Integrated Wealth Concepts LLC Incresed Positions in Q2 2025

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Liberty Media Corp Del Common Stock
4.2K
+ 100.1%
N/A
8.4K $0
Linde PLC
304
+ 3.71%
N/A
8.5K $0
LCTD
Blackrock ETF World Ex Us Carb
505
+ 6.93%
N/A
7.79K $0
Managed Portfolio Series Leuthold Core Et
21
+ 0.23%
N/A
9.21K $0
Klaviyo Inc
681K
+ 454.99%
N/A
830K $0
Janus Henderson
2.3K
+ 39.13%
N/A
8.17K $0
Annaly Capital
10.3K
+ 69.41%
N/A
25.2K $0
Natwest Group
10.7K
+ 30.26%
N/A
46K $0
Spdr Msci
1.33K
+ 22.13%
N/A
7.34K $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
9
+ 0.23%
N/A
3.86K $0
Return Stack Bond Mangd Futures ETF
3.83K
+ 1.41%
N/A
275K $0
Pimco Enhanced
38K
+ 12.73%
N/A
337K $0
PIN
Invesco India ETF Trust India
4.91K
+ 9.32%
N/A
57.6K $0
Pgim Aaa Clo ETF
333
+ 6.11%
N/A
5.78K $0
Ccm Affordable
4.12K
+ 29.04%
N/A
18.3K $0
Sila Realty
1.4K
+ 6.08%
N/A
24.4K $0
Amplify Junior
12K
+ 97.57%
N/A
24.3K $0
Sirius Xm
4.04K
+ 5.87%
N/A
72.8K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
18.3K
+ 170.58%
N/A
29.1K $0
Jpmorgan Global
1.13K
+ 6.78%
N/A
17.8K $0
STEL
Stellar Bancorp Inc
304
+ 0.88%
N/A
34.7K $0
ILCG
Ishares Morningstar Growth ETF
163
+ 1.8%
N/A
9.22K $0
Ishares Ibonds
3
+ 0.01%
N/A
39.5K $0
Proshares Nasdaq
2.72K
+ 14.58%
N/A
21.4K $0
IDME
ETF Ser Solutions Intl Drawdow

ETFs
998K
+ 45.57%
N/A
3.19M $0
Ishares Bitcoin
10.4K
+ 9.66%
N/A
118K $0
Ishares High
87.4K
+ 43.05%
N/A
290K $0
IYR
Ishares Tr

ETFs
56
+ 1.0%
$84.48 - $96.25 $4.73K - $5.39K
5.66K $536K
Van Eck Bitcoin Trust
214
+ 2.31%
N/A
9.46K $0
Atlassian Corp
4.95K
+ 128.6%
N/A
8.8K $0
Ishares U S
395K
+ 91.53%
N/A
826K $0
I Shares I Bonds 2030 Term High Yield & Income ETF
5.55K
+ 18.96%
N/A
34.8K $0
T Rowe
6.45K
+ 5.45%
N/A
125K $0
JGRO
J P Morgan Exchange Traded Fd
12.5K
+ 12.23%
N/A
114K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
25.1K
+ 5.59%
N/A
474K $0
Jpmorgan Active
26.9K
+ 47.14%
N/A
83.9K $0
Ishs Ibnd 2031 Trm High Incm ETF
13.6K
+ 75.23%
N/A
31.8K $0
Proshares S&P
5.44K
+ 12.04%
N/A
50.6K $0
Brookfield Corp
1.53K
+ 9.53%
N/A
17.6K $0
NYF
Ishares New York Muni Bond ETF

ETFs
38
+ 0.74%
$51.29 - $53.06 $1.95K - $2.02K
5.19K $270K
ABR
Arbor Realty Trust Inc

Real Estate
966
+ 8.94%
$8.92 - $11.89 $8.62K - $11.5K
11.8K $125K
SENS
Senseonics Holdings, Inc.

Healthcare
2K
+ 20.0%
$0.48 - $0.77 $960 - $1.54K
12K $5K
EGY
Vaalco Energy Inc

Energy
501
+ 3.61%
$3.1 - $3.94 $1.55K - $1.97K
14.4K $51K
ICF
Ishares Tr

ETFs
2
+ 0.04%
$54.56 - $62.47 $109 - $125
4.56K $278K
CENX
Century Aluminum CO

Basic Materials
354
+ 2.05%
$13.7 - $20.12 $4.85K - $7.12K
17.6K $317K
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
72
+ 0.19%
$20.08 - $20.98 $1.45K - $1.51K
38.5K $794K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
63
+ 0.35%
$14.83 - $16.07 $934 - $1.01K
18K $284K
DAWN
Day One Biopharmaceuticals, Inc.

Healthcare
3.03K
+ 17.69%
$6.16 - $7.97 $18.7K - $24.2K
20.2K $131K
NIO
Nio Inc.

Consumer Cyclical
1.78K
+ 7.13%
$3.14 - $4.31 $5.6K - $7.68K
26.8K $91K
Activity Summary
Buys All Purchases 1246 New Holdings 294 Increased Positions 952 Sells All Sells 600 Reductions 600 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