Integrated Wealth Concepts LLC Incresed Positions in Q4 2024

Integrated Wealth Concepts LLC

  • $8.16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ELV
Elevance Health, Inc.

Healthcare
289
+ 7.69%
$365.96 - $514.62 $106K - $149K
4.05K $1.49M
NVEE
Nv5 Global, Inc.

Industrials
77.7K
+ 299.31%
$18.82 - $93.28 $1.46M - $7.24M
104K $1.95M
ABBV
Abb Vie Inc.

Healthcare
3K
+ 5.81%
$164.99 - $203.87 $494K - $611K
54.6K $9.7M
FCX
Freeport Mcmoran Inc

Basic Materials
1.93K
+ 3.93%
$38.08 - $50.82 $73.3K - $97.9K
51K $1.94M
KO
Coca Cola CO

Consumer Defensive
8.07K
+ 7.17%
$61.74 - $71.71 $498K - $578K
121K $7.5M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.88K
+ 1.5%
$57.29 - $63.1 $107K - $118K
127K $7.3M
JNJ
Johnson & Johnson

Healthcare
6.25K
+ 6.11%
$143.34 - $165.86 $895K - $1.04M
108K $15.7M
VZ
Verizon Communications Inc

Communication Services
2.09K
+ 1.05%
$39.6 - $45.21 $82.6K - $94.4K
201K $8.02M
FSLR
First Solar, Inc.

Technology
2.59K
+ 14.02%
$175.88 - $240.66 $455K - $623K
21.1K $3.71M
PEP
Pepsico Inc

Consumer Defensive
2.41K
+ 3.22%
$151.29 - $176.1 $364K - $424K
77.1K $11.7M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
1.37K
+ 0.31%
$26.65 - $29.34 $36.5K - $40.2K
438K $11.9M
IOT
Samsara Inc.

Technology
168
+ 0.07%
$42.67 - $56.35 $7.17K - $9.47K
234K $10.2M
PFE
Pfizer Inc

Healthcare
3.39K
+ 0.69%
$24.8 - $30.19 $84.1K - $102K
492K $13.1M
AMAT
Applied Materials Inc

Technology
707
+ 2.18%
$161.44 - $213.89 $114K - $151K
33.1K $5.39M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
41.6K
+ 5.29%
$44.04 - $49.49 $1.83M - $2.06M
828K $36.5M
AMGN
Amgen Inc

Healthcare
765
+ 3.4%
$258.78 - $328.31 $198K - $251K
23.3K $6.06M
VHT
Vanguard Health Care ETF

ETFs
1.12K
+ 2.15%
$250.81 - $283.3 $280K - $316K
53K $13.4M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
52.6K
+ 5.71%
$34.13 - $37.35 $1.8M - $1.97M
975K $33.3M
SOXX
Ishares Semiconductor ETF

ETFs
652
+ 0.6%
$211.27 - $239.8 $138K - $156K
110K $23.6M
XOM
Exxon Mobil Corp

Energy
4K
+ 1.64%
$105.51 - $125.37 $422K - $501K
248K $26.7M
LLY
Eli Lilly & CO

Healthcare
1.52K
+ 5.44%
$727.2 - $932.06 $1.1M - $1.42M
29.4K $22.7M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
99.5K
+ 48.48%
$22.63 - $47.53 $2.25M - $4.73M
305K $6.92M
QCOM
Qualcomm Inc

Technology
775
+ 0.36%
$150.4 - $178.04 $117K - $138K
216K $33.2M
IEFA
Ishares Tr

ETFs
1.99K
+ 0.29%
$70.06 - $77.43 $140K - $154K
700K $49.2M
Activity Summary
Buys All Purchases 1070 New Holdings 145 Increased Positions 925 Sells All Sells 587 Reductions 587 Sold out 0 Options Calls 0 Puts 0
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