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
STBA
S&T Bancorp Inc

Financial Services
152
+ 0.18%
$35.43 - $41.22 $5.39K - $6.27K
82.9K $3.07M
HPQ
Hp Inc

Technology
1.92K
+ 6.36%
$27.69 - $34.72 $53.1K - $66.5K
32K $886K
MAIN
Main Street Capital Corp

Financial Services
1.71K
+ 1.77%
$54.71 - $63.1 $93.7K - $108K
98.7K $5.58M
AMP
Ameriprise Financial Inc

Financial Services
76
+ 2.72%
$472.29 - $575.13 $35.9K - $43.7K
2.87K $1.39M
PCT
Pure Cycle Technologies, Inc.

Industrials
1.52K
+ 4.32%
$6.92 - $10.9 $10.5K - $16.5K
36.6K $253K
TROW
Price T Rowe Group Inc

Financial Services
18
+ 0.35%
$91.57 - $116.93 $1.65K - $2.1K
5.14K $472K
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.22K
+ 2.2%
$59.61 - $66.71 $72.7K - $81.4K
56.6K $3.42M
OMFL
Invesco Exchange Traded Self I

ETFs
1.46K
+ 0.7%
$52.19 - $57.45 $76.1K - $83.8K
211K $11.3M
GM
General Motors CO

Consumer Cyclical
595
+ 2.52%
$45.22 - $54.92 $26.9K - $32.7K
24.3K $1.14M
TER
Teradyne, Inc

Technology
468
+ 12.76%
$82.6 - $140.0 $38.7K - $65.5K
4.14K $341K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
842
+ 1.97%
$108.02 - $120.45 $91K - $101K
43.6K $4.8M
ENVX
Enovix Corp

Industrials
764
+ 2.05%
$7.21 - $14.33 $5.51K - $10.9K
38.1K $279K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.91K
+ 2.14%
$21.23 - $23.75 $82.9K - $92.8K
186K $4.01M
HUBS
Hubspot Inc

Technology
109
+ 7.02%
$571.29 - $819.71 $62.3K - $89.3K
1.66K $948K
ADUS
Addus Home Care Corp

Healthcare
596
+ 8.22%
$89.83 - $135.92 $53.5K - $81K
7.84K $775K
DOW
Dow Inc.

Basic Materials
874
+ 2.69%
$34.36 - $41.92 $30K - $36.6K
33.4K $1.17M
SOUN
Soundhound Ai, Inc.

Technology
1.2K
+ 8.91%
$8.12 - $20.62 $9.75K - $24.8K
14.7K $119K
EME
Emcor Group, Inc.

Industrials
55
+ 2.6%
$361.16 - $535.99 $19.9K - $29.5K
2.17K $803K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
771
+ 1.17%
$119.84 - $136.1 $92.4K - $105K
66.6K $8.06M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
190
+ 0.33%
$59.79 - $67.15 $11.4K - $12.8K
57.6K $3.49M
SOFI
So Fi Technologies, Inc.

Financial Services
11.7K
+ 13.52%
$11.18 - $18.03 $131K - $211K
98.2K $1.14M
VTRS
Viatris Inc

Healthcare
523
+ 0.99%
$8.68 - $12.42 $4.54K - $6.5K
53.2K $463K
SHOP
Shopify Inc.

Technology
2.25K
+ 6.0%
$90.59 - $129.31 $204K - $291K
39.7K $3.79M
U
Unity Software Inc.

Technology
2.74K
+ 3.18%
$19.44 - $28.34 $53.3K - $77.7K
88.9K $1.74M
AXP
American Express CO

Financial Services
1.16K
+ 6.33%
$255.39 - $325.87 $295K - $377K
19.4K $5.23M
DFSV
Dimensional ETF Tr Dimensional

ETFs
833
+ 0.93%
$27.56 - $32.1 $23K - $26.7K
90K $2.53M
DUHP
Dimensional ETF Tr Dimensional

ETFs
2.67K
+ 0.56%
$32.57 - $35.82 $86.8K - $95.5K
478K $15.8M
EVLV
Evolv Technologies Holdings, Inc.

Industrials
365
+ 0.11%
$3.0 - $4.24 $1.1K - $1.55K
328K $1.02M
NVO
Novo Nordisk A S

Healthcare
1.63K
+ 6.5%
$69.3 - $90.95 $113K - $148K
26.7K $1.85M
WMT
Walmart Inc.

Consumer Defensive
2.96K
+ 1.34%
$84.5 - $105.05 $250K - $311K
224K $19.7M
CALM
Cal Maine Foods Inc

Consumer Defensive
1.24K
+ 3.37%
$80.87 - $115.8 $99.9K - $143K
37.9K $3.44M
DDOG
Datadog, Inc.

Technology
121
+ 1.53%
$98.68 - $151.89 $11.9K - $18.4K
8.03K $796K
RCAT
Red Cat Holdings, Inc.

Technology
77.6K
+ 66.01%
$4.82 - $14.19 $374K - $1.1M
195K $1.15M
DFAU
Dimensional ETF Tr

ETFs
4.96K
+ 1.8%
$37.84 - $42.29 $188K - $210K
281K $10.8M
AMAT
Applied Materials Inc

Technology
1.04K
+ 3.14%
$145.06 - $195.51 $151K - $204K
34.2K $4.96M
USB
Us Bancorp \De\

Financial Services
908
+ 1.0%
$40.92 - $50.9 $37.2K - $46.2K
91.3K $3.85M
BAC
Bank Of America Corp

Financial Services
7.5K
+ 2.07%
$39.61 - $47.74 $297K - $358K
369K $15.4M
ACN
Accenture PLC

Technology
283
+ 1.9%
$300.91 - $398.25 $85.2K - $113K
15.2K $4.73M
KRE
Spdr S&P Regional Banking ETF

ETFs
648
+ 0.39%
$55.11 - $65.5 $35.7K - $42.4K
168K $9.52M
TGT
Target Corp

Consumer Defensive
855
+ 4.04%
$103.65 - $142.5 $88.6K - $122K
22K $2.3M
MRK
Merck & Co., Inc.

Healthcare
604
+ 0.73%
$83.01 - $101.02 $50.1K - $61K
83.8K $7.52M
DIS
Walt Disney CO

Communication Services
910
+ 1.35%
$96.87 - $114.0 $88.2K - $104K
68.2K $6.73M
CRM
Salesforce, Inc.

Technology
1.78K
+ 8.39%
$268.36 - $359.95 $477K - $639K
22.9K $6.15M
HD
Home Depot, Inc.

Consumer Cyclical
1.42K
+ 2.08%
$347.25 - $424.87 $491K - $601K
69.4K $25.4M
TSEM
Tower Semiconductor LTD

Technology
4.53K
+ 6.05%
$35.43 - $54.74 $160K - $248K
79.4K $2.83M
IXN
Ishares Global Information Tec

ETFs
388
+ 0.33%
$75.73 - $88.4 $29.4K - $34.3K
118K $8.91M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
1.67K
+ 0.16%
$74.34 - $81.0 $124K - $135K
1.05M $79.7M
IOT
Samsara Inc.

Technology
598
+ 0.26%
$34.06 - $60.96 $20.4K - $36.5K
235K $9M
SPYG
Spdr Portfolio

ETFs
66.4K
+ 7.61%
$80.05 - $92.39 $5.32M - $6.14M
940K $75.5M
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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