 - $277.82 $4.9K - $5.83K
2.06K $479K
TQQQ
Proshares Ultrapro Qqq

ETFs
799
+ 19.15%
$57.3 - $90.39 $45.8K - $72.2K
4.97K $284K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
15
+ 0.76%
$203.38 - $274.79 $3.05K - $4.12K
1.98K $405K
AUB
Atlantic Union Bankshares Corp

Financial Services
36
+ 0.42%
$30.68 - $39.07 $1.1K - $1.41K
8.55K $266K
FYX
First Tr Small Cap Core Alphad

ETFs
465
+ 5.11%
$89.26 - $104.61 $41.5K - $48.6K
9.57K $861K
COIN
Coinbase Global, Inc.

Technology
413
+ 24.21%
$172.23 - $301.3 $71.1K - $124K
2.12K $364K
TM
Toyota Motor Corp

Consumer Cyclical
38
+ 1.05%
$176.53 - $195.35 $6.71K - $7.42K
3.66K $645K
VONG
Vanguard Russell 1000 Growth E

ETFs
794
+ 6.31%
$92.71 - $107.38 $73.6K - $85.3K
13.4K $1.24M
TILT
Flexshares Tr

ETFs
20
+ 0.32%
$202.06 - $225.8 $4.04K - $4.52K
6.34K $1.3M
ESI
Element Solutions Inc

Basic Materials
128
+ 0.53%
$22.61 - $27.55 $2.89K - $3.53K
24.1K $545K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
146
+ 4.04%
$333.37 - $384.99 $48.7K - $56.2K
3.76K $1.26M
WST
West Pharmaceutical Services Inc

Healthcare
844
+ 34.55%
$199.11 - $347.87 $168K - $294K
3.29K $735K
HBAN
Huntington Bancshares Inc

Financial Services
1.34K
+ 1.97%
$14.28 - $17.39 $19.2K - $23.3K
69.3K $1.04M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.99K
+ 13.91%
$47.79 - $59.89 $143K - $179K
24.5K $1.23M
TNA
Direxion Daily Small Cap Bull

ETFs
854
+ 11.56%
$28.89 - $46.57 $24.7K - $39.8K
8.24K $241K
HLI
Houlihan Lokey, Inc.

Financial Services
405
+ 3.67%
$154.43 - $187.4 $62.5K - $75.9K
11.4K $1.85M
VRTS
Virtus Investment Partners, Inc.

Financial Services
3
+ 0.21%
$167.94 - $220.1 $504 - $660
1.45K $249K
CARR
Carrier Global Corp

Industrials
364
+ 1.91%
$62.07 - $70.55 $22.6K - $25.7K
19.5K $1.23M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
4.61K
+ 1.17%
$11.22 - $11.8 $51.7K - $54.4K
400K $4.48M
CIEN
Ciena Corp

Technology
123
+ 3.81%
$60.43 - $98.18 $7.43K - $12.1K
3.36K $202K
ET
Energy Transfer LP

Energy
3.71K
+ 2.65%
$17.26 - $21.08 $64.1K - $78.2K
144K $2.67M
DFAT
Dimensional ETF Tr U S Target

ETFs
988
+ 3.37%
$50.44 - $58.1 $49.8K - $57.4K
30.3K $1.56M
CMI
Cummins Inc

Industrials
646
+ 8.26%
$312.92 - $386.07 $202K - $249K
8.47K $2.65M
BITO
Proshares Tr Bitcoin Strategy

ETFs
1.34K
+ 6.1%
$17.57 - $25.81 $23.5K - $34.6K
23.3K $426K
FDN
First Tr Fd Dow Jones

ETFs
936
+ 6.97%
$221.38 - $266.86 $207K - $250K
14.4K $3.19M
TMO
Thermo Fisher Scientific Inc.

Healthcare
137
+ 2.16%
$497.6 - $606.74 $68.2K - $83.1K
6.47K $3.22M
CDNS
Cadence Design Systems Inc

Technology
80
+ 3.77%
$233.96 - $324.52 $18.7K - $26K
2.2K $560K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
20
+ 0.1%
$69.69 - $79.99 $1.39K - $1.6K
21K $1.5M
PNC
Pnc Financial Services Group, Inc.

Financial Services
196
+ 2.74%
$168.84 - $202.89 $33.1K - $39.8K
7.36K $1.29M
JPSE
J P Morgan Diversified Return

ETFs
2.69K
+ 4.35%
$42.78 - $48.51 $115K - $131K
64.6K $2.82M
CWK
Cushman & Wakefield PLC

Real Estate
77
+ 0.24%
$10.19 - $13.87 $785 - $1.07K
32.2K $329K
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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