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
EFG
Msci Eafe Growth ETF

ETFs
17.2K
+ 6.5%
$96.1 - $106.37 $1.65M - $1.82M
281K $28.1M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
111K
+ 96.41%
$21.77 - $22.25 $2.41M - $2.46M
226K $5.02M
ABBV
Abb Vie Inc.

Healthcare
3.66K
+ 6.71%
$169.2 - $216.66 $619K - $793K
58.2K $12.2M
IWB
Ishares Tr Russell 1000 ETF

ETFs
10.8K
+ 18.38%
$302.31 - $337.54 $3.27M - $3.65M
69.7K $21.4M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
48.6K
+ 16.23%
$49.69 - $50.76 $2.42M - $2.47M
348K $17.4M
CGGO
Capital Group Global Growth Eq

ETFs
87.2K
+ 80.58%
$28.33 - $30.84 $2.47M - $2.69M
195K $5.53M
SPY
Spdr S&P 500 ETF Trust

ETFs
13.3K
+ 7.0%
$551.42 - $612.93 $7.34M - $8.16M
204K $114M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
99.3K
+ 13.41%
$29.34 - $31.31 $2.91M - $3.11M
840K $24.9M
EMB
Ishares Tr

ETFs
25.3K
+ 63.35%
$88.64 - $92.03 $2.25M - $2.33M
65.3K $5.92M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
7.4K
+ 27.19%
$80.53 - $147.57 $596K - $1.09M
34.6K $4.57M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
160K
+ 359.72%
$13.05 - $13.97 $2.09M - $2.24M
205K $2.79M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
42.6K
+ 68.9%
$51.26 - $52.53 $2.19M - $2.24M
105K $5.39M
HTRB
Hartford Fds Total Return Bd E

ETFs
64.4K
+ 902.17%
$33.03 - $34.09 $2.13M - $2.2M
71.5K $2.42M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
41.4K
+ 15.34%
$48.31 - $49.23 $2M - $2.04M
311K $15.3M
IEMG
Ishares Inc

ETFs
38.4K
+ 6.68%
N/A
614K $32.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
20.5K
+ 2.47%
$42.5 - $46.71 $871K - $957K
849K $38.4M
CHE
Chemed Corp

Healthcare
1.94K
+ 22.34%
$521.84 - $615.32 $1.01M - $1.19M
10.6K $6.52M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
39.7K
+ 38.3%
$47.33 - $47.92 $1.88M - $1.9M
143K $6.82M
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
17.5K
+ 1.38%
$40.77 - $42.27 $715K - $741K
1.29M $54.4M
GOLD
Barrick Gold Corp

Basic Materials
81K
+ 152.44%
$15.45 - $19.56 $1.25M - $1.58M
134K $2.61M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
69.4K
+ 52.15%
$25.05 - $25.16 $1.74M - $1.75M
202K $5.09M
XLG
Invesco Exchange Traded Fd Tr

ETFs
76.6K
+ 16.79%
$45.72 - $51.73 $3.5M - $3.96M
533K $24.5M
AVUV
American Centy ETF Tr Avantis

ETFs
21.3K
+ 147.95%
$84.95 - $100.62 $1.81M - $2.14M
35.7K $3.11M
SLV
I Shares Silver Trust

ETFs
42K
+ 48.25%
$26.93 - $31.32 $1.13M - $1.32M
129K $4M
CGUS
Capital Group Core Equity ETF
53.6K
+ 93.05%
$33.08 - $36.62 $1.77M - $1.96M
111K $3.72M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
27.2K
+ 13.35%
$192.82 - $222.1 $5.24M - $6.03M
231K $44.5M
IEF
Ishares Barclays

ETFs
14.6K
+ 14.66%
$91.17 - $95.39 $1.34M - $1.4M
115K $10.9M
XLF
Financial Sector Spdr

ETFs
20K
+ 4.31%
$47.32 - $52.19 $948K - $1.05M
485K $24.2M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
22.1K
+ 301.16%
$77.33 - $90.16 $1.71M - $1.99M
29.4K $2.31M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
26.5K
+ 43.84%
$62.72 - $71.92 $1.66M - $1.9M
86.8K $5.47M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
102K
+ 278.48%
$16.57 - $18.85 $1.69M - $1.92M
138K $2.3M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
31.6K
+ 69.28%
$50.03 - $50.27 $1.58M - $1.59M
77.1K $3.87M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
65.1K
+ 75.95%
N/A
151K $3.58M
AMT
American Tower Corp

Real Estate
926
+ 2.37%
$173.46 - $217.6 $161K - $201K
40K $8.71M
UBER
Uber Technologies, Inc

Technology
12.7K
+ 26.08%
$63.17 - $81.49 $799K - $1.03M
61.2K $4.46M
BX
Blackstone Inc.

Financial Services
18.4K
+ 55.17%
$136.53 - $186.74 $2.51M - $3.44M
51.7K $7.23M
IBM
International Business Machines Corp

Technology
275
+ 0.56%
$217.4 - $264.74 $59.8K - $72.8K
49.4K $12.3M
PGR
Progressive Corp

Financial Services
857
+ 3.16%
$235.61 - $291.22 $202K - $250K
28K $7.91M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
53.8K
+ 43.78%
$24.79 - $25.26 $1.33M - $1.36M
177K $4.46M
DFSD
Dimensional ETF Tr Short Durat

ETFs
25.5K
+ 8.73%
$46.74 - $47.55 $1.19M - $1.21M
318K $15.1M
ROP
Roper Technologies Inc

Industrials
1.19K
+ 11.96%
$502.71 - $593.81 $597K - $705K
11.1K $6.55M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
57.1K
+ 39.99%
$25.12 - $26.05 $1.43M - $1.49M
200K $5.04M
EWI
Ishares Inc Msci Italy ETF

ETFs
31.3K
+ 445.28%
$35.58 - $43.99 $1.11M - $1.38M
38.3K $1.62M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
55.1K
+ 44.08%
$23.9 - $24.18 $1.32M - $1.33M
180K $4.35M
FFA
First Trust Enhanced Equity Income Fund

Financial Services
74.8K
+ 104.07%
$19.17 - $21.07 $1.43M - $1.58M
147K $2.83M
MDT
Medtronic PLC

Healthcare
9.87K
+ 23.33%
$79.84 - $94.5 $788K - $933K
52.2K $4.69M
PLTR
Palantir Technologies Inc.

Technology
779
+ 0.55%
$64.98 - $124.62 $50.6K - $97.1K
142K $11.9M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
58.2K
+ 75.58%
$22.83 - $23.75 $1.33M - $1.38M
135K $3.11M
RTX
Raytheon Technologies Corp

Industrials
2.38K
+ 4.06%
$114.1 - $135.66 $271K - $322K
60.8K $8.05M
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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