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
COF
Capital One Financial Corp

Financial Services
25.8K
+ 236.0%
$150.57 - $212.76 $3.88M - $5.48M
36.7K $7.81M
MBB
Ishares Tr

ETFs
58K
+ 23.25%
$91.41 - $94.22 $5.3M - $5.47M
308K $28.9M
VUG
Vanguard Growth ETF

ETFs
2.87K
+ 4.66%
$329.49 - $438.4 $947K - $1.26M
64.5K $28.3M
IEF
Ishares Barclays

ETFs
55K
+ 47.98%
$93.15 - $96.56 $5.12M - $5.31M
169K $16.2M
IWL
Ishares Tr Russell 200 ETF

ETFs
32.9K
+ 923.18%
$122.36 - $153.12 $4.03M - $5.04M
36.5K $5.58M
AXON
Axon Enterprise, Inc.

Industrials
303
+ 1.98%
$497.13 - $827.94 $151K - $251K
15.6K $12.9M
PWR
Quanta Services, Inc.

Industrials
4.23K
+ 16.77%
$239.47 - $381.26 $1.01M - $1.61M
29.5K $11.1M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
45.4K
+ 26.21%
$99.1 - $99.49 $4.5M - $4.52M
219K $21.7M
FAS
Direxion Daily Financial Bull

ETFs
26.5K
+ 877.86%
$105.31 - $168.6 $2.79M - $4.46M
29.5K $4.97M
RDVY
First Trust Rising Dividend Ac

ETFs
8.68K
+ 0.93%
$51.6 - $62.74 $448K - $545K
941K $59M
GOOGL
Alphabet Inc.

Communication Services
724
+ 0.39%
$144.7 - $178.6 $105K - $129K
188K $33.2M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
95.9K
+ 8.67%
$48.13 - $49.85 $4.62M - $4.78M
1.2M $59M
SLV
I Shares Silver Trust

ETFs
109K
+ 84.2%
$27.08 - $33.74 $2.94M - $3.67M
238K $7.8M
EFG
Msci Eafe Growth ETF

ETFs
3.39K
+ 1.21%
$89.8 - $112.0 $304K - $380K
284K $31.9M
IDXX
Idexx Laboratories Inc

Healthcare
4.86K
+ 49.7%
$361.04 - $536.34 $1.76M - $2.61M
14.6K $7.85M
PGR
Progressive Corp

Financial Services
15.1K
+ 54.09%
$255.27 - $288.74 $3.86M - $4.37M
43.1K $11.5M
MA
Mastercard Inc

Financial Services
5.77K
+ 40.16%
$479.92 - $590.74 $2.77M - $3.41M
20.1K $11.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
21.5K
+ 3.76%
$51.16 - $62.02 $1.1M - $1.34M
594K $36.8M
BR
Broadridge Financial Solutions, Inc.

Technology
13.4K
+ 44.17%
$217.22 - $246.25 $2.91M - $3.3M
43.8K $10.6M
COST
Costco Wholesale Corp

Consumer Defensive
2.38K
+ 11.74%
$908.13 - $1056.85 $2.16M - $2.51M
22.6K $22.4M
AMT
American Tower Corp

Real Estate
13.8K
+ 34.37%
$203.96 - $228.19 $2.81M - $3.14M
53.8K $11.9M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
63.1K
+ 46.83%
$34.72 - $42.74 $2.19M - $2.7M
198K $8.45M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
40.8K
+ 4.85%
$27.3 - $31.8 $1.11M - $1.3M
881K $28M
DGRO
Ishares Core Dividend Growth E

ETFs
38.7K
+ 15.74%
$55.22 - $63.94 $2.14M - $2.47M
284K $18.2M
IBM
International Business Machines Corp

Technology
2.25K
+ 4.55%
$221.03 - $294.78 $496K - $662K
51.6K $15.2M
DFSD
Dimensional ETF Tr Short Durat

ETFs
57.6K
+ 18.11%
$47.09 - $48.01 $2.71M - $2.76M
375K $18M
GE
General Electric CO

Industrials
4.13K
+ 12.93%
$166.81 - $257.39 $689K - $1.06M
36.1K $9.28M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
23.7K
+ 13.36%
$55.54 - $69.09 $1.32M - $1.64M
201K $13.9M
CGGO
Capital Group Global Growth Eq

ETFs
67.8K
+ 34.72%
$25.31 - $32.17 $1.72M - $2.18M
263K $8.41M
BBUS
J P Morgan Exchg Traded Fd

ETFs
17.5K
+ 21.17%
$89.63 - $111.92 $1.56M - $1.95M
99.9K $11.2M
CPRT
Copart Inc

Consumer Cyclical
77K
+ 59.61%
$47.72 - $63.84 $3.67M - $4.91M
206K $10.1M
SNOW
Snowflake Inc.

Technology
7.06K
+ 47.95%
$130.53 - $223.77 $921K - $1.58M
21.8K $4.87M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
13.8K
+ 15.99%
$483.48 - $539.8 $6.67M - $7.44M
100K $48.6M
ROP
Roper Technologies Inc

Industrials
5.04K
+ 45.31%
$519.19 - $590.78 $2.62M - $2.98M
16.2K $9.16M
PM
Philip Morris International Inc.

Consumer Defensive
8.52K
+ 19.09%
$149.23 - $184.95 $1.27M - $1.58M
53.2K $9.68M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
114K
+ 50.73%
$22.09 - $22.44 $2.53M - $2.57M
340K $7.61M
HOOD
Robinhood Markets, Inc.

Technology
16.5K
+ 87.87%
$34.17 - $93.63 $564K - $1.55M
35.3K $3.3M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
44.2K
+ 13.81%
$35.35 - $42.68 $1.56M - $1.89M
364K $15.5M
USTB
Victory Portfolios Ii Victorys

ETFs
46.8K
+ 91.32%
$50.21 - $50.82 $2.35M - $2.38M
98.1K $4.99M
AMAT
Applied Materials Inc

Technology
5.75K
+ 16.84%
$126.95 - $183.52 $730K - $1.06M
39.9K $7.31M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
80.4K
+ 65.79%
$28.21 - $28.85 $2.27M - $2.32M
203K $5.83M
FANG
Diamondback Energy, Inc.

Energy
23.3K
+ 60.44%
$119.25 - $161.49 $2.78M - $3.76M
61.8K $8.49M
RGLD
Royal Gold Inc

Basic Materials
12.4K
+ 183.84%
$155.48 - $186.71 $1.92M - $2.31M
19.1K $3.39M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.72K
+ 1.97%
$152.93 - $181.74 $569K - $676K
192K $34.9M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
97.4K
+ 10.7%
$22.3 - $22.57 $2.17M - $2.2M
1.01M $22.7M
BAC
Bank Of America Corp

Financial Services
3.07K
+ 0.83%
$34.39 - $47.46 $105K - $146K
372K $17.6M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.97K
+ 8.03%
$179.95 - $278.88 $355K - $550K
26.5K $7.4M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
96.5K
+ 7.73%
$22.81 - $22.97 $2.2M - $2.22M
1.34M $30.8M
XLF
Financial Sector Spdr

ETFs
18.1K
+ 3.73%
$43.92 - $52.37 $795K - $947K
503K $26.4M
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
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